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EasyJoin07
2022-03-07

Ginger is still old and spicy! Buffett buys big oil companies as oil prices skyrocket

被巴菲特“重拾”的石油股，本周大涨45%。

Ginger is still old and spicy! Buffett buys big oil companies as oil prices skyrocket

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Buffett buys big oil companies as oil prices skyrocket","url":"https://stock-news.laohu8.com/highlight/detail?id=2217949664","media":"华尔街见闻","summary":"被巴菲特“重拾”的石油股，本周大涨45%。","content":"<html><head></head><body>Global oil prices soared, and Buffett regained the oil stocks he cleared two years ago.On Friday, a new filing from the US Securities and Exchange Commission showed that Buffett's<a href=\"https://laohu8.com/S/BRK\">Berkshire</a>Hathaway added to its holdings<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>The company's shares currently hold 113 million shares, worth US $5.3 billion.Of the 113 million shares held by Berkshire Hathaway, only more than 29 million shares are common shares, and the remaining more than 83 million shares exist in the form of warrants with a strike price of $59.624.<img src=\"https://static.tigerbbs.com/9bd160e1dca73e9d48ef2b7d89e9e95a\" tg-width=\"2712\" tg-height=\"1368\" referrerpolicy=\"no-referrer\"/>This Friday, Occidental Petroleum was up 18% and up 45% for the week to close at $56.15.<img src=\"https://static.tigerbbs.com/e1a52f55237b86052b29cf203b00024c\" tg-width=\"1301\" tg-height=\"1065\" referrerpolicy=\"no-referrer\"/>With the outbreak of the Russia-Ukraine dispute, global oil prices have been rising all the way, and have now soared above $115Buffett also realized this opportunity and bought oil company stocks in large quantities.At present, more than 61 million shares in its portfolio were purchased on Wednesday, Thursday and Friday, with prices ranging from $47.07 to $56.45.But according to Berkshire Hathaway's latest 13F filing, the company had no holdings in Occidental Petroleum as of December 31, 2021.It is not known when the remaining shares were bought, because Berkshire Hathaway owns less than 10% of Occidental Petroleum, and regulations do not require disclosure.However, although these warrants were not exercised, they must be counted for the purposes of filing an application with the SEC,Berkshire's stake would technically be more than 17%.The warrant Berkshire acquired came from a $10 billion loan to Occidental Petroleum in 2019 to help it buy Anadarko for $38 billion.The loan, made in the form of Berkshire's purchase of preferred shares, requires Occidental to pay an 8% annual Dividend. That's $200 million per quarter.At that time, Buffett told CNBC that he was betting that oil prices would rise in the long term.Later, however, Buffett's bet on oil prices underperformed in early 2020 due to the outbreak of the COVID-19 pandemic. At the shareholder meeting that year, Buffett said:\"If you're an Occidental shareholder or a shareholder of any oil-producing company, you and I are making a mistake when it comes to where oil prices are headed.\" To save cash, Occidental paid out its first and second-quarter loans in the form of stock to Berkshire Hathaway, which received 17.3 million and 11.6 million shares, respectively.But as of June 30 and September 30, 2020, Berkshire Hathaway did not list any Occidental Petroleum stock at all in its 13F filings,This suggests that the company sold the 19 million shares it purchased, as well as the nearly 29 million shares it received as a Dividend, amid the plunge in the oil market.And now, with oil prices strengthening again, Buffett has the name of oil companies in his portfolio.</body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ginger is still old and spicy! 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Buffett buys big oil companies as oil prices skyrocket\n</h2>\n<h4 class=\"meta\">\n\n华尔街见闻2022-03-07 07:55\n\n</h4>\n</header>\n<article>\n<html><head></head><body>Global oil prices soared, and Buffett regained the oil stocks he cleared two years ago.On Friday, a new filing from the US Securities and Exchange Commission showed that Buffett's<a href=\"https://laohu8.com/S/BRK\">Berkshire</a>Hathaway added to its holdings<a href=\"https://laohu8.com/S/OXY\">Western Petroleum</a>The company's shares currently hold 113 million shares, worth US $5.3 billion.Of the 113 million shares held by Berkshire Hathaway, only more than 29 million shares are common shares, and the remaining more than 83 million shares exist in the form of warrants with a strike price of $59.624.<img src=\"https://static.tigerbbs.com/9bd160e1dca73e9d48ef2b7d89e9e95a\" tg-width=\"2712\" tg-height=\"1368\" referrerpolicy=\"no-referrer\"/>This Friday, Occidental Petroleum was up 18% and up 45% for the week to close at $56.15.<img src=\"https://static.tigerbbs.com/e1a52f55237b86052b29cf203b00024c\" tg-width=\"1301\" tg-height=\"1065\" referrerpolicy=\"no-referrer\"/>With the outbreak of the Russia-Ukraine dispute, global oil prices have been rising all the way, and have now soared above $115Buffett also realized this opportunity and bought oil company stocks in large quantities.At present, more than 61 million shares in its portfolio were purchased on Wednesday, Thursday and Friday, with prices ranging from $47.07 to $56.45.But according to Berkshire Hathaway's latest 13F filing, the company had no holdings in Occidental Petroleum as of December 31, 2021.It is not known when the remaining shares were bought, because Berkshire Hathaway owns less than 10% of Occidental Petroleum, and regulations do not require disclosure.However, although these warrants were not exercised, they must be counted for the purposes of filing an application with the SEC,Berkshire's stake would technically be more than 17%.The warrant Berkshire acquired came from a $10 billion loan to Occidental Petroleum in 2019 to help it buy Anadarko for $38 billion.The loan, made in the form of Berkshire's purchase of preferred shares, requires Occidental to pay an 8% annual Dividend. That's $200 million per quarter.At that time, Buffett told CNBC that he was betting that oil prices would rise in the long term.Later, however, Buffett's bet on oil prices underperformed in early 2020 due to the outbreak of the COVID-19 pandemic. At the shareholder meeting that year, Buffett said:\"If you're an Occidental shareholder or a shareholder of any oil-producing company, you and I are making a mistake when it comes to where oil prices are headed.\" To save cash, Occidental paid out its first and second-quarter loans in the form of stock to Berkshire Hathaway, which received 17.3 million and 11.6 million shares, respectively.But as of June 30 and September 30, 2020, Berkshire Hathaway did not list any Occidental Petroleum stock at all in its 13F filings,This suggests that the company sold the 19 million shares it purchased, as well as the nearly 29 million shares it received as a Dividend, amid the plunge in the oil market.And now, with oil prices strengthening again, Buffett has the name of oil companies in his portfolio.</body></html>\n<div class=\"bt-text\">\n\n\n source：<a href=\"https://wallstreetcn.com/articles/3653483\">华尔街见闻</a>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"BK4176":"多领域控股","BRK.B":"伯克希尔B","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓","BRK.A":"伯克希尔","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://wallstreetcn.com/articles/3653483","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2217949664","content_text":"全球油价大涨，巴菲特又重拾了两年前清仓的石油股。本周五，美国证券交易委员会的一份新文件显示，巴菲特旗下的伯克希尔哈撒韦公司增持了西方石油公司股份，目前持有股份达到1.13亿股，价值53亿美元。在伯克希尔哈撒韦持有的1.13亿股中，仅有2900多万股为普通股，剩余8300多万股以认股权证形式存在，执行价格为59.624美元。本周五，西方石油公司上涨18%，本周上涨45%，收盘价为56.15美元。随着俄乌争端的爆发，全球油价一路走高，目前已飙升至115美元以上，巴菲特也因此觉察这个机会，大举买入石油公司股票。目前其投资组合中超过6100万股股票是在周三，周四和周五购买的，价格从47.07美元到56.45美元不等。但根据伯克希尔哈撒韦最新的13F文件，截至2021年12月31日，该公司没有持有西方石油公司的股票。目前尚不知晓剩余的股票是在何时买入，因为伯克希尔哈撒韦持有西方石油公司的所有权尚不满10%，监管不要求披露。不过，尽管这些认股权证没有被行使，但出于向证交会提交申请的目的，这些认股权证必须被计算在内，从技术上讲，伯克希尔哈撒韦持有的股份将超过17%。伯克希尔哈撒韦获得的这些权证来自于2019年向西方石油公司提供的100亿美元贷款，帮助其以380亿美元收购阿纳达科公司。这笔贷款以伯克希尔哈撒韦购买优先股的形式发放，要求西方石油公司每年支付8%的股息。也就是每个季度2亿美元。当时巴菲特对CNBC表示，他是在押注油价将长期上涨。不过后来，巴菲特押注的油价在2020年初因新冠疫情爆发而表现不佳。在那年的股东大会上，巴菲特说：“如果你是西方石油股东或任何一家石油生产公司的股东，在油价走向方面你和我都犯了一个错误。”为了节省现金，西方石油公司以股票的形式向伯克希尔哈撒韦支付了第一和第二季度的贷款，后者分别获得了1730万股和1160万股股票。但截至2020年6月30日和9月30日，伯克希尔哈撒韦的13F文件中根本没有列出任何西方石油公司的股票，这表明，在石油市场的暴跌中，该公司出售了所购买的1900万股股票，以及作为股息收到的近2900万股股票。而现在，随着油价再次走强，巴菲特的投资组合中又出现了石油公司的名字。","news_type":1,"symbols_score_info":{"BRK.B":1,"BRK.A":1}},"isVote":1,"tweetType":1,"viewCount":1962,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}