Friday, January 12, 2007

Stock Holdings of Berkshire Hathaway (BRK.B)

Stock Holdings of Berkshire Hathaway (BRK.B)

New Investments and Additions?

In Berkshire Hathway last filing with the SEC showed that he has gone with some new investments and additions. Looking into this one, we saw that Berkshire Hathaway (BRK.B) did receive shares in Western Union (WU) which was spun off from longtime holding First Data (FDC). Berkshire also increased its stake in five of its existing holdings: Iron Mountain (IRM), Lowe's (LOW), Nike (NKE), and USG (USG).

We see that the Western Union was added, and it sort of draws our attention as well being the most dominate monery transfer market. Western Union looks to have some upside, but we would suggest doing you own homework and research on the matter.

Also, check out that Berkshire invested more into USG, a manufacturer of gypsum wallboards, which emerged from asbestos-related bankruptcy last June. Berkshire has owned USG since 2001, and more recently backed a rights offering from the company in mid-2006. Given Buffett's experience with asbestos liabilities via Berkshire's insurance operations.

Though, while you look at what Berkshire is adding you must also look at what they are getting or letting go of. Berkshire Hathaway (BRK.B) is taking a less position on beer maker Anheuser Busch (BUD), continues to sell off tax adviser H&R Block (HRB), continued to let go of more shares of Ameriprise Financial (AMP), and appears to have sold a fair amount of its mass-market retailer Target (TGT).

To check out Berkshire Hathaway (BRK.B) current holding today!

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