From Barron’s, the 13 f filing,

t: Warren Buffett’s conglomerate Berkshire Hathaway said in its filing that it has omitted one or more stockholdings, requesting confidential treatment from the Securities and Exchange Commission. It didn’t make that request in its filing for the June quarter.“”

3 Likes

ooh…tsla ? nah. I wish.

1 Like

For you, I’ll share what I posted on the Shrewds board, “” Has brk ever made this request for a T or T trade? Assuming this is a Buffett trade or trades, let’s play name that tune. What industry which names? I’ll go first, it isn’t Bit Coin or a Kathy Woods favorite, :innocent::innocent:. Defense industry? Banks , betting on lower interest rates would be a great call? Is brk now a lower risk high class hedge fund?“” Happy holidays to old friends who didn’t move to the new board.

4 Likes

Lets look at what he has bought and sold

ibm
khc
oxy
bac
bnsf
cvx
Pharma bucket
Dominion
Japan trading firm
Airline

It is likely a energy related company. Greg knows this space well

2 Likes

Do you read the Shrewds board? Thanks.

Sometimes. Some smart people there. Unfortunately, quality of posts is low.

1 Like