Berkshire Hathaway's 13F Filing: A Detailed Analysis
Warren Buffett's Stock Moves in Q2 2024
Warren Buffett's Berkshire Hathaway recently released its 13F filing, providing insight into the company's stock transactions during the second quarter of 2024.
Additions to Existing Positions
Berkshire Hathaway added to its existing stake in Occidental Petroleum (OXY) during the quarter. The company's total position in OXY now stands at over $10 billion.
New Stock Purchases
Berkshire Hathaway also initiated new positions in several companies during the quarter, including:
- Activision Blizzard (ATVI)
- Nu Holdings (NU)
- Paramount Global (PARA)
Stock Sales
Berkshire Hathaway also sold off some of its holdings during the quarter, including:
- Taiwan Semiconductor Manufacturing Company (TSM)
- Verizon Communications (VZ)
- Biogen (BIIB)
Buffett's Investment Strategy
Buffett's investment strategy is focused on identifying undervalued companies with strong fundamentals. He prefers to invest in businesses with a wide moat and a competitive advantage.
Berkshire Hathaway's portfolio is heavily weighted towards value stocks, which are typically companies with low price-to-earnings ratios and high dividend yields.
Impact of the 13F Filing
Berkshire Hathaway's 13F filing is closely watched by investors as it provides insight into Buffett's investment strategy and the direction of the market.
The recent filing indicates that Buffett is still bullish on the energy sector and is also finding value in the technology and media industries.
Conclusion
Berkshire Hathaway's 13F filing is a valuable source of information for investors. It provides insight into the investment strategy of one of the world's most successful investors and can help investors make informed decisions about their own portfolios.
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