Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of BRK.ABest OfAll BoardsThe Shrewd’m Weekly ¤Learn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of BRK.ABest OfAll BoardsThe Shrewd’m Weekly ¤Learn to InvestHow to Become Shrewd


The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", sykesix asked the members: "What do you do if you arrive early at movie besides go to the snack bar?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
Answer this questionContinue to Shrewd'mThis note won't appear again
Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
Unthreaded | Threaded | Whole Thread (7) |
Author: ppant ✸  😊 😞
Number: of 22989 
Subject: Re: Annual Letter?
Date: 02/25/23 10:05 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 13
Where is the list of the major investment holdings at year end?

Which leads to the next question, why would it be excluded?


The detail is in the 10-K and 13-F where it always has been. Buffett only puts an a summary table in the letter when he wants to make a wider point.

From the 10-K

Approximately 75% of the aggregate fair value was concentrated in five companies (American Express Company ' $22.4
billion; Apple Inc. ' $119.0 billion; Bank of America Corporation ' $34.2 billion; The Coca-Cola Company ' $25.4 billion
and Chevron Corporation ' $30.0 billion).

Given that 75% of the value is in just 5 companies, I don't think a detailed list adds much more information to the shareholders who of course can find the detail if they so wish in the 13-F and 10-K.
Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to ppant here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 22,499 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 58 recs · 2023
Summary of 2Q 2026 · 55 recs · 2026
3Q Summary · 53 recs · 2024
Unthreaded | Threaded | Whole Thread (7) |


Announcements
Berkshire Hathaway FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community | Privacy