Is Warren Buffett Registered With The Sec
It's Officially Warren Buffett Season – Hints on What to Expect
Berkshire Hathaway'south annual report is set up to exist released Saturday, February 26th.Equally is customary, it will be accompanied by the famous CEO, Warren Buffett's Letter to Shareholders. Using past years every bit an indicator, investors can wait a lot of news and views surrounding the report and alphabetic character. For the next two months, investors can wait more media interviews with Buffett or Berkshire's number two homo Charlie Munger. These all have the potential to move stocks and even crypto prices. The Berkshire Hathaway almanac coming together will be in person this twelvemonth on April xxxth. The presentations will exist viewable live on Yahoo Finance.
As investors enter "Buffett season" the time of year when Warren Buffett, one of the most recognized and highly successful investors, shares his thoughts and wisdom related to electric current markets, an early read of Berkshire'southward actions tin can be helpful for investors - and we just received one. Berkshire Hathaway's (BRK/A, BRK/B) fourth-quarter 13F of all public market transactions was just filed last week. Below we highlight some of the more notable shifts in the visitor's portfolio, these changes may provide an early on read on presentations at the almanac coming together.
Using Berkshires 13F as an Oracle
Berkshire Hathaway'south fourth-quarter 13F was filed on February 14. There are two new names of publicly-traded companies in the portfolio. The combined disinterestedness securities of Berkshire's portfolio represent a fraction of company assets since Berkshire wholly owns big brand name companies such as Fruit of the Loom, Geico, and Duracell. The filing shows Berkshire'due south $331 billion investment portfolio consists of 44 companies, one visitor more than than the previous quarter.
The superlative 5 holdings business relationship for over 79% of the total securities portfolio. These include Apple (AAPL), Depository financial institution of America (BAC), American Limited (AXP), Coca-Cola (KO), and Kraft Heinz (KHC). The significant holdings in Apple tree, Banking company of America, and American Express cause the portfolio, relative to the S&P 500 Index to be more highly weighted in technology, staples, and the financial sector.
Overall, the total securities portfolio carries a slightly more expensive valuation than the South&P 500 while having achieved higher profitability (ROE) and exhibiting lower debt ratios and higher credit ratings.
In the quarter, there were ii new additions: Activision Blizzard (ATVI) and Freedom Media – Formula I (FWONK). Microsoft announced a deal to buy ATVI for $95.00 per share in greenbacks on January 18, 2022. Berkshire also added a position of Nu Holdings (NU), which it backed before the firm became public belatedly last year.
Berkshire added to its position in Chevron (CVX), Freedom Media – Liberty SiriusXM (LSXMA), RH (RH), Floor & Decor-A (FND). FND was a new buy in the terminal quarter, with the position increased this quarter. The CVX holding was also increased in the third quarter. RH was last increased in the second quarter of 2021.
Reduced can be seen in Berkshire's holdings of Kroger (KR), Charter Communications (CHTR), Visa (5), Mastercard (MA), Abbvie (ABBV), Royalty Pharma (RPRX), Bristol-Myers Squibb (BMY), and Marsh & McClennan (MMC). Many of the pharmaceuticals beingness reduced were added in the outset one-half of 2020 and served the portfolio well. The reduced credit card positions began in the third quarter of 2021, with Berkshire previously trimming its positions in V and MA back in the second quarter of 2020.
Teva Pharmaceutical (TEVA) and Sirius XM Holdings (SIRI) were eliminated from the portfolio in the fourth quarter.
Take-Away
Private stocks can make big moves with but a small utterance from highly-followed investors. Warren Buffett is the ultimate "highly-followed" investor. Over the upcoming days and weeks investors volition be treated to more than just utterances.
All of this comes at a time when the investment climate is shifting. Sign-up for Channelchek to receive emails containing inquiry and articles to help provide actionable ideas for your portfolio.
Suggested Reading
Sources
https://www.sec.gov/cgi-bin/scan-edgar?CIK=0001067983
https://www.berkshirehathaway.com/news/jan2722.pdf
https://13f.info/manager/0001067983-berkshire-hathaway-inc
https://en.wikipedia.org/wiki/Berkshire_Hathaway
https://world wide web.forbes.com/sites/bill_stone/2022/02/xiv/berkshire-hathaways-portfolio-moves-in-the-quaternary-quarter/?sh=2fead431685c
https://stockzoa.com/fund/berkshire-hathaway-inc/
https://whalewisdom.com/filer/berkshire-hathaway-inc
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