Berkshire Hathaway Q4 Updated 13F: Cut stake in TSM by 86%
Berkshire just released the 13F of Q4, and below are the major highlights
Selling: Shares difference from Q3:
Exit NU
Reduce $U.S. Bancorp(USB.US$ by -91% // heading toward an exit
Reduced $Taiwan Semiconductor(TSM.US$ by -86% // surprise
Reduced $Bank of New York Mellon(BK.US$ by -60% // heading toward an exit
Reduced $Activision Blizzard(ATVI.US$ by -12% // don't understand where they are going with this
Reduced $Chevron(CVX.US$ by -1%
Reduced $McKesson(MCK.US$ by -11%
Reduced $The Kroger(KR.US$ by -0.5%
Reduced $Ally Financial(ALLY.US$ by -1%
Buying:
$Apple(AAPL.US$ : Added 330K shares
$Louisiana-Pacific(LPX.US$ : Added 1.2M shares ~22% increase over last Q // odd timing to add more of LPX
$Paramount Global-B(PARA.US$ : Added 2.4M shares ~ 3% increase over last Q // Interesting addition
Selling: Shares difference from Q3:
Exit NU
Reduce $U.S. Bancorp(USB.US$ by -91% // heading toward an exit
Reduced $Taiwan Semiconductor(TSM.US$ by -86% // surprise
Reduced $Bank of New York Mellon(BK.US$ by -60% // heading toward an exit
Reduced $Activision Blizzard(ATVI.US$ by -12% // don't understand where they are going with this
Reduced $Chevron(CVX.US$ by -1%
Reduced $McKesson(MCK.US$ by -11%
Reduced $The Kroger(KR.US$ by -0.5%
Reduced $Ally Financial(ALLY.US$ by -1%
Buying:
$Apple(AAPL.US$ : Added 330K shares
$Louisiana-Pacific(LPX.US$ : Added 1.2M shares ~22% increase over last Q // odd timing to add more of LPX
$Paramount Global-B(PARA.US$ : Added 2.4M shares ~ 3% increase over last Q // Interesting addition
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Ixy The Cat : When Warren Buffet sells, it probably signals that consumer demand for high-end chips is declining.