Conglomerates, Securities and Exchange Commission (SEC) and Stakes - Private Equity Central

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Conglomerates

Securities and Exchange Commission (SEC)

Stakes

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Warren Buffett Trimmed His Apple Stake. Here's What He Bought Instead.

The Motley Fool

SEPTEMBER 8, 2024

began selling significant portions of its monster Apple stake. According to its latest 13-F filing with the Securities and Exchange Commission (SEC), Berkshire Hathaway reduced its Apple investment by approximately half in the second quarter. Occidental Petroleum: Betting on U.S.

Securities and Exchange Commission (SEC)

Securities and Exchange Commission (SEC) Stakes Conglomerates Shareholders

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Warren Buffett Is Selling Activision Stock Before the Microsoft Acquisition Closes. Should You?

The Motley Fool

JULY 19, 2023

Buying a stake in Activision proved to be a lucrative move for Berkshire. By the end of 2022, its stake had been trimmed to 6.7%. Securities and Exchange Commission (SEC) on Monday that revealed Berkshire sold most of its shares. The giant conglomerate's stake was reduced to only 1.9%.

Securities and Exchange Commission (SEC)

Securities and Exchange Commission (SEC) Mergers and Acquisitions Stakes Conglomerates

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Warren Buffett Just Sold $1.3 Billion of This Stock

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. The conglomerate still holds a substantial stake in HP, but it wouldn't be a surprise if Buffett continued cutting its position.

Securities and Exchange Commission (SEC)

Securities and Exchange Commission (SEC) Conglomerates Stakes Banks

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Warren Buffett Sold Apple and Paramount. Here's What He's Buying Instead.

The Motley Fool

MAY 12, 2024

With a market cap of about $877 billion, there are only so many investments that can move the needle for the conglomerate. The tracking stocks are designed to reflect Liberty Media's stake in Sirius XM (NASDAQ: SIRI) , of which it owns 83%. Buffett also added a small amount to his stake in Occidental Petroleum (NYSE: OXY).

Securities and Exchange Commission (SEC)

Securities and Exchange Commission (SEC) Taxes Stakes Shareholders

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The Largest Holding in Warren Buffett's "Secret" Portfolio Has Been a Guaranteed Moneymaker (With 1 Big Condition)

The Motley Fool

NOVEMBER 29, 2023

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. Today, New England Asset Management oversees nearly $610 million of invested assets.

Securities and Exchange Commission (SEC)

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

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Should You Buy Warren Buffett's High-Flying Mystery Stock?

The Motley Fool

JUNE 16, 2024

Berkshire secured U.S. Securities and Exchange Commission (SEC) approval to keep the purchases under wraps. The giant conglomerate revealed that it had accumulated a 6.4% stake in property and casualty insurer Chubb (NYSE: CB) worth more than $6.7 However, Berkshire spilled the beans in May.

Securities and Exchange Commission (SEC)

Securities and Exchange Commission (SEC) Conglomerates Stakes Shareholders

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Warren Buffett Has Invested $2.9 Billion in Only 1 Stock This Year. Is It a No-Brainer Buy?

The Motley Fool

NOVEMBER 14, 2024

Of the 15 holdings worth more, Buffett reduced Berkshire's stake in three this year and didn't buy any shares of nine others. Securities and Exchange Commission (SEC). Most of the positions in Berkshire Hathaway 's (NYSE: BRK.A) (NYSE: BRK.B) portfolio are valued at less than that amount.

Securities and Exchange Commission (SEC)

Securities and Exchange Commission (SEC) Conglomerates Investing Stakes

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Warren Buffett Sold 2.6 Million Shares of Capital One in Q2: Should Investors Be Concerned?

The Motley Fool

AUGUST 23, 2024

In other words, a $100 investment in the conglomerate back then would be worth nearly $4.4 Buffett's long track record of success is why investors eagerly await Berkshire Hathaway's Form 13F filing with the Securities and Exchange Commission (SEC), which shows which stocks the conglomerate bought and sold during the most recent quarter.

Securities and Exchange Commission (SEC)

Securities and Exchange Commission (SEC) Capital Conglomerates Investors

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Warren Buffett's Berkshire Hathaway Is Building a Stake in a "Confidential" Stock -- Could This Be It?

The Motley Fool

DECEMBER 4, 2023

Although the Oracle of Omaha is far from perfect -- Berkshire is currently taking a bath on its Kraft Heinz stake -- he's led his company's class A shares (BRK.A) It's a request the SEC has granted Buffett and his company before. For the past 58 years, Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) billion since Oct.

Securities and Exchange Commission (SEC)

Securities and Exchange Commission (SEC) Stakes Conglomerates Bidding

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Bank of America: Buy, Sell, or Hold?

The Motley Fool

DECEMBER 13, 2024

The conglomerate's share sales were notable, as Berkshire's previous stake was more than 10%, which required public disclosure via Form 4 to the Securities and Exchange Commission (SEC) every time it made a sale. billion in unrealized losses. billion at the end of the third quarter.

Banks

Banks Securities and Exchange Commission (SEC) Conglomerates Capital

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Prediction: Warren Buffett Will Keep Buying More of This Secret Holding

The Motley Fool

NOVEMBER 7, 2024

But that's exactly what happened roughly one year ago when Berkshire received a disclosure exemption from the Securities and Exchange Commission (SEC). This time, Berkshire got to accumulate its stake out of public view. Chubb isn't a diversified insurance conglomerate like Berkshire. million shares to 6.9

Securities and Exchange Commission (SEC)

Securities and Exchange Commission (SEC) Stakes Conglomerates Leveraging

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Berkshire Hathaway's Mystery Stock: Have Buffett and Munger Finally Bought the Stock They Can't Stop Praising?

The Motley Fool

NOVEMBER 24, 2023

This track record of success is why investors eagerly await Berkshire Hathaway's quarterly form 13-F, a required filing by the Securities and Exchange Commission (SEC) that discloses institutional investors' investing activity during the period. In the third quarter, Berkshire Hathaway purchased $1.7 billion in stock.

Securities and Exchange Commission (SEC)

Securities and Exchange Commission (SEC) Conglomerates Shareholders Stakes

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Warren Buffett Bought a Mystery Stock in Q4. Here Are 3 Good Candidates.

The Motley Fool

MARCH 13, 2024

Securities and Exchange Commission last month revealed that Buffett and his team bought only three stocks in the fourth quarter of 2023. However, for the second quarter in a row, Berkshire requested SEC approval to withhold the disclosure of one or more holdings. Berkshire Hathaway 's regulatory filing to the U.S.

Securities and Exchange Commission (SEC)

Securities and Exchange Commission (SEC) Conglomerates Financial Services Banks

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2 Top Dividend Stocks Yielding 3% or More to Buy Without Hesitation Right Now

The Motley Fool

OCTOBER 5, 2024

In 2019, Kraft Heinz slashed its dividend and enacted a $15 billion writedown on its iconic brands following news that it was undergoing a Securities and Exchange Commission (SEC) probe. In September 2021, the SEC charged Kraft Heinz and two former executives for what it alleged were years-long accounting schemes.

Securities and Exchange Commission (SEC)

Securities and Exchange Commission (SEC) Conglomerates Shareholders Stakes

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CDPQ's Trusted Man at the Heart of the Corruption Plot

Pension Pulse

NOVEMBER 28, 2024

The American authorities are interested in the matter because Azure's shares were traded on the New York Stock Exchange, before being delisted in July 2023. Mr. Rosling is not one of them, but he nevertheless finds himself implicated in this matter, according to a civil complaint from the Securities and Exchange Commission (SEC).

Securities and Exchange Commission (SEC)

Securities and Exchange Commission (SEC) Pension Funds Conglomerates Legal

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Microsoft (MSFT) Q1 2025 Earnings Call Transcript

The Motley Fool

OCTOBER 30, 2024

Actual results could materially differ because of factors discussed in today's earnings press release, in the comments made during this conference call, and in the Risk Factors section of our Form 10-K, Forms 10-Q and other reports and filings with the Securities and Exchange Commission. Now on to security.

Securities and Exchange Commission (SEC)

Securities and Exchange Commission (SEC) Capital Accounting Investors

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CDPQ Rocked by Major Indian Bribery Scheme

Pension Pulse

NOVEMBER 22, 2024

Securities and Exchange Commission. prosecutors have also charged Gautam Adani , widely considered to be Asia’s second-richest man, and two other executives at a Indian green energy company that is part of a conglomerate he controls with several fraud-related charges in connection with the alleged scheme.

Securities and Exchange Commission (SEC)

Securities and Exchange Commission (SEC) Pension Funds New York Stock Exchange Stock Exchanges

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While Investors Were on the Sidelines at the End of 2024, Warren Buffett Piled Into a Classic Internet Stock That's Up More Than 3,000% Since Its IPO

The Motley Fool

JANUARY 5, 2025

However, Warren Buffett and his team of investors at Berkshire Hathaway clearly had their fingers on the pulse of Wall Street after what was a fairly quiet year for the giant conglomerate on the buying front. According to Securities and Exchange Commission (SEC) filings, between Dec. stake in the company.

Securities and Exchange Commission (SEC)

Securities and Exchange Commission (SEC) Initial Public Offering Investors Conglomerates