ECP | Luxemburg, 18.02.2021
This was the week of 13F filings. The 13F are the quarterly reports filed with the SEC by the US based institutional investors. Just like quarterly earnings release by companies, the 13F filings are also closely watched and followed amongst the investor community. Amid the barrage of newsfeed, we came across the news of Berkshire Hathaway, investment vehicle of Mr. Warren Buffett, building 33% stake in Davita Inc. Now, it seems that it is certainly not the trading position he has been routinely taking lately. We are highlighting this news, because it ties together back to the morning coffee, we wrote two weeks back on Fresenius SE.
Mit freundlichen Grüssen aus Luxembourg
Léon Kirch, CIO & Partner
