What are Warren Buffett and Stevie Cohen Investing in These Days?

[Guest ValueCarl]

If you want to be a great investor, follow the greatest investors the world holds in her bosom.

 

http://finance.yahoo.com/banking-budgeting/article/112751/buffett-cohen-investors-13F-portfolio-wsj;_ylt=ArunEujSFHAZ2X4mxlvxGJu7YWsA;_ylu=X3oDMTE2M3RwaDhjBHBvcwMxMARzZWMDdG9wU3RvcmllcwRzbGsDZnJvbWJ1ZmZldHR0?mod=bb-budgeting&sec=topStories&pos=7&asset=&ccode=

 

 

Warren Buffett's Berkshire Hathaway (BRKB - News) Inc. took a stake in MasterCard Inc. (NYSE: MA - News) in the first quarter, while Steven Cohen's SAC Capital increased stakes in retail and consumer-services companies, according to a pair of regulatory filings on Monday.

 

Berkshire Hathaway, one of the world's most closely followed investment vehicles, disclosed it held 216,000 MasterCard shares.

 

The holding, which comes as a new investment manager took over a chunk of the company's $53.6 billion equity portfolio, is valued at about $60 million based on Monday's closing share price.

 

Mr. Cohen, whose SAC Capital reported a 9.3% increase in securities holdings in the quarter ended March 31, increased a stake in consumer electronics retailer Best Buy Co. (NYSE: BBY - News) to 2.3 million shares from 53,306 at the end of the previous quarter.

 

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SAC also more than doubled its stake in BJ's Wholesale Club Inc. (NYSE: BJ - News) to 2.8 million shares from 1.1 million.