The Motley Fool

AUGUST 9, 2024

Buffett's phenomenal investment returns are what lure in the neighborhood of 40,000 people annually to Berkshire's annual shareholder meeting in Omaha, Nebraska. Rather, it's the buying activity for Warren Buffett's favorite stock, which won't be found in a 13F filed with the SEC. billion more in securities sold than purchased.

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The Motley Fool

JULY 9, 2024

An outperformance of this magnitude is what draws some 40,000 investors to Berkshire's annual shareholder meeting each year to listen to Buffett speak about the economy, stocks, and his investment philosophy. On July 17, 2018, things changed in a meaningful way for Berkshire Hathaway, Warren Buffett, and the company's shareholders.

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The Motley Fool

DECEMBER 15, 2023

Recent filings with the Securities and Exchange Commission (SEC) reveal that Berkshire Hathaway trimmed its position in the PC and printer maker by nearly half between Oct. Cutting his losses and moving on Buffett established a position in HP in the first quarter of 2022. The Oracle of Omaha and his team sold $32.8

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The Motley Fool

SEPTEMBER 28, 2024

Every quarter, investors eagerly await the filing of Berkshire Hathaway's Form 13F with the Securities and Exchange Commission (SEC). 1, 2022 to June 30, 2024), Buffett has been a decisive net seller of equities to the tune of $131.6 Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.

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Securities and Exchange Commission (SEC) Banks Shareholders Stakes 245

The Motley Fool

JULY 7, 2023

Securities and Exchange Commission (SEC) calls a 13F form. It's a well-established fact that they outperform shares of companies that aren't committed to delivering a portion of their profits to shareholders. billion in 2022 to just $21.5 Open Championship. Image source: Getty Images. average annual return.

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The Motley Fool

OCTOBER 23, 2024

Mirroring his trades is made simple thanks to required Form 13F filings with the Securities and Exchange Commission (SEC). No later than 45 calendar days following the end to a quarter, institutional investors with at least $100 million in assets under management are required to file Form 13F with the SEC.

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Securities and Exchange Commission (SEC) Stakes Legal Taxes 246

The Motley Fool

AUGUST 5, 2024

Since taking the reins as CEO in 1965, the aptly dubbed "Oracle of Omaha" has overseen a nearly 5,200,000% cumulative return for Berkshire's Class A shareholders (BRK.A). During Berkshire's most recent annual shareholder meeting, Buffett opined that corporate tax rates were liable to climb in the future. billion Q1 2023: $10.41

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Securities and Exchange Commission (SEC) Banks Stakes Shareholders 246

The Motley Fool

AUGUST 21, 2023

So after Berkshire's latest Securities and Exchange Commission (SEC) filing listed a closing of a position in small-cap oil and gas company Vitesse Energy (NYSE: VTS) , it's probably a good idea to take notice. Trades made by Warren Buffett's Berkshire Hathaway are always closely followed, for obvious reasons.

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Securities and Exchange Commission (SEC) Shareholders Stakes Investment Banking 246

The Motley Fool

MAY 20, 2024

May 15 marked the deadline for institutional investors and money managers with at least $100 million in asset under management to file Form 13F with the Securities and Exchange Commission (SEC). 1, 2022: Fourth quarter of 2022 : $14.64 Here's how the net-selling activity has shaped up since Oct.

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Securities and Exchange Commission (SEC) Stakes Asset Management Assets 246

The Motley Fool

NOVEMBER 4, 2024

Thanks to a couple of required filings with the Securities and Exchange Commission (SEC), including Form 13Fs , Form 4s, and Berkshire Hathaway's quarterly operating results, it's fairly easy for everyday investors to ride Buffett's coattails. 1, 2022 through Sept. Berkshire Hathaway CEO Warren Buffett.

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Securities and Exchange Commission (SEC) Banks Stakes Shareholders 246

The Motley Fool

OCTOBER 4, 2024

Thiel sold over $1 billion worth of Palantir stock over the last few days of September and the first day of October, according to Securities and Exchange Commission ( SEC ) filings. Thiel remains one of the largest shareholders in Palantir, which has a market cap around $83 billion as of this writing.

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The Motley Fool

SEPTEMBER 14, 2024

Buying stakes in time-tested businesses with strong management teams has historically worked in the favor of Berkshire Hathaway's shareholders. But if you were to take a closer look at Berkshire Hathaway's recent Form 4 filings with the Securities and Exchange Commission (SEC), you'd be left scratching your head.

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The Motley Fool

SEPTEMBER 3, 2023

Instacart is about to go public, and there's a lot for investors to digest from its financial filing with the Securities and Exchange Commission (SEC). Looking at Instacart's S-1 filing with the SEC shows Uber still has a lot of potential to expand its advertising business and its subscription offering.

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The Motley Fool

NOVEMBER 29, 2023

CEO Warren Buffett has brought to the table for his company's long-term shareholders. 14, money managers with at least $100 million in assets under management were required to file Form 13F with the Securities and Exchange Commission (SEC). Despite still having stakes in more than 100 securities, as of Sept.

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Securities and Exchange Commission (SEC) Portfolios Asset Management Exchange-Traded Funds 242

The Motley Fool

MAY 14, 2024

Every three months, Berkshire Hathaway -- and anyone else managing over $100 million -- must submit a 13F filing that discloses their trading activity in the prior quarter to the Securities and Exchange Commission (SEC). Trailing-12-month net income has fallen by 0.17% since the beginning of 2022.

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Securities and Exchange Commission (SEC) Portfolios Banks Conglomerates 245

The Motley Fool

SEPTEMBER 23, 2023

Buffett has a little secret Through its ownership of specialty investment company New England Asset Management, Buffett has a secret portfolio of stocks that don't appear in Berkshire Hathaway's quarterly regulatory filings with the Securities and Exchange Commission (SEC). Adjusted earnings per share (EPS) of $9.81

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Securities and Exchange Commission (SEC) Exchange-Traded Funds Asset Management Stakes 237

The Motley Fool

OCTOBER 25, 2024

This can be done by closely monitoring Berkshire's Form 13F and Form 4 filings with the Securities and Exchange Commission (SEC). Meanwhile, Berkshire Hathaway is also required to file Form 4 with the SEC when purchases or sales are executed in a security that it owns at least a 10% stake in.

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Securities and Exchange Commission (SEC) Stakes Legal Banks 238

The Motley Fool

MAY 22, 2024

May 15 marked the deadline for institutional money managers and wealthy investors with at least $100 million in assets under management to file Form 13F with the Securities and Exchange Commission (SEC). These snapshots can be up to 45 days old when filed with the SEC. To be fair, 13Fs aren't perfect.

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Securities and Exchange Commission (SEC) Portfolios Stakes Banks 246

The Motley Fool

NOVEMBER 12, 2024

14 deadline for institutional money managers to file Form 13F with the Securities and Exchange Commission (SEC). Although Tepper runs a relatively concentrated portfolio that typically holds around three-dozen securities, he and his team are regularly adding to and reducing these existing positions.

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The Motley Fool

JUNE 9, 2024

When it comes to the investment moves of Warren Buffett and others, many investors comb through billionaires' quarterly 13-F filings to the Securities and Exchange Commission (SEC), looking for investment ideas and possible insights. Billionaire investor activity tends to gain the attention of individual investors.

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The Motley Fool

JULY 17, 2023

Since abandoning the deal in February 2022, Nvidia has turned its focus to its data center operations as well as advancements in artificial intelligence (AI). These institutions buy an ownership stake in the form of equity in the company in exchange for investment capital.

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The Motley Fool

MARCH 27, 2025

Securities and Exchange Commission (SEC) on Feb. Buffett said in his 2023 letter to Berkshire Hathaway shareholders that these Japanese trading houses were among a select group of stocks that he plans to "maintain indefinitely." Berkshire Hathaway submitted its latest 13F filing to the U.S.

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Securities and Exchange Commission (SEC) Conglomerates Stakes Shareholders 174

The Motley Fool

DECEMBER 20, 2024

And with ROIC ending 2024 at 11%, comfortably above our cost of capital, we are already delivering long-term value for our shareholders as we lay the foundation we'll build upon in 2025 and beyond. per share while the change in foreign currency exchange rate goes the other way by $0.05 We ended 2024 with $27.5 Best of luck.

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Securities and Exchange Commission (SEC) Leveraging Debt Assets 246

The Motley Fool

FEBRUARY 12, 2025

He regularly shares what he's learned as an investor and what traits he looks for in current/future investments during Berkshire's annual meeting and in his yearly letter to shareholders. marks the deadline for 13Fs to be filed with the SEC for trading activity in the December-ended quarter. 1, 2022 through Sept. Friday, Feb.

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The Motley Fool

NOVEMBER 7, 2024

Our press release was distributed this morning and furnished on Form 8-K with the Securities and Exchange Commission. During the course of this call, we will make projections and certain other statements that may be considered forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995.

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The Motley Fool

MARCH 4, 2024

Warren Buffett's phenomenal track record is a big reason why there's a buzz surrounding Berkshire Hathaway every time the company files Form 13F with the Securities and Exchange Commission (SEC). On July 17, 2018, everything changed for Buffett, Berkshire, and the company's shareholders.

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Securities and Exchange Commission (SEC) Investing Stakes Shareholders 246

The Motley Fool

SEPTEMBER 7, 2024

However, the stock has been under significant pressure since last year when it was the subject of one prominent short-seller and the target of a recent Securities and Exchange Commission (SEC) investigation. Icahn's recent SEC settlement On Aug. Here's why. According to CNBC, Icahn made about $1.3

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The Motley Fool

JULY 11, 2023

Growth stocks came under pressure during 2022's bear market, but many of them have rebounded convincingly. It'll take a lot longer for the streaming TV company to ascend to those former levels, but some shareholders are more optimistic about Roku's prospects to get there, given enough time. and Roku wasn't one of them!

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The Motley Fool

JUNE 29, 2023

That's a concern for TPI Composite shareholders because Siemens Gamesa contributed 10% of its revenue as recently as 2020. That said, digging into the company's 10-K filings at the Securities Exchange Commission (SEC), Siemens Gamesa wasn't listed as a customer at the end of 2021, and also at the end of 2022.

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The Motley Fool

JANUARY 7, 2024

Thirteen spot Bitcoin (CRYPTO: BTC) ETFs are currently awaiting approval from the Securities and Exchange Commission (SEC). Up to this point, the SEC has denied similar exchange-traded fund (ETF) applications, but an appellate court ruled the SEC's rejection was "arbitrary and capricious."

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The Motley Fool

NOVEMBER 11, 2024

The most popular among these documents is Form 13F , which is filed with the Securities and Exchange Commission (SEC) no later than 45 days following the end to a quarter. 1, 2022 through Sept. This net selling activity is as follows: Q4 2022 : $14.64 This net selling activity is as follows: Q4 2022 : $14.64

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Securities and Exchange Commission (SEC) Accounting Stakes Banks 130

The Motley Fool

MARCH 11, 2024

billion in 2022. In his latest letter to Berkshire Hathaway shareholders, Buffett wrote that the conglomerate's earnings figures are "worse than useless." Why Buffett dislikes Berkshire's earnings numbers It didn't take long for Buffett to bring up Berkshire's financial results for 2023 in his recent shareholder letter.

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Securities and Exchange Commission (SEC) Conglomerates Investors Shareholders 130

The Motley Fool

SEPTEMBER 14, 2023

In April 2022, Berkshire purchased a multibillion-dollar stake in HP (NYSE: HPQ). In a Securities and Exchange Commission (SEC) filing on Wednesday, Berkshire disclosed that it had sold about $158 million worth of HP stock. Since peaking in mid-2022, shares of HP are down nearly 30%. of outstanding shares.

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Securities and Exchange Commission (SEC) Stakes Debt Shareholders 130

The Motley Fool

AUGUST 8, 2024

The catalyst that sent the memory and storage chipmaker higher was an announcement that bodes well for shareholders. Buybacks resume In a regulatory filing with the Securities and Exchange Commission (SEC), Micron's management updated the status of its stock repurchase program. ET, the stock was still up 6.5%.

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Securities and Exchange Commission (SEC) Shareholders Capital Returns 100

The Motley Fool

DECEMBER 6, 2024

With shares trading up around 59% in the last 30 days, Super Micro Computer (NASDAQ: SMCI) is showing signs of recovery as investors become more confident that it can remain listed on the Nasdaq Composite stock exchange. million fine from the Securities and Exchange Commission (SEC) back in 2000 related to improperly recognized revenue.

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The Motley Fool

AUGUST 25, 2023

Broadridge Financial Broadridge Financial provides public companies with investor communication materials like proxy statements, annual reports, quarterly reports, prospectuses, and other shareholder documents. 17, it announced in an SEC filing that it had entered into a $1.3 in the second quarter of 2022. Also, on Aug.

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Securities and Exchange Commission (SEC) Banks Public Companies Shareholders 130

The Motley Fool

FEBRUARY 20, 2025

Booking Holdings would like to remind everyone that this call may contain forward-looking statements which are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. We ended 2024 with about $7.7 billion remaining under our existing share repurchase authorization.

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