巴菲特，大动作！

中国基金报11-15 16:18

【导读】巴菲特大幅减持苹果1亿股　　中国基金报记者赵刚　　巴菲特大幅减持苹果1亿股，建仓“试水”达美乐披萨、Pool！　　根据美国证券交易委员会（SEC）最新披露，巴菲特旗下的伯克希尔哈撒韦递交了截至2024年9月30日的第三季度持仓报告。　　数据显示，伯克希尔哈撒韦公司在第三季度的持仓总市值为2660亿美元，与上一季度的2800亿美元相比下降了5%。减持苹果1亿股　　前十大重仓股中，...

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Beauty的持仓数量较上季度大幅下降96.49%，特讯通讯的持仓数量较上季度下降了26.30%。 　　受巴菲特减持的影响，Ulta Beaut盘后跌约4%。 新建仓达美乐披萨、Pool　　除了减持外，市场十分关注巴菲特在本季度新建仓的达美乐披萨和Pool公司。 　　具体来看，伯克希尔第三季度买了约130万股达美乐披萨，持股比例达到了3.6%，价值约5.5亿美元。此外，还买入泳池设备批发分销商Pool公司1%的股份，价值约1.52亿美元。  　　达美乐披萨盘后涨超7%，Pool盘后涨超6%。　　根据伯克希尔公司本月初发布的第三季度财报，总营收为929.95亿美元，较去年同期的932.10亿美元略有下降。营业利润同比下降6.2%，降至100.9亿美元，未能达到市场预期的109亿美元。 　　然而，净利润方面，公司实现了262.5亿美元的盈利，相比之下去年同期为亏损127.7亿美元。在投资收益方面，公司从去年同期的亏损297.8亿美元转变为盈利205.1亿美元。 　　此外，截至第三季度末，伯克希尔现金储备飙升至3252亿美元，较年初的1680亿美元大幅激增，并创下历史最高纪录。 （文章来源：中国基金报）","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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