Does this mean Warren Buffett is selling even more out?

General
1

Hi all

I just received a notification about this SEC filing from Berkshire which I subscribed to a couple of weeks ago. I just have the minor issue of not being able to decipher the data (did Berkshire increase or decrease shares in the companies in mention)?

Can anyone help me understand how to read the tables?

Link: https://www.sec.gov/Archives/edgar/data/1067983/000095012324011775/0000950123-24-011775-index.htm

2

You have to compare the current 13-F to the previous 13-F to determine if there was an increase or decrease in the holdings.

3

Tatum said:
You have to compare the current 13-F to the previous 13-F to determine if there was an increase or decrease in the holdings.

Thank you for that answer - it makes sense! I just need to do some more work then :slight_smile:

4

Yes. He sold another 25% of Apple and another big chunk of BAC.

Dataroma has all the portfolios of ‘super investors’ and Buffett’s just came out a few hours ago.

Edit: He also sold 20% of Siri, which he was buying a lot of lately, so this is a confusing one for me as to why he was buying so much just to turn around and sell 1/5 of it.

5

@Dakota
He is always, as do most giant funds, selling stocks to balance out a portfolio to not get too heavy in any one position or for tax benefits.

6

@Dakota
Thank you. Sounds like your Dataroma provides information that is easier to understand. Do you have a link for where I can find him and his conclusions?

7

Teo said:
@Dakota
Thank you. Sounds like your Dataroma provides information that is easier to understand. Do you have a link for where I can find him and his conclusions?

Here’s what you’re looking for that relates specifically to this post’s question https://www.dataroma.com/m/holdings.php?m=BRK

8

Teo said:
@Dakota
Thank you. Sounds like your Dataroma provides information that is easier to understand. Do you have a link for where I can find him and his conclusions?

No link. Just gonna have to see if he does any interviews and answers questions on CNBC or something.

9

He turned into a swing trader

10

Jesse said:
He turned into a swing trader

Swinger?

11

Remy said:

Jesse said:
He turned into a swing trader

Swinger?

A swing trader is an individual who engages in swing trading, a style of trading that attempts to capture short- to medium-term gains in a stock (or any financial instrument) over a period of a few days to several weeks.

Key Characteristics of Swing Trading:

  • Holding Period: Swing traders typically hold positions longer than a day trader but shorter than a long-term investor, often from a few days up to a few weeks.
  • Technical Analysis: They rely heavily on technical analysis tools and charts to identify trading opportunities and predict price movements.
  • Market Trends: Swing traders aim to capture the ‘swings’ in the market—upwards and downwards movements of stock prices.
  • Risk Management: Effective risk management strategies are crucial, including setting stop-loss orders to minimize potential losses.
  • Capitalizing on Volatility: Swing traders take advantage of market volatility and price fluctuations to achieve their profit goals.
12

@Jesse
Thank you and GPT

13

Remy said:
@Jesse
Thank you and GPT

If I explained it, it would have been much worse. :slight_smile:

14

Jesse said:

Remy said:
@Jesse
Thank you and GPT

If I explained it, it would have been much worse. :slight_smile:

You’re getting downvoted for a good answer from GPT… Phhht!

15

Besides Domino’s Pizza, BH bought more aerospace HEI. This is totally against his traditional value approach. That’s the only thing that caught my eye.

16

Ira said:
Besides Domino’s Pizza, BH bought more aerospace HEI. This is totally against his traditional value approach. That’s the only thing that caught my eye.

Domino’s Pizza was the first Buffett investment that I agreed with! haha

17

Try Dataroma. They summarize 13-F from different investors/funds on their website.

18

With your eyes

No, but I think the usefulness of the reports is found by comparing them to past reports to see how the number of shares has changed.

19

Kingsley said:
With your eyes

No, but I think the usefulness of the reports is found by comparing them to past reports to see how the number of shares has changed.

I lol’d :slight_smile:

That makes sense, thank you.

20

Decrease—he’s now holding $350 billion in cash. I’m in all cash now too waiting for him to