$Berkshire Hathaway(BRK.B)$ just released its F13 for Q3:
New Holdings:
TSM: Added 60M Shares for $4.1B ~ 1.4% of portfolio total
LPX: Added 5.8M Shares
JEF: Added 434K Shares
Additions:
OXY: Bought Additional 35M shares ~ +23%
Para: Bought Additional 12.8M Shares ~ +16%
CVX: Bought Additional 4M Shares ~ +2%
RH: Bought Additional 190K Shares +9%
CE: Bought Additional 433K Shares +6%
Sold:
Completely Exist: STOR ~ - 100%
Reduced ATVI by 8.2M Shares ~ -12%
In case it is not clear, retail investor should NOT follow BRK/Buffett stock picks. BRK has a long-term vision, and different type of analysis than most of us. What works for BRK may not work for you. Just use this as reference for further analysis.
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