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伯克希尔二季度新建仓地产股,再度加仓西方石油,大幅减持动视暴雪和通用汽车

"I would imagine this will speed up the process in South Carolina," says Professor Stephen Shapiro, whose research on sports gambling has been published in the Journal of Gambling Studies, Sport Management Review and the Journal of Sport Management, among others. Associate Professor Tom Regan, who specializes in the economic impact of sport and entertainment, says the financial implications are nuanced.

This is one key difference when taking legal action against them compared to a physical casino in the players' own country. The claim will usually be made and heard in the country that regulates the online casino.

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报告显示,截至二季度末,伯克希尔哈撒韦的持仓市值为3481.94亿美元,高于一季度末的3251.09亿美元。

二季度,该公司共新建仓3只股票,加仓2只股票,清仓3只股票,减持5只股票。

伯克希尔哈撒韦的持仓集中度依然很高,前十大持仓股占到总持仓的91.26%,持仓时间近30个季度。

具体来看,伯克希尔哈撒韦二季度新建仓的3只股票都是房地产建筑商。其中包括:美国销量最大的房屋建筑商霍顿公司,二季度末时持仓市值为7.26亿美元;房屋建筑商NVR,二季度末持仓市值为7056.8万美元;以及另外一家房屋建筑商Lennar,二季度末持仓市值为1723.8万美元。

清仓的3只股票包括:连锁医药服务提供商McKesson、金融咨询公司Marsh & McLennan以及能源公司Vitesse Energy。

二季度,伯克希尔哈撒韦再度加仓西方石油5%,持仓市值为131.79亿美元,位列该公司第六大重仓股;加仓信用卡服务公司Capital One 25%,持仓市值为13.64亿美元。

减持的5只股票包括:美国石油巨头雪佛龙,减持7%;大幅减持动视暴雪70%;大幅减持通用汽车45%;大幅减持化工公司Celanese 39%;大幅减持保险公司Global Life 60%。

值得注意的是,动视暴雪的股价今年上涨了19%,但拟议中的与微软的交易已遭遇反垄断审查,导致收购交易进程被推迟。交易宣布后,巴菲特以并购套利的方式买入该股,但此后他削减了对该公司的持股。

截至二季度末,前十大重仓股中,苹果依然位列第一,持仓市值占总持仓的比重达51%;美国银行紧随其后,持仓市值占总持仓的比重为8.51%;美国运通位列第三,持仓市值占总持仓的比重为7.59%;可口可乐位列第四,持仓市值占总持仓的比重为6.92%;雪佛龙和西方石油两家能源公司分列第五和第六,持仓市值占总持仓的比重分别为5.56%和3.78%;卡夫亨氏位列第七,持仓市值占总持仓的比重为3.32%;穆迪位列第八,持仓市值占总持仓的比重为2.46%;惠普位列第九,持仓市值占总持仓的比重为1.07%;医药公司德维特位列第十,持仓市值占总持仓的比重为1.04%。

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