How to Tell if Your Fund Invests With Buffett
Fund portfolio and Berkshire Hathaway shareholder data show which funds hold significant chunks of the company's stock.
Note: This article is part of Morningstar's coverage of the 2014 Berkshire Hathaway Annual Meeting. An earlier version of this article appeared May 1, 2013.
Fund investors, you may be investing with Warren Buffett and not even know it. The investing legend's firm, Berkshire Hathaway (BRK.A) (BRK.B), which holds its annual meeting Saturday, can be found in many mutual fund portfolios. Of course, unlike many of the individual company names found in fund portfolios, investing in Berkshire is almost akin to investing in another fund. The firm owns outright or invests in scores of companies, from giants such as the Burlington Northern Santa Fe to small businesses such as The McDowell News newspaper in Marion, N.C. (estimated population: 7,964).
Adam Zoll does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.