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3 Buys in Berkshire Hathaway's Portfolio

These stocks are all undervalued according to our metrics.

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Last week, Berkshire Hathaway (BRK.A)/(BRK.B) released its first-quarter 13-F. Morningstar's resident Berkshire specialist, Gregg Warren, noted that the behemoth has been a net seller of equities this year. True, Berkshire picked up shares of PNC Financial (PNC). But it trimmed back elsewhere in the portfolio, "all of which seemed to be more moves on the part of Todd Combs and Ted Weschler to either take some profit off the table or derisk parts of their portfolios," says Warren. 

Moreover, Warren Buffett revealed during Berkshire's virtual annual meeting that the team had sold its entire airline stake in April and has ample cash on hand. 

Susan Dziubinski does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.