| Berkshire's Q4 stock moves will be revealed on Monday Sometime after the close of U.S. stock trading on Monday, Berkshire Hathaway will file its latest stock portfolio snapshot with the SEC.
The 13F will show the company's holdings in publicly-traded U.S. stocks as of December 31. (At times, Berkshire asks for and receives permission from the SEC to keep some positions secret, especially when it is in the process of building a position.)
In its preview piece, Barron's predicts that given Buffett's caution so far during the pandemic, "it's a good bet" the filing "won't show much buying activity in the fourth quarter."
It sold more stocks than it bought in the third quarter, and Barron's notes Berkshire was a net seller of $7 billion in stocks during the first three quarters of last year, and a net seller of $8 billion in 2020.
 Barron's also points out that given Berkshire's $149 billion in cash, some of its stockholders would have liked to see more aggressive buying from Buffett and his portfolio managers.
Berkshire, however, has been buying a lot of its own stock. That's been a winner, with the company's shares up around 33% over the past twelve months, far outperforming the benchmark S&P's gain of just under 13%.
We won't get details on Q4 buybacks until Berkshire releases its annual report, along with Buffett's annual letter to shareholders, on Saturday morning, February 26.
Berkshire and DaVita amend standstill agreement In an amendment to their existing standstill agreement, Berkshire is now promising DaVita that it will "cause any share of voting stock that it beneficially owns in excess of 40% to be voted in accordance with the recommendation of the Company's Board of Directors."
The revised agreement, designed to assure the kidney dialysis company that Berkshire will not attempt to interfere with its strategy or attempt a hostile takeover, includes the pledge Berkshire made in 2013 to not buy any additional stock if it already owns more than 25% of DaVita's outstanding shares.
Berkshire hasn't added to its holding since 2014, but as a percentage of shares outstanding, its stake has been increasing because DaVita has been buying back its own stock.
Right now, Berkshire's roughly 36 million shares account for just over 37% of DaVita's shares outstanding, apparently prompting the new agreement's 40% threshold.
Last year at this time, those same shares were roughly 32% of the outstanding shares.
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BERKSHIRE STOCK WATCH
  BERKSHIRE'S TOP U.S. STOCK HOLDINGS - Feb. 11, 2022
 Berkshire's top holdings of disclosed publicly-traded U.S. stocks by market value, based on today's closing prices.
Holdings are as of September 30, 2021 as reported in Berkshire Hathaway's 13F filing on November 15, 2021, except for Apple, Bank of America, and U.S. Bancorp, which also include shares held as of September 30, 2021 as disclosed in New England Asset Management's 13F filing on August 16, 2021.
In addition to U.S. stocks, shares held as of December 31, 2020 of China's BYD, as listed in Buffett's 2020 letter to shareholders, are included. The price of those shares in U.S. trading is used to approximate the current market value of the position. The value of the stake as a percentage of the company's market value is fixed at what was listed as of December 31, 2020 in the letter.
The full list of holdings and current market values is available from CNBC.com's Berkshire Hathaway Portfolio Tracker.
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-- Alex Crippen, Editor, Warren Buffett Watch
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