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Form 13F provides position-level disclosure of all institutional investment managers with more than $100m in assets under management with relevant long US holdings. All US-listed equity securities (including ETFs) in the manager’s portfolio are included and detailed according to the number of shares, the ticker, the issuer name, etc.
U.S.-listed public company and ETF holdings [ edit ] Sourced from Berkshire Hathaway's Form 13F -HR filed with the Securities and Exchange Commission , as of May 2022: [ 78 ]
Each quarter, the company he runs, Berkshire Hathaway, discloses its current holdings to shareholders. ... according to the latest 13F regulatory filing with the Securities and Exchange Commission ...
The SEC filing is a financial statement or other formal document submitted to the ... 13F-HR, 13F-HR/A Initial Quarterly Form 13F Holdings report filed by ...
The SEC requires institutional investors to file a 13F once they pass $100 million in assets. These reports are released 45 days after the end of the calendar quarter and disclose current positions.
The Securities and Exchange Commission oversees and regulations certain entities that provide financial and investment advice or management services. As part of those regulations, the SEC requires ...
In August 2019, Bloomberg News quoted an email from Burry in which he said there was a bubble in large US company stocks due to the popularity of passive investing, which "has orphaned smaller value-type securities globally". [22] In 2020, the fund's largest investments were Alphabet Inc. ($121 million value) and Facebook ($24.4 million value ...
From January 2008 to December 2010, if you bought shares in companies when Southwood J. Morcott joined the board, and sold them when he left, you would have a 5.8 percent return on your investment, compared to a -14.3 percent return from the S&P 500.