The 12 Stocks Warren Buffett and Berkshire Hathaway Just Bought and Sold
Today's the day -- the day we get to see what Warren Buffett is buying or selling for Berkshire Hathaway .
Here's the scoop from Berkshire Hathaway's latest 13F filing.
Potential Buffett sightings
Generally, investment decisions by Buffett are marked by billion-dollar transaction sizes.
This quarter, Berkshire added to only three of its largest holdings. The purchases aren't of the scale you normally see from Buffett, however, and could very well be the product of Todd Combs and Ted Weschler.
Change in shares owned
The remaining positions transactions are smaller in size, and thus can be safely attributed to Ted Weschler and Todd Combs.
Shares purchased or sold
Change in shares owned
Liberty Global Class A
Liberty Global Class B
Still on the hunt
Warren Buffett wasn't particularly active in the first quarter, following a shift in the business toward acquisitions of whole businesses, not publicly traded stocks.
Buffett's partner, Charlie Munger, explained how Berkshire Hathaway's portfolio is changing at the latest shareholders meeting:
What's happening is that the owned businesses are becoming a bigger and bigger percent of Berkshire. Earlier we had a bigger percent ownership of common stocks. Now the private companies are worth way more than the stocks. And I would guess that will continue.
Buffett, it seems, is still on the hunt for elephants. Changes in Berkshire's largest holdings were mundane, at best -- evidence that Buffett may be looking for a big acquisition than to acquire a few more million shares of another public company.
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The article The 12 Stocks Warren Buffett and Berkshire Hathaway Just Bought and Sold originally appeared on Fool.com.Jordan Wathen has no position in any stocks mentioned. The Motley Fool recommends Berkshire Hathaway, DirecTV, General Motors, and Liberty Global. The Motley Fool owns shares of Berkshire Hathaway and International Business Machines. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.
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