伯克希尔三季度新进两家公司消费公司

港股那点事11-15 16:08

巴菲特旗下伯克希尔13F报告出炉，备受全球投资者瞩目的最新持仓浮出水面。今年以来，伯克希尔一直在卖出股票，囤积了大量现金。其财报数据显示，巴菲特在今年前九个月净出售了1270亿美元的股票。其中，第三季度卖出价值360亿美元的持仓，买入价值15亿美元的股票。伯克希尔三季度新进两家公司消费公司：达美乐披萨和游泳池用品分销商Pool Corp。截至三季度末，伯克希尔持有128万股达美乐，持仓市值约...

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href=https://finance.sina.com.cn/stock/bxjj/2024-11-15/doc-incwcvce9459666.shtml><strong>港股那点事</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>巴菲特旗下伯克希尔13F报告出炉，备受全球投资者瞩目的最新持仓浮出水面。今年以来，伯克希尔一直在卖出股票，囤积了大量现金。其财报数据显示，巴菲特在今年前九个月净出售了1270亿美元的股票。其中，第三季度卖出价值360亿美元的持仓，买入价值15亿美元的股票。伯克希尔三季度新进两家公司消费公司：达美乐披萨和游泳池用品分销商Pool Corp。截至三季度末，伯克希尔持有128万股达美乐，持仓市值约...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/bxjj/2024-11-15/doc-incwcvce9459666.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0640476718.USD","symbol_name":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) 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Corp。截至第三季度末，伯克希尔现金储备飙升至3252亿美元，刷新历史纪录，较年初的1680亿美元大幅激增1572亿美元。伯克希尔股价在今年9月创下历史新高，市值首次突破1万亿美元。巴菲特在三季度没有回购股票伯克希尔，这也是伯克希尔自2018年以来首次停止回购公司股票。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BRK.A":"伯克希尔","LU0251142724.SGD":"Fidelity America A-SGD","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","BRK.B":"伯克希尔B","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) 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quarter","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BRK.A":1,"BRK.B":1},"content_text":"巴菲特旗下伯克希尔13F报告出炉，备受全球投资者瞩目的最新持仓浮出水面。今年以来，伯克希尔一直在卖出股票，囤积了大量现金。其财报数据显示，巴菲特在今年前九个月净出售了1270亿美元的股票。其中，第三季度卖出价值360亿美元的持仓，买入价值15亿美元的股票。伯克希尔三季度新进两家公司消费公司：达美乐披萨和游泳池用品分销商Pool Corp。截至三季度末，伯克希尔持有128万股达美乐，持仓市值约5.49亿美元；持有40.4万股Pool Corp，持仓市值约1.52亿美元。巴菲特最新持仓曝光后，达美乐披萨和Pool Corp在美股盘后大涨，截至发稿分别上涨7.63%和5.51%。值得一提的是，巴菲特继续减持其重仓股苹果和美国银行。巴菲特三季度减持1亿股苹果，尽管苹果仍是伯克希尔的最大重仓股，但持仓数量已从年初的9.05亿股骤降至3亿股。巴菲特三季度减持2.35亿股美国银行，最新持仓数约7.66亿股。自今年7月中旬以来，巴菲特16次减持美国银行，据统计巴菲特已累计套现逾100亿美元。目前，伯克希尔对美国银行的持股比例已经低于10%，根据美国SEC相关规定，减持无需尽快披露交易情况。除了苹果和美国银行，巴菲特三季度还减持了伯克希尔三季度减持犹他美容(ULTA)、卫星广播公司Sirius、特许通讯等股票；持飞机零部件制造商其中，美妆零售公司犹他美容(ULTA)是伯克希尔在二季度新建仓公司，不过持仓时间很短，三季度出售了其96.5%持仓。截至三季度末，伯克希尔持有40只股票，持仓市值2663.79亿美元，前十大持仓标的占总市值的89.68%。在伯克希尔重仓股中，苹果仍排名第一，持仓市值约699亿美元，占投资组合比例为26.24%；巴菲特旗下伯克希尔已经连续8个季度净卖出美股，囤积了大量现金。截至第三季度末，伯克希尔现金储备飙升至3252亿美元，刷新历史纪录，较年初的1680亿美元大幅激增1572亿美元。伯克希尔股价在今年9月创下历史新高，市值首次突破1万亿美元。伯克希尔A年内涨幅29%，超过年内涨幅24%的标普500指数回报率。当巴菲特认为回购价格低于伯克希尔的内在价值时，将出手回购自家股票。巴菲特在三季度没有回购股票伯克希尔，这也是伯克希尔自2018年以来首次停止回购公司股票。    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