Berkshire Hathaway, the guru of gurus, reveals its favorite bets on Warren Buffett

Berkshire Hathaway, the guru of gurus, reveals its favorite bets on Warren Buffett

February 23, 2024 – 11:37

Berkshire Hathaway’s investment portfolio includes shares of 41 companies.

REUTERS

Berkshire Hathaway presented his quarterly report in which information was revealed regarding the investments made by the company led by Warren Buffett. Known What companies does this company invest in? which is a reference for the entire universe of finance.

This quarterly report has the particularity of being the last presentation in which he would have been involved Charlie Mungersince he died at the end of November 2023, shortly after turning one hundred years old.

Warren Buffett: what does the tycoon’s company invest in?

He Investment portfolio of Berkshire Hathawayis composed of US$347,000 million and consists of 41 companies. Among them, the 5 main positions represent more than 80% of the total from the portfolio. These chosen companies, in order of stake size, are Manzana (AAPL), Bank of America (BAC), American Express (AXP), Coca Cola (KO) and Chevron (CVX).

Manzana It constitutes about 50% of the portfolio, despite cutting its stake in said company. On the other hand, the portfolio continues to be heavily weighted towards companies of technology, energy, basic consumer goods and finances in relation to S&P 500.

Furthermore, then get rid of your position in United Parcel Service (UPS), Berkshire already has no participation in the industrial sector nor in Real estate companies. Berkshire too reduced their shares in Manzana (AAPL), Paramount Global (FOR) and in H.P. (HPQ). As for Apple, although Buffett publicly regretted his sales of this company, in the fourth quarter he again sold more than 10 million shares in the fourth quarter.

Meanwhile, among the companies in which they increased their participation are Chevron (CVX), Sirius XM (SIRI) and Occidental Petroleum (OXY). Previously, Buffet’s company had cut its investments in Chevron for four consecutive quarters. However, it remains Berkshire’s fifth largest holding, in terms of price.

Source: Ambito

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