Berkshire Hathaway reported for the 1st quarter of 2022. This report surprised many investors, Buffett added 6 positions to the portfolio, and its cash pillow decreased by about $ 40 billion.

Activision Blizzard

Buffett bought Activision in the 1st quarter of about $ 4.7 billion.

In the 4th sq. 2021 Berkshire has already acquired Activision shares. However, at the Berkshire meeting, Buffete said that he had nothing to do with it - his deputies carried out that purchase.

And now it was Buffett who made the purchase. But the point is not that Buffett was suddenly carried away by video games. He bought Activision Blizzard not for the sake of business itself, but in the hope that the acquisition from Microsoft will really take place.

Because if this happens at a price of $ 95 per share, Buffett will make a profit from the difference between $ 95 and the price of shares at which he bought them ($ 75).

After the announcement that Microsoft wants to buy Activision for $ 95 per share, Activision shares rose from $ 60 to $ 81, but then rolled back a little.

Chevron and Occidental

At the end of the 4th quarter of 2021, the Berkshire position in Chevron cost $ 4.5 billion. But 3 months ago, the position increased to the inconceivable $ 25.9 billion.

Obviously, American oil and gas companies are very impressed by Buffete. Because, in addition to Chevron, in 1 sq. 2022, he also bought Occidental Petroleum shares.

Buffett bought 14% of OcCidental ($ 13.1 billion) in just 2 weeks thanks to traders and speculators who flooded the market. Their activity led to an increase in the average daily bid volumes and allowed Berkshire to invest huge amounts in a relatively short time.

Hp

Buffett bought HP shares for $ 13.1 billion. He himself does not comment on this purchase, well, in general, everything is obvious here.

HP is a large established company, and at the moment it is very cheap. Therefore, the company's management is currently very focused on the redemption of its shares.

According to average estimates over the last 4 quarters, HP shares brought Buffetot about $ 1.5 billion quarterly.

Apple

Buffett said that he had bought Apple shares a little (3.75 million shares) - $ 600 million. Buffett quite well evaluates Apple and without a doubt he likes their reverse ransom.

Alleghany

Berkshire has announced its intention to purchase Alleghany shares for $ 13.1 billion. It is expected that the transaction will be closed in the 4th quarter of 2022.

For today, thanks for your attention!

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