The Hidden Secret of 13F: Which Industrial Giant is Berkshire Secretly Building a Position in?

Jin10 Data reported on May 16 that Berkshire Hathaway's latest secret stock investment may be an industrial company. In the 13-F document submitted to the U.S. Securities and Exchange Commission on Thursday local time, Berkshire stated, "One or more holdings requiring confidentiality have been omitted from this public 13-F form." Although Berkshire may have bought more than one stock, Barron's speculated that the company only purchased one. According to the Q1 10-Q report submitted in early May, the company categorized its nearly $300 billion stock investment portfolio into three categories: financial, consumer, and "commercial, industrial, and other" categories. The cost of the commercial and industrial category increased by nearly $2 billion in Q1, and the size of the position for this secret stock may be at that level. This could be that mysterious stock. Investors may have to wait until mid-August or mid-November when Berkshire submits its second and third quarter 13F financial reports to know the company's identification.