“股神”巴菲特時隔近半年再出手:大舉加倉西方石油!
來源:格隆匯作者:顧樹
根據SEC3月7日公佈的文件,“股神”巴菲特旗下的伯克希爾哈撒韋公司近日開始加倉$西方石油(OXY.US)$,買入了近600萬股西方石油股票,持股比例達到約21.6%。
值得注意的是,這是伯克希爾時隔5個月後再次對西方石油進行加倉。
根據文件,伯克希爾在3月3日至3月7日期間斥資3.55億美元購買了580萬股西方公司股票,每股收購價格在59美元-62美元,是伯克希爾自第三季度末以來的首次收購。
回顧巴菲特買入西方石油的歷程,去年3月,俄烏衝突導致油價高漲,巴菲特在一季度首次建倉西方石油,買入1.36億股。當時,西方石油的股價爲46美元上方,已經自低點翻了5倍多。
隨後2季度,巴菲特再度加倉2217.67萬股,3季度加倉3580.19萬股,4季度未對西方石油倉位進行調整。
去年買入的加上最近加倉的部分,至此,巴菲特持有2.002億股西方石油。以西方石油週二收盤價60.85美元計算,伯克希爾目前持有約2.02億股西方股票,價值122億美元。
收益上,除了由於公司股價上漲獲得的資本利得,西方石油還爲巴菲特帶來了豐厚的分紅。上個月,因爲利潤豐厚,西方石油宣佈將股息增加38%,預計伯克希爾持有的股票將產生約1.44億美元的股息。
除了持有西方公司的普通股外,伯克希爾還擁有西方石油近8400萬份認股權證,可以用於購買西方公司的股票,這些股票的行權價格僅爲每股60美元;持有價值100億美元的優先股,股息率爲8%。
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