Aug 17th, 2009, 07:39
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告别2011
   
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巴菲特的Q2最新持仓
August 14, 2009 6:13 PM EDT Notably, Buffet showed a new 1.2 million share stake in medical supply company Beckton Dickson (NYSE: BDX) and also raised his stake in pharmaceutical giant Johnson & Johnson (NYSE: JNJ). The value of Buffett's reported holdings rose from $41 billion to $49 billion quarter-over-quarter. Notable Moves: New 1,200,000 shares stake in Beckton Dickson (NYSE: BDX). Raises his stake in Johnson & Johnson (NYSE: JNJ) by about 4.4 million shares. Lowers stake in Wellpoint Inc. (NYSE: WLP) from 4,777,300 shares to 3,500,000 shares. Lowers his stake in United Health (NYSE: UNH) from 4,500,000 shares to 3,400,000 shares Lowers stake in Home Depot Inc. (NYSE: HD) from 3,700,000 shares to 2,757,898 shares. Lowers stake in Eaton Corporation (NYSE: ETN) from 3,200,000 shares to 2,000,000 shares Lowers stake in Carmax Inc. (NYSE: KMX) from 12,000,000 share to 9,000,000 shares. Maintains 200 million share stake in Coca-Cola stake (NYSE: KO), his 1st largest holding Maintains 302.6 million shares stake in Wells Fargo (NYSE: WFC), his 2d largest holding Buffett did not disclose his large position in Goldman Sachs (NYSE: GS), covering warrants and perpetual preferred stock. |
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franktang1 (Aug 17th, 2009) |
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Aug 17th, 2009, 07:42
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只看该作者 #2 |
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告别2011
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August 14, 2009 5:47 PM EDT Notably Peltz raised his stake in Legg Mason (NYSE: LM), a stock that it was rumored Peltz was busy building a stake in and would push into a sale. The rumors had Peltz buying 12-13 million shares, and he is disclosing far less than that, but it is still interesting that he is upping his stake. Peltz also got in on the BofA (NYSE: BAC) trade. Notable Movers: Lowers stake in Kraft Foods (NYSE: KFT) from 13,195,980 shares to 9,091,536 shares. New 1,803,597 share stake in Bank of America (NYSE: BAC) Lowers stake in Dr Pepper Snapple from 7,197,119 shares to 5,967,855 shares. New 1,081,673 share stake in General Mls Inc. (NYSE: GIS) Raised staked in Legg Mason (NYSE: LM) from 727,142 to 2,932,108 shares Wendy's Arbys's (NYSE: WEN) remains the largest position with 74,277,416 shares |
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Aug 17th, 2009, 07:43
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只看该作者 #3 |
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告别2011
注册日期: Jul 2004
帖子: 14,210
积分:130
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声望: 6885868
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August 14, 2009 12:42 PM EDT Besides the new 3,648,100 share stake in Bank of America (NYSE: BAC), JANA disclosed a number of other notable moves including new stakes in Schering-Plough (NYSE: SGP) and Comcast (Nasdaq: CMCSA). Highlights from the 6/30/09: New 3,648,100 share stake in Bank of America (NYSE: BAC) New 1,994,412 share stake in National Fuel Gas Co. (NYSE: NFG) New 3,016,200 share stake in Schering-Plough Corporation (NYSE: SGP) New 2,764,000 share stake in Comcast Corporation (Nasdaq: CMCSA) and 2,621,346 share stake in Comcast Corporation (Nasdaq: CMCSK). New 1,376,343 share stake in Career Education Corp. (Nasdaq: CECO) New 1,060,900 share stake in Transatlantic Holdings Inc. (NYSE: TRH) New 1,503,607share stake in Compuware Corp. (Nasdaq: CPWR) Redued Health Net Inc. (NYSE: HNT) stake by 2.07 Million shares to 2,547,357 shares. Reduced MF Global Ltd (NYSE: MF) stake by 5 Million shares to 1,195,832 shares Liquidated 1.3 million shares Dell (Nasdaq: DELL) stake |
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