Warren Buffett demonstrated keen business abilities at a young age. Long story short, Buffett's fascination with airlines is a bit of a head-scratcher. In a short time, he had made $3 million dollars. Net interest income increased to $11.7 billion from $10.99 billion for the same periods. Buffett disclosed his Seritage Growth Properties buy in an insider filing Nov. 30. Between the fourth quarter of 2010 and the third quarter of 2016, Berkshire's portfolio was virtually barren of transportation stocks. They have a huge base of very cheap money.”. There should be no surprise here that financials, which includes everything from money center banks to insurance companies, are Buffett's favorite investment. Curious what one of the greatest buy-and-hold investors has in his portfolio? GuruFocus.com is engaged in the business of financial news, commentaries, research and publishing. Photographer: Daniel Acker/Bloomberg *** Local Caption *** Warren Buffett. (JWM) and various restaurants. Seritage had $63 million in total revenue and $14.7 million in net loss in the quarter. Buffett's personal portfolio is still a billion dollar+ portfolio. Both early sales have cost the Oracle of Omaha around $16 billion in forgone future capital gains and dividends, making it perhaps the costliest mistake of Buffett's investing career. Bank of America This insight can help us track down the top dividend stocks. Founded in 1993 by brothers Tom and David Gardner, The Motley Fool helps millions of people attain financial freedom through our website, podcasts, books, newspaper column, radio show, and premium investing services. Of its portfolio of 266 retail properties totaling roughly 42 million square feet, Seritage had leased 99.4%, composed of 12 non-Sears clients and 254 to Sears stores. Buffett himself has said he would manage money differently if he had less of it. Wells Fargo expended $3 billion to share repurchases and dividends in the first quarter, reducing its share count by 16.2 million from the previous quarter. Here are the top 10 Warren Buffett stocks by number of shares held as of Sept. 30, based on Berkshire Hathaway's most recent 13-F filing from Nov. 16: Bank of America ( … As Berkshire’s top holding until the first quarter, it is one of Buffett’s few they hold in common, and he discussed it at length at the annual meeting. Sears Holdings The second part turns attention to other fields of study: mathematics, psychology, and the science of complexity. D. on the philosophy that investors would make a lot fewer mistakes investing if they were to select stocks from the ones that have been researched by the best investors in the world. For his part, Buffett has stated that he has no intention of selling his mammoth stake in the company. In 2004, Buffett held 474,998 class-A shares of the company and no class-B shares. I see a lot of references to "Warren Buffett's" portfolio, but it looks like most of them are actually just Berkshire Hathaway's 13-F, although most don't reference any source. Communications is one of those sectors that's always played a relatively small role for Buffett, even though dividends associated with communications companies can sometimes be robust. With the closure of IBM's acquisition of Red Hat in the previous quarter, the only tech stock Berkshire Hathaway owns nowadays is Apple. Matching performance of Warren Buffett by investing same stock as Buffett The majority – 99% -- of Warren Buffett (Trades, Portfolio)’s net worth is wrapped up in the company he built, The Ascent is The Motley Fool's new personal finance brand devoted to helping you live a richer life. Buffett continued siphoning his B-shares into good causes annually until 2012, when he began to accelerate the pace. Second, Buffett has to avoid conflict of interest, or even the appearance of it, between his personal dealings and his shareholders’ interests. Coca-Cola doesn't have anywhere near the growth potential of Apple, but it sure does have geographic and portfolio diversity on its side. Warren Buffett, chairman and chief executive officer of Berkshire Hathaway Inc., smiles before... [+] playing table tennis on the sidelines the Berkshire Hathaway annual shareholders meeting in Omaha, Nebraska, U.S., on Sunday, May 1, 2016. Covering a span of more than six decades, Buffett has transformed $10,000 into a net worth of more than $86 billion and, in the process, earned himself the nickname "Oracle of Omaha." in Economics, Sean specializes in the healthcare sector and investment planning. STORE is a net-lease real estate investment trust that owns more than 2,400 properties across the United States. This is why, collectively, this trio only makes up around 0.6% of invested assets. Most of … As noted earlier with Bank of … Track stock picks and portfolios of legendary value investors such as Warren Buffett Airlines also have a very poor track record when it comes to surviving moderate recessions. “We think Wells Fargo is a very well run bank. His personal portfolio is less than 1% of his assets yet it is estimated (at one point) to be worth around $2b. Not to mention he's also created more than $400 billion in value for his shareholders over the years. 2-Fund Portfolio In his 2013 letter to Berkshire Hathaway shareholders, Mr. Buffett described how he has advised trustees to manage the money he will leave to … Although he's owned companies like Wells Fargo for 30 years and AmEx for well over 25, it's Bank of America that's the crown jewel. Photographer: Daniel Acker/Bloomberg *** Local Caption *** Warren Buffett, EY & Citi On The Importance Of Resilience And Innovation, How Digital Workflows Helped Save Basketball During The Pandemic, Impact 50: Investors Seeking Profit — And Pushing For Change, Michigan Economic Development Corporation With Forbes Insights, Crisis Catalyzes Demand For Digital Infrastructure, MoneyStamps Of South America - As Investments, They’re Different – Part 1, Covid-19 Related Municipal Defaults Begin, The Dynamics Of Price Discovery In The Stamp Market, Covid-19 Virus Affect On The Stamp Market. Warren Buffett’s personal portfolio allows him much more flexibility. … Either way, it's one of Berkshire's worst percentage performers this year. Dozens of Berkshire Hathaway subsidiaries will be showing off their products as Chief Executive Officer Warren Buffett hosts the company's annual meeting. At one point he bought copper futures, which were unadulterated speculation. At approximately 46% of Berkshire's portfolio, Buffett owns stakes in the following financial names (listed in order of dollar amount owed, from highest to lowest): Banks and insurers are moneymaking machines, which is why Buffett tends to gravitate to them. I'm in my early 50s, have more than $1 million in retirement savings and plan to retire around age 60. Wells Fargo derives most of its long-term value from loans, deposits and capital, and the diversity helped it generate another quarter of mostly positive results in the face of low interest rates and oil prices. Another industry that's pretty much been an afterthought in Buffett's portfolio for two decades and counting is materials. Warren Buffett is 90, but the investments he's put together will continue to generate solid returns … It does not have the most upside of our other securities except on a weighted basis,” Buffett said. According to Roger Lowenstein's book, "Buffett," Warren was far more speculative with his own investments than he was with Berkshire's. Buffett first bought into Axalta four years ago and owns slightly more than 10% of the company's outstanding shares. Nevertheless, Berkshire does own three healthcare stocks: With Buffett mostly selling out of his J&J position years ago, it's mostly an afterthought here. Right now, the Oracle of Omaha owns the following nine: This certainly isn't the most exciting group of communications companies by any means. You can invest directly in his holding company Berkshire Hathaway (NYSE: BRK-B). Market data powered by FactSet and Web Financial Group. The Oracle of Omaha is the type of investor who acquires energy companies, rather than investing in them. Buffett's ownership in this sector is as follows: There's no question that the anchor here is Coca-Cola, which made up just over 10% of Berkshire Hathaway's portfolio at the end of the third quarter. Transports: 4.71% Between the fourth quarter of 2010 and the third quarter of 2016, … We didn’t make any decision to buy a single share because of the investment banking business. . GuruFocus hosts numerous value screeners and research tools, and regularly publishes articles about value investing strategies and ideas. Buffetteer17 - 10 years ago Currently the second largest holding in Berkshire's portfolio, Bank of America is arguably the bank that's the most interest-sensitive among money center banks. Nordstrom Let's conquer your financial goals together...faster. Nine years ago, consumer staples made up more than 45% of Berkshire Hathaway's investment portfolio. Best New Ideas in Health ... One look at Warren Buffett’s portfolio … Since he does not report the portfolio holdings in public filings with the SEC, disclosures from other sources can give a good if incomplete picture of what some of them are. Despite the great distribution of his largess, Buffett ended 2015 with a greater percentage of Berkshire’s outstanding A-shares, at 37.99%, than he did in 2006 when he owned 32.95%. The Oracle of Omaha has gone on record as being particularly pleased with Apple's desire to repurchase its own stock, and is certainly not complaining about the tech kingpin's growing dividend. (NYSE:BAC) and Citigroup (NYSE:C), though it has declined over the past two years. Buffett has made his fortune two ways. And second, Buffett and his team are investors. Therefore, he allows little to no cross over between the respective holdings, with a few exceptions. Dozens of Berkshire Hathaway subsidiaries will be showing off their products as Chief Executive Officer Warren Buffett hosts the company's annual meeting. (NASDAQ:SHLD), run by guru investor Edward Lampert (Trades, Portfolio) and favored by Buffett-quoting value investor ofFairholme Fund (Trades, Portfolio) Bruce Berkowitz (Trades, Portfolio), who owns 6%. “I like Wells Fargo extremely well compared to other securities. T he majority - 99% -- of Warren Buffett (Trades, Portfolio)'s net worth is wrapped up in the company he built, Berkshire Hathaway. Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B). Returns as of 12/21/2020. See you at the top! GuruFocus tracks the stock picks and portfolio changes of the best investors in the world.GuruFocus.com is dedicated to value investing. Berkshire Hathaway CEO Warren Buffett at this company's annual shareholder meeting. Image source: The Motley Fool. The last of the large-cap drugmakers Buffett added to Berkshire's portfolio in the third quarter was Pfizer, the $200 billion diversified pharmaceutical giant paying a 4.1% dividend. The real surprise was the Teva Pharmaceutical purchase in the fourth quarter of 2017. The e-commerce giant is expected to control more than a third of all online sales in the U.S. in 2019, and Amazon Web Services (AWS), the company's cloud platform, has been growing sales and operating income at an extraordinary pace. Let's be clear that when I say "information technology," I mean one thing: Apple (NASDAQ:AAPL). If interest rates do return to historic norms, the assumption is that BofA would be swimming in plenty of added interest income. At 0.34%, Axalta Coating Systems is Berkshire's only stake in this sector. You'll often find him writing about Obamacare, marijuana, drug and device development, Social Security, taxes, retirement issues and general macroeconomic topics of interest. There's little question that Berkshire Hathaway (NYSE:BRK-A)(NYSE:BRK-B) CEO Warren Buffett is among the greatest investing minds of our time. Personal Finance. GuruFocus.com was founded in 2004 by Charlie Tian, Ph. Shares held: 14,860,360 (-1% from Q1 … Apple: $79.5 billion. Berkshire Hathaway Portfolio Tracker These are the publicly-traded U.S. stocks owned by Warren Buffett’s holding company Berkshire Hathaway, as reported to … This article originally appeared HERE. As employed by Warren Buffett, the greatest investor of all time, value investing is the only winning strategy for the long term. On the other hand, it's an industry that requires a lot of capital to make very little money. He formed Buffett Partnership Ltd. in 1956, and by 1965 he had assumed control of Berkshire Hathaway. Opinions expressed by Forbes Contributors are their own. With a market cap of $1.58 billion, Seritage falls far below the several billion-dollar size threshold Buffett has said is necessary to be a fit for Berkshire. Each quarter, we get a look into Warren Buffett’s largest public investments. He purchased an 8% stake with 2 million shares at a price around $36.50, for a total estimated cost of $73 million. For now, though, simply having put its Great Recession one-time charges in the rearview mirror seems to be more than enough to put some pep in its operating earnings step. Liberty Sirius XM Group Series A. Warren Buffett's Personal Portfolio. First, Buffett restricts portfolio companies to his good ideas that are too small for Berkshire, which has to deploy the billions in its coffers to see worthwhile return on investment. Similar to communications, the consumer discretionary sector has always played a relatively minor role in Buffett's portfolio, with his ownership in the sector typically ranging from 2% to 6% over the past decade, with a few quarters outside this range. 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