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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Securities and Exchange Commission (SEC) Portfolios Banks Conglomerates 241

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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Securities and Exchange Commission (SEC) Debt Shareholders Accounting 241

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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Securities and Exchange Commission (SEC) Portfolios Banks Conglomerates 245

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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Securities and Exchange Commission (SEC) Investing Public Companies Prospects 246

The Motley Fool

OCTOBER 20, 2024

The latest sale is particularly interesting The Securities and Exchange Commission (SEC) requires large shareholders -- investors owning more than 10% of a company's stock -- to report any trade within two business days. Although this helped curb inflation, it meant the banks took a loss on these securities.

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Securities and Exchange Commission (SEC) Banks Shareholders Stakes 245

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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Securities and Exchange Commission (SEC) Exchange-Traded Funds Banks Assets 233

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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Securities and Exchange Commission (SEC) Banks Taxes Liabilities 246

The Motley Fool

NOVEMBER 24, 2024

Warren Buffett's Berkshire Hathaway recently released its latest 13-F filing to the Securities and Exchange Commission (SEC). Furthermore, Domino's shareholders earn $6.04 Admittedly, Domino's will likely earn positive returns for its shareholders over time. per share in yearly dividends.

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Securities and Exchange Commission (SEC) Investors Initial Public Offering Shareholders 245

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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Securities and Exchange Commission (SEC) Investors New York Stock Exchange Bidding 246

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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Securities and Exchange Commission (SEC) Investing Banks Stakes 246

The Motley Fool

JANUARY 30, 2024

The Securities and Exchange Commission (SEC) approved 11 new spot Bitcoin (CRYPTO: BTC) ETFs earlier this month; two stand out as clear winners among the group. Importantly, scale can play an important role in driving down costs for shareholders. Both issuers are also offering generous fee waivers.

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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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Securities and Exchange Commission (SEC) Stakes Shareholders Portfolios 244

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 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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Securities and Exchange Commission (SEC) Taxes Stakes Shareholders 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

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 15, 2023

Warren Buffett manages a massive stock portfolio worth about $366 billion for Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , but he's been slowly culling his equity positions in 2023. 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.

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Securities and Exchange Commission (SEC) Conglomerates Stakes Banks 246

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

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.

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Securities and Exchange Commission (SEC) Banks Shareholders Portfolios 245

The Motley Fool

MAY 20, 2024

Warren Buffett and his team were secretly building a position in Berkshire's $378 billion portfolio Investors pay close attention to what the "Oracle of Omaha" is saying because mirroring his investments has been a moneymaking strategy for decades. Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.

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

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Securities and Exchange Commission (SEC) Banks Stakes Shareholders 246

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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Securities and Exchange Commission (SEC) Financial Institutions Shareholders Returns 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. Granted, Bitcoin is volatile, and so is Riot Platforms stock.

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Securities and Exchange Commission (SEC) Investing Bidding Stakes 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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Securities and Exchange Commission (SEC) Venture Capital Leveraging Shareholders 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. Berkshire Hathaway CEO Warren Buffett. Image source: The Motley Fool.

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Securities and Exchange Commission (SEC) Banks Stakes Shareholders 246

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. Open Championship. Image source: Getty Images. average annual return. per year on average. AT&T: A 6.9%

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Securities and Exchange Commission (SEC) Shareholders Assets Funds 264

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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Securities and Exchange Commission (SEC) Initial Public Offering Leveraging Shareholders 246

The Motley Fool

NOVEMBER 22, 2024

Wolfspeed stock gained ground in conjunction with news about the compensation for executive chairman Thomas Werner and filings with the Securities and Exchange Commission (SEC) showing that insiders had recently acquired shares. The company's share price ended the day's trading up 31% and had been up as much as 35.4%

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Securities and Exchange Commission (SEC) Shareholders Returns Investors 177

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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Securities and Exchange Commission (SEC) Prospects Shareholders Returns 188

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

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

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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Securities and Exchange Commission (SEC) Hedge Funds Shareholders Leveraging 245

The Motley Fool

SEPTEMBER 30, 2024

Buffett's made several big decisions during the past few quarters regarding Berkshire's investment portfolio. 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). billion in new purchases.

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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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Securities and Exchange Commission (SEC) Stakes Legal Banks 238

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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Securities and Exchange Commission (SEC) Collateral Shareholders Assets 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. billion portfolio, you'll see that there's one business that makes up more than 18% of the assets.

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