Major Changes to Berkshire Hathaway’s Portfolio During 2022 Second Quarter

HFA Padded
Dr. David Kass
Published on

After the market closed today, Berkshire Hathaway filed its SEC Form 13F for the second quarter of 2022.

Q2 2022 hedge fund letters, conferences and moreBerkshire Hathaway Warren Buffett

New Equity Positions

None

Increases in Equity Positions

(1) Occidental Petroleum — $1.2 billion

(2) Ally Financial — $750 million

(3) Apple — $600 million

(4) Chevron — $350 million

(5) Activision Blizzard — $300 million

(6) Paramount Global — $250 million

(7) Celanese — $150 million

(8) McKesson — $100 million

(9) Markel — less than $100 million

Decreases in Equity Positions

(1) U.S. Bancorp — $350 million

(2) General Motors — $350 million

(3) Kroger — $250 million

(4) STORE Capital — $250 million

Elimination of Equity Positions

Royalty Pharma — less than $100 million

Verizon — less than $100 million

HFA Padded

David I Kass Clinical Associate Professor, Department of Finance Ph.D., Harvard University Robert H. Smith School of Business 4412 Van Munching Hall University of Maryland College Park, MD 20742-1815 Phone: 301-405-9683 Email: dkass@rhsmith.umd.edu (link sends e-mail) Dr. David Kass has published articles in corporate finance, industrial organization, and health economics. He currently teaches Advanced Financial Management and Business Finance, and is the Faculty Champion for the Accelerated Finance Fellows. Prior to joining the faculty of the Smith School in 2004, he held senior positions with the Federal Government (Federal Trade Commission, General Accounting Office, Department of Defense, and the Bureau of Economic Analysis). Dr. Kass has recently appeared on Bloomberg TV, CNBC, PBS Nightly Business Report, Maryland Public Television, Business News Network TV (Canada), Fox TV, American Public Media's Marketplace Radio, and WYPR Radio (Baltimore), and has been quoted on numerous occasions by Bloomberg News and The Wall Street Journal, where he has primarily discussed Warren Buffett and Berkshire Hathaway. He has also launched a Smith School “Warren Buffett” blog. Dr. Kass has accompanied MBA students on trips to Omaha for private meetings with Warren Buffett, and Finance Fellows to Berkshire Hathaway’s annual meetings. He is an officer of the Harvard Business School Club of Washington, DC, and is a member of the investment and budget committees of a local nonprofit organization. Dr. Kass received a Smith School “Top 15% Teaching Award” for the 2009-2010 academic year.