1 Stock Warren Buffett certainly did not buy in the fourth quarter Motley fool
Investors will know the full list of Buffett Bough shares and did not buy at the end of this month.
Warren Buffett plans to withdraw as CEO Berkshire Hathaway (Brk.a -3.04%) (Brk.b -2.85%) at the end of this year. However, this does not change the level of polls that they receive at least. Many investors are still very interested in Poznale, which stores “Oracle of Omaha”, buying.
In the second quarter of 2025 we will not know the shares of Buffett Bough for the next few weeks. Berkshire usually presents a regulatory submission of 13F publishing its own property shares for the second quarter of the mid -August of each year. However, there is definitely one shares of the legendary investor No Buy in Q2.
A lot of probable candidates
Before we get to one share, I admit that there are a lot of probable candidates that Buffett did not buy last quarter. The award itself would disqualify the shipping load of supplies. For the exam, Palantout technology Sports ratio to earnings approximately 278. The probability of Buffett’s purchase of trading with shares for such a bonus is slim.
I think that the probability that Buffett has launched new positions in stocks for which the recent external position is also very low. Berkshire sold all its remaining shares Citigroup and Nu Holdings In the first quarter of 2025, it would be quite surprising if Buffett or his investment managers turned the surroundings and two diploma thesis in the fourth quarter.
Berkshire’s 10Q submission for the second quarter, which was released over the weekend, also provided great hints about other events that Buffett probably did not buy. For example, Berkshire recorded a value of $ 5 billion on its investment Kraft Heinz. Could a conglomerate put more money into stocks that lost so much money? It is theoretically possible but not likely.
Another probable candidate that Buffett probably did not buy is American Express. Berkshire revealed in his last quarterly update that he owned 151.6 million shares of the financial service giant at the end of the quarter. At the end of Q1, Berkshire owned 151,610,700 shares of American Express. Maybe Buffett added a small number of Amex shares in the fourth quarter, but I doubt it.
Slam-Dunk Stock that Buffett did not buy in Q2
The above list of potential stocks that Buffett did not buy in the fourth quarter is by no means exhausting. But there is one slam-dunk Stock that Buffett did not buy in Q2: Berkshire Hathaway himself. Berkshire’s 10Q sincerely said for the second quarter: “There were no mutual repary during the first six months of 2025.”
Buffett loved back repurchases in the past. The Berkshire back -off program allows him to authorize stock reparching whenever he wants, because the long cash of the company, cash equivalents, and US cash registers do not fall below $ 30 billion. Thanks to the position of Berkshire at $ 344 billion, Buffett could have shares back if that was the case. So why not? Buffett is probably worried about Berkshire.
Repa stocks of shares allows Buffett to initiate shares backup purchase when “believes that the price of repair is below the internal value of Berkshire”. Although Berkshire’s shares price dropped by more than 10% of its peak at the beginning of this year, shares are still traded to 23.4 times and are above their levels for most of the year 2024.
Excuted tax of 1% for back repurchases that came into force in 2023 even mentioned this during the annual meeting of shareholders in Berkshire in May 2025 and fired: Buffett added that the excise tax tax “hurts some of our invested companies quite substantially”.
Is Berkshire Hathaway a good selection for other investors?
As Buffett said, ordinary investors are not affected by excise tax. Is Berkshire Hathaway a good selection, even if he doesn’t buy his own stocks? I believe so.
The grant, the award of the shares looks high at first glance. However, I do not think that this applies to long -term investors who are considering prospects for the growth of Berkshire.
Some might be afraid that Buffett will resign as CEO. However, he is still planning to be actively involved as Chairman of the Board of Directors. Importantly, Buffett believes in the abilities of his successor Greg Abel and at the beginning of this year tells shareholders that he does not plan to sell a single share. He also expressed his opinion that Berkshire’s prospects would be better with Abel.
Buffett is definitely not buying Berkshire Hathaway these days. But that doesn’t mean you should.
American Express is an advertising partner of Motley Fool Money. Citigroup is an advertising partner of Motley Fool Money. Keith Speights has positions in Berkshire Hathaway. Motley fool has positions and recommends Berkshire Hathaway and Palantant Technologies. Motley fool recommends Kraft Heinz and Nu Holdings. Motley fool has a publication of politics.