Warren Buffett Stocks: Nov yog qhov Berkshire Hathaway Yuav Thiab Muag Hauv Q4

Warren Buffett's Berkshire Hathaway (BRKB) yuav raug ntaus-down Activision los daus loj (ATVI) thiab Nu Holdings (NU) thawj zaug hauv lub quarter thib plaub ntawm 2021, thaum tawm mus Teva Pharmaceuticals (TEVA) thiab ntxiv cov khoom siv tshuaj thiab cov nyiaj them poob haujlwm.

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Hauv Q4, Berkshire tus thawj coj tau khaws ze li 15 lab feem ntawm Activision Blizzard muaj nqis ze li $ 1 nphom, raws li 13F cov ntaub ntawv taug qab los ntawm whalewisdom.com. ATVI cov khoom lag luam poob rau lub Kaum Ib Hlis thaum tsis muaj nyiaj tau los. Tab sis kev sib koom tau nce siab thaum Lub Ib Hlis tom qab Microsoft (MSFT) tau pom zoo los yuav lub tuam txhab kev ua yeeb yaj kiab teeb meem hauv kev ua lag luam blockbuster $ 68.7 billion deal.

Lub koom haum tseem yuav 107 lab shares ntawm Nu, Brazil-based digital bank tuav lub tuam txhab, muaj nqis ntau dua $ 1 nphom. Nu Holdings tsis yog Buffett thawj thawj koom ruam ntawm Brazilian nyiaj txiag tech tuam txhab uas muag - nws yuav StoneCo (STNE) ua ntej.

Lub quarter dhau los, Berkshire loj hlob ceg txheem ntseeg Liberty Sirius (LSXMA) thiab Chevron (CVX) los ntawm ib feem peb lossis ntau dua, thiab RH (RH) thiab Pem teb & Decor (FND) los ntawm 1% -3%. Cov nqi roj tau nce mus rau lub xyoo no thaum muaj kev kub ntxhov ntawm thaj chaw hauv cheeb tsam.

Nyob rau sab ntxeev, Berkshire pov tseg Teva Tshuag thiab Sirius XM Dr. (SIRI) tag nrho. Hauv Q4, Buffett ntxiv txiav Bristol Myers Squibb (BMY), TSO AbbVie (ABVV), visa (V) thiab MasterCard (MA) tom qab txo cov haujlwm hauv lub quarter dhau los.

Loj heev, saib xyuas cov ceg txheem ntseeg Bank of America (BAC) thiab Kua (AAPL) mus tsis hloov. Buffett kuj khaws cia Amazon (AMZN) khov kho. Berkshire Hathaway tus thib ob loj tshaj plaws Tshuag tuav los ntawm tus naj npawb ntawm shares yog Apple, nrog 887.1 lab shares tuav. Bank of America Tshuag yog No.1, nrog ntau tshaj 1 billion shares tuav.

Kev tswj hwm 13F tau sau cov ntsiab lus hloov pauv rau Warren Buffett's Dow cov khoom lag luam hnyav-lub quarter dhau los. Cov lus dab neeg ua lag luam muaj cov ntaub ntawv ntev ntev ntawm kev ntaus lub lag luam nrog nws cov kev xaiv.

Thaum Lub Ob Hlis 21, Berkshire Hathaway tshaj tawm rau Q4 2021, raws li FactSet. Daim ntawv tshaj tawm cov nyiaj tau los zoo li yuav qhia tau tias Berkshire tseem yog tus muag khoom ntawm cov khoom lag luam, tom qab plaub lub quarter ncaj ntawm kev muag.

Warren Buffett Tshuag Tsiv

Shares ntawm Activision Blizzard nce txog 0.5% ntawm lub lag luam Tshuag hnub no, uas tsis yog qhov xav tsis thoob muab rau Microsoft tag nrho cov nyiaj ntsuab takeover deal. Nu stock dhia 6.6%. Teva shares poob 1.1%.

Thaum Berkshire Hathaway siv txoj haujlwm tshiab, cov khoom ntawd nyiam tuaj. Ua cim los ntawm kev poob qis thiab kev ntseeg siab, Berkshire Hathaway cov khoom lag luam yog tus qauv nrov hauv zej zog peev.

Tau kawg, tsis yog txhua qhov "Warren Buffett stocks" yog qhov tseeb ntawm Berkshire tus thawj coj. Qee qhov ntawm Berkshire Hathaway cov ntaub ntawv khaws cia yog tswj hwm los ntawm tus thawj tswj nyiaj txiag Ted Weschler thiab Todd Combs.

Live IBD: Ib qho Cuab Yeej Tshiab rau Kev Tshawb Xyuas Kev Lag Luam Txhua Hnub

Buffett's stock portfolio tseem muaj zog heev. Thaum kawg ntawm Q4 2021, tsib cov khoom lag luam saum toj kawg nkaus sawv cev ze li 80% ntawm tag nrho cov ntaub ntawv. Lawv suav nrog: Kua (AAPL) ($ 157.5 nphom) thiab Bank of America (BAC) ($ 44.9 nphom). Tsis tas li, American Express (AXP) ($ 24.8 nphom), Tso Tsheb Hlau Coca-Cola (KO) ($ 23.7 billion), thiab Kraft Heinz (KO) (11.7 billion).

Lub caij no, Berkshire Hathaway tau yuav rov qab $ 20.2 nphom hauv BRKB Tshuag tshaj thawj peb lub hlis twg ntawm 2021. Nws tau thim rov qab cov ntaub ntawv $ 27.4 nphom ntawm nws cov shares hauv 2020.

IBD feem ntau siv cov tswv yim khaws cov khoom sib txawv ntau dua li Buffett ua, tab sis qee qhov Warren Buffett cov khoom lag luam tau pom ntawm IBD 50 cov npe ntawm cov khoom lag luam loj tshaj plaws. IBD muaj lub vijtsam ntawm cov khoom lag luam uas ua tau raws li Buffett cov peev txheej peev txheej.

Nrhiav Aparna Narayanan hauv Twitter ntawm @IB_Aparna.

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