Company Overview and News

126
Oakmark Global Fund: Third Quarter 2018

2018-10-08 seekingalpha
Oakmark Global Fund – Investor Class Average Annual Total Returns (09/30/18) Since Inception (08/04/99) 10.18% 10–year 8.44% 5–year 6.33% 1–year 1.02% 3–month 0.09% Gross Expense Ratio as of 09/30/17 was 1.21% Net Expense Ratio as of 09/30/17 was 1.15%
NOV TPK MLUSG UGLD LLOBF RYAAY MTUAY MTUAF GE DSLV CSSLF USGPF ARNC DDAIF JBAXY GOOGL LLDTF TPRKY DGLD GOOG IPG CS BAC TVPKF GM USG ORCL JBARF GEC LLOY VIIX VIIZ RYAOF MA LYG NAPRF LLPH CSGKF LLPK LLPJ LLPE LLPD LLPG LLD5 GNE ZIV LLD7 LLPC USLV LLD6 TVIX LLD1 THC TV LLD2 XIV

56
Eagle Materials: Worth Paying More For Quality?

2018-08-26 seekingalpha
Eagle Materials is, by pretty much any measure, one of the better structured firms competing in the construction space.
MLUSG USGPF USG MLM EXP USCR

113
Tracking Prem Watsa's Fairfax Financial Holdings Portfolio - Q2 2018 Update

2018-08-16 seekingalpha - 13
Fairfax Financial’s largest three stakes are BlackBerry, Resolute Forest Products, and Kennedy Wilson. They together account for ~57% of the 13F assets.
SSYS AP FRFHF CRAY PKX MLUSG RAIL SBNY GE KWN.CL USGPF RFP MDR SSWN BBRY IPI JNJ NTES BB SSWA MCDFF AGX SSW CTL KW RFP KWN ICD GM USG IBM GEC BB CRR ARG HP FLR GNE CBI

162
Tracking Warren Buffett's Berkshire Hathaway Portfolio - Q2 2018 Update

2018-08-15 seekingalpha - 9
Berkshire Hathaway increased US Bancorp, Goldman Sachs, Southwest Airlines, and Delta Airlines while reducing Phillips 66.
LBTY PSX THI UAL QSR.WI SIRI MLUSG LBTYK LILAB VRSK BAC BKW UPS USGPF MDLZ SYF TMK BRK.A JNJ BK LILAK VZ BATRA LSXMB WFCNP TMK BATRK LSXMA BATRR VZA STOR BAC CHTR AAPL MON BATRB GM USG QSR DAL WFC FWONB COST LBTYB MA VRSN LBTYA AXTA SNY FWONA V SRG KHC FWONK LSXMK LILA

26
Berkshire's Combs Aided Buffett in Showdown Over USG Transaction - Bloomberg

2018-07-23 bloomberg
Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.
BRK.A MLUSG USGPF USG

82
SA Interview: The Future Of Equity Research With Michael Boyd

2018-07-22 seekingalpha
The opportunities investors miss by relying on screens, when a non-actionable thesis can be just as valuable as an actionable one and the importance of being able to effectively communicate your thesis are topics discussed.
WFCNP AMID HTA SXE BAC NSH MLUSG SYK USG NNBR USCR WFC DOOR DDR DOC USGPF RVI.WI CNMD JPM RVI ITW NS DDR.WI DHR BRKR NPO

35
Warren Buffett's Happy. And You Should Be Too

2018-06-12 seekingalpha
After months of drama, the management team at USG Corp. finally agreed to sell off their business to Knauf for $6.9 billion on an EV basis.
BRK.A MLUSG USGPF USG

35
Warren Buffett finally gets closure on one of his rare investing mistakes

2018-06-11 cnbc
USG Corp. agreed to a $7 billion buyout by Germany's Knauf AG after Buffett's Berkshire Hathaway threw its support behind a shareholder uprising. Berkshire is USG's biggest shareholder, with a stake of 31 percent, and had said earlier this year it would vote against USG's four director nominees after the company rebuffed an earlier Knauf bid.
BRK.A MLUSG USGPF USG

47
USG takes US$7 billion offer from Knauf after spurned advances - Channel NewsAsia

2018-06-11 channelnewsasia
Sheetrock maker USG Corp accepted a US$7 billion cash offer from German construction products maker Gebr Knauf KG on Monday after three months of back-and-forth negotiations that began when longtime USG shareholder Warren Buffett teamed up with the German bidder to sell his stake.
BRK.A MLUSG USGPF USG MS

47
USG takes $7 billion offer from Knauf after spurned advances

2018-06-11 reuters
(Reuters) - Sheetrock maker USG Corp (USG.N) accepted a $7 billion cash offer from German construction products maker Gebr Knauf KG on Monday after three months of back-and-forth negotiations that began when longtime USG shareholder Warren Buffett teamed up with the German bidder to sell his stake.
BRK.A MLUSG USGPF USG MS

227
Tracking Prem Watsa's Fairfax Financial Holdings Portfolio - Q1 2018 Update

2018-05-17 seekingalpha - 9
Fairfax Financial’s largest five stakes are BlackBerry, Resolute Forest Products, Kennedy-Wilson, USG, and Intrepid Potash. They together account for ~85% of the US long assets.
SSYS PGH AP FRFHF CRAY PKX MLUSG RAIL NWPX SBNY GE USGPF KWN.CL RFP MDR SSWN BBRY BRK.A IPI ATUSF JNJ NTES BB SSWA MCDFF GRVVF WFCNP AGX SSW KLIC CHRRF PRAGY CTL XCOOQ KW RFP KWN JEC XCOO USG IBM WFC GEC DEST BB XCO CRR ARG HP RPXC FLR GNE

720
Tracking Warren Buffett's Berkshire Hathaway Portfolio - Q1 2018 Update

2018-05-16 seekingalpha - 8
This article is part of a series that provides an ongoing analysis of the changes made to Berkshire Hathaway’s (NYSE:BRK.A) (NYSE:BRK.B) 13F stock portfolio on a quarterly basis. It is based on Warren Buffett’s regulatory 13F Form filed on 05/15/2018. Please visit our Tracking 10 Years Of Berkshire Hathaway's Investment Portfolio article series for an idea on how his holdings have progressed over the years and our previous update for the moves in Q4 2017.
LBTY PSX TEVA THI UAL WMT QSR.WI SIRI SHLD MLUSG LBTYK LILAB BAC BKW UPS AAL USGPF MDLZ SYF TMK BRK.A BK JNJ LILAK VZ BATRA LSXMB WFCNP TMK BATRK PG LSXMA MTB BATRR AXP MCO VZA STOR BAC USB GS CHTR AAPL MON KO BATRB GM USG QSR DVA DAL LUV IBM WFC FWONB COST LBTYB VRSN AXTA MA LBTYA SNY FWONA V SRG KHC FWONK LSXMK LILA

35
USG's four director nominees fail to win shareholder backing

2018-05-11 reuters
May 11 (Reuters) - U.S. building products maker USG Corp , backed by Warren Buffett, said on Friday four directors were not re-elected to its board.
BRK.A MLUSG USGPF USG

422
The 3 Best and Worst of Warren Buffet Stock Picks

2018-05-07 investorplace - 3
So Warren Buffet’s Berkshire Hathaway Inc. (NYSE: BRK.B) (NYSE: BRK.A) delivered its annual report recently, and the big headline seemed to be that the Warren Buffett stock picks in Berkshire’s portfolio didn’t perform all that well so far this year. I think that’s a ridiculous way to evaluate Warren Buffett stock picks because he is a long-term investor.
IBM USGPF TEVA MA TEVVF BAC BRK.A MLUSG V TEVJF AAPL USG DAL

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