Berkshire Hathaway
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- held
- held
- held
- added−0.62
- added−0.09
Positions
| WFCWells Fargo & Co. | 22.64% | 463,458,123 | $24.4B | held | — | 5 q |
| KOCoca-Cola Company | 15.75% | 400,000,000 | $16.9B | held | — | 5 q |
| AXPAmerican Express Company | 13.37% | 151,610,700 | $14.4B | held | — | 5 q |
| IBMInternational Business Machines Corporation | 11.82% | 70,173,978 | $12.7B | added+3% | −0.62 pp | 5 q |
| WMTWalmart Inc. | 4.10% | 58,797,259 | $4.4B | added+1% | −0.09 pp | 5 q |
| PGProcter & Gamble Company | 3.86% | 52,793,078 | $4.1B | held | — | 5 q |
| XOMExxon Mobil Corp | 3.85% | 41,129,643 | $4.1B | held | — | 5 q |
| USBU.S. Bancorp | 3.23% | 80,094,497 | $3.5B | added0% | −0.01 pp | 5 q |
| DVADaVita Inc. | 2.53% | 37,621,152 | $2.7B | held | — | 5 q |
| MCOMoody's Corporation | 2.01% | 24,669,778 | $2.2B | held | — | 5 q |
| GSGoldman Sachs Group Inc. | 1.97% | 12,631,531 | $2.1B | held | — | 3 q |
| unresolvedDirectv | 1.85% | 23,467,995 | $2.0B | trimmed−32% | −0.64 pp | 5 q |
| GMGeneral Motors Company | 1.11% | 32,960,056 | $1.2B | added+10% | +0.13 pp | 5 q |
| unresolvedU S G Corp | 1.09% | 39,002,016 | $1.2B | added+12% | +0.01 pp | 5 q |
| BNYBank of New York Mellon Corporation | 0.86% | 24,652,836 | $924M | held | — | 5 q |
| unresolvedChicago Bridge & Iron Co N V | 0.68% | 10,701,110 | $730M | added+12% | −0.11 pp | 5 q |
| VZVerizon Communications | 0.68% | 15,000,928 | $734M | added+36% | +0.18 pp | 2 q |
| SUSuncor Energy, Inc. | 0.65% | 16,458,330 | $702M | added+27% | +0.22 pp | 5 q |
| MTBM&T Bank Corp. | 0.62% | 5,382,040 | $668M | held | — | 5 q |
| VIABViacom Inc. Class B | 0.61% | 7,607,200 | $660M | held | — | 5 q |
| VRSNVeriSign Inc | 0.59% | 12,985,000 | $634M | added+11% | −0.01 pp | 5 q |
| NOVNOV Inc. | 0.56% | 7,302,278 | $601M | trimmed−18% | −0.09 pp | 5 q |
| unresolvedLiberty Media Corp Delaware | 0.51% | 4,000,000 | $547M | trimmed−25% | −0.15 pp | 5 q |
| PSXPhillips 66 | 0.49% | 6,495,800 | $522M | trimmed−33% | −0.22 pp | 5 q |
| COSTCostco Wholesale Corp | 0.46% | 4,333,363 | $499M | held | — | 5 q |
| unresolvedPrecision Castparts Corp | 0.44% | 1,876,622 | $474M | trimmed−5% | −0.03 pp | 5 q |
| LBTYALiberty Global Ltd. Class A | 0.41% | 9,866,546 | $436M | added+34% | +0.12 pp | 3 q |
| WBCWabco Holdings Inc. | 0.40% | 4,076,325 | $435M | held | — | 5 q |
| VVISA Inc. | 0.35% | 1,799,749 | $379M | added+16% | +0.03 pp | 5 q |
| unresolvedCharter Comm's Inc | 0.34% | 2,309,013 | $366M | new | +0.34 pp | new |
| DEDeere & Company | 0.33% | 3,978,767 | $360M | held | — | 5 q |
| TMKGlobe Life Inc. | 0.32% | 4,235,818 | $347M | held | — | 5 q |
| LBTYKLiberty Global Ltd. Class C | 0.29% | 7,346,968 | $311M | held | — | 2 q |
| MAMastercard Incorporated | 0.28% | 4,050,000 | $298M | held | — | 5 q |
| unresolvedGeneral Electric Co | 0.26% | 10,585,502 | $278M | held | — | 5 q |
| SNYSanofi | 0.19% | 3,905,875 | $208M | held | — | 5 q |
| COPConocoPhillips | 0.11% | 1,355,228 | $116M | trimmed−88% | −0.63 pp | 5 q |
| unresolvedMedia Gen Inc | 0.09% | 4,646,220 | $95M | held | — | 5 q |
| VRSKVerisk Analytics, Inc. | 0.09% | 1,563,434 | $94M | held | — | 5 q |
| GHCGraham Holdings Company | 0.07% | 107,575 | $77M | trimmed−94% | −1.08 pp | 3 q |
| DNOWDNOW Inc. | 0.06% | 1,825,569 | $66M | new | +0.06 pp | new |
| JNJJohnson & Johnson | 0.03% | 327,100 | $34M | held | — | 5 q |
| MDLZMondelez International, Inc. Class A | 0.02% | 578,000 | $22M | held | — | 5 q |
| unresolvedKraft Foods Group Inc | 0.01% | 192,666 | $12M | held | — | 5 q |
| UPSUnited Parcel Service, Inc. Class B | 0.01% | 59,400 | $6M | held | — | 5 q |
| LEELee Enterprises, Inc. | 0.00% | 88,863 | $395,000 | held | — | 5 q |
| unresolvedStarz | — | −1,919,541 | — | exited | −0.06 pp | — |
