As part of the weekly research here at The Acquirer’s Multiple we’re always interested in superinvestors who hold the same stocks that appear in our Acquirer’s Multiple Stock Screeners, based on their latest 13F’s. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks.
While doing this research we’ve also uncovered a number of stocks that superinvestors have bought, or added more to their portfolios, according to their latest 13f’s. So we’re now providing a new weekly feature article called ‘One Stock Superinvestors Are Buying‘. This week we’ll take a look at:
Berkshire Hathaway Inc. Class B (NYSE: BRK.B)
Berkshire Hathaway is a holding company with a wide array of subsidiaries engaged in diverse activities. The firm’s core business segment is insurance, run primarily through Geico, Berkshire Hathaway Reinsurance Group and Berkshire Hathaway Primary Group. Berkshire has used the excess cash thrown off from these and its other operations over the years to acquire Burlington Northern Santa Fe (railroad), Berkshire Hathaway Energy (utilities and energy distributors), and the firms that make up its manufacturing, service, and retailing operations (which include five of Berkshire’s largest noninsurance pretax earnings generators: Precision Castparts, Lubrizol, Clayton Homes, Marmon and IMC/ISCAR). The conglomerate is unique in that it is run on a completely decentralized basis.
A quick look at the price chart below for Berkshire Hathaway shows us that the stock is up 4% in the past twelve months.
(Source: Morningstar)
Superinvestors who bought, or added more Berkshire Hathaway stock to their portfolios include:
Glenn Greenberg – 2,064,178 shares
Chris Davis – 1,598,717 shares
François Rochon – 844,446 shares
John Rogers – 749,557 shares
John Hempton – 405,613 shares
Bruce Berkowitz – 324,310 shares
Tweedy Browne – 316,029 shares
Chris Bloomstran – 208,701 shares
Jim Simons – 177,665 shares
Mario Gabelli – 37,000 shares
Rob Olstein – 26,000 shares
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