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Buffett Adds Stocks in Pension Handoff to Lieutenants


fareastwarriors
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Thanks for sharing.

 

So usually, when we look at Berkshire ortfolio, be it in the annual report or on a website like dataroma.com, does it include holdings from the pension funds?

 

Not sure what dataroma does, but if you look at the 13F it does specify where the shares are held and it does include the pension shares. The annual report does not include the pension shares as they aren't directly part of Berkshire's investment portfolio.

 

From the 2012 AR:

Todd and Ted also manage the pension funds of certain Berkshire subsidiaries, while others, for regulatory reasons, are managed by outside advisers. We do not include holdings of the pension funds in our annual report tabulations, though their portfolios often overlap Berkshire’s.
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