Warren Buffett Ramps Up Occidental Thiab Apple Stakes, Dumps Verizon

Ntsiab lus

• Tus guru tsis tau ntxiv ib txoj haujlwm tshiab thaum lub quarter.
• Nws muag tawm ntawm Verizon thiab Royalty Pharma.

Warren Buffett (ua lag luam, Portfolio)'s multibillion-dollar conglomerate, Berkshire Hathaway Inc. (BRK.A, nyiaj txiag)(BRK.B, nyiaj txiag), tau tshaj tawm nws cov peev txheej kev ncaj ncees rau lub quarter thib ob ntawm 2022 hnub Monday.

Nrog ib pawg nyiaj ntsuab ntau dua $ 106 nphom los siv rau cov khoom lag luam thaum kawg ntawm thawj peb lub hlis twg, tus kws tshaj lij guru thiab nws ob tus thawj coj saib xyuas, Ted Weschler thiab Todd Combs, tau mob siab rau nyiaj ntsuab ntau los nce kev nqis peev hauv Occidental Petroleum.oxy
Corp. (oxy, nyiaj txiag).

Lwm qhov kev yuav khoom tseem ceeb rau peb lub hlis twg uas tau tshaj tawm hauv 13F cov ntaub ntawv suav nrog nce kev twv txiaj ntawm Ally FinancialTXHUA
Inc. (TXHUA, nyiaj txiag), KuaAAPL
Inc. (AAPL, nyiaj txiag), Activision BlizzardATVI
Inc. (ATVI, nyiaj txiag) thiab ChevronCVX
Corp. (CVX, nyiaj txiag).

Raws li rau sab muag, Berkshire txo nws cov tuav ntawm General MotorsGM
Co. (GM, nyiaj txiag), US BancorpTBBK
(USB, nyiaj txiag) thiab KrogerKR
Co. (KR, nyiaj txiag). Nws kuj tau muag tawm ntawm Verizon Communications Inc. (VZ, nyiaj txiag) thiab Royalty Pharma PLC (RPRX, nyiaj txiag).

Cov neeg ua lag luam yuav tsum paub tias 13F cov ntaub ntawv tsis muab ib daim duab tiav ntawm lub tuam txhab tuav pov hwm raws li cov ntaub ntawv tsuas yog suav nrog nws txoj haujlwm hauv Asmeskas cov khoom lag luam thiab Asmeskas cov ntawv txais nyiaj, tab sis lawv tseem tuaj yeem muab cov ntaub ntawv tseem ceeb. Tsis tas li ntawd, cov ntawv ceeb toom tsuas yog cuam tshuam txog kev lag luam thiab kev tuav pov hwm raws li cov ntaub ntawv tshaj tawm tsis ntev los no, uas tej zaum yuav lossis tsis raug tuav los ntawm lub tuam txhab tshaj tawm hnub no lossis txawm tias tsab xov xwm no tau tshaj tawm.

Berkshire tsib tuav loj tshaj plaws, suav txog ntau dua ib nrab ntawm cov khoom lag luam sib luag, yog Apple, Bank of AmericaBAC
Corp. (BAC, nyiaj txiag), Coca-ColaKO
Co. (KO, nyiaj txiag), Chevron thiab American ExpressAXP
Corp. (AXP, nyiaj txiag).

Lub guru's $ 300.13 billion kev ncaj ncees portfolio muaj 47 cov khoom lag luam txij li Lub Rau Hli 30. Feem ntau ntawm cov khoom lag luam tau nqis peev hauv cov khoom lag luam thev naus laus zis ntawm 42.92%, thaum cov kev pabcuam nyiaj txiag muaj qhov hnyav ntawm 225.66% thiab cov neeg siv khoom tiv thaiv qhov chaw sawv cev 13.38%.

Muaj xwm txheej

Raws li tau tshaj tawm yav dhau los, Buffett tau nce nws Occidental Petroleum (oxy, nyiaj txiag) tuav los ntawm 16.26% thaum lub quarter thib ob, yuav 5.04 lab shares. Nws tau txij li tau nce mus rau 181.7 lab shares. Qhov kev sib pauv tau cuam tshuam ntawm 0.44% ntawm cov khoom lag luam sib luag. Cov Tshuag pauv rau tus nqi nruab nrab ntawm $ 61.35 ib feem ntawm lub quarter.

Txoj haujlwm tam sim no tuav 3.11% ntawm cov khoom lag luam sib luag thiab tam sim no nws yog xya-qhov loj tshaj tuav. Nws tau nce kwv yees li 25.92% ntawm kev nqis peev txog tam sim no.

Lub Houston-based roj thiab roj tsim muaj $ 59.93 billion kev lag luam cap; nws cov shares tau ua lag luam nyob ib ncig ntawm $ 64.34 rau hnub Monday nrog tus nqi-nyiaj tau los piv ntawm 6.15, tus nqi-phau ntawv piv ntawm 3.32 thiab tus nqi-muag piv ntawm 1.86.

GF Tus Nqi KabVALU
qhia tias cov khoom lag luam tau qis qis dua tam sim no raws li keeb kwm piv txwv, kev ua haujlwm nyiaj txiag yav dhau los thiab cov kws tshuaj ntsuam cov nyiaj tau los yav tom ntej.

Nyiaj Pov Xyooj

Lub Oracle ntawm Omaha tau nce Ally Nyiaj Txiag (TXHUA, nyiaj txiag) ceg txheem ntseeg los ntawm 234.47%, yuav 21.03 lab shares thiab cuam tshuam rau kev ncaj ncees portfolio los ntawm 0.23%. Shares pauv rau tus nqi nruab nrab ntawm $40 txhua lub hlis twg.

Tam sim no nws tuav 30 lab shares tag nrho, suav txog 0.33% ntawm cov peev txheej. GuruFocus kwv yees nws tau poob 15.46% ntawm kev nqis peev txog tam sim no.

Lub tuam txhab tuav nyiaj hauv tuam txhab hauv Detroit muaj lub khw muag khoom ntawm $ 11.01 billion; nws cov shares tau ua lag luam nyob ib ncig ntawm $ 35.67 hnub Monday nrog tus nqi-nyiaj tau los piv ntawm 5.13, tus nqi-phau ntawv piv ntawm 0.96 thiab tus nqi-muag piv ntawm 1.34.

Raws li GF Tus Nqi Kab, cov khoom lag luam tau qis qis qis tam sim no.

Kua

Tus guru ntxiv 3.87 lab shares rau Apple (AAPL, nyiaj txiag) txoj hauj lwm, cuam tshuam rau kev ncaj ncees portfolio los ntawm 0.18% thiab nthuav txoj hauj lwm 0.44%. Thaum lub sij hawm peb lub hlis twg, cov khoom lag luam tau pauv rau qhov nruab nrab ntawm ib qho nqi ntawm $ 151.81.

Tam sim no nws tuav 894.8 lab shares tag nrho, suav txog 40.76% ntawm cov peev txheej. GuruFocus kwv yees nws tau nce 336.06% ntawm kev nqis peev txog tam sim no, uas tseem yog nws qhov loj tshaj plaws tuav.

Lub Cupertino, California-based tech loj heev, uas paub txog nws cov khoom siv hluav taws xob zoo li iPhone, iPad thiab Apple Watch, muaj $ 2.78 trillion ua lag luam cap; nws cov shares tau ua lag luam nyob ib ncig ntawm $ 173.19 hnub Monday nrog tus nqi-nyiaj tau los piv ntawm 28.58, tus nqi-phau ntawv piv ntawm 47.97 thiab tus nqi-muag piv ntawm 7.34.

Raws li GF Tus Nqi Kab, cov khoom lag luam pom tau pom tias muaj txiaj ntsig tam sim no.

Activision los daus loj

Kev cuam tshuam rau kev ncaj ncees los ntawm 0.11%, Buffett txhawb nqa Activision Blizzard (ATVI, nyiaj txiag) ceg txheem ntseeg los ntawm 6.35%, yuav 4.08 lab shares. Thaum lub sij hawm peb lub hlis twg, cov Tshuag pauv rau tus nqi nruab nrab ntawm $77.83 ib feem.

Berkshire tam sim no tuav 68.4 lab shares tag nrho, uas sawv cev rau 1.77% ntawm cov peev txheej thiab yog 10^th- tuav loj tshaj plaws. Txog tam sim no, GuruFocus cov ntaub ntawv qhia tias nws tau nce kwv yees li 6.68% ntawm kev nqis peev.

Tus tshaj tawm video game lub hauv paus hauv Santa Monica, California, uas tau txais los ntawm MicrosoftMSFT
Corp. (MSFT, nyiaj txiag), muaj kev lag luam cap ntawm $63.16 billion; nws cov shares tau ua lag luam nyob ib ncig ntawm $ 80.73 rau hnub Monday nrog tus nqi-nyiaj tau los piv ntawm 33.63, tus nqi-phau ntawv piv ntawm 3.46 thiab tus nqi-muag piv ntawm 8.29.

GF Tus Nqi Kab qhia tias cov khoom lag luam tam sim no qis qis dua.

Chevron

Nrog rau kev cuam tshuam ntawm 0.11% ntawm cov khoom lag luam sib luag, tus neeg ua lag luam tau nce Chevron (CVX, nyiaj txiag) ceg txheem ntseeg los ntawm 1.42%, yuav 2.26 lab shares. Shares pauv rau tus nqi nruab nrab ntawm $165.26 txhua lub hlis twg.

Tam sim no nws tuav 161.44 lab shares tag nrho, suav txog 7.79% ntawm cov peev txheej. GuruFocus kwv yees nws tau nce 18.88% ntawm kev nqis peev txog tam sim no, uas yog nws qhov thib plaub loj tshaj tuav.

Lub San Ramon, California-based zog loj muaj $ 306.95 nphom kev lag luam cap; nws cov shares tau ua lag luam nyob ib ncig ntawm $ 156.81 hnub Monday nrog tus nqi-nyiaj tau los piv ntawm 10.46, tus nqi-phau ntawv piv ntawm 2 thiab tus nqi-muag piv ntawm 1.48.

Raws li GF Tus Nqi Kab, cov khoom lag luam tau qis qis qis tam sim no.

General cov Motors lwm yam

Tus guru trimmed nws General Motors (GM, nyiaj txiag) txoj hauj lwm los ntawm -14.78%, muag 9.16 lab shares. Qhov kev sib pauv tau cuam tshuam rau cov khoom lag luam ncaj ncees los ntawm -0.11%. Cov khoom lag luam tau pauv rau qhov nruab nrab ntawm tus nqi ib feem ntawm $ 37.61 thaum lub quarter.

Buffett tam sim no muaj tag nrho ntawm 52.87 lab shares, muab 0.56% qhov chaw nyob rau hauv cov ntaub ntawv sib npaug. GuruFocus hais tias nws tau nce txog 32.81% ntawm kev nqis peev hauv nws lub neej.

Lub tuam txhab tsheb, uas yog lub hauv paus hauv Detroit, muaj kev lag luam cap ntawm $ 57.45 billion; nws cov shares tau ua lag luam nyob ib ncig ntawm $ 39.40 rau hnub Monday nrog tus nqi-nyiaj tau los piv ntawm 7.46, tus nqi-phau ntawv piv ntawm 0.94 thiab tus nqi-muag piv ntawm 0.44.

Raws li GF Tus Nqi Kab, cov khoom lag luam pom tau pom tias muaj txiaj ntsig tam sim no.

Tebchaws Asmeskas Bancorp

Buffett tau txwv US Bancorp (USB, nyiaj txiag) tuav los ntawm 5.23%, muag 6.61 lab shares thiab cuam tshuam cov peev txheej los ntawm -0.10%. Cov Tshuag pauv rau tus nqi nruab nrab ntawm $ 49.98 ib feem ntawm lub quarter.

Lub guru tam sim no tuav 119.81 lab shares, uas ua rau 1.84% ntawm cov peev txheej. Nws tau nce kwv yees li 54.45% ntawm kev nqis peev, uas yog nws thib cuaj-loj tshaj tuav.

Lub tsev txhab nyiaj hauv Minneapolis muaj $ 72.92 nphom hauv khw muag khoom; nws cov shares tau ua lag luam nyob ib ncig ntawm $ 49.08 rau hnub Monday nrog tus nqi-nyiaj tau los piv ntawm 11.28, tus nqi-phau ntawv piv ntawm 1.74 thiab tus nqi-muag piv ntawm 3.16.

GF Tus Nqi Kab qhia tias cov khoom lag luam qis qis qis.

Kroger

Kroger (KR, nyiaj txiag) ceg txheem ntseeg raug txo 9.57%, txo 5.55 lab shares. Kev lag luam ntawm tus nqi nruab nrab ntawm $ 53.36 hauv peb lub hlis twg, qhov kev sib pauv tau cuam tshuam ntawm -0.09%.

Buffett tam sim no tuav 52.44 lab shares, xav txog 0.83% ntawm cov peev txheej. Nws tau nce 49.86% ntawm kev nqis peev.

Cov khw muag khoom noj khoom haus, uas yog lub hauv paus hauv Cincinnati, muaj lub khw lag luam ntawm $ 34 nphom; nws cov khoom lag luam tau ncig ncig $ 47.52 hnub Monday nrog tus nqi-khwv tau sib piv ntawm 16.40, tus nqi-phau ntawv piv ntawm 3.68 thiab tus nqi-muag piv ntawm 0.25.

Raws li GF Tus Nqi Kab, tus Tshuag yog tus nqi me ntsis tam sim no.

Verizon Communications

Nrog rau qhov cuam tshuam ntawm -0.02% ntawm cov khoom lag luam sib luag, tus guru tau muag nws qhov seem 1.38 lab shares ntawm Verizon (VZ, nyiaj txiag). Shares pauv rau tus nqi nruab nrab ntawm $50.59 txhua lub hlis twg.

GuruFocus cov ntaub ntawv qhia tias nws poob kwv yees li 8.70% ntawm kev nqis peev hauv nws lub neej.

Lub tuam txhab kev sib txuas lus hauv lub hauv paus hauv New York muaj $ 191.34 billion kev lag luam cap; nws cov shares tau ua lag luam nyob ib ncig ntawm $ 45.56 rau hnub Monday nrog tus nqi-nyiaj tau los piv ntawm 9.14, tus nqi-phau ntawv piv ntawm 2.21 thiab tus nqi-muag piv ntawm 1.41.

Raws li GF Tus Nqi Kab, cov khoom lag luam zoo li tsis tshua muaj nqi tam sim no.

Muaj koob hmoo Pharma

Buffett tau pov tseg nws 1.49 lab qhov seem ntawm Royalty Pharma (RPRX, nyiaj txiag), cuam tshuam txog kev ncaj ncees los ntawm -0.02%. Cov khoom lag luam tau pauv rau qhov nruab nrab ntawm tus nqi sib koom ntawm $ 40.95 txhua lub hlis twg.

Raws li GuruFocus, nws tau nce 1.13% ntawm kev nqis peev luv luv.

Lub tuam txhab New York-based, uas yuav biopharmaceutical royalties, muaj kev lag luam cap ntawm $ 19.28 billion; nws cov shares tau ua lag luam nyob ib ncig ntawm $ 43.93 rau hnub Monday nrog tus nqi-nyiaj tau los piv ntawm 41.45, tus nqi-phau ntawv piv ntawm 3.21 thiab tus nqi-muag piv ntawm 10.71.

Cov Tshuag tau nce 11.78% xyoo rau hnub tim.

Saib tag nrho ntawm Buffett cov ntaub ntawv no.

Tshaj tawm

Kuv / peb tsis muaj txoj haujlwm hauv ib qho khoom lag luam tau hais tseg, thiab tsis muaj kev npaj yuav yuav ib txoj haujlwm tshiab hauv cov khoom lag luam uas tau hais hauv 72 teev tom ntej.