Buffett repositions portfolio amid bull market: What are his best picks now?
Investing.com — Warren Buffett’s Berkshire Hathaway (NYSE:BRKb) disclosed its holdings for Q4/23 through its 13F filing, revealing a cautious approach to stock purchases during a period when stock prices surged.
The filing showed no new additions to Berkshire Hathaway's portfolio of publicly traded stocks. However, the legendary investor increased its stakes in Chevron (NYSE:CVX), Occidental Petroleum (NYSE:OXY), and Sirius XM Holdings (NASDAQ:SIRI), while reducing its holdings in HP (NYSE:HPQ), Paramount Global (NASDAQ:PARA), and Apple (NASDAQ:AAPL) — although Apple continues to be its largest investment by a significant margin.
Moreover, Berkshire entirely sold out of its investments in D.R. Horton Inc (BVMF:D1HI34), Globe Life (NYSE:GL), Markel (NYSE:MKL), and StoneCo (NASDAQ:STNE).
But amid these strategic moves, a question arises: among all the companies in Buffett's portfolio, which are the best now?
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Institutions and billionaire investors worldwide are already well ahead of the game when it
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