Buffett និង Berkshire បានបន្ថែមដ៏ធំចំពោះការភ្នាល់របស់ពួកគេលើ Ally, Occidental, Paramount និង Activision ។ ប៉ុន្តែភាគហ៊ុន 6 ផ្សេងទៀតនេះក៏ទទួលបានការបោះឆ្នោតទំនុកចិត្តផងដែរ។

Warren Buffett’s Berkshire Hathaway Inc. added to nine stock holdings during the second quarter, reduced holdings of four and sold two outright.

That’s according to Berkshire Hathaway’s
BRK.B,
+ 1.26%

ឯកសារចុងក្រោយបំផុត 13F with the Securities and Exchange Commission. The company held 45 stocks with a combined market value of $330.1 billion as of June 30. The conglomerate also had small positions in two exchange traded index funds — the SPDR S&P 500 ETF Trust
ចារកម្ម,
+ 0.20%

and the Vanguard S&P 500 ETF
VOO,
+ 0.17%
.

Here’s what Berkshire has been buying

Berkshire didn’t buy any new companies in the second quarter, but it added to these nine positions. They are sorted by the percentage increase in the number of shares held by Berkshire during the second quarter:

ក្រុមហ៊ុន

Ticker

Increase in shares held

Value of Berkshire’s holdings – June 30, 2022 ($bil)

Value of Berkshire’s holdings – March 3, 2022 ($bil)

Share of ownership – June 30, 2022

Ally Financial Inc.

ALLY
+ 3.45%
234.5%

$1,005

$390

9.29%

ក្រុមហ៊ុនប្រេងឥន្ធនៈអេស។ ធី។

OXY,
-1.29​%
16.3%

$9,335

$7,738

20.10%

ក្រុមហ៊ុនសេលេនីស

គ។ ស។
+ 1.39%
16.2%

$1,077

$1,126

8.45%

Paramount Global Class B

ប៉ារ៉ា
+ 2.41%
13.7%

$1,935

$2,607

12.89%

Markel Corp.

អឹមខេអិល
+ 2.69%
11.3%

$605

$620

3.45%

ក្រុមហ៊ុន McKesson Corp.

អឹមខេ
+ 0.64%
9.5%

$1,043

$895

2.23%

ក្រុមហ៊ុន Activision Blizzard Inc.

អេធីវី,
+ 0.24%
6.4%

$5,326

$5,152

8.75%

ឈេហ្វរ៉ុន Corp.

CVX,
-0.26​%
1.4%

$23,373

$25,919

8.22%

ផ្លែប៉ោម Inc បាន

អេអេសអិល
-0.09​%
0.4%

$122,337

$155,564

5.57%

Sources: Berkshire’s 13F filing for June 30, 2022; FactSet

Note that 13F filings don’t indicate what prices companies pay for any shares. So the market values on the table, above, are simply snapshots as of those period end dates. They don’t reflect the performance of Berkshire’s portfolio during the second quarter.

Click on the tickers for more about each company. Then អាន មគ្គុទេសក៍លម្អិតរបស់ Tomi Kilgore ចំពោះទ្រព្យសម្បត្តិនៃព័ត៌មានដោយឥតគិតថ្លៃនៅលើទំព័រសម្រង់ MarketWatch ។

Berkshire’s recent stock sales

Berkshire sold its full positions in Royalty Pharma PLC
RPRX,
+ 0.96%

និង Verizon Communications Inc.
វីហ្សេ
+ 0.53%

during the second quarter, while reducing its holdings of these stocks:

ក្រុមហ៊ុន

Ticker

Decline in shares held

Value of Berkshire’s holdings – June 30, 2022 ($bil)

Value of Berkshire’s holdings – March 3, 2022 ($bil)

Share of ownership – June 30, 2022

Store Capital Corp.

STOR
-0.03​%
-53.0​%

$181

$385

2.47%

ក្រុមហ៊ុន General Motors Co.

ក្រុមហ៊ុន GM,
-1.04​%
-14.8​%

$1,679

$1,971

3.63%

ក្រុមហ៊ុនក្រូហ្គឺរ

ក។
+ 3.28%
-9.6​%

$2,482

$2,744

7.33%

Bancorp សហរដ្ឋអាមេរិក។

យូអេសប៊ី,
+ 0.45%
-5.2​%

$5,513

$5,818

8.06%

Sources: Berkshire’s 13F filing for June 30, 2022; FactSet

Berkshire Hathaway’s stock performance

Here’s a comparison of this year’s performance and average annual returns for Berkshire Hathaway’s Class B shares, the Dow Jones Industrial Average
ឌីស៊ីអាយអេស។
+ 0.71%

និង S&P 500
SPX,
+ 0.19%

for various periods.

ការត្រឡប់មកវិញសរុប - ឆ្នាំ ២០២០

Avg. return – 3 years

Avg. return – 5 years

Avg. return – 10 years

Avg. return – 15 years

Avg. return – 20 years

Berkshire Hathaway Inc។ ថ្នាក់ខ

1.3%

15.2%

11.3%

13.6%

9.9%

9.4%

អេស & ភី ៥០០

-9.0​%

16.6%

13.8%

14.0%

9.9%

10.1%

DJ ឧស្សាហកម្មជាមធ្យម

-5.6​%

12.1%

11.4%

12.5%

9.4%

9.6%

ប្រភព: FactSet

ស្តាប់ពី Ray Dalio នៅ MarketWatch's គំនិតថ្មីល្អបំផុតនៅក្នុងពិធីបុណ្យប្រាក់ នៅថ្ងៃទី 21 និង 22 ខែកញ្ញានៅទីក្រុងញូវយ៉ក។ អ្នកត្រួសត្រាយនៃមូលនិធិការពារហានិភ័យមានទស្សនៈយ៉ាងមុតមាំលើកន្លែងដែលសេដ្ឋកិច្ចត្រូវបានដឹកនាំ។

Source: https://www.marketwatch.com/story/buffett-and-berkshire-added-big-to-their-bets-on-ally-occidental-paramount-and-activision-but-these-other-6-stocks-also-got-a-vote-of-confidence-11660671803?siteid=yhoof2&yptr=yahoo