Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
 Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search BRK.A
Shrewd'm.com Merry shrewd investors
Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search BRK.A

Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
Unthreaded | Threaded | Whole Thread (7) |
Author: ppant ✸  😊 😞
Number: of 15060 
Subject: Re: Annual Letter?
Date: 02/25/2023 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
Unthreaded | Threaded | Whole Thread (7) |


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

Ticker or Board Name Author

Best Of BRK.A | Best Of | Favourites & Replies | All Boards | Followed Shrewds