Warren Buffet Made his billions buying and selling shares, so it is only normal that you would want to know what he is acquiring or ditching to make informed decisions on your own investments. Every economics news pundit doesn’t miss the opportunity.
If you are a true Warren Buffet fan, you would know Christmas comes four times a year. Thanks to the regulatory rules, devotees can get a sneak peek into the stock decisions of the “Oracle of Omaha”, as he is often called.
Buffet is the holding chairman at Berkshire Hathaway, and according to the Securities and Exchange Commission, all investment managers with over $100 million in assets must file a Form 13F every quarter to show any share ownership changes.
These form filings give the stock market a certain level of transparency, so Buffet-acolytes get an idea of what is going on inside his mind. When he invests a new stake in a firm or adds to an existing one, it is usually a sign of a vote of confidence. Similarly, when he lets go of a particular stock, it makes investors consider their own holdings in that stock.
Berkshire Hathaway’s most recent form 13F was filed on the November 14. Buffet added to some investments that have been on his radar for a while. He also sold some less thrilling stocks which he has made known to economic news journalists. While his latest investment decisions aren’t exactly ground-breaking, it is always interesting to see what is on the mind of Buffet and his cohorts, Todd Combs and Ted Weschler.
Stocks added to stake
Shares owned: 134.1 million (up 3% for 2nd quarter)
Value: $23 billion
Buffet first venture into Apple (AAPL, $171.34) in the Q1 of 2016, and since then he has continued to add to it. According to Berkshire Hathaway, it purchases a 9.8 million share stake in Apple in Q1 (that is $1.07 billion). It hasn’t stopped adding to the stake since then.
Shares owned: 8.9 million (up 10.3% for 2nd quarter)
Value: $1 billion
Although Buffet barely scraped Berkshire’s holdings in Mosanto (MON $118.05), it something worth considering, nonetheless. When it bought approximately 832,000 shares from the agricultural giant last quarter, Berkshire has upped its stakes to own more than 10% in the company.
Shares owned: 20.8 million (up 19.1% from 2nd Quarter)
Value: $676.3 million
Berkshire also increased its stake in Synchrony Financial (SYF, $32.56), but like Mosanto, it didn’t spend largely. According to experts, the maven investor only added about $100 million to each stake. However, Buffet’s love for credit card companies is noteworthy.
Stocks added to stake
Shares owned: 8.5 million (down 10.1% from 2nd quarter)
Value: $2.9 billion
Berkshire’s first investment with the cable company was in 2014 Q2. The next year, Charter Communications (CHTR, $336.81) announced its decision to acquire Time Warner Cable, thereby giving its stocks a boost. But the stock has dropped 16% since last summer.
Shares owned: 37 million (-31.5% from 2nd quarter)
Value $5.5 billion
In May, investors first discovered Warren Buffet’s disappointment in his stake with International Business Machines (IBM, $148.89). Berkshire began buying stock in the company in 2011. By the 4th quarter of 2016, it held 81.2 million shares but sold off a third of its stake in the beginning of 2017.