Twitter user @s17_scott and TMC user Thekiwi pointed out to me that Berkshire Hathaway omitted one company from its 13F filing, and instead disclosed this newly acquired stake separately to the SEC in a confidential filing, because it was worried that disclosing the position to the public would move the market too much.
So if it was true that Berkshire bought a bunch of TSLA, what is the fear or moving the market too much, and for what stocks?
Maybe they dumped BYD and bought TSLA? or TSLA goes up because BRK bought a bunch weeks or months ago? Wouldn't that be a good thing for them? Or people start shorting BRK because they own TSLA? Bad for BRK because Tesla Insurance competes with Geico? Bad for BRK because Semi hurts BNSF? So many possibilities!