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.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Investing Banks Stakes 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.

Securities and Exchange Commission (SEC) 246

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

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.

Securities and Exchange Commission (SEC) 244

Securities and Exchange Commission (SEC) Stakes Shareholders Portfolios 244

The Motley Fool

MAY 12, 2024

Buffett thinks paying taxes now on the massive capital gain for Berkshire's Apple shares is a smart move. "We And that rate was 35% not that long ago, and it's been 52% in the past," he told the audience in Omaha at the Berkshire Hathaway shareholder meeting. "I We are paying a 21% federal rate on the gains we're taking on Apple.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Taxes 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.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Venture Capital Leveraging Shareholders 246

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. That said, management plans to return 100% of its free cash flow to shareholders in 2024 after a paltry amount of share repurchases in 2023.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Conglomerates Stakes Banks 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.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Banks Stakes Shareholders 246

The Motley Fool

MARCH 14, 2024

Even as Securities and Exchange Commission Chairman Gary Gensler continues to argue that Bitcoin is a "highly speculative, volatile underlying asset," Riot Platforms presses on as a relentless Bitcoin producer. As the central bank imposed a series of interest rate hikes, traders sold risk-on assets like Riot Platforms stock.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Investing Bidding Stakes 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). And, of course, there's Chubb's excellent capital-return program. This signals that additional selling is expected.

Securities and Exchange Commission (SEC) 246

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

The Motley Fool

JULY 26, 2023

This filing with the Securities and Exchange Commission (SEC) reveals any purchases or sales Buffett made in the Berkshire stock portfolio during the previous quarter. Apple also has another quality that Buffett enjoys as an investor in the company, and that's the return of capital to shareholders.

Securities and Exchange Commission (SEC) 245

Securities and Exchange Commission (SEC) Banks Shareholders Portfolios 245

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.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Portfolios Stakes Banks 246

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). The well-capitalized bank finished March with $197 billion in common tier-one equity.

Securities and Exchange Commission (SEC) 245

Securities and Exchange Commission (SEC) Portfolios Banks Conglomerates 245

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.

Securities and Exchange Commission (SEC) 238

Securities and Exchange Commission (SEC) Stakes Legal Banks 238

The Motley Fool

AUGUST 23, 2024

With a market capitalization of more than $950 billion, Berkshire Hathaway ranks as the world's eighth-largest company. Led by CEO and world-famous investor Warren Buffett, the company has delivered incredible returns for its long-term shareholders and continues to be massively influential in the investing world.

Securities and Exchange Commission (SEC) 241

Securities and Exchange Commission (SEC) Portfolios Banks Conglomerates 241

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.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Investing Stakes Shareholders 246

The Motley Fool

JULY 17, 2023

These institutions buy an ownership stake in the form of equity in the company in exchange for investment capital. Per the alliance, Salesforce and Snowflake have built integrations that allow users to share data seamlessly and securely between the two platforms.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) High Net Worth Individuals Due Diligence Initial Public Offering 246

The Motley Fool

SEPTEMBER 30, 2024

Although we don't have final Q3 numbers yet, Securities and Exchange Commission filings indicate Buffett sold a large portion of Berkshire's investment in Bank of America (NYSE: BAC). Buffett also has the challenge of producing above-market returns for shareholders. billion in new purchases. The stock sales keep coming.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Investors Taxes Banks 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

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Collateral Shareholders Assets 130

The Motley Fool

DECEMBER 28, 2023

Tellurian submitted a filing to the Securities and Exchange Commission (SEC) today stating that it will be issuing stock to an institutional shareholder in exchange for debt held through bonds being relinquished. million shares of stock to High Trail Capital, an investment management firm.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Debt Shareholders Capital 130

The Motley Fool

SEPTEMBER 20, 2023

The move comes as investors are digesting the company's announcement of a new capital raise. Though the shares are sold to accredited investors , common stock shareholder ownership is diluted in the process. But there's another catch that shareholders spotted in a new Securities and Exchange Commission (SEC) filing today.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Accredited Investors Shareholders Capital 130

The Motley Fool

FEBRUARY 12, 2024

On Friday, Morgan Stanley and Capital World Investors submitted filings to the Securities and Exchange Commission (SEC) disclosing their updated holdings in Peloton as of late December. Meanwhile, Capital World Invest's latest filing showed that it owned 26 million shares of Peloton stock as of Dec.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Stakes Capital Shareholders 130

The Motley Fool

SEPTEMBER 5, 2024

Just hours later, AST denied that it had any such intention , saying that it has all the cash it needs to cover "near-term operational initiatives," and has "no plans to raise capital in an underwritten public equity offering through at least the end of 2024." As of 1:54 p.m. ET, AST stock was down by 16.8%. As of 1:54 p.m.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Investment Banks Investment Banking Banks 130

The Motley Fool

SEPTEMBER 25, 2023

Nikola is gaining ground following recent filings with the Securities and Exchange Commission (SEC) showing that it expects to complete the sale of convertible debt notes. So what Nikola submitted a series of filings to the SEC on Sept. The new note offering is on track to generate $40 million in new funding.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Debt Shareholders Capital 130

The Motley Fool

AUGUST 19, 2024

The fuel cell-powered truckmaker filed a form S-3 with the Securities and Exchange Commission (SEC) this morning, describing its plan to raise $500 million through issuances of new debt, convertible debt, and shares in the company. Investors don't seem thrilled with the idea, however, and as of 10:10 a.m.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Debt Stakes Shareholders 130

The Motley Fool

MARCH 11, 2024

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.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Conglomerates Investors Shareholders 130

The Motley Fool

AUGUST 17, 2023

So what In a Securities and Exchange Commission (SEC) filing late yesterday, Lovesac disclosed that in June 2023 the company's audit committee of the board of directors commenced an internal investigation related to the discovery of a recorded journal entry in the quarter ended April 30 to capitalize $2.2

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Shareholders Capital Returns 130

The Motley Fool

OCTOBER 3, 2024

Earlier this year, in Buffett's 2023 letter to shareholders, he wrote favorably about the dividend growth policies of American Express and Coca-Cola and predicted he would leave his holdings of these two favorites untouched this year. We don't have an exact explanation for these sales.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Investors Banks Shareholders 130

The Motley Fool

SEPTEMBER 4, 2024

It's won Federal Communications Commission (FCC) approval to launch and operate the satellites and is looking very likely to begin beta service before the end of the year. Today, S&P Global Market Intelligence puts AST's implied market capitalization at $8 billion. billion in near-term capital requirements.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Initial Public Offering Shareholders Debt 130

The Motley Fool

APRIL 28, 2024

Due to laws and regulations overseen by the Securities and Exchange Commission (SEC), large asset managers are required to publicly disclose their equity positions within 45 days of a quarter's end. One well-known hedge fund manager, Bill Ackman , who heads Pershing Square Capital Management, is closely watched.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Portfolios Hedge Funds Investing 130

The Motley Fool

DECEMBER 16, 2024

Despite assurances that the stock is on track to avoid being delisted, investors also continued to weigh the risk that the company's shares could be removed from the Nasdaq exchange. According to Bloomberg, the tech specialist is looking to raise operating capital by selling new stock and taking on debt. billion and $6 billion.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Private Equity Firms Private Equity Firms Debt 100

The Motley Fool

JANUARY 3, 2025

After digging through some of Quantum Computing's filings with the Securities and Exchange Commission ( SEC ), I think my suspicions are valid. By 2013, IBGH had gone out of business and was later sued by a prominent shareholder who alleged that management had "allowed the Company's assets to be wasted."

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Legal Shareholders Capital 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%.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Shareholders Capital Returns 100

The Motley Fool

FEBRUARY 13, 2024

14, marks the deadline for institutional investors to file Form 13F with the Securities and Exchange Commission (SEC). Buffett and his aides strongly believe in putting an outsized percentage of their company's capital to work in their best investment ideas. Tomorrow, Feb. Including the roughly 4.3

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Stakes Shareholders Capital 130

The Motley Fool

NOVEMBER 28, 2023

Then, down the line, the Canadian business could convert its initial stake, comprised of non-voting shares, into common shares of Canopy USA, thereby enabling it to report that business' results as its own as far as shareholders and regulators are concerned. Even if it finds a way to consolidate its U.S.

Legal 130

Legal Securities and Exchange Commission (SEC) Stock Exchanges Shareholders 130

The Motley Fool

AUGUST 28, 2024

Another reason to consider Prime Medicine is its top-tier shareholder base. Advisors all own significant amounts of shares of the gene-editing specialist, according to the most recent 13F filings with the Securities and Exchange Commission (SEC). How to play this biotech? What's the risk?

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Hedge Funds Shareholders Capital Investments 130

The Motley Fool

JULY 26, 2024

billion investment Whenever an investor or business purchases more than 5% of a company's outstanding shares, it's generally required to publicly disclose the stake with the Securities and Exchange Commission (SEC). Payment networks are high-margin businesses and require relatively little capital investment.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Stakes Shareholders Portfolios 130

The Motley Fool

AUGUST 21, 2023

Nobody is talking about the drop in market capitalization for USD Coin (CRYPTO: USDC) , and that's a problem. Management for Coinbase Global (NASDAQ: COIN) did discuss USD Coin in its letter to shareholders in the second quarter of 2023. To use USD Coin, a person could deposit money into Coinbase and exchange dollars for stablecoins.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Banks Accounting Shareholders 130