What is Berkshire Hathaway’s secret stock? A major investment by Warren Buffett could be announced tomorrow.

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What is the

Berkshire Hathaway

secret stock?

Conglomerate Warren Buffett could reveal that equity holding when he publishes his stock investments as of December 31, 2020 on the filed of securities expected late Tuesday.

There is a possibility that it could be

Walt Disney

(ticker: DIS),

PayPal

(PYPL), Google’s parent

Alphabet

(GOOGL),

Home Center

(HD),

Exxon Mobil

(XOM), no

Chevron

(CVX).

When it released their latest quarterly filing in mid-November for about $ 250 billion of equity funds, Berkshire (BRK.B) said they had secretly filed for anonymous investments, saying “Confidential information released in public form 13F was reported and filed separately by the U.S. Securities and Exchange Commission. “

Berkshire Buffett CEO has rarely used secret filing in the last decade. The last one of its kind was in 2015, and it seemed to be the mystery

Phillips 66

(PSX).

The SEC can grant institutional investors confidential status if it agrees that public disclosure will move the price of the stock and make it more difficult for the investor to complete its purchase program in the stock. It is possible that Berkshire will continue to keep its secrets a secret. News of a new tenure in Berkshire sometimes gives the stock a boost, thanks to Buffett imprimatur.

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The seizure of secrecy could be huge, at $ 5 billion to $ 10 billion.

Gary Black, private investor and vice president of both Aegon Asset Management and Janus Capital, surveyed its more than 50,000 Twitter followers and Disney and PayPal were their top choices among four picks.

Black has been an influential bull

Tesla

(TSLA), but said last week it was out of stock, citing the company’s lack of a clear forecast for 2021 delivery and the risk of losing employment in the first quarter.

Buffett has recently sold out of a Berkshire holdout

Goldman Sachs Group

(GS), reduced interest in

Chase JPMorgan

(JPM), cutting into longtime positioning

Wells Fargo

(WFC) and bought stakes in a group of drugs in particular

Merck

(MRK),

AbbVie

(ABBV), and

Squibb Bristol Myers

(BMY).

Write to Andrew Bary at [email protected]