幾乎沒有哪家公司的投資舉動會像伯克希爾·哈撒韋公司的那樣遭到人們的密切關注，因為它們多少會展現出沃倫·巴菲特每個季度對于股票的看法。

上周二晚些時候，公司向美國證券與交易委員會（SEC）提交了截至6月30日的股票持有情況。結果是巴菲特和公司增加了對高盛（Goldman Sachs）、蘋果（Apple）、梯瓦制藥（Teva Pharmaceuticals），以及西南航空（Southwest Airlines）和達美航空（Delta Air Lines）這兩家航空公司的持股。

這些信息是伯克希爾·哈撒韋公司在每個季度向證監會提交的13-F報表中披露的。

伯克希爾在2008年金融危機期間首次購買了高盛的優先股。今年第二季度，他們增加了21%的持股，截至6月底共持有高盛公司1,330萬股，價值29.2億美元。

盡管巴菲特傾向于與科技界劃清界限，但蘋果在他眼中是個特例。他表示蘋果的iPhone是“極其有用的產品”。6月30日，伯克希爾增加了蘋果5%的持股，目前共持有2.52億股，價值近470億美元。

巴菲特也哀嘆了之前投資一些航空公司的決定，表示那些資本太昂貴，幾乎沒掙到錢。不過表格顯示，伯克希爾還是增持了達美航空和西南航空這兩家航空公司的股票，同時減少了對聯合航空（United Airlines）和美國航空（American Airlines）的持股。

今年第二季度，伯克希爾還增持了梯瓦制藥6.7%的股票，他們之前在第一季度大幅購買了該公司的股票。

幾十年來，巴菲特與他的合伙人查理·芒格一同經營著伯克希爾，盡管最近該公司也依靠于資金經歷托德·庫姆斯和泰德·韋斯勒。伯克希爾完全擁有的公司包括蓋可保險（GEICO）、冰雪皇后（Dairy Queen）和Fruit of the Loom等，不過他們也會投資公開上市公司。（財富中文網）

譯者：嚴匡正

Few investment moves are watched as closely as Berkshire Hathaway’s, as they give some insight every quarter into Warren Buffett’s thinking on equities.

Late Tuesday, the firm notified the SEC of its stock holdings as of June 30. The result: Buffett & Co. bought more shares of Goldman Sachs, Apple, Teva Pharmaceuticals, and two airlines: Southwest Airlines and Delta Air Lines.

The disclosures were made in Berkshire Hathaway’s 13-F form filed each quarter with the SEC.

Berkshire first bought Goldman’s preferred stock during the financial crisis in 2008. In the second quarter, it increased its stake by 21% to hold 13.3 million Goldman shares worth $2.92 billion at the end of June.

While Buffett has tended to steer clear of the tech industry, he’s made an exception with Apple, saying it has “an enormously useful product” in the iPhone. Berkshire boosted its stake in Apple by about 5% to 252 million shares on June 30, a stake worth nearly $47 billion. The purchases came as Apple continued its march toward a $1 trillion valuation.

Buffett has also lamented some of his past investments in airlines, saying they are capital expensive and earn little money. But Berkshire increased its stakes in two airlines—Delta and Southwest—while trimming holdings in United and American Airlines, the form showed.

Berkshire also increased its stake in drugmaker Teva Pharmaceutical by 6.7% in the second quarter, after adding to it substantially in the first quarter.

For decades, Buffett ran Berkshire along with his partner Charlie Munger, although recently the firm has also relied on the firm’s money managers Todd Combs and Ted Weschler. Berkshire wholly owns companies such as GEICO, Dairy Queen and Fruit of the Loom but also invests in publicly traded companies.