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沃伦·巴菲特最近买了哪些股票?

KEVIN KELLEHER 2018年08月20日

尽管巴菲特倾向于与科技界划清界限,但苹果在他眼中是个特例。

几乎没有哪家公司的投资举动会像伯克希尔·哈撒韦公司的那样遭到人们的密切关注,因为它们多少会展现出沃伦·巴菲特每个季度对于股票的看法。

上周二晚些时候,公司向美国证券与交易委员会(SEC)提交了截至6月30日的股票持有情况。结果是巴菲特和公司增加了对高盛(Goldman Sachs)、苹果(Apple)、梯瓦制药(Teva Pharmaceuticals),以及西南航空(Southwest Airlines)和达美航空(Delta Air Lines)这两家航空公司的持股。

这些信息是伯克希尔·哈撒韦公司在每个季度向证监会提交的13-F报表中披露的。

伯克希尔在2008年金融危机期间首次购买了高盛的优先股。今年第二季度,他们增加了21%的持股,截至6月底共持有高盛公司1,330万股,价值29.2亿美元。

尽管巴菲特倾向于与科技界划清界限,但苹果在他眼中是个特例。他表示苹果的iPhone是“极其有用的产品”。6月30日,伯克希尔增加了苹果5%的持股,目前共持有2.52亿股,价值近470亿美元。

巴菲特也哀叹了之前投资一些航空公司的决定,表示那些资本太昂贵,几乎没挣到钱。不过表格显示,伯克希尔还是增持了达美航空和西南航空这两家航空公司的股票,同时减少了对联合航空(United Airlines)和美国航空(American Airlines)的持股。

今年第二季度,伯克希尔还增持了梯瓦制药6.7%的股票,他们之前在第一季度大幅购买了该公司的股票。

几十年来,巴菲特与他的合伙人查理·芒格一同经营着伯克希尔,尽管最近该公司也依靠于资金经历托德·库姆斯和泰德·韦斯勒。伯克希尔完全拥有的公司包括盖可保险(GEICO)、冰雪皇后(Dairy Queen)和Fruit of the Loom等,不过他们也会投资公开上市公司。(财富中文网)

译者:严匡正

Few investment moves are watched as closely as Berkshire Hathaway’s, as they give some insight every quarter into Warren Buffett’s thinking on equities.

Late Tuesday, the firm notified the SEC of its stock holdings as of June 30. The result: Buffett & Co. bought more shares of Goldman Sachs, Apple, Teva Pharmaceuticals, and two airlines: Southwest Airlines and Delta Air Lines.

The disclosures were made in Berkshire Hathaway’s 13-F form filed each quarter with the SEC.

Berkshire first bought Goldman’s preferred stock during the financial crisis in 2008. In the second quarter, it increased its stake by 21% to hold 13.3 million Goldman shares worth $2.92 billion at the end of June.

While Buffett has tended to steer clear of the tech industry, he’s made an exception with Apple, saying it has “an enormously useful product” in the iPhone. Berkshire boosted its stake in Apple by about 5% to 252 million shares on June 30, a stake worth nearly $47 billion. The purchases came as Apple continued its march toward a $1 trillion valuation.

Buffett has also lamented some of his past investments in airlines, saying they are capital expensive and earn little money. But Berkshire increased its stakes in two airlines—Delta and Southwest—while trimming holdings in United and American Airlines, the form showed.

Berkshire also increased its stake in drugmaker Teva Pharmaceutical by 6.7% in the second quarter, after adding to it substantially in the first quarter.

For decades, Buffett ran Berkshire along with his partner Charlie Munger, although recently the firm has also relied on the firm’s money managers Todd Combs and Ted Weschler. Berkshire wholly owns companies such as GEICO, Dairy Queen and Fruit of the Loom but also invests in publicly traded companies.

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