Tracking Buffett: Berkshire’s Q1 Foreign Equity Performance
April 5th, 2009
Ravi Nagarajan submits:
Last week, I wrote about Berkshire Hathaway’s (BRK.A) (BRK.B) equity portfolio results for Q1 2009. I based this analysis on the positions listed in the Form 13F report that institutional investment managers must file with the SEC each quarter. Form 13F includes shares of foreign issuers only if those shares are held as ADRs that trade on a United States stock exchange. Shares that trade on foreign exchanges are not reported on this form. See question 40 on the Form 13F FAQ for additional details. It turns out that three major Berkshire holdings are not included on Form 13F because they trade on foreign exchanges. Let’s take a look at how these holdings performed in Q1.
POSCO (PKX)
