[13F] Is the secret position of Mr. Buffett, the god of investment revealed?! Learn about Berkshire's 24Q1 investment movements in one article!
This article uses automatic translation for some of its parts
According to the 13F submission documents, $Berkshire Hathaway-A (BRK.A.US)$ What are the top 5 stocks held by $Apple (AAPL.US)$($135.4 billion), $Bank of America (BAC.US)$ ($39.2 billion), $American Express (AXP.US)$ ($34.5 billion), $Coca-Cola (KO.US)$ ($24.5 billion), $Chevron (CVX.US)$The order is (19.4 billion dollars), and the stocks held above account for about 75% of the portfolio.
![[13F] Is the secret position of Mr. Buffett, the god of investment revealed?! Learn about Berkshire's 24Q1 investment movements in one article!](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240517/72eda9c4fe4da210e5d0c190da3d28ec.png/big?area=105&is_public=true)
“God of stocks” Warren Buffett's Berkshire Hathaway (Berkshire Hathaway) submitted 13F documents to the US Securities and Exchange Commission (SEC) on the 15th local time in the US on the US stock market after the end of trading, and revealed changes in stocks held in the previous fiscal year. Berkshire began purchasing with a secret declaration in the 3rd quarter of 2023, and a mysterious brand that made the outfield curious was revealed.
Its “true identity” is the world's largest listed non-life insurance company, $Chubb Ltd (CB.US)$ It is. Chubb Insurance Group is one of the world's largest non-life insurance companies providing insurance and services in 54 countries and regions. Berkshire purchased approximately 26 million shares of the company in the previous fiscal year, totaling approximately 6.7 billion dollars, and rose to Berkshire's 9th largest holding position. The company's stock price rose by over 8% due to overtime trading, and has accumulated a cumulative increase of about 12% year to date (until closing price on the 15th) to 252.97 dollars.
In response to this, CFRA Research analyst Cathy Seifert stated, “Chubb is an attractive stock investment destination for Berkshire because it develops a non-life insurance business that Berkshire excels at.”
Increase in Oxy's holdings and HP will be sold at full price
According to Berkshire's 13F filings, stocks subject to additional holdings are $Under Armour-C (UA.US)$ 、 $Occidental Petroleum (OXY.US)$ ・ $Empire Petroleum (EP.US)$ , of satellite communication services $Liberty SiriusXM Series A (LSXMA.US)$、 $Liberty SiriusXM Series C (LSXMK.US)$ etc.
According to Berkshire's 13F filings, stocks subject to additional holdings are $Under Armour-C (UA.US)$ 、 $Occidental Petroleum (OXY.US)$ ・ $Empire Petroleum (EP.US)$ , of satellite communication services $Liberty SiriusXM Series A (LSXMA.US)$、 $Liberty SiriusXM Series C (LSXMK.US)$ etc.
Berkshire is in the first semester, $Occidental Petroleum (OXY.US)$Stock holdings were increased by nearly 2%, to the point where they held more than 248 million shares, totaling approximately 16.1 billion dollars. Meanwhile, stocks that have reduced holdings $Apple (AAPL.US)$ 、 $Paramount Global-A (PARAA.US)$ 、 $Chevron (CVX.US)$ 、 $Sirius XM (SIRI.US)$ , building materials manufacturer's $Louisiana-Pacific (LPX.US)$ etc.
It should be noted that $Helmerich & Payne (HP.US)$The fact that it was sold to Berkshire in full in the previous fiscal year, and Mr. Buffett at the Berkshire Annual General Meeting for tax reasons $Apple (AAPL.US)$It means that holdings have been reduced by 13%. Also, at the annual general meeting, Mr. Buffett acknowledged that his investment in Paramount was a mistake, and sold all of his shares.
— MooMoo News Zeber
Source: Bloomberg, Berkshire Hathaway official website
This article uses automatic translation for some of its parts
Source: Bloomberg, Berkshire Hathaway official website
This article uses automatic translation for some of its parts
Please check the “Market - US Stocks - Institutional Investor Trends” in the app for details on the 13F ~
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やふ : I was wondering if it was Japanese bank stocks or non-life insurance stocks, but was that so? Too bad!
二日酔 : Keep talking about the same topics over and over again.
moomooニュース奈々 二日酔 : Hangover samaThank you for using moomoo every time. Thanks for pointing that out.Moomoo News will strive to provide the best news service and a good user experience to all users. We look forward to working with you in the future.
生活保護投資 : Wouldn't it be better to buy Buffett's company rather than buy Buffett shares?
浮世草子 生活保護投資 : I wonder if 1 unit is tens of millions of yen
182208701 moomooニュース奈々 : El
生活保護投資 浮世草子 : There is BTK.B
syo998 : Japanese investment is really boring... as conservative and boring as the economy that has been suspended for the past 30 years; they actually value corporate dividends rather than corporate growth...![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")