What's Warren Buffett buying? The answer appears to be not much in the first quarter of this year, although his stakes in two healthcare companies and Kraft Foods did increase somewhat.
Berkshire Hathaway's just-released disclosure of its U.S. stock portfolio holdings as of March 31 does not include any new names. (Three months ago we learned from the quarterly filing that Buffett had accumulated a sizable stake in Kraft Foods.)
Remember, however, that Berkshire sometimes receives permission to hold back information about stocks it's actively acquiring.
After steadily cutting back on its Ameriprise Financial holdings over many months, Berkshire appears to have totally eliminated the stake. This quarter's filing does not list any holdings. It reported 4.3 million shares a year ago, 2.5 million shares at the end 2007's second quarter, 1.5 million for the third quarter, and just 662-thousand at the end of the year.