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巴菲特Q3大動作!大幅減持蘋果1億股,“試水”建倉達美樂披薩、Pool

股神巴菲特旗下的伯克希爾披露了最新持倉報吿。

三季度,巴菲特除了減持了備受關注的蘋果、美銀,還新建倉達美樂披薩和Pool。

持股總市值下滑

截至第三季度末,伯克希爾哈撒韋公司持倉股的總市值為2660億美元,相較於前一季度的2800億美元略有下滑。

三季度,伯克希爾新建倉2只個股,加倉2只個股,清倉3只個股,減持6只個股。

伯克希爾的前十大持倉標的佔總市值的89.68%,分別是蘋果、美國運通、美國銀行、可口可樂、雪佛龍、西方石油、穆迪、卡夫亨氏、丘博保險和德維特。

十大重倉股中,伯克希爾對蘋果的減持令人關注,其最新持倉3億股,持倉市值約699億美元,佔投資組合比例為26.24%,持倉數量較上季度下降25%。

儘管蘋果仍是伯克希爾的最大重倉股,但持倉數量已從年初的9.05億股驟降至3億股。

除了蘋果,伯克希爾三季度還減倉了美國銀行,最新持倉數約7.66億股,持倉市值約323億美元,持倉數量較上季度下降1.12%。

目前,巴菲特對美國銀行的持股比例已經降至10%的關鍵披露門檻以下。

新建倉達美樂披薩、Pool

一直以來,巴菲特以奉行價值投資聞名,一般會用少量資金建倉一些個股“試試水”,一旦確定值得加碼投資,除非他認為邏輯變了,否則之後的持倉變動就會較小。

對於其他重倉股,伯克希爾三季度的持股數量保持不變。

伯克希爾在第三季度新建倉達美樂披薩、Pool公司,增持了飛機零部件製造商Heico。

除了蘋果和美銀,巴菲特三季度還減持了追蹤自由媒體集團旗下天狼星XM權益的追蹤股(LSXMA、LSXMK)、地板零售商Floor & Decor、Capital One、Charter Communications、巴西數字銀行運營商Nu Holdings和化粧品連鎖店Ulta Beauty。

具體來看,伯克希爾三季度買入了約130萬股達美樂披薩,使其持股比例達到了3.6%,價值約5.5億美元。

同時買入泳池設備批發分銷商Pool公司1%的股份,價值約1.52億美元。

獲巴菲特投資的消息公佈後,達美樂披薩的股價盤後上升6.9%,Pool的股價上升5.7%。

伯克希爾還出售超過96%的Ulta Beauty持倉,該公司此前8月才首次披露對Ulta Beauty的投資,Ulta Beauty股價盤後下跌3.8%。

據統計,伯克希爾三季度賣出了346億美元的股票投資,再加上本季度沒有股票回購,這也是伯克希爾自2018年以來首次停止回購公司股票。

截至三季度末,伯克希爾的現金儲備達到創紀錄的3252億美元,創下歷史最高紀錄,佔公司總資產的28.34%。

此前,巴菲特曾表態:“我們很樂意花掉它,但除非我們認為我們所做的事情風險很小,而且能讓我們賺很多錢,否則我們不會花掉它。”

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