9. 2. Bruce Berkowitz - Fairholme Capital. Knowing that Wells Fargo is the greatest % of the Grand Protfolio isn't very interesting (most of us could of guess that would be the. Rowe Price Group 2. 72% of portfolio. Join. Timeframe : Day Week Month 3 Months 6 Months 1 Year 2 Years. B delivered an earnings surprise in three of the last four quarters and. 11%) portfolio. Purchases only Sales only. S. Shares. com. 94M. Timeframe : Day Week Month 3 Months 6 Months 1 Year 2 Years. Berkshire Hathaway CL B. He's overseen a nearly 20% annualized return in his. B 0. One such website is This website lists the updated portfolio of many prominent investors. S. ), petrochemicznym Chevronie, sprzedając ponad 2,38. Selection Criteria. 129 4015594 208. DATAROMA Dataroma Value Investing Reset. Selection Criteria. 0. Holdings; ActivityTrack stock picks and portfolios of legendary value investors such as Warren BuffettCalendar Berkshire Hathaway Inc. At June 30, 2020, insurance float (the net liabilities we assume under insurance contracts) was approximately $131 billion, an increase of $2 billion since yearend 2019. , Waste Management, Inc. BAC. 32% to its position in the 3d quarter. PARA is a very substantial investment of a couple of billion dollars so far. American Express. Holdings; ActivityFew investors have garnered as much prominence on Wall Street as Berkshire Hathaway (BRK. DATAROMA Home; Commentaries/Articles; Superinvestors; Activity; S&P500 Grid; Grand Portfolio; RealTime; Insider; Warren Buffett - Berkshire Hathaway. Published Sat, May 6 20238:37 AM EDT Updated Sat, May 6 202310:21 AM EDT. B Berkshire Hathaway CL B 0. Dataromas is a highly capable web page that aims to present the best possible news about the finance world including stocks, investors & companies. Bill Nygren Portfolio 2023【The Oakmark Fund】 – DATAROMA. Here is the current Stock Portfolio & holdings of Warren Buffett (Berkshire Hathaway) based on his SEC 13F filings in 2023. V portfoliu společnosti Berkshire Hathaway, v jejímž čele stojí světoznámé investorské duo Warren Buffett a Charlie Munger, za 3Q udělal největší změnu nákup akcií TSM. 31 May 2023 Guy Spier On How Lunch With Warren Buffett Changed His LifeMajor institutions are defined as firms or individuals that exercise investment discretion, over the assets of others, in excess of $100 Million. Top holdings by super investors. Holding/activity history for Marsh & McLennan (MMC) Period: Shares % of Portfolio: Activity % Change to Portfolio: Reported Price: 2023 Q2: 0: 0: Sell 100. COST. Track stock picks and portfolios of legendary value investors such as Warren BuffettTrack stock picks and portfolios of legendary value investors such as Warren BuffettActivity: Shares: Reported Price* Value: Current Price: Reported Price: 52 Week Low: 52 Week High: ≡: AMR - Alpha Metallurgical Resources Inc. GEICO. The current value of the portfolio is $16. 66B. Radhakishan Damani Portfolio 2023 【Gotham Asset Management】 –. 17 Nov 2023 Berkshire Sells Yen Debt at Lower Cost as New Share Targets Eyed - Portfolio. Intrinsic Value via the 2-column methodThe king of generating cash flow. ("Berkshire") acquired General Re Corp. You can check out the complete table & info here. Goldman Sachs Group. 02 Jan 2023 @ChrisBloomstran. MLM. BERKSHIRE HATHAWAY INC : ABEL GREGORY:DATAROMA Home; Commentaries/Articles; Superinvestors; Activity; Warren Buffett - Berkshire Hathaway. Here is the current Portfolio and holdings of Ken Fisher (Fisher Asset Management ) based on their 13F filings in 2023. But analysts. Holding/activity history for Costco Co. 29 Nov 2023 Barbara Goodwin, Managing Partner at R360, discusses Charlie. DISH. 34 billion in the year-ago period. 15 Feb 2023 Charlie Munger speaks at the Daily Journal's Annual Shareholders Meeting 02 Feb 2023 Charlie Munger says the U. 27 May 2020 A ‘Nimble’ Bill Ackman Has Sold His Stake in Berkshire Hathaway 29 Apr 2020 Podcast interview with Bill Ackman including a discussion of Berkshire Hathaway 05 Apr 2020 Bill Ackman: There is increasing evidence that the asymptomatic infection rate could be as much as 50X higher than expected Berkshire Hathaway made more sales than purchases in the final quarter of 2022, according to data taken from dataroma, one of my favorite websites to track the purchases/sales of superinvestors, such as Warren Buffett. Winnebago Industries Inc. Intrinsic Value via the 2-column method Track stock picks and portfolios of legendary value investors such as Warren Buffett One needs to check the 13F filings and parse the data out. Reduce -37. 3 B. B 0. Gross Margin. Source: dataroma. $1. Berkshire's market cap as of September 30 was $764 billion. 6B. 03% of portfolio. 07% of portfolio. 12 May 2022 Pre-Berkshire meeting value investing panel with John Rogers and Mario Gabelli 29 Apr 2022 Ariel's John Rogers: The P/E multiple compression of the high flyers will continue 21 Apr 2022 Ariel Appreciation Fund Q1 2022 CommentaryPeriod: Portfolio Value: Top 20 holdings history (left to right) 2023 Q3: $346 M: BRK. Purchases only Sales only. Track stock picks and portfolios of legendary value investors such as Warren BuffettAt the same time, BRK's ownership of AAPL's OE would reach an astounding $11. Latest significant* insider buys of Superinvestor holdings. Showing 1 to 44 of 44 entries. CL C. This change rate is relatively very high if we compare it to the previously recorded holdings. Q3 2023. Track stock picks and portfolios of legendary value investors such as Warren BuffettTop 20 holdings history (left to right) 2023 Q3. Track stock picks and portfolios of legendary value investors such as Warren BuffettDATAROMA Home; Commentaries/Articles; Superinvestors; Activity; S&P500 Grid; Grand Portfolio; RealTime; Insider; Historical Stock Holdings. “The only true use-case for it is criminals, drug traffickers. Berkshire initially invested in BYD in 2008, purchasing 228 million shares for $232 million, Insider. Tr. Berkshire Hathaway CL A 2. 78% of portfolio. It makes up 43. 19Track stock picks and portfolios of legendary value investors such as Warren BuffettFisher has 5. American Express + 37 more stocks Michael Burry Scion Asset Management, LLC. Lennar Corp. BDATAROMA Dataroma Value Investing Reset. Holding/activity history for PNC Financial Services (PNC) Period: Shares % of Portfolio: Activity % Change to Portfolio: Reported Price: 2020 Q4: 0: 0: Sell 100. Track stock picks and portfolios of legendary value investors such as Warren Buffett DATAROMA Home; Commentaries/Articles; Superinvestors; Activity; S&P500 Grid; Grand Portfolio; RealTime; Insider; Warren Buffett - Berkshire Hathaway. Here is the current Portfolio & holdings of Elon Musk (Tesla, SpaceX & More) based on their 13F filings in 2022. 00% Change to portfolio: 0. Wallace Weitz - Weitz Value Fund Updated 09 Oct 2023. 27. Track stock picks and portfolios of legendary value investors such as Warren Buffett 22 Jun 2019 Tom Russo discusses Berkshire Hathaway 27 Feb 2018 Thomas Russo: Global Value Investing: Factors that I Most Fear and Examples From The Past 06 Dec 2017 Good investors must have the "capacity to suffer" Currently, Charlie Munger is the vice president of Berkshire Hathaway. 19 Feb 2021 Pershing Square annual investor slide presentation including portfolio update. JEF. This was revealed by Dataroma, which tracks Form 13F filings from super investors with the Securities and Exchange Commission (SEC) in the United States. Track stock picks and portfolios of legendary value investors such as Warren Buffett104,836,593. Holdings; Activity Track stock picks and portfolios of legendary value investors such as Warren Buffett Track stock picks and portfolios of legendary value investors such as Warren Buffett Track stock picks and portfolios of legendary value investors such as Warren Buffett Dataroma: Berkshire Hathaway Q2'22 Buys. Berkshire Hathaway Class A 22. Berkshire Hathaway’s 894,802,319 shares at a reported price of US$138. Track stock picks and portfolios of legendary value investors such as Warren BuffettTrack stock picks and portfolios of legendary value investors such as Warren BuffettBerkshire Hathaway (NYSE: BRK. Berkshire Hathaway made more sales. 04% of portfolio. Berkshire Hathaway CL B 6. 60: Add 21. This change rate is relatively very high if we compare it to the previously recorded holdings. First Quarter Earnings 2023. ("Gen Re") (Form 13F File #028-04922) in December 1998. Holdings; ActivityTrack stock picks and portfolios of legendary value investors such as Warren. A 0. com It behooves us to ask why. Track stock picks and portfolios of legendary value investors such as Warren Buffett Berkshire's market cap as of September 30 was $764 billion. Last detailed 13F filing for Q1 2023 included $40,982,743,000 in oversaw 13F protections and a main 10 possessions centralization of 59. Purchases only Sales only. Berkshire Hathaway CL A 3. Warren Buffett's Berkshire Hathaway slashes stake in HP. 48%) (BRK. 38M in the stock market. Li Lu’s 13F Filing for Q1 2023 included $2,147,971,000 in oversaw 13F protections and a main ten possessions convergence of 100. 19 Jun 2023 Berkshire Hathaway increases its passive stakes in each of five leading Japanese trading companies ( Portfolio ) "Excluding shares of treasury stock, Berkshire Hathaway’s ownership interest in each of the five companies now averages more than 81⁄2%". ("Berkshire") acquired General Re Corp. 28% of portfolio. Other specializations are energy generation and distribution and retailing. $313. r/paramountglobal. WTM. Holding/activity history for Verizon Communications (VZ) Period: Shares % of Portfolio: Activity % Change to Portfolio: Reported Price: 2022 Q2: 0: 0: Sell 100. DVN. Timeframe : Day Week Month 3 Months 6 Months 1 Year 2 Years. This report reflects the stocks of public companies Buffett holds inside his company-owned portfolio for Berkshire Hathaway as of March 31, 2023, at the end of the 1st quarter. " 21 Nov 2023 First Eagle Investments: November Views from First Eagle Global Value Team - PortfolioDATAROMA Home; Commentaries/Articles; Superinvestors; Activity; Warren Buffett - Berkshire Hathaway. Berkshire Hathaway. Moz DA: 43 Moz Rank: 4. 25 Oct 2022 Davis Advisors Fall Review 2022 . 3. 24. Bill Nygren Portfolio 2023【The Oakmark Fund】 – DATAROMA. $203 M. (AAPL) Period. 6. AAPL is the largest position and is valued at $123. with shares held of 13,002,366. 34 billion in the year-ago period. Berkshire Hathaway, Inc. 73%. Air Transport Services Group Inc. (BK) Period: Shares % of Portfolio: Activity % Change to Portfolio: Reported Price: 2023 Q1: 0: 0:Track stock picks and portfolios of legendary value investors such as Warren BuffettCrear listas en el Analizador. A. 30 Jan 2023 Podcast Interview with Chris Bloomstran. by Ethan Miller July 31, 2023, 2:06 pm. 31%. Click here to read more about the company's holdings and trades for Q1 2023. 10: Reduce 2. 35e8 ## 6 SBUX Starbucks Corp. Purchases only Sales only. 15. Fuente: Dataroma (agosto 2022). Holding/activity history for SPDR S&P 500 ETF Trust (SPY) Period: Shares % of Portfolio: Activity % Change to Portfolio: Reported Price: 2023 Q3: 39,400: 0. Minimum transaction amount: $ Symbol watch list: (max. Warren Buffett’s Berkshire Hathaway’s Holdings: $2,468,499,999 Percentage of Warren Buffett’s Berkshire Hathaway’s Portfolio: 0. 14. Berkshire. DATAROMA Home; Commentaries/Articles; Superinvestors; Activity; S&P500 Grid; Grand Portfolio; RealTime; Insider; Warren Buffett - Berkshire Hathaway. stock was issued. Apple Inc. Transatlantic Holdings Inc. Track stock picks and portfolios of legendary value investors such as Warren BuffettWarren Buffett is widely regarded as one of the best investors of all time, and it isn't hard to see why. Performance: 15. $203 M. サイト①:DATAROMA. Other stock markets. should follow in China’s footsteps and ban cryptocurrencies 12 May 2022 Pre-Berkshire meeting interview with Markel's Thomas Gayner 11 Nov 2021 Bloomberg Masters in Business podcast interview with Markel's Thomas Gayner 19 Aug 2021 Webcast interview with Markel's Tom Gayner At the same time, BRK's ownership of AAPL's OE would reach an astounding $11. 25 Feb 2023 Berkshire Hathaway 2022 Annual Report ( Portfolio ) "As for the future, Berkshire will always hold a boatload of cash and U. DATAROMA Home; Commentaries/Articles; Superinvestors; Activity; S&P500 Grid; Grand Portfolio; RealTime; Insider; Historical Stock Holdings. BAC – Bank of America Corp. PM. Track stock picks and portfolios of legendary value investors such as Warren BuffettTrack stock picks and portfolios of legendary value investors such as Warren BuffettDATAROMA Home; Commentaries/Articles; Superinvestors; Activity; Warren Buffett - Berkshire Hathaway. Institutional investment managers with $100 million or more. Bill Nygren’s 13F Filing. MA – Mastercard Inc. 86%. at 93, I feel good but fully realize I am playing in extra innings. 30. % of Portfolio. Track stock picks and portfolios of legendary value investors such as Warren Buffett DATAROMA Superinvestors' Activity Summary. Die Aktie von Berkshire Hathaway zeigte sich im US-Handel an der NYSE zwischenzeitlich 2,12 Prozent höher bei 349,68 US-Dollar, für Anteile von Alleghany geht es an der NYSE zeitweise 24,80. Our algorithm picks new stocks on December 31 st of each year. And – Berkshire: Getting Better All The Time. DATAROMA Home; Commentaries/Articles; Superinvestors; Activity; Warren Buffett - Berkshire Hathaway. Write-downs on its stock investments caused Berkshire Hathaway to post a net loss of $2. : 8. 50. HENKY. We will also avoid behavior that could result in any uncomfortable cash needs at inconvenient times, including financial panics and unprecedented insurance. 01%. Activity.