2021 Q2 13-F

[backtothebeach]

Q2 stock holdings are out.

 

Not a lot of movement:

from https://www.dataroma.com/m/holdings.php?m=BRK

KR	Add 21.01%
AON	Add 7.32%
RH	Add 2.02%
OGN	Buy
USB	Reduce 0.62%
CVX	Reduce 2.32%
ABBV	Reduce 10.23%
GM	Reduce 10.45%
BMY	Reduce 15.27%
MMC	Reduce 20.63%
MRK	Reduce 48.79%
LMTYK	Reduce 74.46%
AXTA	Sell 100.00%
BIIB	Sell 100.00%
LBTYA	Sell 100.00%

Edited August 16, 2021 by backtothebeach

[Gregmal]

Ha I think @LearningMachine nailed the KR add. What a savage for detail. Well done. 

 

In other news, someone needs to tell Buffett KR is a dud because retail is dead. 

Edited August 16, 2021 by Gregmal

[John Hjorth]

It's all during the quarter sexual intercourse with insects.

[LearningMachine]

53 minutes ago, Gregmal said:

Ha I think @LearningMachine nailed the KR add. What a savage for detail. Well done. 

 

Thanks @Gregmal :-).  I totally blew it on the Chevron stake though.  The $1.984B reduction in cost basis of "Commercial, industrial and other" was so close to his cost basis on remaining Chevron shares of about $1.964B.

Edited August 16, 2021 by LearningMachine