No. of Recommendations: 1
When Berkshire Hathaway disclosed its U.S. equity holdings as of Sept. 30 via its quarterly 13-F filing with the Securities and Exchange Commission in mid November, it had asked the regulator for confidential treatment for one or more stocks.
Barron’s best guess is that assuming that Berkshire Hathaway bought just one stock in the third quarter, the target may be Morgan Stanley, BlackRock, or Chubb.
The stock is likely a financial company because Berkshire Hathaway disclosed in its third-quarter 10-Q report that its cost basis in financials went up in the period $1.2 billion, while its cost basis in other groups of stocks declined.
stocks.apple.com: Berkshire Hathaway’s Mystery Stock Purchase May Be Revealed TodayDid they request continued confidential treatment? I am surprised SEC would grant such a long period of confidentiality. Buffett’s latest large purchases have had little if any impact on the stock price of companies like OXY, HP, VZ..
