The third-quarter contest begins today. To participate, pick THREE stocks you think he purchased between July 1 and Sept. 30, 2021 and post them into the “comments” section below this article.
Yes, the contest does include stocks his two portfolio managers, Ted Weschler and Todd Combs, may also have purchased. It does not include, however, the share repurchases of Berkshire Hathaway (BRK.A, Financial)(BRK.B, Financial).
Those who guess correctly will win a signed copy of GuruFocus founder Charlie Tian’s highly rated book, “Invest Like a Guru.”
Berkshire Hathaway will release Buffett’s portfolio of third-quarter buys and sells on or around Nov. 15. We’ll announce the winner(s) shortly after that.
For the second quarter of 2021, Berkshire disclosed a new position in Organon & Co. (OGN, Financial), while expanding its holdings of The Kroger Co. (KR, Financial), Aon PLC (AON, Financial) and RH (RH, Financial).
The conglomerate also sold out of its stakes in Axalta Coating Systems Ltd. (AXTA, Financial), Biogen Inc. (BIIB, Financial) and Liberty Global PLC (LBTYA, Financial) as well as curbed its investments in Merck & Co. Inc. (MRK, Financial) and General Motors Co. (GM, Financial).
What did it do in the third quarter? You tell us.
For more inspiration, see Buffett’s portfolio here.
Don’t forget to add your guesses in the comments below.