Sunday 17 May 2015

Berkshire Hathaway: Warren Buffett Q1 2015

Berkshire Hathaway, an American holding company

The new report from SEC is out and here the changes will be reported of what Warren and his two boys made.

What I have now realised due to the "jumping" in Deere is that they are allowed to ask SEC not to report a holding when they decide to step into it. So they had a small holding of Deere which was then asked not be shown the quarter after which was then the moment that they stepped in heavily into Deere. So it went from a small, to nothing, to a huge holding within nine months. For the future this will be important to keep in mind.

There were no new additions of publicly traded companies in the US but they did make some changes and here they are...

For the previous report please click on Berkshire Hathaway: Warren Buffett Q4 2014.

Warren Buffett, Berkshire Hathaway, Q1, 2015, holdings

Conclusion: Like Warren apparently had said on their shareholders meeting he had increased once again in IBM. I also find it interesting to see that he has decreased his holdings in both Mastercard as well as in Visa. Is that a signal that he considers too many new payment systems to be in the air and what used to be a solid good business has now changed?


Anonymous said...

Thanks for all the digging! Deere... Interesting

Anonymous said...

You are welcome!

Once I have finished the boring but much needed DAX companies then I hope to be able to dig some more for cheap European companies again.

-Fredrik von Oberhausen