We collect cookies to analyze our website traffic and performance; we never collect any personal data. Cookie Policy
Accept
The Tycoon Herald
  • Trending
  • World
  • Politics
  • Business
    • Business
    • Economy
    • Real Estate
    • Money
    • Crypto / NFT
  • Innovation
  • Lifestyle
    • Lifestyle
    • Food
    • Travel
    • Fashion
    • Leadership
  • Health
  • Sports
  • Entertainment
Reading: Berkshire Hathaway’s Portfolio Moves In The Fourth Quarter
Sign In
The Tycoon HeraldThe Tycoon Herald
Font ResizerAa
Search
  • Trending
  • World
  • Politics
  • Business
    • Business
    • Economy
    • Real Estate
    • Money
    • Crypto / NFT
  • Innovation
  • Lifestyle
    • Lifestyle
    • Food
    • Travel
    • Fashion
    • Leadership
  • Health
  • Sports
  • Entertainment
Have an existing account? Sign In
Follow US
© Tycoon Herald. All Rights Reserved.
Berkshire Hathaway’s Portfolio Moves In The Fourth Quarter
The Tycoon Herald > Money > Berkshire Hathaway’s Portfolio Moves In The Fourth Quarter
Money

Berkshire Hathaway’s Portfolio Moves In The Fourth Quarter

Tycoon Herald
By Tycoon Herald 5 Min Read
Share
SHARE

FILE – Warren Buffett, chairman and CEO of Berkshire Hathaway, speaks following the annual Berkshire … [+] Hathaway shareholders meeting in Omaha, Neb., May 5, 2019. Buffett’s company placed a rare bet on a technology company late last year and it has already paid off in a big way. Berkshire Hathaway revealed in documents filed with regulators on Monday that it bought near 15 million shares in game publisher Activision Blizzard during the last three months of 2021. (AP Photo/Nati Harnik, File)

ASSOCIATED PRESS

Berkshire Hathaway’s (BRK/A, BRK/B) fourth-quarter 13F was filed on February 14. This filing gives us a quarterly opportunity to observe what two of the greatest investors and their team are doing within Berkshire’s publicly traded equity portfolio. Berkshire has a large stable of wholly-owned entities, so this is just a slice of their investments. Berkshire’s fourth-quarter earnings and 2021 annual report on February 26 will provide more information about the operating companies.

This analysis looks at the Berkshire portfolio across a host of measures including 12-month forward estimated: price-to-earnings (P/E), price-to-sales (P/S), return-on-equity (ROE), enterprise value-to-earnings before interest, taxes, depreciation and amortization (EV/EBITDA), price-to-book (P/B), dividend yield, debt-to-EBITDA, and long-term earnings-per-share growth consensus estimates.

Berkshire Hathaway 13F Investment Portfolio – Valuations

Glenview Trust, Bloomberg

Berkshire’s $331 billion very concentrated investment portfolio consists of 44 companies, one company more than last quarter. The top 5 holdings account for over 79% of the total portfolio. The top five holdings are Apple (AAPL), Bank of America (BAC), American Express (AXP), Coca-Cola (KO), and Kraft Heinz (KHC). Due to the significant holdings in Apple, Bank of America, and American Express, the portfolio is significantly overweight technology, staples, and financials relative to the S&P 500. This portfolio includes no industrials or utilities, but Berkshire’s wholly-owned entities include a large railroad, Burlington Northern Santa Fe, and multiple regulated utilities and pipelines.

Because the 13F does not include international stocks, Berkshire Hathaway announced the acquisition of about 5% of five Japanese trading companies at the end of August 2020, and these holdings are not part of this analysis: Itochu Corp., Marubeni Corp., Mitsubishi Corp., Mitsui & Co. Ltd., and Sumitomo Corp. Buffett indicated that these were intended to be long-term holdings, and Berkshire may increase its stake to 9.9%.

MORE FOR YOU

Berkshire Hathaway 13F Investment Portfolio – Sector Weights

Glenview Trust, Bloomberg

Overall, the portfolio analysis reflects a slightly more expensive valuation than the S&P 500 while having better profitability (ROE) and better quality via lower debt. The long-term (next 3 to 5 years) consensus earnings-per-share growth rate is expected to be slightly lower than the S&P 500.

In the quarter, there were two new purchases: Activision Blizzard (ATVI) and Liberty Media – Formula One (FWONK). Microsoft announced a deal to buy ATVI for $95.00 per share in cash on January 18, 2022. Berkshire also reported a new position in Nu Holdings (NU), which it backed before the firm became publicly traded late last year.

Teva Pharmaceutical (TEVA) and Sirius XM Holdings (SIRI) were eliminated from the portfolio in the fourth quarter.

Berkshire reduced their holdings of Kroger (KR), Charter Communications (CHTR), Visa (V), Mastercard (MA), Abbvie (ABBV), Royalty Pharma (RPRX), Bristol-Myers Squibb (BMY), and Marsh & McClennan (MMC). The theme of reducing exposure to pharmaceutical stocks continues; many were purchased in the third quarter of 2020. The reduction in the credit card positions began in the third quarter of 2021, with Berkshire previously trimming its positions in V and MA back in the second quarter of 2020.

Berkshire added to its holdings of Chevron (CVX), Liberty Media – Liberty SiriusXM (LSXMA), RH (RH), Floor & Decor-A (FND). FND was a new purchase in the last quarter, with the position increased this quarter. The CVX holding was also increased in the third quarter. RH was last increased in the second quarter of 2021.

You Might Also Like

10 Tricks to Reside Frugally After Retirement – Dollarsanity

Tips on how to Price range Your Money Utilizing Dave Ramsey’s Budgeting Percentages – Dollarsanity

How To Make A Funds: 12 Simple Methods To Do It (The Full Information) – Dollarsanity

10 Outdated-Normal Cleansing Suggestions from Grandma – Dollarsanity

Wedding ceremony On A Funds: Get $30K-Like Wedding ceremony For $5K or Much less – Dollarsanity

TAGGED:MoneyThe Forbes Journal
Share This Article
Facebook Twitter Email Copy Link Print
The Hundred: Harry Brook smashes England team-mates as Northern Superchargers beat Oval Invincibles
Sports

The Hundred: Harry Brook smashes England team-mates as Northern Superchargers beat Oval Invincibles

Harry Brook crunched 5 sixes and three fours off a number of fellow England internationals as his 56 from 27 balls boosted Northern Superchargers' hopes of reaching the Hundred knockout…

By Tycoon Herald 4 Min Read
Menendez Bros Legal professional Says Parole Listening to Was ‘Rigged’
August 23, 2025
Dr. Fatima Tun Nissa Raza on Neuro-Ophthalmology
August 23, 2025
British Masters: Matthew Fitzpatrick leads by one forward of ultimate spherical as Rasmus Hojgaard seems to clinch Ryder Cup spot
August 23, 2025
Bryan Kohberger Added to Christmas Listing Days After Mass Killing
August 23, 2025

You Might Also Like

80 Issues I Stopped Shopping for to Save Money Quick and Pay Off Debt – Dollarsanity
Money

80 Issues I Stopped Shopping for to Save Money Quick and Pay Off Debt – Dollarsanity

By Tycoon Herald 38 Min Read
50 Small Business Concepts For Ladies – Dollarsanity
Money

50 Small Business Concepts For Ladies – Dollarsanity

By Tycoon Herald 35 Min Read
80 Timeless Frugal Residing Suggestions That Nonetheless Work At present – Dollarsanity
Money

80 Timeless Frugal Residing Suggestions That Nonetheless Work At present – Dollarsanity

By Tycoon Herald 18 Min Read

More Popular from Tycoon Herald

MEET THE FATHER OF COADUNATE ECONOMIC MODEL
BusinessTrending

MEET THE FATHER OF COADUNATE ECONOMIC MODEL

By Tycoon Herald 2 Min Read
Woman Sentenced to 7 Days in Jail for Walking in Yellowstone’s Thermal Area

Woman Sentenced to 7 Days in Jail for Walking in Yellowstone’s Thermal Area

By Tycoon Herald
Empowering Fintech Innovation: Swiss Options Partners with Stripe to Transform Digital Payments
InnovationTrending

Empowering Fintech Innovation: Swiss Options Partners with Stripe to Transform Digital Payments

By Tycoon Herald 7 Min Read
Sports

Chesterfield 1-1 Swindon: Will Wright scores gorgeous debut aim to earn Robins attract League Two opener

Chesterfield needed to accept some extent on their return to the EFL as Swindon got here…

By Tycoon Herald
Leadership

Are Colleges and Universities Ready to Shift Their Approach in Order to Educate the Nation?

Non-traditional college students taking part in campus life. getty Many colleges and universities are struggling with…

By Tycoon Herald
Trending

U.S. Blew Up a C.I.A. Post Used to Evacuate At-Risk Afghans

A controlled detonation by American forces that was heard throughout Kabul has destroyed Eagle Base, the…

By Tycoon Herald
Leadership

Northern Lights: 17 Best Places To See Them In 2021

Who doesn’t dream of seeing the northern lights? According to a new survey conducted by Hilton, 59% of Americans…

By Tycoon Herald
Real Estate

Exploring Bigfork, Montana: A Little Town On A Big Pond

Bigfork, Montana, offers picturesque paradise in the northern wilderness. National Parks Realty With the melting of…

By Tycoon Herald
Leadership

Leaders Need To Know Character Could Be Vital For Corporate Culture

Disney's unique culture encourages young employees to turn up for work with smiles on their faces.…

By Tycoon Herald
The Tycoon Herald

Tycoon Herald: Your instant connection to breaking stories and live updates. Stay informed with our real-time coverage across politics, tech, entertainment, and more. Your reliable source for 24/7 news.

Company

  • About Us
  • Newsroom Policies & Standards
  • Diversity & Inclusion
  • Careers
  • Media & Community Relations
  • WP Creative Group
  • Accessibility Statement

Contact Us

  • Contact Us
  • Contact Customer Care
  • Advertise
  • Licensing & Syndication
  • Request a Correction
  • Contact the Newsroom
  • Send a News Tip
  • Report a Vulnerability

Terms of Use

  • Digital Products Terms of Sale
  • Terms of Service
  • Privacy Policy
  • Cookie Settings
  • Submissions & Discussion Policy
  • RSS Terms of Service
  • Ad Choices
© Tycoon Herald. All Rights Reserved.
Welcome Back!

Sign in to your account

Lost your password?