百货商店运营商梅西百货股价在周一盘前交易中上涨近4%。此前一份监管申报文件披露，伯克希尔·哈撒韦公司在第一季度新建了梅西百货的头寸。根据截至3月31日的持股计算，该头寸价值约5500万美元。
市场解读：由投资副手操盘
对于市值接近万亿美元的伯克希尔而言，5500万美元的仓位规模非常小，仅为苹果等重仓股的零头。因此市场普遍猜测，这笔交易是由负责管理公司约6%股权投资组合的投资副手泰德·韦斯勒主导完成的。韦斯勒此前以投资冷门中小盘股著称，曾为伯克希尔发掘过DaVita等标的。
“后巴菲特时代”的首份13F
这份13F文件是伯克希尔在正式进入“后巴菲特时代”后的首份完整持股调整资料，被市场视为新管理团队投资方向的重要风向球。文件显示，新任CEO格雷格·阿贝尔领导下的伯克希尔在第一季度不仅建仓了梅西百货，还大举重返航空股，并大幅增持了Alphabet。
对于梅西百货而言，伯克希尔的入场无疑为其正在进行的战略重组注入了强心针。截至目前，梅西百货方面未就此消息发表评论。
责任编辑：张俊 SF065
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