will be interesting for sure
will be stale data… I expect a lot has already changed.
tecmo
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Hot off the press: https://www.sec.gov/Archives/edgar/data/1067983/000095012322…
At a quick glance, the biggest things that jumped out at me (other than the things we already knew about, like OXY, CVX, ATVI) are new stakes in Markel and McKesson. Having added a little to my position in Markel during Q1, I’m happy to see I’m in such good company.
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I missed new positions in Ally, Celanese, Citigroup, and Paramount Global. And of course there is the new position in HP that we already knew about. Definitely a lot more activity than other recent quarters.
Buying Citi is wild
You should also checkout filing of New England Asset Management. Some sites (like CNBC) include holdings from this, while others like Dataroma don’t.
https://www.sec.gov/Archives/edgar/data/0001004244/000108514…
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Little late, but Mr Buffett welcome to the party. The stake is worth only $3 B is it Buffett or one of the “other guys”?
At a quick glance, the biggest things that jumped out at me (other than the things we already knew about, like OXY, CVX, ATVI) are new stakes in Markel and McKesson. Having added a little to my position in Markel during Q1, I’m happy to see I’m in such good company.
I’d sure like to see them buy MKL outright.