15 Smallest Stocks In Warren Buffett’s Portfolio

Published on August 18, 2023 at 2:34 pm by Ramish Cheema in Hedge Funds, News

In this piece, we will take a look at the 15 smallest stocks in Warren Buffett’s portfolio. If you want to skip our introduction to perhaps the best known investor of our time, then head on over to 5 Smallest Stocks In Warren Buffett’s Portfolio.

Warren Buffett is the most successful hedge fund investor of our time. While his firm Berkshire Hathaway Inc. (NYSE:BRK-A) is not structured as a hedge fund, meaning that it does not use leverage to make risky investments for massive profits, Mr. Buffett’s investment portfolio filed every quarter with the SEC still generates hype like the filings of major hedge funds do. After all, even though their investment strategies might be different, both Berkshire Hathaway and hedge funds rely on share price appreciations to grow their investments in value. However, unlike hedge funds, which often use a variety of trading strategies such as long, short, buying distressed debt, and small cap investing, Mr. Buffett’s firm simply pays extremely close attention to companies before it invests in them and then holds the shares for years to let the profits accrue.

Its success on the investing front has also made Mr. Buffett the most successful investor of our time. Our research covering the 20 Highest Paid Hedge Fund Managers of All Time shows that the top three fund managers have cumulatively made $176.2 billion in their time spent on the market and out of this, 65% of the compensation belongs to Mr. Buffett. Currently, the well known Oracle of Omaha is worth $118 billion, and is one of the richest people in the world.

Berkshire Hathaway’s investment portfolio is worth $348 billion as of June 2023 based on its SEC filings. This marks a $23 billion growth over the first quarter of 2023, and a more sizeable $55 billion annual growth. Seems like not only have Mr. Buffett’s investments continued to grow on the stock market even as the market is quite turbulent, but he might also be getting more money for investing.

Unlike hedge funds, which post periodic returns and make payouts to investors, Berkshire Hathaway earns its profits from the dividends of the firms that it has invested in. Getting dividends, and reinvesting them, is one of Warren Buffett’s favorite strategies and it fits in with his love of compounding which he discovered in his childhood. His decades spent on the stock market have seen him invest in some of the most popular, successful, and biggest companies in the world. As of Q2 2023, some of these firms in Warren Buffett’s portfolio are The Coca-Cola Company (NYSE:KO), Apple Inc. (NASDAQ:AAPL), and Bank of America Corporation (NASDAQ:BAC). If you want to find out more about Mr. Buffett’s longest held investments, then take a look at Warren Buffett’s 12 Longest Held Stocks.

The second quarter of 2023 hedge fund filing season is a crucial one since it shows what the funds might be thinking as interest rates touch record levels and the economy might be heading towards a recession. One sector that has caused some concern among investors is the real estate sector. This sector is one of the most sensitive to interest rate hikes, and the commercial office real estate sector in particular is quite jittery these days. Yet, it seems like Mr. Buffett might be long on the home building sector. He bought three new stocks during the second quarter, which are NVR, Inc. (NYSE:NVR), Lennar Corporation (NYSE:LEN), and D.R. Horton, Inc. (NYSE:DHI). All these stocks are up in double digit percentages year to date, but it looks like Mr. Buffett believes there might be more steam left in this rally.

With Warren Buffett’s latest investment portfolio out, we decided to take a look at the smallest stocks in his portfolio in terms of market capitalization, with the notable picks being StoneCo Ltd. (NASDAQ:STNE), Louisiana-Pacific Corporation (NYSE:LPX), and Liberty Latin America Ltd. (NASDAQ:LILA).

Our Methodology

To compile our list of Warren Buffett’s smallest stocks, we took a look at his second quarter of 2023 investment portfolio courtesy of SEC filings. Out of these, we picked the 15 stocks with the lowest market capitalization.

Smallest Stocks In Warren Buffett’s Portfolio

15. HP Inc. (NYSE:HPQ)

Warren Buffett’s Latest Investment: $3.7 billion

HP Inc. (NYSE:HPQ) is the personal computing division of HP, one of the oldest consumer technology firms in the world. Its shares are rated Buy on average but are lingering towards Hold.

Mr. Buffett’s investment firm owned a $7.9 billion stake in HP Inc. (NYSE:HPQ) during Q2 2023 making it the largest hedge fund investor. Including Berkshire 46 of the 910 hedge funds part of Insider Monkey’s database had also invested in the firm during the same time period.

HP Inc. (NYSE:HPQ) joins Louisiana-Pacific Corporation (NYSE:LPX), StoneCo Ltd. (NASDAQ:STNE), and Liberty Latin America Ltd. (NASDAQ:LILA) in our list of the smallest stocks in Warren Buffett’s second quarter of 2023 portfolio.

14. VeriSign, Inc. (NASDAQ:VRSN)

Warren Buffett’s Latest Investment: $2.8 billion

VeriSign, Inc. (NASDAQ:VRSN) is an internet company that enables firms to set up websites. Despite the turmoil in the technology sector, the firm has beaten analyst EPS estimates for all four of its latest quarters, and the stock is nearly flat year to date.

After digging through 910 hedge funds for their second quarter of 2023 shareholdings, Insider Monkey discovered that 35 had held a stake in the firm. VeriSign, Inc. (NASDAQ:VRSN)’s largest shareholder is Berkshire Hathaway, through its $2.8 billion investment.

13. Markel Group Inc. (NYSE:MKL)

Warren Buffett’s Latest Investment: $652 million

Markel Group Inc. (NYSE:MKL) has a market capitalization of $19.92 billion, out of which Berkshire Hathaway owns $652 million worth of shares. It belongs to one of Warren Buffett’s favorite investment sectors, insurance.

By the end of June 2023, 29 of the 910 hedge funds polled by Insider Monkey had bought Markel Group Inc. (NYSE:MKL)’s shares. After Berkshire, its largest shareholder is Brian Ashford-Russell and Tim Woolley’s Polar Capital since it owns 101,250 shares that are worth $140 million.

12. NVR, Inc. (NYSE:NVR)

Warren Buffett’s Latest Investment: $70 million

NVR, Inc. (NYSE:NVR) is a fresh addition to Berkshire’s investment portfolio, with the firm having bought 11,112 shares of the firm that are worth $70 million in the second quarter. The firm has a market capitalization of $19.6 billion and its shares are rated Buy on average.

During this year’s second quarter, 41 of the 910 hedge funds part of Insider Monkey’s research had held a stake in the company. NVR, Inc. (NYSE:NVR)’s biggest shareholder in our database is Ric Dillon’s Diamond Hill Capital with a stake worth $615 million.

11. Celanese Corporation (NYSE:CE)

Warren Buffett’s Latest Investment: $620 million

Celanese Corporation (NYSE:CE) is a chemicals company that sells products to a variety of industries such as medicine, food production, and car manufacturing. While Mr. Buffett’s investment firm owned a $620 million stake in the firm during Q2 2023, this was after a 40% reduction.

Along with Berkshire, 30 of the 910 hedge funds part of Insider Monkey’s database had also invested in Celanese Corporation (NYSE:CE) as of Q2 2023 end. Out of these, the second largest investor is Natixis Global Asset Management’s Harris Associates since it owns $207 million worth of shares.

10. Globe Life Inc. (NYSE:GL)

Warren Buffett’s Latest Investment: $275 million

Globe Life Inc. (NYSE:GL) is another insurance company. The firm was set up in 1979 and it primarily provides life and health insurance products. Berkshire Hathaway had invested $275 million in the firm during 2023’s June quarter, and this marked a massive 61% drop.

Globe Life Inc. (NYSE:GL)’s market capitalization is $10.7 billion, and 29 of the 910 hedge funds screened by Insider Monkey had bought its shares as of June 2023.

9. Floor & Decor Holdings, Inc. (NYSE:FND)

Warren Buffett’s Latest Investment: $496 million

Floor & Decor Holdings, Inc. (NYSE:FND), as the name suggests, sells flooring and other household construction and decoration products. It managed to meet analyst EPS estimates for its second quarter, and the shares are rated Buy on average.

During this year’s second quarter, 36 of the 910 hedge funds part of Insider Monkey’s research had held a stake in the company. Out of these, Floor & Decor Holdings, Inc. (NYSE:FND)’s biggest shareholder is Berkshire Hathaway with an investment of $496 million.

8. Paramount Global (NASDAQ:PARA)

Warren Buffett’s Latest Investment: $1.49 billion

Paramount Global (NASDAQ:PARA) is an entertainment company that operates television networks and film studios. It is currently battling a Hollywood strike and has a market capitalization of $9.57 billion.

Mr. Buffett’s investment firm is Paramount Global (NASDAQ:PARA)’s biggest hedge fund shareholder since it owns 93.7 million shares that are worth $1.49 billion. Along with it, 39 of the 910 hedge funds polled by Insider Monkey for their second quarter of 2023 investments had also bought the shares.

7. DaVita Inc. (NYSE:DVA)

Warren Buffett’s Latest Investment: $3.63 billion

DaVita Inc. (NYSE:DVA) is a healthcare company that focuses on meeting the dialysis needs of kidney patients. The firm was in for some good news in August as UBS upgrades its share price rating to Buy from Neutral and increased the share price target by $42 to $142.

During this June quarter, 30 of the 910 hedge funds surveyed by Insider Monkey had held a stake in the company. DaVita Inc. (NYSE:DVA)’s biggest shareholder out of these is Mr. Buffett’s investment firm since it has a $3.63 billion stake, with DaVita Inc. (NYSE:DVA)’s market capitalization being $9.19 billion.

6. Ally Financial Inc. (NYSE:ALLY)

Warren Buffett’s Latest Investment: $783 million

Ally Financial Inc. (NYSE:ALLY) is a financial services firm that provides insurance, car loans, and mortgages. The company beat second quarter 2023 analyst EPS estimates, and its market capitalization is $8.17 billion.

After scouring through 910 hedge funds for their Q2 2023 shareholdings, Insider Monkey discovered that 46 had bought Ally Financial Inc. (NYSE:ALLY)’s shares. While Berkshire Hathaway is the largest shareholder out of these, Natixis Global Asset Management’s Harris Associates also owns a sizeable $703 million investment.

StoneCo Ltd. (NASDAQ:STNE), Ally Financial Inc. (NYSE:ALLY), Louisiana-Pacific Corporation (NYSE:LPX), and Liberty Latin America Ltd. (NASDAQ:LILA) are some of the smallest stocks that Warren Buffett has invested in.

Click to continue reading and see 5 Smallest Stocks In Warren Buffett’s Portfolio.

AI Fire Sale: Insider Monkey’s #1 AI Stock Pick Is On A Steep Discount

Published on December 13, 2024 at by Inan Dogan, PhD

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

The whispers are turning into roars.

Artificial intelligence isn’t science fiction anymore.

It’s the revolution reshaping every industry on the planet.

From driverless cars to medical breakthroughs, AI is on the cusp of a global explosion, and savvy investors stand to reap the rewards.

Here’s why this is the prime moment to jump on the AI bandwagon:

Exponential Growth on the Horizon: Forget linear growth – AI is poised for a hockey stick trajectory.

Imagine every sector, from healthcare to finance, infused with superhuman intelligence.

We’re talking disease prediction, hyper-personalized marketing, and automated logistics that streamline everything.

This isn’t a maybe – it’s an inevitability.

Early investors will be the ones positioned to ride the wave of this technological tsunami.

Ground Floor Opportunity: Remember the early days of the internet?

Those who saw the potential of tech giants back then are sitting pretty today.

AI is at a similar inflection point.

We’re not talking about established players – we’re talking about nimble startups with groundbreaking ideas and the potential to become the next Google or Amazon.

This is your chance to get in before the rockets take off!

Disruption is the New Name of the Game: Let’s face it, complacency breeds stagnation.

AI is the ultimate disruptor, and it’s shaking the foundations of traditional industries.

The companies that embrace AI will thrive, while the dinosaurs clinging to outdated methods will be left in the dust.

As an investor, you want to be on the side of the winners, and AI is the winning ticket.

The Talent Pool is Overflowing: The world’s brightest minds are flocking to AI.

From computer scientists to mathematicians, the next generation of innovators is pouring its energy into this field.

This influx of talent guarantees a constant stream of groundbreaking ideas and rapid advancements.

By investing in AI, you’re essentially backing the future.

The future is powered by artificial intelligence, and the time to invest is NOW.

Don’t be a spectator in this technological revolution.

Dive into the AI gold rush and watch your portfolio soar alongside the brightest minds of our generation.

This isn’t just about making money – it’s about being part of the future.

So, buckle up and get ready for the ride of your investment life!

Act Now and Unlock a Potential 10,000% Return: This AI Stock is a Diamond in the Rough (But Our Help is Key!)

The AI revolution is upon us, and savvy investors stand to make a fortune.

But with so many choices, how do you find the hidden gem – the company poised for explosive growth?

That’s where our expertise comes in.

We’ve got the answer, but there’s a twist…

Imagine an AI company so groundbreaking, so far ahead of the curve, that even if its stock price quadrupled today, it would still be considered ridiculously cheap.

That’s the potential you’re looking at. This isn’t just about a decent return – we’re talking about a 10,000% gain over the next decade!

Our research team has identified a hidden gem – an AI company with cutting-edge technology, massive potential, and a current stock price that screams opportunity.

This company boasts the most advanced technology in the AI sector, putting them leagues ahead of competitors.

It’s like having a race car on a go-kart track.

They have a strong possibility of cornering entire markets, becoming the undisputed leader in their field.

Here’s the catch (it’s a good one): To uncover this sleeping giant, you’ll need our exclusive intel.

We want to make sure none of our valued readers miss out on this groundbreaking opportunity!

That’s why we’re slashing the price of our Premium Readership Newsletter by a whopping 70%.

For a ridiculously low price of just $29, you can unlock a year’s worth of in-depth investment research and exclusive insights – that’s less than a single restaurant meal!

Here’s why this is a deal you can’t afford to pass up:

• Access to our Detailed Report on this Game-Changing AI Stock: Our in-depth report dives deep into our #1 AI stock’s groundbreaking technology and massive growth potential.

• 11 New Issues of Our Premium Readership Newsletter: You will also receive 11 new issues and at least one new stock pick per month from our monthly newsletter’s portfolio over the next 12 months. These stocks are handpicked by our research director, Dr. Inan Dogan.

• One free upcoming issue of our 70+ page Quarterly Newsletter: A value of $149

• Bonus Reports: Premium access to members-only fund manager video interviews

• Ad-Free Browsing: Enjoy a year of investment research free from distracting banner and pop-up ads, allowing you to focus on uncovering the next big opportunity.

• 30-Day Money-Back Guarantee: If you’re not absolutely satisfied with our service, we’ll provide a full refund within 30 days, no questions asked.

Space is Limited! Only 1000 spots are available for this exclusive offer. Don’t let this chance slip away – subscribe to our Premium Readership Newsletter today and unlock the potential for a life-changing investment.

Here’s what to do next:

1. Head over to our website and subscribe to our Premium Readership Newsletter for just $29.

2. Enjoy a year of ad-free browsing, exclusive access to our in-depth report on the revolutionary AI company, and the upcoming issues of our Premium Readership Newsletter over the next 12 months.

3. Sit back, relax, and know that you’re backed by our ironclad 30-day money-back guarantee.

Don’t miss out on this incredible opportunity! Subscribe now and take control of your AI investment future!

Subscribe Now!

No worries about auto-renewals! Our 30-Day Money-Back Guarantee applies whether you’re joining us for the first time or renewing your subscription a year later!

China’s terrifying internet “Master Key”… and the one microcap that could stop them

Published on December 18, 2024 at by Insider Monkey Staff

In August 2024, news outlets around the world revealed one of the most shocking data breaches in recent history.

Approximately 2.9 billion records, including names, email addresses, phone numbers, mailing addresses, financial data and, distressingly, Social Security numbers, were stolen when Coral Springs, Florida, firm National Public Data (NPD) suffered a massive cyberattack. The company confirmed that the breach, which happened in December 2023, resulted in the potential leaks of data in the summer of 2024.

Nearly every day in the news, we hear about yet another damaging data breach or ransomware attack that puts valuable data — including yours — into the hands of hackers. And the number of attacks is soaring — up 30% year over year according to the latest numbers.

As bad as this is, it’s a day at the beach compared to what’s coming.

That’s because hostile nations across the globe — including Iran, North Korea, Russia and Communist China are going all-out to develop a breakthrough technology that will unlock what I call the “Master Key” to the Internet.

If they succeed in harnessing this groundbreaking “Master Key” technology, the consequences could be catastrophic.

Click to continue reading…

Insider Monkey Ads

Markets

Insider Trading

Hedge Funds

Retirement

Opinion

Log In

Sign Up