What is Berkshire Hathaway’s Mystery Stock? Big investment by Warren Buffett could be revealed tomorrow.

Text size

What is

Berkshire Hathaway

mystery stock?

Warren Buffett’s conglomerate was able to reveal that the share capital, when it publishes its share investments per. December 31, 2020 on a securities filing expected late on Tuesday.

Speculation is that it could be

Walt Disney

(ticker: DIS),

PayPal Holdings

(PYPL), Google parent

Alphabet

(GOOGL),

Home depot

(HD),

Exxon Mobile

(XOM) or

Chevron

(CVX).

When it announced its latest quarterly listing in mid-November for around $ 250 billion of equity holdings, Berkshire (BRK.B) said it had made a confidential application for unnamed investments, stating “Confidential information is omitted from the public Form 13F report and filed separately with the U.S. Securities and Exchange Commission.”

Berkshire CEO Buffett has rarely made use of confidential archiving in the last decade. The last such was in 2015, and the mystery stance turned out to be

Phillips 66

(PSX).

How Robinhood gets users addicted plus Cathie Wood talks Tesla and GameStop

The SEC may grant institutional investors confidential status if they agree that disclosure will shift the stock price and make it more difficult for the investor to complete his purchase program in the stock. It is possible that Berkshire will continue to keep the mystery confidential. News of a new Berkshire farm can sometimes increase the stock thanks to Buffett imprimatur.

The mystery crew could be significant, from $ 5 billion to $ 10 billion.

Gary Black, a private investor and former CEO of both Aegon Asset Management and Janus Capital, surveyed his more than 50,000 Twitter followers and their best choice among four choices was Disney and PayPal.

Black has been an influential bull at Tesla (TSLA), but said last week that it was sold out, citing the company’s lack of clear forecast for 2021 deliveries and the risk of earnings in the first quarter.

In recent quarters, Buffett has sold out of Berkshire’s stake

Goldman Sachs Group

(GS), sharply reduced a share in

JPMorgan Chase

(JPM), cut a long position in

Wells Fargo

(WFC) and acquired shares in a group of drugs, in particular Merck (MRK),

AbbVie

(ABBV) and

Bristol Myers Squibb

(BMY).

Write to Andrew Bary at [email protected]