巴菲特增持西方石油近600萬股,連任伯克希爾董事長
本文來自:金十數據 作者:吳小辣
週三晚些時候,伯克希爾提交的SEC文件顯示,該公司再度增持西方石油公司590萬股股票,進一步加大對這家石油巨頭的押注。
這些股份是在5月2日和3日以每股56至58.37美元的價格買入的,意味着總成本超過3.3億美元。此前,除了在2019年西方石油公司準備收購阿納達科石油公司時獲得的優先股外,伯克希爾還持有西方石油公司約14.6%的普通股。
巴菲特自2月底以來多次增持西方石油公司的股份。其大手筆的購買引發了人們的猜測,即巴菲特可能進行一項長期尋求的“大象級收購”,買下整個西方石油公司,這將花費700億美元。伯克希爾的忠實股東可能會為此感到興奮,因為這將把該公司近1500億美元現金儲備中的約一半投入到這項交易上,帶來的回報將遠遠超過目前其持有的大量美國國債接近於零收益率的回報。
受益於巴菲特的買入,以及俄烏戰爭推動的油價上漲,西方石油是標普500指數第一季表現最佳的股票。其股價週三在紐約常規交易時段上漲3.9%,至61.57美元,今年以來上漲了一倍多。
獲得壓倒性票數支持!巴菲特連任伯克希爾董事長
SEC文件還顯示,伯克希爾哈撒韋公司股東以近9比1的比例投票支持巴菲特(Warren Buffett)繼續兼任董事長和首席執行官,伯克希爾的其他董事,包括副主席芒格(Charlie Munger)、Greg Abel和Ajit Jai、以及首席獨立董事Susan Decker都以超過86%的票數贏得了連任。
據文件披露,持有448868股A股的股東反對設立一名獨立主席以取代巴菲特,只有54425股的股東贊成這一想法,這一比例高於上週六伯克希爾股東大會的預估。
一些股東反對巴菲特連任董事長,稱最好由不同人擔任董事長和首席執行官。而伯克希爾希望91歲的巴菲特同時擔任這兩個角色。
此外,三名股東提議披露更多有關氣候風險和保護多樣性的信息,但以近3比1的比例落空,與上週六伯克希爾股東大會的預估差不多。
股東們還投票任命奧馬哈基金經理華萊士·韋茨(Wallace R. Weitz )為伯克希爾的獨立董事,任命生效後15人的董事會中將有8名獨立董事。
今年2月,在感染新冠肺炎後,Capital Cities/ABC前首席執行官、巴菲特的老朋友湯姆·墨菲(Tom Murphy)從其董事會辭職。伯克希爾希望通過遞補一位獨立董事而使董事會的獨董人數恢復佔據多數,以重新符合紐約證券交易所的上市標準。
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