其中，伯克希尔持有的花旗股份四季度猛砍超七成，到四季度末，持股环比三季度减少约4060.5万股，持股数环比下降73.5%，在伯克希尔持仓中占比从1.3%降至0.39%，持仓价值减少28.6亿美元；四季度美银的持股环比减少于1.174亿股，持股环比减少14.72%，在伯克希尔持仓中占比从11.88%降至11.17%，持仓市值锐减51.6亿美元。In the fourth quarter, Buffett's Berkshire significantly reduced its Citigroup holdings by more than 70%, and its holdings in Bank of America were decreased by nearly 15%. Earlier this week, Berkshire disclosed that it continued to buy shares in Occidental Petroleum, spending $35.7 million last Friday to increase its position by over 760,000 shares. Berkshire's largest single purchase in the fourth quarter was of the beverage giant Constellation Brands, acquiring 5.62 million shares in the quarter and increasing its stake in Domino's Pizza by 1.1 million shares, an increase of over 80%.
The holding report shows that, in addition to continuing to increase holdings $Occidental Petroleum (OXY.US)$ Led by Buffett, Berkshire Hathaway's most noticeable adjustments in the fourth quarter of last year were to reduce holdings in Banks and increase holdings in Dining.
According to the Form 13F filed with the U.S. Securities and Exchange Commission (SEC) and released on Friday, February 14, Eastern Time, two Wall Street giants $Citigroup (C.US)$ and $Bank of America (BAC.US)$ This is the stock that Berkshire reduced its holdings in the most in the fourth quarter of last year.
In the fourth quarter, Berkshire's holdings in Citigroup were reduced by more than 70%. By the end of the fourth quarter, the number of shares held decreased by approximately 40.605 million compared to the third quarter, representing a 73.5% reduction; in the holdings of Berkshire, the proportion fell from 1.3% to 0.39%, with the value of the holdings decreasing by 2.86 billion dollars. Meanwhile, Bank of America's holdings decreased by 0.1174 billion shares in the fourth quarter, down 14.72% from the third quarter, and its proportion in Berkshire's holdings fell from 11.88% to 11.17%, with its market value plummeting by 5.16 billion dollars.
However, Bank of America remains the third largest position in Berkshire. The ranking of the top ten holdings is exactly the same as in the third quarter, with the top two still being $Apple (AAPL.US)$ and$American Express (AXP.US)$, with the fourth to tenth positions being$Coca-Cola (KO.US)$、$Chevron (CVX.US)$、 $Occidental Petroleum (OXY.US)$ 、 $Moody's (MCO.US)$ 、$The Kraft Heinz (KHC.US)$、$Chubb Ltd (CB.US)$And$DaVita (DVA.US)$。
Apart from Bank of America, the only stock in Berkshire's top ten holdings that was reduced in the fourth quarter was DaVita, a healthcare services company, with the number of shares declining by approximately 0.203 million, a drop of 0.56%.
In the fourth quarter, Berkshire did not further reduce its holdings in Apple. Last year, Apple was consistently the largest stock in Berkshire's portfolio, but in the second and third quarters, Berkshire significantly reduced its holdings in Apple, with reductions of 50% and 25%, respectively. By the end of the third quarter, the shares held had decreased from 0.905 billion at the beginning of the year to 0.3 billion, a decrease of nearly 67%.
Continuing to bottom fish in Occidental Petroleum, last Friday invested $35.7 million to increase shareholding by over 0.76 million shares.
Among the top ten holdings, Occidental Petroleum was the only stock to see an increase in shareholding in the fourth quarter. Earlier this week, Berkshire disclosed a continued increase in shareholding of Occidental Petroleum this month, and this Form 13F filing did not change the previously disclosed holding data of Occidental Petroleum.
From December 17 to 19 last year, Berkshire invested over $0.4 billion at an average price of about $46 per share, increasing its holdings in Occidental Petroleum by nearly 8.9 million shares of common stock. Subsequently, despite a continued drop in Occidental Petroleum's stock price, Berkshire further increased its holding.
The SEC filing disclosed on Tuesday showed that last Friday, February 7, Berkshire spent over $35.7 million to buy more than 0.763 million shares of Occidental Petroleum at around $46.82 per share, raising its ownership to over 28.2%, increasing the number of Occidental Petroleum common shares held to about 0.2649 billion shares.
As of the close on February 7, the stock price of Occidental Petroleum had already fallen over 32% from the record high closing price set on April 5 of last year.
New investment in Constellation Brands, increased position in Domino's Pizza.
In the fourth quarter, Berkshire made new investments in the beverage giant. $Constellation Brands (STZ.US)$ , Constellation Brands was also the highest valued stock acquired by Berkshire in that quarter. Over 5.62 million shares were built up that quarter, valued at over 1.24 billion USD, accounting for 0.56% of Berkshire's holdings.
After the disclosure of Berkshire's holdings, the stock price fell nearly 0.2% after hours on Friday. $Constellation Brands (STZ.US)$ The stock price surged over 7%.
In the fourth quarter, Berkshire also increased its holdings in Domino's Pizza (DPZ), adding 1.1 million shares compared to the third quarter, a 86.49% increase from the previous quarter. Domino's Pizza is the stock with the largest new bet by Berkshire in the fourth quarter, second only to Constellation Brands.
Additionally, in the fourth quarter, Berkshire completely exited its new investment from the second quarter. $Ulta Beauty (ULTA.US)$ In the third quarter, Berkshire had already significantly reduced its shareholding in this cosmetic discount retailer, with the number of shares down 96.49% compared to the second quarter.
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