Saturday, 21 December 2013

Did Warren Buffett Buy BUD?

Does Warren Buffett buy BUD? What if he did not! 

Back in April, it is widely reported by media that Warren Buffett bought the shares of Anheuser-Busch (BUD). These reports are based on a press release from Anheuser-Busch entitled "Anheuser-Busch welcomes Berkshire Hathaway as a shareholder." Anheuser-Busch (BUD) announced Berkshire Hathaway (BRK-A?) "Has become a major shareholder" of Anheuser-Busch, and "Anheuser-Busch welcomes Berkshire Hathaway as a shareholder."

Who does not? On the day that this news was released, Anheuser-Busch stock shot up by 6.4% and closed $ 48.04, but the weather is set to $ 41.8 as of today.

As GuruFocus updated its research on the stock purchase / sale of Warren Buffett, Anheuser-Busch did not show up in the second quarter 13F filings Berkshire Hathaway's. At GuruFocus, we feel that it is our responsibility to make sure that indeed Buffett bought Bud? We contacted Anheuser-Busch to confirm its news this is the answer we got from investor relations Anheuser-Busch:

"Anheuser-Busch has no additional information to report beyond our press release on April 21, which is posted on our corporate website site.While Anheuser-Busch did not comment on the securities filings made by Berkshire Hathaway not, Anheuser-Busch understands that under certain circumstances investment managers are allowed to set in their portfolios. "disclosure of investments

Is it possible that Buffett sold Anheuser-Busch between April 21 and June 30? Very unlikely, as we all know that Buffett's "preferred holding period is forever." Is intentionally keep this information confidential Buffett Buffett did keep some information confidential, which is related to HR Block (HRB) and Torchmark (TMK) and which we believe that Buffett has sold, as stated in the 13F filing:

"Confidential information has been omitted from the public Form 13F and filed with the Commission. Included in this information is information regarding the positions of Berkshire's in H & R Block, Inc. and Torchmark Corp. included in its March 31, 2005 public Form 13F."

No Anheuser-Busch was said! Does Warren Buffett buys BUD? Stay tuned. 

Dr. Charlie Tian, ​​Director of Research  the website that the stock picks of Warren Buffett, George Soros and other guru investors tracks as Bill Nygren, Mason Hawkins, Ken Fisher, David Dreman, Martin Whitman, James Gipson, Robert Rodriguez, Ronald Mühlenkamp, ​​Wallace Weitz, William, Ruane, Edward Lampert, Edward Owens, Richard Aster, Jr., Robert Olstein, John Keeley, Brian Rogers and Tweedy, Browne

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