Berkshire Hathaway 13-F

[Parsad]

Berkshire released their quarterly holdings today:

 

http://www.sec.gov/Archives/edgar/data/1067983/000095012309035453/v53429ae13fvhr.txt

 

Article on some of the changes:

 

http://finance.yahoo.com/news/Berkshire-reports-Becton-rb-2560083979.html?x=0&.v=2

 

Cheers!

[basl1]

any comments on buys or sells?

 

[educatedidiot]

Berkshire's Q4 13-F is out.  They bought Teva Pharmaceutical (is this Ted or Todd?) and sold the vast majority of what was left of the IBM position.

http://www.rocketfinancial.com/Holdings.aspx?id=1058&fC=1

[Dynamic]

I wouldn't be at all surprised to discover in due course that IBM was completely gone by the end of January. I imagine they sold selectively before the tax cut then were able to sell a fair proportion of traded volume without depressing the price.

 

Sanofi Is interesting as they hold most on Euronext rather than ADR. We know some ADRs were sold but the annual report might tell us more about the portion they aren't required to divulge in 13F.