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What are Warren Buffett and Stevie Cohen Investing in These Days?

Guest ValueCarl

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Guest ValueCarl

If you want to be a great investor, follow the greatest investors the world holds in her bosom.





Warren Buffett's Berkshire Hathaway (BRKB - News) Inc. took a stake in MasterCard Inc. (NYSE: MA - News) in the first quarter, while Steven Cohen's SAC Capital increased stakes in retail and consumer-services companies, according to a pair of regulatory filings on Monday.


Berkshire Hathaway, one of the world's most closely followed investment vehicles, disclosed it held 216,000 MasterCard shares.


The holding, which comes as a new investment manager took over a chunk of the company's $53.6 billion equity portfolio, is valued at about $60 million based on Monday's closing share price.


Mr. Cohen, whose SAC Capital reported a 9.3% increase in securities holdings in the quarter ended March 31, increased a stake in consumer electronics retailer Best Buy Co. (NYSE: BBY - News) to 2.3 million shares from 53,306 at the end of the previous quarter.


[More from WSJ.com: Is It Too Soon to Walk Out at Sotheby's?]

SAC also more than doubled its stake in BJ's Wholesale Club Inc. (NYSE: BJ - News) to 2.8 million shares from 1.1 million.

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