Berkshire Hathaway (BRKB) doesn’t change its stock portfolio very much each quarter, but investors tend to watch the company’s incremental moves closely. Warren Buffett has put his two newest deputies and likely successors, Todd Combs and Ted Weschler, in charge of parts of the portfolio, but Buffett is still the head honcho.
In the fourth quarter, Berkshire bought Davita (DVA), which runs dialysis centers, and Liberty Media (LMCA), a communications and entertainment company. The company ended the quarter with 2.7 million shares of Davita and 1.7 million shares of Liberty Media.
Berkshire also trimmed and added to various positions in its legendary portfolio.
It raised its stake in Wells Fargo (WFC) to 384 million shares, up from 361 million at the end of the third quarter. It raised its stake in DirecTV (DTV) to 20 million shares from 4.2 million shares. Its CVS Caremark (CVS) stake was 7.1 million, up from 5.7 million. And Berkshire’s Visa (V) position rose to 2.9 million shares, up from 2.3 million.
But Berkshire cut its Johnson & Johnson (JNJ) stake to 29 million from 37 million.
No comments:
Post a Comment