GuruFocus operates a contest each quarter in which men and women guess the shares they imagine Warren Buffett (Trades, Portfolio) may have acquired.
The 2nd-quarter contest starts currently. To participate, decide on A few shares you imagine he procured in the 3 months from April one to June thirty, 2020 and post them into the “feedback” section under this short article.
Of course, the contest does include things like shares his two portfolio supervisors, Ted Weschler and Todd Combs, might also have procured, but it does not include things like Liberty SiriusXM Group (NASDAQ:LSXMK) or Lender of The united states Corp. (NYSE:BAC) because Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) has currently disclosed that it acquired individuals shares. It also excludes the share repurchases of Berkshire Hathaway.
People who guess effectively will acquire a signed copy of GuruFocus founder Charlie Tian`s hugely rated e book, “Spend Like a Expert.”
Berkshire Hathaway will launch Buffett`s portfolio of 2nd-quarter buys and sells on or all around Aug. 15. We`ll announce the winner(s) shortly right after that.
For the very first quarter of 2020, Berkshire unveiled it did not enter any new positions, but expanded its keeping of PNC Financial Services Group Inc. (NYSE:PNC) by six.08%.
The very long-time period traders also exited positions in The Travelers Firms Inc. (NYSE:TRV) and Phillips 66 (NYSE:PSX) through the quarter, as nicely as trimmed a slew of other holdings, which includes Goldman Sachs Group Inc. (NYSE:GS), JPMorgan Chase & Co. (NYSE:JPM), DaVita Inc. (NYSE:DVA), Sirius XM Holdings Inc. (NASDAQ:SIRI), Synchrony Monetary (SYF), VeriSign Inc. (VRSN), Amazon.com Inc. (AMZN) and Biogen Inc. (BIIB).
At the Berkshire Hathaway once-a-year shareholder meeting in May possibly, Buffett also disclosed that his insurance policy conglomerate completely marketed out of its airline holdings in April, which provided Southwest Airlines Co. (LUV), American Airlines Group Inc. (AAL), United Airlines Holdings Inc. (UAL) and Delta Air Traces Inc. (DAL).
What did it do in the 2nd quarter? You tell us.
For additional inspiration, see Buffett`s portfolio in this article.
Don`t overlook to insert your guesses in the feedback under.
Not a Top quality Member of GuruFocus? Signal up for a totally free seven-working day demo in this article.
About the author:
I am the editorial director at GuruFocus. I have a BA in journalism and a MA in mass communications from Texas Tech University. I have lived in Texas most of my existence, but also have roots in New Mexico and Colorado. Abide by me on Twitter! @gurusydneerg