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
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