Berkshire’s Q2 2010 Portfolio Performance Mirrors Overall Market
Value investors typically maintain a long term focus but it is a rare to find anyone who entirely ignores quarterly results. The second quarter was ugly with the Dow Jones Industrial Average falling 10 percent and the S&P 500 falling ...
Berkshire Hathaway Reduced Kraft Position During First Quarter
In a 13F Filing with the Securities and Exchange Commission this afternoon, Berkshire reported holding 106.7 million shares of Kraft as of March 31, 2010 compared to nearly 138.3 million shares on December 31, 2009. In addition to the sale ...
Active 4th Quarter for Berkshire Hathaway’s Stock Portfolio
Warren Buffett is not known for frenetic trading, so the fourth quarter of 2009 was a particularly active time for Berkshire Hathaway's portfolio of publicly traded stocks. There were changes in eighteen of the forty three positions held at the ...
Berkshire Hathaway Equity Portfolio Posts Solid Q4 Results
Berkshire Hathaway’s equity portfolio posted strong results in the fourth quarter with an estimated return of 7.6% compared to a 5.5% return for the Standard & Poor’s 500 index. During the quarter, Berkshire reduced its stake in Moody’s by 18.9% ...
Berkshire Adds Exxon and Nestle; Reduces Conoco and Moody’s in Q3 2009
During the third quarter, Berkshire made further purchases of Exxon Mobil and also initiated positions in Nestle, Republic Services, and The Travelers Companies. Berkshire closed out positions in the Eaton Corporation and Wabco Holdings while reducing its stake in Conoco ...
Berkshire Hathaway 13-F Report Links
I was unable to analyze Berkshire Hathaway's 13-F SEC filing in a timely manner over the past weekend and in the meantime a number of articles have appeared regarding changes in Berkshire's portfolio for the quarter ended June 30, 2009 ...
Berkshire Makes Modest Q1 Changes; Portfolio Up Sharply in First Half of Q2
Berkshire Hathaway shareholders hoping for major purchases of publicly traded stocks during the market meltdown of the first quarter are likely to be somewhat disappointed by the details of the 13F Report that the company submitted to the SEC this ...
Berkshire’s Q1 2009 Foreign Equity Performance
Earlier this week, I wrote about Berkshire Hathaway's equity portfolio results for Q1 2009. I based this analysis on the positions listed in the Form 13F report that institutional investment managers must file with the SEC each quarter. Form 13F ...
Berkshire’s Portfolio Results in Q1 2009
Despite a rally in March, the overall stock market was down sharply during the first quarter of 2009 with the S&P 500 posting a decline of 11.7% and the Dow Jones Industrial Average declining 13.3%. At their low points of ...
Berkshire Stock Holdings – Q1 Performance
Berkshire Hathaway's stock holdings, as reflected in the 13F filing released on February 17, appear to have declined in excess of $13 Billion so far in 2009. Most of this decline has been more than reflected in the decline of ...
Interpreting Buffett’s Q4 Stock Sales
Berkshire Hathaway's latest 13F filing was posted after the close of trading on Tuesday, February 17. This reports shows most positions in publicly traded stocks for Berkshire as well as its subsidiaries as of December 31, 2008. While Warren Buffett ...