The long waited Berkshire Hathaway portfolio is out.
Berkshire filed documents on Tuesday with the SEC revealing some of his new positions.
Buffett is taking a bigger stake in Wells Fargo and selling shares of J&J and Kraft. Buffett also took new positions in DVA, LMCA and added to IBM. Anything Buffett purchases or reups on is definitely worth taking a look at, especially if it drops below what he bought it at (which is how I had a huge gain on GE).
From Guru Focus:
New Purchases: DVA, LMCA,
Added Positions: IBM, DTV, WFC, CVS, V, GD, INTC, VRSK,
Reduced Positions: JNJ,
Sold Out: XOM,
For more info on Berkshire’s portfolio click links below:
GuruFocus “Warren Buffett Buys More IBM, Wells Fargo, DTV, CVS; Sells XOM and JNJ”
Washington Post “Berkshire Hathaway adds to Wells Fargo stake, scales back J&J, Kraft holdings in busy quarter”
Reuters “Buffett builds media portfolio in fourth quarter”