Berkshire Hathaway (BRK-B, BRK-A) and Warren Buffett may have surprised the markets with the $28 billion purchase of H.J. Heinz Company (HNZ) announced Thursday.
But there is more than just the latest deal announcement to consider. Stock markets have been rising in 2013 and Berkshire has been outperforming the broader market so far.
The conglomerate's most recent U.S.-listed equity holdings have been released. Berkshire Portfolio managers Todd Combs and Ted Weschler are getting even more entrenched as far as their ability to add to positions.
Berkshire's total equity holdings at the end of 2012 were $75.3 billion, more or less the same as the September quarter.
Third-quarter eliminations from the portfolio, reported in November 2012, were CVS Caremark (CVS), Dollar General (DG), and Ingersoll Rand (IR).
While Heinz was not listed as a formal holding of Berkshire in its 13G securities filing for the fourth quarter, the Berkshire, 3G buyout of H.J. Heinz (HNZ), announced Thursday suggests the company will soon be a preferred holding of the Berkshire empire.