Berkshire Hathaway
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| WFCWells Fargo & Co. | 20.07% | 463,458,123 | $21.0B | added0% | −0.72 pp | 3 q |
| KOCoca-Cola Company | 15.76% | 400,000,000 | $16.5B | held | — | 3 q |
| AXPAmerican Express Company | 13.12% | 151,610,700 | $13.8B | held | — | 3 q |
| IBMInternational Business Machines Corporation | 12.19% | 68,121,984 | $12.8B | held | — | 3 q |
| PGProcter & Gamble Company | 4.10% | 52,793,078 | $4.3B | held | — | 3 q |
| XOMExxon Mobil Corp | 3.97% | 41,129,643 | $4.2B | added+3% | +0.22 pp | 3 q |
| WMTWalmart Inc. | 3.71% | 49,483,733 | $3.9B | added0% | −0.25 pp | 3 q |
| USBU.S. Bancorp | 3.06% | 79,320,901 | $3.2B | added0% | −0.08 pp | 3 q |
| unresolvedDirectv | 2.41% | 36,514,700 | $2.5B | held | — | 3 q |
| DVADaVita Inc. | 2.20% | 36,461,294 | $2.3B | added+16% | +0.26 pp | 3 q |
| GSGoldman Sachs Group Inc. | 2.14% | 12,631,531 | $2.2B | new | +2.14 pp | new |
| PSXPhillips 66 | 2.00% | 27,163,918 | $2.1B | held | — | 3 q |
| MCOMoody's Corporation | 1.85% | 24,669,778 | $1.9B | trimmed−1% | −0.05 pp | 3 q |
| GMGeneral Motors Company | 1.56% | 40,000,000 | $1.6B | held | — | 3 q |
| GHCGraham Holdings Company | 1.09% | 1,727,765 | $1.1B | new | +1.09 pp | new |
| unresolvedU S G Corp | 0.94% | 34,890,174 | $990M | added×2.0 | +0.41 pp | 3 q |
| BNYBank of New York Mellon Corporation | 0.82% | 24,652,836 | $861M | held | — | 3 q |
| unresolvedChicago Bridge & Iron Co N V | 0.76% | 9,550,755 | $794M | held | — | 3 q |
| COPConocoPhillips | 0.75% | 11,079,958 | $783M | trimmed−18% | −0.27 pp | 3 q |
| unresolvedLiberty Media Corp Delaware | 0.74% | 5,300,000 | $775M | trimmed−6% | −0.16 pp | 3 q |
| NOVNOV Inc. | 0.67% | 8,880,000 | $706M | held | — | 3 q |
| VRSNVeriSign Inc | 0.63% | 10,961,520 | $655M | held | — | 3 q |
| VIABViacom Inc. Class B | 0.63% | 7,607,200 | $664M | held | — | 3 q |
| MTBM&T Bank Corp. | 0.60% | 5,382,040 | $627M | held | — | 3 q |
| unresolvedPrecision Castparts Corp | 0.51% | 1,977,336 | $532M | held | — | 3 q |
| COSTCostco Wholesale Corp | 0.49% | 4,333,363 | $516M | held | — | 3 q |
| SUSuncor Energy, Inc. | 0.43% | 13,000,000 | $456M | trimmed−28% | −0.27 pp | 3 q |
| WBCWabco Holdings Inc. | 0.36% | 4,076,325 | $381M | held | — | 3 q |
| DEDeere & Company | 0.35% | 3,978,767 | $363M | held | — | 3 q |
| VVISA Inc. | 0.33% | 1,555,459 | $346M | held | — | 3 q |
| MAMastercard Incorporated | 0.32% | 405,000 | $338M | held | — | 3 q |
| TMKGlobe Life Inc. | 0.32% | 4,235,818 | $331M | held | — | 3 q |
| unresolvedGeneral Electric Co | 0.28% | 10,585,502 | $297M | added×18.0 | +0.26 pp | 3 q |
| LBTYALiberty Global Ltd. Class A | 0.25% | 2,948,285 | $262M | new | +0.25 pp | new |
| SNYSanofi | 0.20% | 3,905,875 | $209M | held | — | 3 q |
| unresolvedStarz | 0.13% | 4,541,881 | $133M | trimmed−19% | −0.04 pp | 3 q |
| unresolvedMedia Gen Inc | 0.10% | 4,646,220 | $105M | held | — | 3 q |
| VRSKVerisk Analytics, Inc. | 0.10% | 1,563,434 | $103M | held | — | 3 q |
| JNJJohnson & Johnson | 0.03% | 327,100 | $30M | held | — | 3 q |
| MDLZMondelez International, Inc. Class A | 0.02% | 578,000 | $20M | held | — | 3 q |
| unresolvedKraft Foods Group Inc | 0.01% | 192,666 | $10M | held | — | 3 q |
| UPSUnited Parcel Service, Inc. Class B | 0.01% | 59,400 | $6M | held | — | 3 q |
| LEELee Enterprises, Inc. | 0.00% | 88,863 | $308,000 | held | — | 3 q |
| unresolvedWashington Post Co | — | −1,727,765 | — | exited | −1.15 pp | — |
| DISHDISH Network Corp. | — | −547,312 | — | exited | −0.03 pp | — |
| unresolvedGlaxosmithkline PLC | — | −345,819 | — | exited | −0.02 pp | — |
