Workflow
股票投资组合调整
icon
Search documents
股神突发大动作!清仓花旗、猛增酒企113%,3330亿现金暗藏大招
Jin Rong Jie· 2025-05-16 01:30
Core Insights - Berkshire Hathaway made significant adjustments to its bank stock holdings in the first quarter of 2025, while maintaining a stable position in Apple [1][2] - The company completely sold its 14.63 million shares of Citigroup and reduced its stake in Bank of America by over 7%, amounting to a reduction of 48.66 million shares [1] - Despite these reductions, Berkshire still holds over 631.5 million shares of Bank of America as of the end of the first quarter [1] - The company also fully divested its 40 million shares in fintech company NuHoldings and reduced its stake in First Capital Financial by approximately 4% [1] - On the other hand, Berkshire significantly increased its investment in Constellation Brands by 113.5%, acquiring 6.38 million shares, bringing the total to 12 million shares [1] - Additionally, the company added 760,000 shares of Occidental Petroleum and doubled its stake in PoolCorp by acquiring 860,000 shares [1] - Berkshire did not initiate any new positions in the first quarter [1] Investment Strategy - Berkshire's flagship holding, Apple, remained unchanged at 300 million shares, with a market value of $66.6 billion, representing about 25% of its total stock portfolio [1] - The company reduced its investment in Liberty Formula One by about half, down to 3.5 million shares [2] - Overall, Berkshire's investment activity in the first quarter was relatively cautious, with minimal stock trading changes [2] - The company currently holds cash and U.S. Treasury securities totaling $333 billion, indicating a strong preference for cash in the current market environment [2]
抛弃美国?巴菲特一季度大幅减持银行股 清仓花旗集团(C.US)
Zhi Tong Cai Jing· 2025-05-15 22:26
Group 1 - Berkshire Hathaway, led by Warren Buffett, made significant adjustments to its stock portfolio in Q1 2024, notably reducing its holdings in several major banks [1] - The company completely exited its investment in Citigroup by selling 14,639,502 shares and reduced its stake in Bank of America by over 7% with the sale of 48,660,056 shares, while still holding over 631.5 million shares [1] - Berkshire also reduced its position in Capital One by selling 300,000 shares, representing a decrease of approximately 4% [1] Group 2 - The largest purchase in the quarter was an increase in holdings of Constellation Brands, with Berkshire acquiring 6,384,676 shares, raising its total stake by 113% to 12,009,000 shares [3] - Apple remains the cornerstone of Berkshire's portfolio, with the company holding 300 million shares, accounting for about 25% of its total stock investments, with no further changes made in Q1 [5] Group 3 - The 13F filings reveal that major investment institutions must disclose their long-term holdings within 45 days after the end of each quarter, providing insights into institutional capital flows, although they do not include short positions or certain trading activities [7] - Warren Buffett announced he will step down as CEO of Berkshire Hathaway by the end of the year, with Abel designated as his successor [7]