Investment conglomerate Berkshire Hathaway (BRK.B:NYSE) attracts investor interest in the companies it is buying and selling that is revealed through quarterly 13F filings.

These are a regulatory requirement for all firms with more than $100 million in assets under management. At last count on 14 August the publicly traded portfolio was worth $348 billion.

In addition the firm holds a record $147 billion of cash and equivalents. But the company, led by chairman Warren Buffett, is also a good barometer of the health of the US economy given its broad span of wholly owned businesses, ranging from energy to transportation and insurance.

The shares reached a new all-time high in September reflecting a resilient US economy which continues to surprise to the upside. The initial reading on US third quarter GDP came in at 5% compared with 4.3% expected by economists.

When Berkshire reports third-quarter results on 3 November it is expected to deliver a slight drop in revenue to $76.7 billion but a 22% increase in EPS (earnings per share) to $4.30.

It will be interesting to see if the company continued to buy back shares during the quarter having purchased $1.4 billion in the second quarter and $4.4 billion in the first quarter. 

US UPDATES OVER THE NEXT 7 DAYS

QUARTERLY RESULTS

3 November: Enbridge, Sempra Energy, Dominion Energy, Restaurant Brands, Gartner, Cardinal Health

6 November: Berkshire Hathaway, Vertex, NXP, Tripadvisor, Talos Energy, EverCommerce, Paymentus, Tecnoglass, Beam, Air Transport Services

7 November: Gilead, Uber Tech, Air Products, Occidental, Devon Energy, Datadog

8 November: Walt Disney, Biogen, Manulife Financial, MGM, Taboola

9 November: SoftBank Group, Suncor Energy, Constellation Software, Enstar, Nova

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