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 sold, or reduced in their portfolios, according to their latest 13f’s. So we’re now providing a new weekly feature article called ‘One Stock Superinvestors Are Selling‘. 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 5.73% in the past twelve months.
(Source: Morningstar)
Superinvestors who reduced, or sold out of Berkshire Hathaway stock in their portfolios include:
(Remaining shares)
Bill Gates – 68,603,977 shares
Chris Davis – 1,565,588 shares
Cliff Asness – 1,547,300 shares
Glenn Greenberg – 1,452,624 shares
Wally Weitz – 711,771 shares
John Rogers – 710,706 shares
David Poppe – 674,157 shares
Tweedy Browne – 312,514 shares
Murray Stahl – 85,697 shares
Ken Fisher – 65,128 shares
Ken Griffin – Sold Out
Jim Simons – Sold Out
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