The Motley Fool

OCTOBER 28, 2024

But the factor that doesn't get nearly enough credit for Berkshire Hathaway's continued long-term outperformance is Buffett's decision to concentrate his company's investment portfolio. Despite holding stakes in 43 stocks and two exchange-traded funds (ETFs) , approximately 62% ($192.7 Apple: $92.2 billion (29.4% Apple: $92.2

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The Motley Fool

JUNE 27, 2024

Wall Street's highest-profile stock-split stocks are on my watchlist, but not in my portfolio For years, forward-stock splits have acted as a beacon to clue investors into businesses that have been out-executing and out-innovating their competition. In 2024, three of these perennial outperformers have announced and/or completed stock splits.

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The Motley Fool

AUGUST 18, 2024

This increased Berkshire's stake in Sirius XM by 262% from the sequential quarter. As I alluded to earlier, most reverse splits are aimed at keeping a company's shares listed on a major stock exchange. But Sirius XM is in no danger of delisting, which makes it unique among companies conducting reverse-stock splits.

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The Motley Fool

JULY 23, 2024

Shares of Serve Robotics (NASDAQ: SERV) , an autonomous sidewalk delivery company, soared 187% on Friday after artificial intelligence (AI) chip leader Nvidia disclosed via a filing with the Securities and Exchange Commission (SEC) that it owns a 10% stake in the relatively new public company. million shares outstanding.

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The Motley Fool

OCTOBER 16, 2024

Cohen has dumped almost the entirety of Point72's stake in Nvidia At the end of September 2023, Cohen's fund held 16,457,320 shares of Nvidia, which made it Point72's fifth-largest stock holding by market value (excluding options). Similar to Nvidia, this share count has been adjusted to account for the company's split.

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The Motley Fool

MARCH 10, 2024

Although he doesn't manage a public company or hedge fund like Buffett and Griffin do, he's donated a boatload of money to the Bill & Melinda Gates Foundation Trust. And over half of this charitable foundation's $42 billion portfolio is invested in these three dividend stocks. of the total portfolio.

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Portfolios Hedge Funds Investing Public Companies 245

The Motley Fool

OCTOBER 23, 2024

1, 2023 through June 30, 2024, Berkshire's stake in Apple declined by more than 515 million shares , or 56%, to precisely 400 million shares. He's overseeing a multiyear transformation designed to promote Apple's higher-margin Services segment, and has spearheaded the largest share buyback program of any public company.

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The Motley Fool

JANUARY 26, 2024

However, his penchant for portfolio concentration has been one of the defining factors in Berkshire Hathaway's sustained outperformance. Despite holding stakes in around 50 stocks , just seven core holdings account for 83% ($301.7 Apple has been a continuous holding for Buffett's company for eight years.

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The Motley Fool

MARCH 28, 2025

Disney's Hulu + Live TV is the country's second-largest player in this niche, but it's the undeniable sports content leader with its majority stake in ESPN. Disney would own a 70% stake in Fubo after the combination, which is expected to close in the first half of next year. Start Your Mornings Smarter! million accounts.

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The Motley Fool

JUNE 9, 2024

An example of this is CVR Energy (NYSE: CVI) , which the company treats as an operating subsidiary because it owns a controlling stake (66% of the shares) in the still publicly traded company. But it has also invested in a portfolio of five stocks, in which it owns only part of the public companies.

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The Motley Fool

MAY 5, 2024

Besides being the chairman and CEO of the eighth largest public company in the world, Buffett has an impressive track record as an investor. Buffett has since taken a massive 28% stake in the company through its common stock, more than offsetting Occidental's retirement of his preferred shares over the past year.

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The Motley Fool

SEPTEMBER 27, 2024

Adding income stocks to Berkshire's roughly 43-stock, $316 billion investment portfolio has been vital to the company's success. However, no company has been a fixture in Warren Buffett's portfolio quite like "forever" holding Coca-Cola (NYSE: KO). Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.

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The Motley Fool

SEPTEMBER 4, 2024

Billionaires are starting to take profits If a portfolio of a hedge fund or public company has over $100 million in holdings, the entity must report these holdings quarterly to the SEC, which then makes that information publicly available 45 days after the quarter ends. of the total investment portfolio.

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Hedge Funds Public Companies Stakes Portfolios 244

The Motley Fool

NOVEMBER 4, 2024

The Oracle of Omaha has dumped more than a quarter of Berkshire's stake in BofA since mid-July Though no holding in Berkshire's 43-stock, $312 billion portfolio has been sold down more noticeably in 2024 than Apple , it's the recent and persistent selling activity in Bank of America (NYSE: BAC) that's rightly raising eyebrows on Wall Street.

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Securities and Exchange Commission (SEC) Banks Stakes Shareholders 246

The Motley Fool

APRIL 29, 2024

You'll get to own a stake in hundreds or even thousands of individual stocks by owning just a single share of these funds. That diversification is valuable as it helps protect your portfolio against sharp declines. public companies, essentially covering the wider market's returns. million portfolio in 40 years.

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The Motley Fool

AUGUST 5, 2024

For instance, when Berkshire holds a 10% or greater stake in a public company, it's required to file Form 4 with the Securities and Exchange Commission (SEC) every time shares are purchased or sold. Altogether, 90,422,124 shares of Bank of America stock were sold, totaling proceeds of roughly $3.82

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Banks Stakes Shareholders 246

The Motley Fool

NOVEMBER 24, 2023

After all, you don't get to be the world's most valuable public company by accident. So if you had invested $10,000 in the company back then and held on through all the intervening years while reinvesting your dividends, your stake would be worth over $8.8 million today. I'd say no.

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The Motley Fool

MARCH 15, 2024

HP: 79,666,320 shares sold (22,852,715 shares remaining) Another high-profile name that took a big haircut in Berkshire Hathaway's investment portfolio during the fourth quarter is personal computing and printing services provider HP (NYSE: HPQ). billion of its own common stock since the start of 2013, which is tops among public companies.

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The Motley Fool

SEPTEMBER 19, 2023

Today, Berkshire Hathaway owns a portfolio of 56 publicly listed stocks and securities worth $352 billion, as well as dozens of wholly owned companies under the conglomerate's umbrella. Apple Apple (NASDAQ: AAPL) is the world's largest public company with a valuation of $2.8 Image source: The Motley Fool.

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The Motley Fool

JUNE 12, 2024

It can be accomplished easily by buying stakes in a few exchange-traded funds ( ETFs ), which give investors exposure to a wide range of companies in a single investment. For those looking to add a few ETFs to their portfolios in June, the following three could be great options. Communications equipment: 3.2% Industrials: 0.1%

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The Motley Fool

MARCH 29, 2024

This compares to a modest 3.95% average annual return for public companies that don't offer a payout. Companies that regularly share a percentage of their earnings with their investors are almost always time-tested and able to offer transparent long-term growth outlooks. Berkshire Hathaway CEO Warren Buffett. economy expands.

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The Motley Fool

SEPTEMBER 11, 2024

While this represents a less than 1% equity stake in the company, it is a vote of confidence in SoundHound, its technology, and its leadership team. With that said, SoundHound (like many companies that went public through SPACs) faces one big problem: a lack of business maturity. million in SoundHound shares.

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The Motley Fool

SEPTEMBER 11, 2024

It may not be the reason Wood added to her stake in AMD, but it obviously didn't hurt. Tempus is generating real revenue, rising 25% in its first quarterly report as a public company. The event will take place on Oct. Image source: Getty Images. billion in revenue this year from AI chips.

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Exchange-Traded Funds Public Companies Stakes Accounting 246

The Motley Fool

AUGUST 30, 2024

She has now added to her stake in 18 trading days since its mid-June IPO. Tempus delivered decent financials in its first quarterly report as a public company last week. Many market debutantes stumble after their opening-day pops. Tempus isn't one of them. The stock is trading 57% higher than its IPO price.

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Exchange-Traded Funds Amortization Depreciation Earnings Before Interest 246

The Motley Fool

JULY 22, 2024

Nvidia's recent acquisition of a 10% stake in Serve Robotics sent the latter's stock into the stratosphere last Friday, as investors took note of the game-changing potential of this partnership. Serve Robotics' journey from Postmates subsidiary to independent public company has been nothing short of remarkable. Nvidia's 3.7

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The Motley Fool

MARCH 21, 2024

While the performance of Berkshire's portfolio is enviable on the whole, not every Buffett stock is going to be a good buy right now (for various reasons) for an investor with $300. Snowflake Some investors may be surprised that Berkshire owns a stake in a high-growth company like Snowflake (NYSE: SNOW).

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Public Companies Stakes Debt Portfolios 246

The Motley Fool

OCTOBER 19, 2024

He and his team manage a portfolio of publicly traded stocks and securities worth $318 billion, in addition to $277 billion in cash and numerous private wholly owned subsidiaries. Prudent portfolio management can involve taking money off the table when the market looks expensive. since 1965. going back to the 1950s.

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The Motley Fool

NOVEMBER 6, 2024

Between thousands of public companies reporting their operating results each quarter and economic data being released daily, it can be easy to miss something important. Asness and his team might also have hedged their portfolio ahead of the November election. For example, Aug. Image source: Getty Images.

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The Motley Fool

JANUARY 23, 2024

Entering 2024, I held stakes in 45 stocks -- 19 of which are currently paying a dividend. In particular, I've added a handful of high-octane dividend stocks to my portfolio. and has returned $25 billion in aggregate dividends to its shareholders since becoming a public company in October 1997. Image source: Getty Images.

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The Motley Fool

MAY 30, 2024

Still, it requires a perspective of seeing where a company like Chipotle could go based on its past and that of comparable enterprises. When Ackman's fund first bought its stock in 2016, Chipotle had a 10-year track record as a public company and had expanded to about 2,000 restaurants.

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The Motley Fool

SEPTEMBER 18, 2023

Apple checks all the right boxes for Warren Buffett In mid-August, when Berkshire Hathaway filed its 13F, which provided a snapshot of the company's holdings as of June 30, 2023, Apple stood out as the clear top investment. of Berkshire Hathaway's $354 billion investment portfolio. As of the closing bell on Sept.

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Banks Stakes Shareholders Public Companies 246

The Motley Fool

APRIL 27, 2024

He focuses on investments in solid companies that he believes will grow in value over many years. Berkshire Hathaway 's stock portfolio is full of outstanding businesses. Apple was still Berkshire Hathaway's largest investment at the end of 2023, with a stake worth $174 billion.

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Conglomerates Public Companies Stakes Shareholders 246

The Motley Fool

AUGUST 27, 2024

Tempus posted its first financial update as a public company two weeks ago, and it was encouraging. The rising stock is a position that is working for Wood this summer, but she took advantage of the shares sliding 7% on Monday to add to her stake. Revenue rose 25% to $166 million, well ahead of the early analyst forecasts.

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The Motley Fool

JUNE 6, 2024

She bought shares of the online community board the day it went public three months ago. She added to the modest stake two months later, the day after it posted blowout quarterly results in its first financial update as a public company. Reddit It didn't take long for Wood to own a piece of Reddit.

Exchange-Traded Funds 244

Exchange-Traded Funds Amortization Depreciation Earnings Before Interest 244

The Motley Fool

FEBRUARY 16, 2024

Based on the latest round of 13F filings, billionaire investors were eager to pare down their stakes in two ultra-popular AI stocks and simply couldn't stop buying shares of another brand-name AI-inspired company. trillion to global gross domestic product by 2030, according to a report released last year by PwC.

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

The Motley Fool

JULY 1, 2024

It even briefly took the title of the "world's most valuable public company," passing tech titans Microsoft and Apple. That's why I believe the best approach to Nvidia's stock now is to dollar-cost average your way into a stake. Nvidia's run has been remarkable, there's no doubt.

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The Motley Fool

AUGUST 6, 2024

Wood kicked off the new trading week by building up her stakes in Amazon.com (NASDAQ: AMZN) , Tesla Motors (NASDAQ: TSLA) , and Tempus (NASDAQ: TEM). You won't have to wait long to check out Tempus AI's first quarter as a public company. Will her strategy work? Let's take a closer look. Nearly two-thirds of U.S.

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