Berkshire Hathaway
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- held
- held
- added+0.52
- held
- added+0.16
Revealed late, restated
Positions
| WFCWells Fargo & Co. | 22.18% | 463,458,123 | $24.0B | held | — | 6 q |
| KOCoca-Cola Company | 15.74% | 400,000,000 | $17.1B | held | — | 6 q |
| IBMInternational Business Machines Corporation | 12.34% | 70,478,012 | $13.4B | added0% | +0.52 pp | 6 q |
| AXPAmerican Express Company | 12.24% | 151,610,700 | $13.3B | held | — | 6 q |
| WMTWalmart Inc. | 4.26% | 60,385,293 | $4.6B | added+3% | +0.16 pp | 6 q |
| PGProcter & Gamble Company | 4.08% | 52,793,078 | $4.4B | held | — | 6 q |
| XOMExxon Mobil Corp | 3.57% | 41,129,643 | $3.9B | held | — | 6 q |
| USBU.S. Bancorp | 3.09% | 80,094,497 | $3.4B | held | — | 6 q |
| DVADaVita Inc. | 2.54% | 37,621,152 | $2.8B | held | — | 6 q |
| unresolvedDirectv | 2.39% | 30,000,000 | $2.6B | added+28% | +0.54 pp | 6 q |
| MCOMoody's Corporation | 2.15% | 24,669,778 | $2.3B | held | — | 6 q |
| GSGoldman Sachs Group Inc. | 2.14% | 12,631,531 | $2.3B | held | — | 4 q |
| GMGeneral Motors Company | 1.18% | 40,000,000 | $1.3B | added+21% | +0.07 pp | 6 q |
| unresolvedU S G Corp | 0.99% | 39,002,016 | $1.1B | held | — | 6 q |
| BNYBank of New York Mellon Corporation | 0.84% | 23,377,603 | $905M | trimmed−5% | −0.02 pp | 6 q |
| unresolvedCharter Comm's Inc | 0.69% | 4,950,096 | $749M | added×2.1 | +0.35 pp | 2 q |
| VZVerizon Communications | 0.69% | 15,000,928 | $750M | held | — | 3 q |
| VRSNVeriSign Inc | 0.66% | 12,985,000 | $716M | held | — | 6 q |
| SUSuncor Energy, Inc. | 0.62% | 18,477,730 | $668M | added+12% | −0.03 pp | 6 q |
| MTBM&T Bank Corp. | 0.61% | 5,382,040 | $664M | held | — | 6 q |
| unresolvedChicago Bridge & Iron Co N V | 0.57% | 10,701,110 | $619M | held | — | 6 q |
| DEDeere & Company | 0.57% | 7,567,397 | $620M | added+90% | +0.24 pp | 6 q |
| VIABViacom Inc. Class B | 0.55% | 7,708,200 | $593M | added+1% | −0.06 pp | 6 q |
| COSTCostco Wholesale Corp | 0.50% | 4,333,363 | $543M | held | — | 6 q |
| PSXPhillips 66 | 0.47% | 6,202,400 | $504M | trimmed−5% | −0.02 pp | 6 q |
| NOVNOV Inc. | 0.45% | 6,382,360 | $486M | trimmed−13% | −0.11 pp | 6 q |
| unresolvedPrecision Castparts Corp | 0.45% | 2,082,222 | $493M | added+11% | +0.01 pp | 6 q |
| VVISA Inc. | 0.42% | 2,146,290 | $458M | added+19% | +0.07 pp | 6 q |
| LBTYALiberty Global Ltd. Class A | 0.41% | 10,401,007 | $442M | added+5% | 0.00 pp | 4 q |
| unresolvedLiberty Media Corp Delaware | 0.35% | 8,000,000 | $376M | new | +0.35 pp | new |
| WBCWabco Holdings Inc. | 0.34% | 4,076,325 | $371M | held | — | 6 q |
| MAMastercard Incorporated | 0.32% | 4,715,400 | $349M | added+16% | +0.04 pp | 6 q |
| TMKGlobe Life Inc. | 0.31% | 6,353,727 | $333M | held | — | 6 q |
| LBTYKLiberty Global Ltd. Class C | 0.28% | 7,346,968 | $301M | held | — | 3 q |
| unresolvedGeneral Electric Co | 0.25% | 10,585,502 | $271M | held | — | 6 q |
| SNYSanofi | 0.20% | 3,905,875 | $220M | held | — | 6 q |
| unresolvedLiberty Media Corp Delaware | 0.17% | 4,000,000 | $189M | held | — | 6 q |
| VRSKVerisk Analytics, Inc. | 0.09% | 1,563,434 | $95M | held | — | 6 q |
| GHCGraham Holdings Company | 0.07% | 107,575 | $75M | held | — | 4 q |
| unresolvedMedia Gen Inc | 0.06% | 4,646,220 | $61M | held | — | 6 q |
| DNOWDNOW Inc. | 0.05% | 1,825,569 | $56M | held | — | 2 q |
| COPConocoPhillips | 0.03% | 471,994 | $36M | trimmed−65% | −0.08 pp | 6 q |
| unresolvedExpress Scripts Hldg Co | 0.03% | 449,489 | $32M | new | +0.03 pp | new |
| JNJJohnson & Johnson | 0.03% | 327,100 | $35M | held | — | 6 q |
| MDLZMondelez International, Inc. Class A | 0.02% | 578,000 | $20M | held | — | 6 q |
| unresolvedKraft Foods Group Inc | 0.01% | 192,666 | $11M | held | — | 6 q |
| UPSUnited Parcel Service, Inc. Class B | 0.01% | 59,400 | $6M | held | — | 6 q |
| LEELee Enterprises, Inc. | 0.00% | 88,863 | $300,000 | held | — | 6 q |
