Berkshire Hathaway (ticker: BRK.A thiab BRK.A) tau tshaj tawm rau hnub Friday yav tsaus ntuj hauv daim ntawv 4 thov nrog Securities thiab Exchange Commission tias nws tuav 91.2 lab shares ntawm Occidental Petroleum (OXY), nce los ntawm 29.8 lab shares rau hnub Tuesday, uas yog. nthuav tawm nyob rau hauv cais 13-G SEC cov ntaub ntawv rau hnub Friday.
Hnub Friday, Barron tus qhia txog Berkshire tuav ntawm 29.8 lab shares, tab sis tsis yog tag nrho tuav ntawm 91.2 lab qhia hnub ntawd nyob rau hauv ib daim ntawv cais.
Txij hnub Wednesday txog Friday, Berkshire yuav ntau dua 60 lab feem ntawm Occidental, ua rau muaj kev nce ntxiv hauv lub tuam txhab hluav taws xob cov nqi sib koom. Qhov loj tshaj txhua hnub nce tau tshwm sim rau hnub Friday, thaum Occidental tau nce 17.6%, lossis $ 8.40, txog $ 56.15. Qhov ntawd yog hnub ntawm Berkshire qhov hnyav tshaj yuav.
Berkshire yuav 34 lab shares ntawm Occidental rau hnub Friday ntawm tus nqi txij li $ 48 txog $ 56 raws li qhov ntim tau nce mus rau 100 lab shares, tawm tsam cov ntim niaj hnub tsis ntev los no hauv 15 txog 20 lab feem ntau.
Cov kev yuav khoom yog feem ntau ua los ntawm CEO Warren Buffett uas saib xyuas Berkshire cov nyiaj tau los ntawm $ 350 billion. Buffett ob tus tub ceev xwm peev, Todd Combs thiab Ted Weschler, khiav ib qho $ 34 nphom rau Berkshire. Txawm hais tias ob qho tib si tau koom nrog, tej zaum lawv yuav tsis tau coj los tuav lawv tus kheej.
Kev yuav khoom loj ntawm Occidental Tshuag lig hauv lub lim tiam yog qhov tsis zoo ntawm Berkshire, uas ib txwm khaws cov khoom lag luam hauv cov tuam txhab kuj nyob ntsiag to thaum lub sijhawm.
Kev yuav khoom loj ntawm Occidental underscores Buffett qhov kev txaus siab rau lub tuam txhab. Berkshire twb muaj $ 10 nphom ntawm 8% nyiam Tshuag thiab txog 84 lab daim ntawv tso cai los yuav Occidental Tshuag ntawm $ 59.62 ib feem.
"Buffett thiab Combs thiab Weschler xav tau cov npoo loj ntawm kev nyab xeeb," Bill Smead, tus thawj coj ntawm Smead Value fund, tau sau rau hauv email rau Barron tus. "Lawv yuav tsum tau txiav txim siab tias OXY muaj kev nyab xeeb nyob ib puag ncig $ 46 txog $ 55 ib feem, nrog cov roj siab dua $ 90 toj ib chim." Cov nyiaj Smead tuav Occidental Tshuag.
Thaum Berkshire ntaus 10% ceg txheem ntseeg hauv Occidental hnub Tuesday, cov kev hloov pauv hauv nws cov tuav yuav tsum tau tshaj tawm tam sim ntawd.
Berkshire yuav lub Occidental nyiam nyob rau hauv 2019, thaum Occidental CEO Vicki Holub xav kom sai npaj nyiaj txiag kom yeej kev sib tw sib tw rau Anadarko Petroleum tawm tsam qhov tob hauv hnab tshos.
Chevron (CVX). Berkshire tau txais daim ntawv lees paub raws li kev ncaj ncees kicker rau kev yuav qhov nyiam, uas nqa cov nyiaj faib tawm.
Lub Anadarko deal saddled Occidental nrog cov nuj nqis loj heev uas ze li lub tuam txhab poob rau xyoo 2020 thaum cov nqi roj poob. Tab sis lub tuam txhab tau rov qab los ntawm qis dua $ 10 ib feem raws li cov nqi roj thiab roj tau nce siab. Lub tuam txhab tsis ntev los no tau txhawb nqa nws cov nyiaj faib rau 52 xees ib xyoos ib zaug los ntawm 4 xees thiab hais tias nws npaj yuav txo qis cov nuj nqis, uas sawv ntawm kwv yees li $ 30 nphom nyob rau xyoo kawg 2021.
Sau ntawv rau Andrew Bary ntawm [email tiv thaiv]