The Motley Fool

NOVEMBER 29, 2023

CEO Warren Buffett has brought to the table for his company's long-term shareholders. Warren Buffett's "secret" portfolio has nearly $610 million of invested assets Roughly two weeks ago, on Nov. It's what's contained in Buffett's hidden portfolio that's the real gem for investors. of nearly 20%. Image source: The Motley Fool.

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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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The Motley Fool

DECEMBER 1, 2023

Since he took over as chief executive officer of the textile company in 1965, Berkshire Hathaway shareholders have seen the value of their stock increase at an annualized rate of 19.8%, double that of the S&P 500. Berkshire saw the cost basis of its holdings in equity securities in the bank, insurance, and financial sector increase $1.2

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The Motley Fool

AUGUST 26, 2024

NASDAQ: IEP) are down sharply on Monday following news that shareholder dilution is forthcoming, adding to a sell-off that's been underway since February. Although he's neither its president nor its CEO, the infamous activist investor (and majority shareholder) Carl Icahn largely steers the organization.

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The Motley Fool

APRIL 29, 2024

Securities and Exchange Commission (SEC), giving investors its latest up-to-date numbers on how it looks post-merger. While nominally profitable, this lithium miner currently isn't generating any free cash flow for its shareholders. through 10 a.m. And the reason?

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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. Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.

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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). Although Berkshire won't file its 13F with the SEC for the September-ended quarter until Nov. 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

MAY 14, 2024

If you want to build a portfolio that can grow similarly, you might start by following his lead. 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).

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The Motley Fool

JULY 24, 2024

The Oracle of Omaha has been a net seller of equities for his company's portfolio in each of the last six quarters, as reported by Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B). Securities and Exchange Commission ( SEC ) revealed that Buffett sold $1.5 A recent filing with the U.S. The sale represents just a 3.3%

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The Motley Fool

NOVEMBER 19, 2024

The very next day, Supermicro added fuel to the fire by announcing it would be late filing its annual 10-K report with the Securities and Exchange Commission (SEC), saying it needed additional time to review its internal controls -- or the processes it uses to ensure compliance with accounting rules and regulations.

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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. According to Berkshire's September-quarter cash flow statement, just over $36 billion in equity securities were sold. Apple: $22.5 Apple: $22.5

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The Motley Fool

OCTOBER 7, 2024

You can tag along with the most successful investors by following their disclosures with the Securities and Exchange Commission (SEC). Every quarter, investors with over $100 million under management are required to report their holdings on SEC form 13F. Consider when Nvidia made this list on April 15, 2005.

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Securities and Exchange Commission (SEC) Stakes Shareholders Returns 246

The Motley Fool

SEPTEMBER 8, 2024

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. Here are two interesting stocks Berkshire Hathaway bought this summer that you should consider for your portfolio.

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Securities and Exchange Commission (SEC) Stakes Conglomerates Shareholders 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

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

FEBRUARY 13, 2024

CrowdStrike brings superior artificial intelligence to endpoint security software CrowdStrike is a cybersecurity software vendor. Its platform integrates more than two dozen modules that address multiple security end markets. First, CEO George Kurtz says most enterprises still buy more than 60 security point products.

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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 5, 2024

And then came Thursday, when AST SpaceMobile filed a Securities and Exchange Commission (SEC) prospectus describing its plans to sell $400 million worth of stock. AST wants $400 million Adding to the confusion, there's no sign of AST SpaceMobile's 8-K filing or prospectus on the SEC's website yet. As of 1:54 p.m.

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The Motley Fool

SEPTEMBER 27, 2024

In its filings with the Securities and Exchange Commission (SEC) , CrowdStrike's own management says, "If our solutions. Therefore, the IT outage presented two problems for CrowdStrike's shareholders. But less than one month later, the stock had already tumbled by more than 40%.

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The Motley Fool

NOVEMBER 13, 2024

Archer Aviation published a filing with the Securities and Exchange Commission ( SEC ) today detailing plans to sell up to $70 million in new stock. Archer Aviation (NYSE: ACHR) stock is losing ground in Wednesday's trading after the company revealed that it plans to sell more stock.

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The Motley Fool

AUGUST 12, 2024

On Monday morning, shareholders stampeded for the exits. The announcement follows a Bloomberg report that the Securities and Exchange Commission (SEC) is looking into whether B. Riley, on a call with investors, confirmed that he and the company had received subpoenas from the SEC and are "fully cooperating."

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The Motley Fool

OCTOBER 3, 2024

Berkshire Hathaway's biggest holdings First, a quick mention of the biggest holdings in Berkshire Hathaway's $279 billion stock portfolio. But that slumber didn't extend to the other top two in the Berkshire Hathaway portfolio. And this is where we get to Buffett's two recent moves. We don't have an exact explanation for these sales.

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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. billion portfolio, you'll see that there's one business that makes up more than 18% of the assets.

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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. Occidental Petroleum Buffett and his team are currently overseeing a $403 billion, 44-stock investment portfolio at Berkshire Hathaway.

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The Motley Fool

NOVEMBER 5, 2024

Let's dig deeper to see what this crisis could mean for shareholders over the next year and beyond. Analysts at Mizuho fear that the lack of an auditor (and possible challenges in getting a new one) could lead to a delisting from the Nasdaq exchange. The short-sellers might be right. What will the next year bring?

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The Motley Fool

JANUARY 30, 2024

A lot has been made of the slew of new spot Bitcoin (CRYPTO: BTC) exchange-traded funds (ETFs) that came to the market earlier this month. An important detail in how the SEC approved spot Bitcoin ETFs While the Securities and Exchange Commission (SEC) approved spot Bitcoin ETFs, it rejected a key detail in many proposals.

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The Motley Fool

AUGUST 13, 2024

In a press release this morning, former company chairperson (and co-founder) Ludmila Smolyansky and former COO Edward Smolyansky (her son) announced they have filed a "consent statement" with the Securities and Exchange Commission ( SEC ). Is Lifeway stock a sell? The question is, why it is happening now?

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Securities and Exchange Commission (SEC) Debt Shareholders Returns 130

The Motley Fool

JULY 16, 2024

Broadcom is falling today following a recent filing with Securities and Exchange Commission (SEC). While there isn't any major business-specific news spurring today's sell-off, a recent insider selling event is causing some shareholders to follow suit. The tech company's share price was down 1.6%

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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. In exchange, $37.9 The liquified natural gas specialist's share price was up 7.4%

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Securities and Exchange Commission (SEC) Debt Shareholders Returns 130

The Motley Fool

JUNE 20, 2024

Nikola's reverse stock split will be more dramatic than expected The upcoming reverse stock split isn't exactly a surprise for shareholders, but a key detail is new. At Nikola's annual meeting on June 5, shareholders approved a proposal allowing Nikola to conduct a reverse stock split at a ratio between 1-for-10 and 1-for-30.

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The Motley Fool

AUGUST 23, 2024

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. of Berkshire's total stock portfolio -- more than three times larger than its second-biggest position. Image source: The Motley Fool.

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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). They're a required filing for institutional investors with at least $100 million in assets under management -- and Buffett is overseeing a 43-stock, $317 billion portfolio.

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The Motley Fool

APRIL 29, 2024

Under New York Stock Exchange rules, stocks must maintain share prices of $1 or more, or risk getting delisted. It's a way to protect shareholder interests. That makes the risk of shareholder dilution near 100% as well. Hence the investors' knee-jerk reaction: selling Virgin Galactic stock on news of the reverse split.

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The Motley Fool

SEPTEMBER 3, 2024

Calpers adds Lucid shares In its latest Form 13F filed with the Securities and Exchange Commission (SEC), the California Public Employees' Retirement System reported that it added more than 250,000 Lucid shares. billion investment from its largest shareholder. As of 12:15 p.m. ET, the stock had shed 3.1%

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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.

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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.

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The Motley Fool

MAY 12, 2024

All told, he sold nearly $20 billion worth of stocks from Berkshire's portfolio, and he bought less than $3 billion. Apple remains Berkshire Hathaway's largest equity position by far, representing around 40% of the portfolio. Buffett lamented investment opportunities for Berkshire are few and far between as the company grows bigger.

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