If you want to know what institutions are buying and selling, track the 13F filings.
Just don’t use them as the sole reason to buy or sell anything.
A 13F is a required filing with the Securities and Exchange Commission by institutional investors with at least $100 million in assets under management. They’re all due no later than 45 days following the end to a quarter and provide a detailed snapshot of what firms are buying and selling. While it’s a good idea to know what those firms are buying and selling, you’re not learning about what they bought or sold for at least 45 days.
That being said, one of the top 13F filings most of the Street looks forward to is the one from Warren Buffett’s Berkshire Hathaway.
In fact, here’s what the firm bought in the third quarter.
| Company: Domino’s Pizza (SYM: DPZ) Buffett’s firm now holds 1.28 million shares of Domino’s Pizza, worth about $549 million. Not only does DPZ have a yield of 1.36%, the company also has a wide economic moat, with plenty of growth in store. Plus, as noted by Morningstar, Domino’s boasts “economic returns supported by comparable sales growth in excess of peers, commanding franchise level profitability, and impressive international portability, underpinned by its ‘fortressing’ strategy and commitment to a lean, value-driven menu.” |
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| Company: Heico (SYM: HEI) Buffett’s firm also added to its stake in aerospace and defense supplier Heico, which should do well with geopolitical tension and with Trump taking office. The firm bought $185.37 million worth of HEI, picking up just over 1.044 million shares. “This move comes at a time when the aerospace and defense sectors are increasing their pull with investors because of increased concerns for safety worldwide,” added GuruFocus.com. |
| Company: Pool (SYM: POOL) Berkshire also bought a 1% stake in swimming pool supplier Pool, valued at about $152 million. Helping, POOL recently declared a quarter dividend of $1.20, which is payable on November 27 to shareholders of record as of November 13. Plus, recent POOL earnings weren’t too shabby. In its third quarter, the company’s EPS of $3.26 beat estimates by nine cents. Revenue of $1.43 billion beat by $30 million. |
