David Kass Blog | Major Portfolio Changes for Berkshire Hathaway in First Quarter 2019 | Talkmarkets
Finance Professor at University of Maryland
Contributor's Links: Dr. David Kass Blog

Dr. David Kass has published articles in corporate finance, industrial organization, and health economics. His teaching interests include financial restructuring and strategy, and investment management at the MBA level, as well as advanced financial management, business finance, and investments ... more

Major Portfolio Changes for Berkshire Hathaway in First Quarter 2019

Date: Wednesday, May 15, 2019 12:08 PM EDT

After the market closed today, Berkshire Hathaway filed its SEC Form 13F revealing its stock portfolio as of March 31, 2019.

There were several major changes (by at least $500 million):

Additions:

(1) Amazon (483,300 shares) (AMZN) currently valued at $900 million (initial investment) (Todd Combs or Ted Weschler)

(2) JP Morgan Chase (JPM) – stake increased by 19% or by about $900 million (Warren Buffett or Todd Combs)

Reductions:

(1) Phillips 66 (PSX) – stake reduced by 53% or by about $600 million (Warren Buffett or Todd Combs or Ted Weschler)

(2) Charter Communications (CHTR) – stake reduced by 19% or by about $500 million (Todd Combs or Ted Weschler)

Disclaimer: This and other personal blog posts are not reviewed, monitored or endorsed by TalkMarkets. The content is solely the view of the author and TalkMarkets is not responsible for the content of this post in any way. Our curated content which is handpicked by our editorial team may be viewed here.

Comments

Leave a comment to automatically be entered into our contest to win a free Echo Show.