Major Changes To Berkshire Hathaway’s Portfolio During The Second Quarter Of 2021 – ValueWalk Premium
Berkshire Hathaway Warren Buffett

Major Changes To Berkshire Hathaway’s Portfolio During The Second Quarter Of 2021

Berkshire Hathaway released its SEC 13F filing for the second quarter of 2021 after the market closed today.

Q2 2021 hedge fund letters, conferences and more

Berkshire Hathaway Warren Buffett

The major changes were:

Reduced Stakes

(1) Merck – $700 million (49% of stake)

(2) General Motors – $350 million (10% of stake)

(3) Bristol-Myers Squibb – $250 million (15% of stake)

(4) Abbvie – $250 million (10% of stake)

(5) Liberty Global – $250 million (81% of stake)

(6) Marsh & McLennan – $140 million (21% of stake)

Eliminated Stake

(1) Axalta – $400 million

(2) Biogen – $200 million

Addition to Stakes

(1) Kroger – $450 million (21% of stake)

New Stake

(1) Organon – $50 million (spinoff from Merck)

Article by Dr. David Kass


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