Berkshire Hathaway Q4 Updated 13F: Cut stake in TSM by 86%

Berkshire just released the 13F of Q4, and below are the major highlights

Selling: Shares difference from Q3:

• Exit NU
• Reduce USB by -91% // heading toward an exit
• Reduced TSM by -86% // surprise – probably sold since the price flacuated
• Reduced BK by -60% // heading toward an exit
• Reduced ATVI by -12% // don't understand where they are going with this
• Reduced CVX by -1%
• Reduced MCK by -11%
• Reduced KR by -0.5%
• Reduced Ally by -1%

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Buying:

• AAPL: Added 330K shares
• LPX: Added 1.2M shares ~22% increase over last Q // odd timing to add more of LPX
• Para: Added 2.4M shares ~ 3% increase over last Q // Interesting addition