Berkshire Hathaway’s Stock Portfolio
Warren Buffett’s latest trades were just revealed via the most recent Berkshire Hathaway Inc. (BRK.B) 13F filing, which is a filing that gives us information on all of the transactions that took place over the third quarter of 2023 — the quarter ending September 30 — in the stock portfolio managed by the legendary investor.
This filing can provide some valuable insight into where Warren Buffett thinks the best investments might lie.
Now, it might not make sense to piggyback on his trades and simply buy and/or sell whatever he has because these filings are generally released 45 days after the most recent quarter ended, but it would appear to be an intelligent move to investigate exactly where the most successful investor of all time is (and isn’t) putting his capital to work.
It’s also important to note that Buffett allows two other executives – Todd Combs and Ted Weschler – to authorize smaller transactions, so it’s difficult sometimes to decipher who bought and/or sold what.
Let’s take a look!
Berkshire Hathaway’s Latest Transactions
Please keep in mind this list is for informational purposes only, and is not a recommendation to buy any specific stocks.
Purchases
Purchased 223,645 shares of Atlanta Braves Holdings (BATRA)
Purchased 9,683,224 shares of Sirius XM Holdings (SIRI)
Sales
Sold 551,000 shares of Amazon.com (AMZN)
Sold 12,871,831 shares of Chevron (CVX)
Sold 1,684,560 shares of Globe Live (GL)
Sold 18,433,783 shares of HP Inc. (HPQ)
Sold 312,946 shares of Markel Corp. (MKL)
Sold 235,000 shares of AON plc (AON)
Sold 5,358,535 shares of Celanese Corp (CE) ** SOLD OUT**
Sold 22,000,000 shares of General Motors (GM) ** SOLD OUT**
Sold 327,100 shares of Johnson & Johnson (JNJ) ** SOLD OUT**
Sold 578,000 shares of Mondelez (MDLZ) ** SOLD OUT**
Sold 315,400 shares of Procter & Gamble (PG) ** SOLD OUT**
Sold 59,400 shares of United Parcel Service (UPS) ** SOLD OUT**