Berkshire Hathaway released its SEC 13F filing for the first quarter of 2021 after the market closed today.
Q1 2021 hedge fund letters, conferences and more
The major changes were:
Reduced Stakes
- Chevron – $2.5 billion (51% of stake)
- Wells Fargo – $2.0 billion (99% of stake)
- Merck – $1.0 billion (38% of stake)
- Liberty Global – $300 million (81% of stake)
- StoneCo Ltd – $250 million (25% of stake)
- Abbvie – $250 million (10% of stake)
- Axalta – $200 million (41% of stake)
Eliminated Stakes
- Synchrony Financial – $700 million
- Suncor Energy – $250 million
Additions To Stakes
- Kroger + $800 million (52% of stake)
- Marsh and McLennan + $150 million (24% of stake)
New Position
- Aon Plc + $900 million
Article by Dr. David Kass