Watching for Warren's Portfolio Update


Warren Buffett's Berkshire Hathaway will soon reveal its portfolio holdings as of the end of the first quarter. I expect the SEC filing after the stock market's closing bell either today (Wednesday) or tomorrow (Thursday). No guarantees, of course.


THURSDAY MORNING UPDATE: Didn't happen Wednesday, so I'll be watching especially closely today.

Three months ago, when Berkshire filed its fourth quarter report, we learned that Buffett had accumulated an 8.6 percent stake in Kraft Foods. On the day of the filing, February 14, Kraft closed at $29.31. Last night, it finished at $31.14, for an increase of just over 6 percent. Current price:

We'll be waiting and watching.



Also coming up, a Warren Buffett "Triple Play" on CNBC television this Sunday evening, May 18. If you missed any of them, want to tape them, or just see them again, we're playing all three of Becky Quick's recent one-hour specials. That includes her behind-the-scenes look at this year's Berkshire Hathaway annual shareholders meeting.

  • 8p and 11p ET: Warren Buffett: The Billionaire Next Door - Going Global
    (Becky's trip to Asia with Buffett last fall.)
  • 9p and 12a ET: Warren Buffett: The Billionaire Next Door - Face to Face
    (Warren's 'Ask Buffett' marathon on CNBC's Squawk Box last March.)
  • 10p and 1a ET: The Billionaire Next Door: All Access
    (Buffett's weekend Woodstock of Capitalism with 31,000 fans attending.)

Current Berkshire price:

See Warren Buffett Watch on CNBC's The Call, most weekday mornings at 11:50a ET

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