Wells Fargo & Co (WFC), Berkshire Hathaway Inc. (BRK.B): Check Capital Betting Big On These Stocks

Microsoft Corporation (NASDAQ:MSFT) is a very popular stock these days, making the top five of Check Capital Management as well. Although fund management has reduced their position by 63,176 shares, Check still owns approximately 400,000 shares of the tech giant. Windows 8 did not have the success Microsoft Corporation (NASDAQ:MSFT) hoped for, but it still has generated solid profits for Bill Gates’ company. Microsoft has increased their efforts to promote their mobile Operating System – Windows Phone – used by Nokia Corporation (ADR) (NYSE:NOK) in their smartphones. Microsoft’s stock price has advanced 24% in 2013 thus far.

Final remarks

Steven Check has built a balanced equity portfolio for Check Capital Management, which has constantly performing stocks among its biggest holdings. The fund is also trying to create an edge by investing in riskier companies that he considers to have good prospects. Compare this equity portfolio with those of other hedge funds, and also check out our market-beating strategy for more information. We reveal the details of this strategy in our premium section, and you can also download the free edition of our newsletter here.

Disclosure: none