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Buffett repositions portfolio amid bull market: What are his best picks now?

AuthorDavit Kirakosyan
Published 02/15/2024, 07:21 AM
Updated 02/15/2024, 07:21 AM
© Reuters.

Investing.com — Warren Buffett’s Berkshire Hathaway (NYSE:BRKb) disclosed its holdings for Q4/23 through its 13F filing, revealing a cautious approach to stock purchases during a period when stock prices surged.

The filing showed no new additions to Berkshire Hathaway's portfolio of publicly traded stocks. However, the legendary investor increased its stakes in Chevron (NYSE:CVX), Occidental Petroleum (NYSE:OXY), and Sirius XM Holdings (NASDAQ:SIRI), while reducing its holdings in HP (NYSE:HPQ), Paramount Global (NASDAQ:PARA), and Apple (NASDAQ:AAPL) - although Apple continues to be its largest investment by a significant margin.

Moreover, Berkshire entirely sold out of its investments in D.R. Horton Inc (BVMF:D1HI34), Globe Life (NYSE:GL), Markel (NYSE:MKL), and StoneCo (NASDAQ:STNE).

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Latest comments

Although Buffett is a man of his own class, but if everyone tracks him, it will only help him.
Were is possible to find tge buys and sells of this big names? in order to follow the moves.
you can use Investopedia, you have many portfolios shown, but for congressional trading (insider) you can use Capitoltrades, all politicians are enlisted there
I mean, you can do it here, just checkout the watch lists and bookmark what interests you (Buffett, Gates, etc.). Won't know until the(it) filling, though
How did you figure out it was Buffet who sold Apple and not Weschler or Combs??? Buffett already said while back that one of these/his two managers hold small stake in Apple. Berkshire doesn't disclose which manager bought or sold which equity.
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