It also ditched Costco (COST), as well asall of its airlines stocks amid the coronavirus hit to global air travel. Fair enough. Click here to read more about the company's holdings and trades for Q1 2023. . Finally, there's Detroit automaker General Motors (GM 3.82%). Boost your business with rewards, perks and more. Become a Motley Fool member today to get instant access to our top analyst recommendations, in-depth research, investing resources, and more. From brand value to innovation, Apple does it all. Another energy stock the Oracle of Omaha and his team can't stop buying of late is Occidental Petroleum (OXY 2.70%). Please visit our Tracking 10 Years Of Berkshire Hathaway's Investment Portfolio article series for an idea on how his holdings have progressed over the years and our previous update for the moves in Q2 2022. The investment thesis for Occidental Petroleum somewhat mirrors Chevron in that higher oil prices are favorable, and both are integrated energy operators. Warren Buffett portfolio - stocks of public companies which he owns via his holding company Berkshire Hathaway (stock tickers: BRK.A (class A common stock), BRK.B (class B common stock)). Information is obtained from various sources and will not be verified by broker or MLS. Something else Coca-Cola has is an exceptional marketing team year in and year out. In Q1 2022, Berkshire purchased ~136.4M shares at prices between ~$31 and ~$59 per share. But unlike Verizon, Chevron's stock has been on fire, due mostly to surging prices for Brent and West Texas Intermediate crude oil. Approximately $284 billion of Berkshire Hathaway's $339 billion of invested assets is tied up in only seven stocks. The Motley Fool has a disclosure policy. Q1 2022 saw a whopping ~315% stake increase at prices between ~$119 and ~$171. Bankrate follows a strict The cherry on top for Apple is that it's repurchased $586 billion worth of its common stock over the past 10 years. The stock currently trades at ~$294. The billionaire CEO of Berkshire who took over in 1965 has overseen a cumulative gain in his company's Class A shares (BRK.A) of nearly 4,100,000% as of last weekend. Visit our corporate site. Making the world smarter, happier, and richer. It was built between Q1 2016 and Q1 2018 at a cost-basis of ~$35 per share. The S&P 500 increased about 7 percent in the first quarter of 2023. The Q1 increases in Berkshire's stakes in Apple, Bank of America, HP and a few other companies reflected a reporting change rather than additional purchases. At the moment, Coke is spending more than half of its advertising budget online to connect with a younger audience. A Red Ventures company. Apple Inc. (AAPL): AAPL is currently the largest 13F portfolio stake by far at ~42%. Summary Berkshire Hathaway's 13F stock portfolio value decreased from ~$300B to ~$296B. The position was established in the first quarter of 2022 and was worth about $960 million at the end of March. In 2022, Berkshire Hathaway dumped AbbVie (ABBV), Bristol Myers Squibb (BMY) and Royalty Pharma (RPRX), not long after buying them for the first time. It's increased its base annual payout for 36 years in a row, and its board recently approved a $75 billion share-repurchase program. Coca-Cola has also increased its base annual dividend for 61 consecutive years, which is an easy way to get on Buffett's good side. Coca-Cola is another perfect example of a wholesome brand Buffett likes that's built trust with consumers. Top Buffett stocks tend to be dividend growers. Bank of New York Mellon Corp (BK): BK is a 0.81% of the 13F portfolio stake. An amendment filed later disclosed the activity. By clicking Sign up, you agree to receive marketing emails from Insider Buffett is an open book who's willingly shared the traits he looks for in businesses when making sizable investment decisions. Bank of America (BAC): Berkshire established this large (top three) ~10% of the portfolio position through the exercise of Bank of America warrants. Apple AAPL +0.96% now dominates . . Bankrate does not offer advisory or brokerage services, nor does it provide individualized recommendations or personalized investment advice. The company has increased its payout annually for 13 years. Bankrates editorial team writes on behalf of YOU the reader. Our goal is to give you the best advice to help you make smart personal finance decisions. Buffett has overseen a nearly 4,100,000% return in Berkshire Hathaway's Class A shares (BRK.A) since becoming CEO in 1965. Crude prices jumped as Saudi Arabia cut output. Celanese Corp (CE): The 0.30% CE stake was purchased over the last three quarters at prices between ~$88 and ~$174 and the stock currently trades at ~$105. To make the world smarter, happier, and richer. The only reason Buffett, Combs, and Weschler would collectively agree to put more than $20 billion to work in an integrated oil and gas company is if they believe the value of energy commodities will remain elevated. Note 2: Berkshire Hathaway also has a 182M share position in BYD Company (OTCPK:BYDDY) at a cost-basis of ~8 HKD per share. Dan Burrows is Kiplinger's senior investing writer, having joined the august publication full time in 2016. . If you have an ad-blocker enabled you may be blocked from proceeding. Moodys Corporation (MCO): MCO is a ~2% of the 13F portfolio stake. This filing gives us a quarterly opportunity to observe what two of the greatest investors, Warren Buffett and . H1 2018 had seen a ~16% increase at prices between $49 and $58 and that was followed with a ~25% increase in Q3 2018 at prices between $50 and $55. TSM is a 1.39% of the portfolio stake purchased at prices between ~$69 and ~$92 and the stock currently trades at $72.80. Stock % Portfolio Value Shares % Change Top Charlie Munger holdings Charlie Munger's current portfolio and holdings have some of the biggest American corporation names which have a great deal of stake in America's economy and businesses. Access your favorite topics in a personalized feed while you're on the go. Brian Baker covers investing and retirement for Bankrate. A couple of weeks later, Berkshire struck a deal to acquire insurer Alleghany (Y) for $11.6 billion. Coca-Cola: $25.1 billion (7.4% of invested assets) The third-largest holding in Warren Buffett's portfolio is Berkshire Hathaway's longest-held stock, Coca-Cola ( KO -0.20%). Q1 2022 saw another ~20% stake increase at prices between ~$321 and ~$538. Berkshire takes a concentrated approach with its investments, typically holding the majority of its portfolio in just a few companies. AAPL stock is the No. Having this sort of geographic diversity, to go along with 26 brands generating at least $1 billion annually, provides the consistency of cash flow that Buffett and his investing lieutenants (Todd Combs and Ted Weschler) have grown to love. Never wire money without double-checking that the wiring instructions are correct. Kraft Heinz was in the minority in that it benefited from the COVID-19 pandemic. In addition to drilling, Chevron operates transmission pipelines, chemical plants, and refineries. We are compensated in exchange for placement of sponsored products and, services, or by you clicking on certain links posted on our site. That was followed with a similar increase next quarter at prices between ~$108 and ~$122. Q4 2017 saw a reduction: ~17% selling at prices between $40.50 and $46.50. There was a ~40% stake increase in Q2 2017 at a cost-basis of ~$40 per share. Bankrate.com is an independent, advertising-supported publisher and comparison service. We do not include the universe of companies or financial offers that may be available to you. and are a very good source for anyone starting out on individual investing. This can lead to steady income and long-term value for retirees. McKesson Corp (MCK), Markel Corp (MKL), and Ally Financial (ALLY): These three positions were built over the last two quarters. The holdings are reported as of March 31, 2023. Berkshire Hathaway HomeServices and the Berkshire Hathaway HomeServices symbol are registered marks of Columbia Insurance Company, a Berkshire Hathaway affiliate. Note: Store Capital is getting acquired by GIC and Oak Street in a $32.25 per share all-cash deal announced in September. Phil kicks off the episode with a personal recap of his trip to Omaha. Berkshire held just over 9.9 million shares at the end of the first quarter valued at $954 million. The major benchmarks rallied into the long weekend after lawmakers said they're making strides in debt ceiling negotiations. Our editorial team receives no direct compensation from advertisers, and our content is thoroughly fact-checked to ensure accuracy. The Oracle of Omaha puts a lot of value into businesses that build trust with consumers. But this compensation does not influence the information we publish, or the reviews that you see on this site. Making the world smarter, happier, and richer. This means Buffett and his team are sitting on unrealized gains of 168%, not including dividends, through this past weekend. BR Tech Services, Inc. NMLS ID #1743443 | NMLS Consumer Access. Note: Microsoft (MSFT) is acquiring Activision Blizzard in a $95 per share all-cash deal announced in April. The stock currently trades at ~$44.20, and the stake is at 0.81% of the portfolio. Q1 2021 saw a ~50% selling at prices between ~$85 and ~$112 while in Q3 2021 there was a ~25% stake increase at prices between ~$94 and ~$106. It also continued to add to its Occidental Petroleum stake, and sold its entire RH position, which sparked a big sell-off in that stock. Do Not Sell My Personal Information It's one of the most recognized consumer-staples brands globally and has operations in all but three countries worldwide. The bulk of the original position was purchased in Q2 2012 at prices between $19.50 and $25. The stock currently trades at $39.93. Published 25 May 23. Enjoy the conversation! Berkshire Hathaway added Taiwan Semi and increased Occidental Petroleum and Paramount Global while decreasing US Bancorp and Bank of New York Mellon. Privacy Policy & Terms of Use. Asset management giant Vanguard, which specializes in passive investment products and therefore must own loads of stocks by default, comes in second with 10.6%, or 111.5 million shares. It currently trades in Hong Kong at ~191 HKD. Get insight into other homes in your neighborhood as well as details about your own home. Berkshire held 93.7 million shares at the end of the first quarter, up from 93.6 million shares at the end of 2022. Berkshire slightly reduced its holdings in Amazon and Aon, reducing each position by a little over 1 percent. "We think HPQ is on pace to generate annual FCF of at least $4.5 billion, with all being returned to shareholders," writes CFRA Research analyst Angelo Zino, who rates shares at Hold. Here are some of the changes Buffett and his two investment officers, Todd Combs and Ted Weschler, made during the first quarter, according to the latest 13F regulatory filing with the Securities and Exchange Commission. Even the smallest things can seal the deal. The offers that appear on this site are from companies that compensate us. Were transparent about how we are able to bring quality content, competitive rates, and useful tools to you by explaining how we make money. Berkshire cut its stake in healthcare distributor McKesson by about 20 percent during the quarter. With various portfolio changes in the first quarter of the year, Berkshire Hathaway's top 10 holdings of US stocks has shifted, though Apple still represents a near 50% of the portfolio. Credit-services provider American Express (AXP 3.59%) is another long-term holding that's been a marvelous investment for Warren Buffett and his team. May 31, 2023 12:04 pm ET. Berkshire cut its stake in General Motors by 20 percent during the first quarter. Please. Order Reprints. Between 1965 and 2022, the widely followed Berkshire Hathaway portfolio posted a 19.8% compound annual gain, double that of the S&P 500 index, with dividends included. Is The Ultimate Warren Buffett Stock A Buy Right Now? Berkshire also exited Taiwan Semiconductor (TSM), an Apple chip supplier. Berkshire reduced its stake in video game maker Activision Blizzard, which has agreed to be acquired by Microsoft for $95 per share in cash. Sean Williams has positions in Bank of America. Berkshire established a new small position during the quarter in Vitesse Energy. Taiwan Semi (TSM), Louisiana-Pacific (LPX), and Jefferies Financial Group (JEF): These are the new positions this quarter. The latter two tend to enjoy lower input costs and higher demand when crude prices dip. Berkshires ~$1B stake goes back to a funding round in early 2021 when the valuation was ~$30B. Read in-depth credit card reviews to find out which cards have the best perks and more. General Motors (GM): GM is a 0.54% of the 13F portfolio position that was first purchased in Q1 2012 at prices between $21 and $30. Berkshire now holds 49.4 million shares, down from 52.7 million at the end of the fourth quarter. Jaw-dropping increases like this tend to get you noticed on Wall Street. In July 2018, Berkshire had announced a plan to make their re-purchase criteria to be more flexible instead of the 120% of Book Value criteria, Buffett & Munger had to agree that Berkshire was trading below intrinsic value. With so many users banking digitally, the company has been able to close some of its physical branches to reduce its noninterest expenses. With a focus on the long-term, Warren Buffett's cost basis on many of his company's largest holdings are surprisingly low. Portfolio value: $325,108,757,000 Total number of stocks: 48 Top 5 stocks (by market value): Apple, Bank of America, Chevron, Coca Cola, American Express. The market sent bullish signals last week. This is compared to 77.79M shares in the 13F report. So, whether youre reading an article or a review, you can trust that youre getting credible and dependable information. The 15 Best Growth Stocks to Buy for the Rest of 2022. U.S. Bancorp (USB): The ~1% USB stake has been in the portfolio since 2006. If you set your price too high, your home may sit on the market. Apple and Palo Alto have 12:21 PM ET Cyber criminals are hacking email accounts and sending emails with fake wiring instructions. It is the No. Profit and prosper with the best of expert advice - straight to your e-mail. In Q1 2023, Buffett grew his two largest stock holdings: Apple (AAPL) and Bank of America (BAC). Founded in 1993 by brothers Tom and David Gardner, The Motley Fool helps millions of people attain financial freedom through our website, podcasts, books, newspaper column, radio show, and premium investing services. H2 2021 saw another ~25% reduction at prices between ~$605 and ~$821. Apple has an easily recognized brand, a loyal customer base, and is trusted by consumers. That's Almost Always the Best Time to Buy. Berkshire Hathaway currently owns 12% of the company's outstanding shares at a cost basis just above $14. Paramount Global (PARA): PARA is a 0.59% of the portfolio position purchased in Q1 2022 at prices between $27.85 and $38.48. Berkshires ownership is down from 225M shares as of last quarter. Warren Buffett dipped into Berkshire Hathaway's ( BRK.B, $344.71) massive cash pile for the third time in the past month, initiating a commanding position in HP ( HPQ, $34.91). Berkshire Hathaway's (BRK/A, BRK/B) first-quarter 2023 13F was filed on May 15. We value your trust. This quarter saw a ~14% selling at prices between ~$39 and ~$45. Today Berkshire Hathaway's 13F revealed that the company owns another 5.8 million shares of STORE Capital (STOR), on top of the 18.6 million shares that were purchased back in June 201 7,. 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As a senior writer at AOL's DailyFinance, Dan reported market news from the floor of the New York Stock Exchange and hosted a weekly video segment on equities. Recent activity follows: 2017 saw a ~180% increase at prices between $43.50 and $55 while 2018 saw another one-third increase at prices between $44.50 and $58.50. Snowflake Inc. (SNOW): SNOW had an IPO in September 2020. Bankrate follows a strict editorial policy, so you can trust that were putting your interests first. Our network has all the tools you need to make an informed, confident decision. The company had previously been planning to spend $20 billion on EVs and AVs through 2025, but increased its projected outlay to $27 billion. Liberty Media Formula One (FWONK): FWONK is a small 0.15% of the portfolio position built at prices between ~$52 and ~$70. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. Taiwan Semi, also known as TSMC, is the world's largest contract chipmaker. More specifically, he loves dabbling in bank stocks, with Bank of America (BAC 3.35%) being his very clear favorite of the lot. Note 3: The 2021 AR listed the following investments that are not in the 13F report 5.6% ownership stake in ITOCHU Corporation (OTCPK:ITOCF) at a cost-basis of $23.52, 5.5% ownership stake in Mitsubishi Corporation (OTCPK:MSBHF) at a cost-basis of $25.72, and 5.7% ownership stake in Mitsui & Company (OTCPK:MITSF) at a cost-basis of $17.29. Berkshire added slightly to its existing position in Paramount Global, which operates film and television studios, cable networks such as MTV and Nickelodeon, and the CBS Network. The stock is now well below their purchase price ranges at $77.47. I am not receiving compensation for it (other than from Seeking Alpha). The HPQ investment isn't in the same league as those other deployments of cash. HP Inc. *Real-time prices by Nasdaq Last Sale. Their largest three holdings are at ~60% of the entire portfolio. The company ended 2021 with $146.7 billion in cash, equivalents and short-term investments. I'd be remiss if I didn't also note that Berkshire Hathaway holds $10 billion worth of Occidental preferred stock that yields 8% annually. Speaking of long-tenured holdings, beverage giant Coca-Cola (KO 1.93%) is the longest-held stock by Buffett at 33 years. The Motley Fool owns shares of and recommends Apple, Berkshire Hathaway (B shares), and Moodys. If you set it too low, you risk cheating yourself out of thousands of dollars. While you may not be an extreme couponer, youve probably had deals on your radar. 2000-2023 Investor's Business Daily, LLC. Buffett said at Berkshires annual meeting in April 2022 that he established the position as an arbitrage bet on the deals closing. In addition to synergistic acquisitions and slow-but-steady revenue growth, HPQ is reliably profitable. Published May 18, 2022 Shares of Citigroup ( C ) jumped 7% after Warren Buffett's Berkshire Hathaway reported a nearly $3 billion stake in the bank. Berkshires cost-basis on GM is ~$31. Invest better with The Motley Fool. Berkshire Hathaway CEO Warren Buffett is all smiles with cost bases this low. Berkshire Hathaway's 13F stock portfolio value increased from ~$299B to ~$325B. The Nasdaq and S&P 500 made impressive advances today after chipmaker Nvidia forecast record quarterly revenue on AI growth. Apple stock now makes up more than 46% of Berkshire's total equity portfolio, up from 6% at the end of 2016. Get stock recommendations, portfolio guidance, and more from The Motley Fool's premium services. HPQ, for its part, has been not only a generous dividend payer, but a dividend grower. The latest such deal came in March when HP agreed to acquire Poly which combines the old Plantronics and Polycom for $3.3 billion. Berkshire also exited its position in RH, formerly known as Restoration Hardware. The stock currently trades at $98.49. Other factors, such as our own proprietary website rules and whether a product is offered in your area or at your self-selected credit score range can also impact how and where products appear on this site. Future US, Inc. Full 7th Floor, 130 West 42nd Street, The investing legend sold off Taiwan Semi in Q1 2023, after opening a bet on the chipmaking giant just two quarters prior. Make more money in stocks with 2 months of access to IBD Digital for only $20! Check out todays auto loan rates. Then there's HPQ. And while some of the stocks Berkshire has been buying and selling recently might leave folks scratching their heads, this big new bet on a PC and printer maker looks very much like a classic Buffett value play. That was followed with a ~22M share net increase last quarter at prices between ~$57 and ~$60. The original position was tripled during the 2007-2009 timeframe. Berkshire sold its positions in Bank of New York Mellon and U.S. Bancorp and during the quarter. Our goal is to help you make smarter financial decisions by providing you with interactive tools and financial calculators, publishing original and objective content, by enabling you to conduct research and compare information for free - so that you can make financial decisions with confidence. Investor's Business Daily created a screen of stocks based on the Buffett investment strategy. The primary purpose of this podcast is to educate and inform. Last three quarters have seen a ~20% selling at prices between ~$44 and ~$52. Among other key Q1 moves, Berkshire grew its hefty position in HP (HPQ) by 15% and in Occidental Petroleum (OXY) by 8%. Bank Stocks Are Falling and Investors Are Scared. And while anyone can run the numbers for you, the real magic happens when you pair those numbers with real-world context and local market expertise. editorial policy, so you can trust that our content is honest and accurate. Itochu (Japan), which is as of November 21, 2022 (Market value is approximate, as it is calculated using U.S. trading price) Occidental Petroleum, which is as of May 18, 2023 For more on Warren. These holdings had previously been reported as part of a separate filing that has now been combined with Berkshires. 2 holding by number of shares, behind BAC stock. Here's where shoppers practice the most savings strategies. Although American Express is a cyclical company, its ability to lure affluent clients has helped it navigate and emerge from recessions better than most financial services companies. It was established during the last three quarters of 2014 at prices between $118 and $170. For one thing, HPQ generates a steady and ample stream of free cash flow (FCF) the cash left after expenses, capital expenditures and financial commitments have been met or an average of nearly $4 billion a year over the past five years. In his current role at Kiplinger, Dan writes about equities, fixed income, currencies, commodities, funds, macroeconomics, demographics, real estate, cost of living indexes and more. Many brokers will provide two distinct means of purchase: limit orders and market orders. *Average returns of all recommendations since inception. While the Federal Reserve raising interest rates at the fastest pace in four decades hasn't been pleasant for consumers, it's great news for BofA and the variable-rate loans it has outstanding. BHH Affiliates LLC and BHHSCP do not guarantee accuracy of all data including measurements, conditions, and features of property. Chevron's reasonably low debt-to-equity ratio, coupled with pared-back capital expenditures, should ensure continued profitability and the safety of its 4.6% annual yield. Ownership data provided by Refinitiv and Estimates data provided by FactSet. Berkshire exited drywall maker USG (USG) in 2019, IBM (IBM) in 2018, and General Electric (GE) in 2017. Note: Berkshires ownership stake in Kroger is ~6.9%. Warren Buffett Stocks: Screen Stocks Based On The Warren Buffett Investment Strategy, Find Winning Stocks With MarketSmith Pattern Recognition & Custom Screens, Best Growth Stocks To Buy And Watch: See Updates To IBD Stock Lists. Our award-winning editors and reporters create honest and accurate content to help you make the right financial decisions. Despite having significant pricing power, Kraft Heinz's volume/mix has declined in successive quarters from the prior-year period. American Express's secret sauce is what I like to call its ability to "double dip." And while some of . I/we have a beneficial long position in the shares of AAPL, AMZN, ATVI, C, SRG, STNE, STOR either through stock ownership, options, or other derivatives. The spreadsheet below highlights changes to Berkshire Hathaways 13F stock holdings in Q3 2022: Warren Buffett - Berkshire Hathaway's Q3 2022 13F Report Q/Q Comparison (John Vincent (author)). Chevron Corp. (CVX): CVX is a large (top three) ~8% of the portfolio position purchased in Q3 2020 at prices between ~$72 and ~$91. According to Interbrand and Kantar BrandZ's ranking, it's the most valuable brand in the world. The stock currently trades at ~$148. There's nothing quite like a major vote of confidence from the world's greatest long-term investor. Most importantly, CEO Tim Cook has allowed Apple's innovation to do the talking. However, it also acts as a lender, which helps the company generate interest income and annual cardholder fees. Even though this is a new position, Buffett and his team are already up by 34%. Despite trimming its position in this company by more than 30 million shares during Q1, Berkshire Hathaway's fifth-biggest holding is energy stock Chevron (CVX 2.69%). Presently, she is the senior investing editor at Bankrate, leading the teams coverage of all things investments and retirement. This marks the 28th consecutive year that payment services company American Express (AXP 3.59%) has been a Berkshire Hathaway holding. Answer a few quick questions and well show you your top credit card options. Berkshire eliminated its position in Taiwan Semiconductor during the quarter. Berkshire Hathaway currently owns 12% of the company's outstanding shares at a cost basis just above $14. In Q2 2015, the position was increased by ~42% at prices between $168 and $193 and that was followed with another ~21% increase the following quarter at prices between $167 and $195. who ensure everything we publish is objective, accurate and trustworthy. Kraft Heinz Co. (KHC): KHC is currently a fairly large position at 3.67% of the portfolio. The top five positions account for ~75% of the portfolio: Apple Inc., Bank of America, Chevron, Coca-Cola, and American Express. As I noted earlier this week, BofA's calling card is its sensitivity to interest rates. In 2020, Berkshire bought, then quickly sold Pfizer (PFE) andBarrick Gold (GOLD). 3. Find an expert who knows the market. By Q3 2017, the position size had increased by around six-times (10M shares to 60M shares). NU Holdings (NU): NU had an IPO last December. MCK is a 0.37% of the portfolio position established at prices between ~$245 and ~$336 and it is now at ~$361. 65 Best Dividend Stocks You Can Count On in 2022. Equal Housing Opportunity. The stake was established in the first half of 2022, but declined amid the regional banking crisis. At the end of March, these were the top 10 Warren Buffett stocks by number of shares, according to its latest quarterly 13F, released on May 15: Buffett is known as a buy-and-hold investor, hanging on to stocks for years and even decades. Heck, according to data from Refinitiv Stock Reports Plus, HPQ stock was trading at a discount of 16.5% to its own five-year average on an expected earnings basis. That was followed with a roughly one-third reduction next quarter at prices between ~$139 and ~$161. It owns the top retail furniture brand in West Elm. Marsh & McLennan (MMC): MMC is a small 0.02% of the portfolio stake established in Q3 2020 at prices between ~$107 and ~$119. The stake in the Irving, Texas-based company was worth about $815 million at the end of March. This means Buffett and his team are sitting on unrealized gains of 168%, not. Most franchisees are independently owned and operated. Next quarter saw the stake increased by ~340% at prices between ~$63 and ~$82. Book Value as of Q2 2022 was ~$207 per share. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body. Invest better with The Motley Fool. The conglomerate sold its long-held stakes in US bank stocks BNY Mellon and US Bancorp, while it took some of those proceeds to buy a new $1 billion stake in Capital One Financial. Note: Berkshires overall cost-basis is ~$14 and ownership stake is at ~13%. The buying continued till Q2 2014 at prices up to $63. Berkshire Hathaway's float is crucial to its long-term success. Warren Buffett's Berkshire Hathaway added Jefferies Financial Group Inc. (NYSE:JEF) to its Q3 2022 portfolio by purchasing 433,558 shares worth $12.8 million. Sean Williams owns shares of Bank of America. The Taiwan-based company makes advanced computer chips for a global customer base including Apple, in which Berkshire holds a major stake. Our mission is to provide readers with accurate and unbiased information, and we have editorial standards in place to ensure that happens. Investing legend Buffett has grown wary of the possibility of China invading Taiwan. Kroger Company (KR): KR is a 0.74% of the portfolio position established in Q4 2019 at prices between $24 and $29. Editorial Disclaimer: All investors are advised to conduct their own independent research into investment strategies before making an investment decision. We continually strive to provide consumers with the expert advice and tools needed to succeed throughout lifes financial journey. Berkshires cost-basis on KHC is ~$30 per share compared to the current price of $36.82. It was disclosed in August 2020 that Berkshire had built ~5% stakes in five Japanese trading businesses: ITOCHU, Marubeni, Mitsubishi, Mitsui, and Sumitomo. The prior year, the conglomerate exited Biogen (BIIB), Merck (MRK), Teva Pharmaceuticals (TEVA) and Merck spinoff Organon (OGN), also not long after opening stakes in those drug stocks. T-Mobile US (TMUS): TMUS is a small 0.24% of the portfolio stake purchased in Q3 2020 at prices between ~$104 and ~$119 and more than doubled next quarter at prices between ~$110 and ~$135. The major benchmarks opened solidly higher Tuesday after lawmakers announced a debt ceiling deal, but optimism faded into the close. Note: Regulatory filings since the quarter ended show them owning 53.05M shares (~3.6% of the business) of USB. WTI Crude Oil Spot Price data by YCharts. Get market updates, educational videos, webinars, and stock analysis. Note: Berkshires ownership stake in DaVita is ~40%. I wrote this article myself, and it expresses my own opinions. The stock currently trades at $46.56. Both banks had been longtime holdings for Berkshire. Prior to this, Mercedes served as a senior editor at NextAdvisor. Capital One is a bank that specializes in credit cards and auto loans. IBD generally uses a differentstock-picking strategy than Warren Buffett does. Rapidly rising interest rates have been a boon for Bank of America's net-interest income. Youre reading a free article with opinions that may differ from The Motley Fools Premium Investing Services. Please disable your ad-blocker and refresh. This quarter also saw a ~9% stake increase. Amazon.com (AMZN): AMZN is a 0.41% of the portfolio stake established in Q1 2019 at prices between ~$75 and ~$91 and increased by ~11% next quarter at prices between ~$85 and ~$98. Occidental Petroleum (OXY): Berkshire made a $10B investment in OXY in April 2019 through 100,000 preferred shares that has a liquidation value of $100,000 per share. Money market accounts are similar to savings accounts, but offer some checking features as well. U.S. Bancorp's management team has avoided the risky derivative investments that have previously sunk larger money-center banks, and it's done an excellent job of encouraging its customers to bank online or with its app. This looks to be a signal that consumers are trading down to cheaper brands, which could mean trouble for Kraft Heinz in the coming quarters. process and giving people confidence in which actions to take next. Berkshire established a new position in Capital One Financial during the quarter as bank stocks suffered due to the regional bank crisis. Portfolio concentration is a key reason Berkshire Hathaway has outperformed for more than a half-century. The position was worth less than $1 million at the end of March. HPQ is a 0.88% of the portfolio stake established in Q1 2022 at prices between ~$34 and ~$40 and the stock currently trades below the low end of that range at $30.43. The stake came about because of two transactions with 3G capital as partner: a ~$4B net investment in 2013 for half of Heinz and a ~$5B investment for the acquisition of Kraft Foods Group in early 2015. Warren Buffett's investment in credit rating and analytics company Moody's (MCO 1.03%), which was spun off from Dun & Bradstreet in 2000, might be his most impressive of all. Between 1965 and 2020, Berkshire Hathaway's average annual gain was 20%, which was nearly double the 10.2% average annual total return (i.e., including dividends) of the benchmark S&P 500 over the same period. Start making moves toward your money goals and compare your debt management options. The stock is currently at $10.95. If oil prices rise or fall, Occidental would be expected to see bigger swings in its operating cash flow and probably its share price. Lastly, Buffett famously places a premium on experienced management. Presently, she is the senior investing editor at Bankrate, leading the teams coverage of all things investments and retirement. But HPQ has a solid track record of slow but steady gains on the top line. The stock currently trades at ~$190 and the position is at 0.75% of the portfolio (~10% of the business). It was then kept relatively steady till Q2 2013 when ~17M shares were purchased at prices between $32 and $36. I have no business relationship with any company whose stock is mentioned in this article. Step 4: Buy Berkshire Hathaway Shares. Not only will we run the report, we'll show you what it means. Print Article. Indeed, the top four holdings AAPL, Bank of America (BAC), American Express (AXP) and Coca-Cola (KO) come to 74% of Berkshire's equity holdings. Cost basis and return based on previous market day close. Note 1: In Q3 2022, Berkshire Hathaway repurchased ~3.62M Class B Equivalent Shares for a total outlay of ~$1.04B. Thats exactly what our network agents are here to do. With over 20 brands bringing in $1 billion or more in annual sales, and a presence in all but two countries worldwide (North Korea and Cuba), Coca-Cola is a true moneymaker for Buffett. Here's an explanation for how we make money A historically high spot price for crude oil has helped Occidental Petroleum pay down some of its debt. Q1 2022 saw a ~470% stake increase at prices between ~$81 and ~$130. Work with a network agent to determine other opportunities to increase your sale price. Q1 2021 saw a ~25% reduction at prices between ~$60 and ~$94. The cost to exercise was $5B and it was funded using the $5B in 6% preferred stock they held. Home insurance doesn't have to be a hassle. Learn More. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. The major benchmarks spent most of Wednesday in the red as the House prepares to vote on the debt ceiling deal this evening. Nov 14 (Reuters) - Berkshire Hathaway Inc (BRKa.N) said it bought more than $4.1 billion of stock in Taiwan Semiconductor Manufacturing (2330.TW), , a rare significant foray into the. Suffice to say Buffett made a statement with this move. We follow strict guidelines to ensure that our editorial content is not influenced by advertisers. Bankrate, LLC NMLS ID# 1427381 | NMLS Consumer Access Its top holdings at the end of the first quarter accounted for about 77 percent of the portfolios value, and included these top five positions: Buffett spent about $4.4 billion repurchasing Berkshire stock in the first quarter of 2023. Best Bank Stock to Buy: JPMorgan or Bank of America? AmEx is a continuous holding since 1993, and Berkshire is currently sitting on an unrealized gain (not including dividends) of about 1,700%. Berkshires cost-basis on AXP and KO are at around $8.49 and $3.25 respectively and the ownership stakes are at ~20% and ~9.2% respectively. You can use it to borrow for other financial goals. The stock currently trades at ~$93 compared to Berkshire's overall cost-basis of ~$45 per share. Berkshire late Wednesday disclosed a stake of 121 million shares in HP, worth $4.2 billion as of that day's closing price. Prior to this, Mercedes served as a senior editor at NextAdvisor. By. This article is part of a series that provides an ongoing analysis of the changes made to Berkshire Hathaways 13F stock portfolio on a quarterly basis. 10. VeriSign Inc. (VRSN): VRSN was first purchased in Q4 2012 at prices between $34 and $49.50. Learn how you can make more money with IBD's investing tools, top-performing stock lists, and educational content. But will it continue? Chevron stock received its second analyst upgrade in as many days, boosting hopes for a recovery in the lagging energy major. That's good for a return of 44% (unrealized) through this past weekend. The position was first established in the first quarter of 2022 and was increased during the second quarter. Where Americans Most Use Deals and Coupons, Stock Market Today: Stocks Close Lower Ahead of Key Debt Ceiling Vote, Stock Market Today: Stocks Give Back Big Debt Ceiling Deal Gains, Stock Market Today: Stocks Jump on Debt Ceiling Progress, Stock Market Today: Stocks Rise After AI Outlook Sparks Explosive Nvidia Rally, Stock Market Today: Stocks Sink on Debt Ceiling Impasse, net seller of equities in all four quarters of 2021, Berkshire disclosed a series of investments in Occidental Petroleum, Berkshire struck a deal to acquire insurer Alleghany. Entering text into the input field will update the search result below, article series for an idea on how his holdings have progressed over the years and. BHH Affiliates, LLC is a Delaware limited liability company. Get these newsletters delivered to your inbox & more info about our products & services. StoneCo Ltd. (STNE): STNE is a 0.03% position purchased in Q4 2018 at ~$21 per share. Coke has been a . Correction: An earlier version of this story incorrectly stated that Berkshire had increased its holdings in Apple, Bank of America, Citigroup, HP Inc and Markel. Those holdings include Kraft Heinz (KHC), Coca-Cola (KO) and American Express (AXP). Berkshires cost-basis on BK is ~$46 per share and ownership stake is ~7%. Berkshire Hathaway's 13F stock portfolio value decreased from ~$300B to ~$296B. As a provider of EV components and a manufacturer of vehicles, BYD could play a big role in the growth of alternative energy solutions in China. Citigroup Inc. (C) and HP Inc. (HPQ): The 0.78% of the portfolio stake in Citigroup was purchased in Q1 2022 at prices between ~$53 and ~$68 and it is now below the low end of that range at ~$49. Compare cards in one place to find the one for you. The Berkshire Hathaway portfolio is a diverse set of blue chips, and increasingly, lesser-known growth bets. Berkshire has increased its Occidental holdings in four of the last five quarters. Warren Buffett Has Bet Over $166 Billion on 3 AI Growth Stocks, Why I Keep Loading Up on This Elite 7%-Yielding Dividend Stock, Join Over Half a Million Premium Members And Get More In-Depth Stock Guidance and Research, Motley Fool Issues Rare All In Buy Alert, has allowed Apple's innovation to do the talking, BofA's calling card is its sensitivity to interest rates, increased its base annual dividend for 61 consecutive years, is adept at attracting well-to-do clients, do suggest crude oil prices could be sticky at high levels, holds $10 billion worth of Occidental preferred stock, Copyright, Trademark and Patent Information. That's 3.90% of their equity portfolio (6th largest holding). DaVita Inc. (DVA): DVA is a ~1% of the portfolio position that was aggressively built over several quarters in the 2012-13 timeframe at prices between $30 and $49. Q2 2020 saw a ~30% stake increase at prices between $14.50 and $26.50. So, the repurchase happened at ~139% of Book Value. The company now owns 40 million shares worth about $1.5 billion. He has written for The Wall Street Journal, Bloomberg, Consumer Reports, Senior Executive and Boston magazine, and his stories have appeared in the New York Daily News, the San Jose Mercury News and Investor's Business Daily, among other publications. Let compounding work its magic, however, and HPQ could be a savvy value play for the long haul. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. That concentration shouldn't be a problem for Buffett, as he has previously said: "Diversification may preserve wealth, but concentration builds wealth.". There are 47 individual stock positions many of which are minutely small compared to the overall size of the portfolio. Berkshire continued to increase its position in Occidental Petroleum where its the largest shareholder. Any estimates based on past performance do not a guarantee future performance, and prior to making any investment you should discuss your specific investment needs or seek advice from a qualified professional. We are an independent, advertising-supported comparison service. Once your account is funded, it's time to grab your slice of Berkshire Hathaway. The third-largest holding in Warren Buffett's portfolio is Berkshire Hathaway's longest-held stock, Coca-Cola (KO 1.93%). Berkshire Hathaway (BRK.A 2.24%) (BRK.B 1.97%) CEO Warren Buffett is arguably the greatest investor of our time. Figure out funding for your next car or refinance with confidence. It also said a new position had been established in Diageo. Activision recently traded for around $78 per share, but the Federal Trade Commission sued to block the deal in December, arguing it would be anti-competitive. Certain macroeconomic factors do suggest crude oil prices could be sticky at high levels. Then again, Buffett and his investing lieutenants only added the telecom giant to Berkshire's portfolio in the fourth quarter, so it hasn't really had any time to shine. He is a CFA Charterholder and previously worked as an industry analyst at a buyside investment firm. We would like to show you a description here but the site won't allow us. Notably, the conglomerate bought Capital One Finance (COF) for the first time. To keep with the theme, Chevron is big on returning capital to its shareholders. Youd be surprised. The lure for Kraft Heinz is the company's vast portfolio of well-known, easy-to-prepare meals, snacks, and condiments, such as Oscar Mayer, Velveeta, Kool-Aid, Jell-O, and of course, Grey Poupon. To make the world smarter, happier, and richer. The iPhone has been revolutionizing the smartphone market for nearly 16 years, and now Apple's subscription-services segment is rapidly adding new users. Targeting high earners means fewer disruptions to its cash flow. Warren Buffetts writings (pdfs) are a treasure trove of information and are a very good source for anyone starting out on individual investing. Get instant access to exclusive stock lists, expert market analysis and powerful tools with 2 months of IBD Digital for only $20! Image source: The Motley Fool. All Rights Reserved. Berkshire Hathaway's portfolio holdings: Where Buffett & Co. are buying/adding Capital One Financial (COF) Berkshire established a new position in Capital One Financial during the quarter. Those shares pay 8% dividend, and the transaction came with warrants to purchase 83.86M shares at $59.62. this post may contain references to products from our partners. Whereas Chevron has one of the lowest net-debt ratios in the oil and gas industry, Occidental Petroleum closed out March 2023 with $19.6 billion in net debt. The other big difference can be seen on its balance sheet. While we adhere to strict 1 By Value Tracking 10 Years Of Berkshire Hathaway's Investment Portfolio, section 13(F) Confidential Treatment Requests. Floor & Dcor Holdings (FND): The minutely small 0.11% of the portfolio FND position was established in Q3 2021 at prices between ~$104 and ~$131. While the major benchmarks finished in the red, retail stocks Abercrombie & Fitch and Kohl's popped after earnings. On September 28, Jefferies. The average price paid was ~$287. Note 4: Since November 2015, Warren Buffett is known to own ~8% of Seritage Growth Properties (SRG) at a cost-basis of $36.50 in his personal portfolio. Investment decisions should be based on an evaluation of your own personal financial situation, needs, risk tolerance and investment objectives. IMPORTANT NOTICE: Never trust wiring instructions sent via email. Berkshire Hathaway added Taiwan. For instance, Russia's invasion of Ukraine, coupled with three years of capital underinvestment by energy majors during the COVID-19 pandemic, should restrict the supply of oil for years to come. With people staying home during the pandemic, easy-to-make meals and snacks flew off grocery-store shelves. Shares are up 253% above the Oracle of Omaha's cost basis, serving as a reminder that great companies can continue to be great, even if they happen to have trillion-dollar market caps. At Bankrate we strive to help you make smarter financial decisions. There was a ~25% stake increase in Q4 2020 at prices between ~$103 and ~$119. Buffett and Berkshire have an excellent track record in selecting investments, but be sure to research any investments thoroughly before investing yourself. Berkshire's cash position has rocketed higher since 1967. That's a not-too-shabby return of 1,650%, not including dividends received. HPQ stock predictably popped on the news, adding as much as 18% at one point soon after Thursday's opening bell. so you can trust that were putting your interests first. The stock currently trades at ~$72 compared to Berkshires overall cost-basis of ~$45 per share. Get stock recommendations, portfolio guidance, and more from The Motley Fool's premium services. Since acquiring National Indemnity in 1967, its float has grown from $19 . 1 holding in Berkshire's Dow stocks-heavy portfolio by market value. Leaderboard portfolio managers share tips for picking stocks and timing your trades. Have I mentioned that Buffett likes bank stocks? All of our content is authored by Berkshire Hathaway HomeServices California Properties (BHHSCP) is a member of the franchise system of BHH Affiliates LLC. Statistically Speaking, These Are the 2 Worst Ages to Claim Social Security Benefits, U.S. Money Supply Hasn't Done This Since the Great Depression, and It Implies Something Big for Stocks, Surprise! And then there's HPQ's valuation, which Buffett appears to have found irresistible. *Average returns of all recommendations since inception. Starting in Q1, the conglomerate began reporting shares owned by a subsidiary, New England Asset Management, as part of its own holdings, according to a Berkshire news release. Berkshires ownership stake in Global Life is ~6%. I am not receiving compensation for it (other than from Seeking Alpha). Take Coca-Cola stock, which Buffett began gathering in 1988 and which has grown dividends for 61 years in a row. That stake was worth a whopping $150.9 billion at the end of March 2023. Don't overlook BofA's capital-return program, either. Here's how our network agents can help you. Over that time, AmEx has catapulted from Buffett's cost basis of $8.49 to close this past weekend at $148.54. Image source: U.S. Bank (a division of U.S. Bancorp). Buffett snatched up a boring but dependable cash machine at a bargain price. With lending rates remaining at or near historic lows, Moody's credit rating agency has been busy grading new debt issuances. Choose the best home insurance company for you. Rather than relying on fancy charting software or throwing his weight around as an activist investor, Buffett's approach has always been to buy companies that have clear-cut and sustainable competitive advantages, and to hang onto those businesses for very long periods of time. Cost basis and return based on previous market day close. Buffett has owned KO stock and AXP stock since Q1 2001, for example. Next quarter saw a ~7% increase at prices between ~$230 and ~$259. Shareholders received 1 share of Liberty SiriusXM Group, 0.25 shares of Liberty Media Group and 0.1 shares of Liberty Braves Group for each share held. The most recent hike came in November a 29% increase in the quarterly disbursement to 25 cents per share. Buffett's Berkshire Hathaway portfolio comprises scores of stocks, but it's actually a highly concentrated one. The Motley Fool recommends Kraft Heinz and recommends the following options: long January 2024 $47.50 calls on Coca-Cola. Warren Buffett Has Bet Over $166 Billion on 3 AI Growth Stocks, Why I Keep Loading Up on This Elite 7%-Yielding Dividend Stock, Join Over Half a Million Premium Members And Get More In-Depth Stock Guidance and Research, most interest-sensitive money-center bank, modern-day version of a Treasury bond or bank CD, new addition to the Berkshire Hathaway portfolio, Copyright, Trademark and Patent Information. A cost basis and return based on previous market day close of property despite having pricing... 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