Several well-known US investors have filed their quarterly portfolio disclosures with the SEC. There have been some interesting shifts.
Investment firms in the US are required to file their portfolio holdings with the Securities and Exchange Commission (SEC) at the end of each quarter. According to the filings, Warren Buffet's Berkshire Hathaway increased its investments in Apple, Paramount Global, and Louisiana-Pacific.
As of December 31, Berkshire's position in Paramount Global increased by an additional 2.4 million shares worth over $40 million, according to a «Bloomberg» (behind paywall) report. However, the overall value of the position fell by $156 million.
Apple remained Berkshire Hathaway's largest holding by market value, even though the position's value fell by $7.4 billion. In contrast, the company reduced its holdings in US Bancorp, Bank of New York Mellon, Ally Financial, Activision Blizzard, and chipmaker Taiwan Semiconductor.
Soros Buys Into ETF
There were also shifts among other well-known investors. Michael Burry's Scion Asset Management added shares of Alibaba, sporting goods retailer JD.com, and MGM Resorts to its portfolio.
Lone Pine Capital also bought shares in Microsoft. The shares of the software giant were sold by the family office Duquesne of the US investor Stan Druckenmiller.
The investment firm of George Soros and Elliott Investment of founder Paul Singer built up positions in a corporate bond ETF from Ishares.
