13F隐藏的秘密:伯克希尔悄悄建仓 押注的是哪家工业巨头?

格隆汇
16 May

伯克希尔哈撒韦公司最新的秘密股票投资可能是一家工业公司。当地时间周四提交给美国证交会的13-F文件中,伯克希尔表示,“在这份公开的13-F表格中省略了一笔或多笔要求保密处理的持股。”虽然伯克希尔可能买入了不止一只股票,但据巴伦周刊猜测,该公司只买入了一只。根据5月初提交的一季度10-Q报告,该公司将其近3,000亿美元的股票投资组合分为三类:金融、消费和“商业、工业和其他”类别。商业和工业类别的成本在一季度增加了近20亿美元,该秘密股票的建仓规模可能在这一水平。这可能就是那只神秘的股票。投资者可能要等到8月中旬或11月中旬伯克希尔提交第二和第三季度的13F财报时,才能知道这家公司的身份。

责任编辑:钟离

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