Warren Buffett's Berkshire Hathaway is expected to file its quarterly portfolio snapshot with the SEC after today's (Friday's) closing bell on Wall Street.
The report of Berkshire's publicly-traded U.S. stock holdings as of the end of the third quarter, September 30, could reveal whether Buffett has been buying U.S. stocks for Berkshire as enthusiastically as he has been buying for his own personal account.
There is, however, the matter of timing. Today's filing won't include any information about October.
Buffett's "I'm Buying American" op-ed in the New York Timeswas published on October 17. The benchmark S&P 500 stock index had dropped about 18 percent from its September 30 close by then, presumably creating some of the bargains Buffett was picking up in early October. We'll have to wait until mid-February's fourth quarter filing to get some clues about last month.
Three months ago, we learned that Berkshire has added a new stakein NRG Energy during the second quarter.