четвъртък, 23 април 2009 г.

http://warren-buffett-portfolio.com/

"Be fearful when others are greedy and greedy when others are fearful."
                           -- Warren Buffett


WARREN BUFFETT'S BERKSHIRE HATHAWAY HOLDINGS - CURRENT LIST OF STOCKS
 

Last updated:  Thursday, April 23, 2009

33 STOCKS CURRENTLY HELD   
(see list of all stocks and further detail below)...

RECENT ACTION:

NEW Stocks/positions:

Constellation Energy Group, Inc. (CEG)
Nalco Holding Co. (NLC)
M&T Bank Corp. (MTB)
Sold (Recently and in the past):

Dow Jones Companies
Iron Mountain Inc. 
(IRM)
Gannett Co., Inc. 
(GCI)

Sanofi-Aventis (SNY)
Home Depot (HD)
WABCO Holdings Inc. (WBC)
United Parcel Service (UPS)
Norfolk Southern Corp. (NSC)
Comdisco Holding Co. (CDCO.OB)

First Data Corp.
 (
FDC)
Tyco International Ltd.
 
(TYC)
Western Union Co.
 (WU)
Covidien, Ltd. (COV)
Petro China (PTR)
Tyco Electronics, Ltd. (TEL)
Added to these positions:

Burlington Northern Santa Fe Corp. (BNI)
NRG Energy, Inc. (NRG)
Ingersoll-Rand
 (IR)
Eaton Corp.
 (ETN)
Reduced these positions:

Johnson & Johnson (JNJ*)
Procter & Gamble
 (PG*)
US Bancorp
 (USB)
ConocoPhillips
 (COP*)
CarMax Inc. (KMX)
 
See all of Warren Buffett's portfolio stock profiles on Yahoo! Finance here.
 

WARREN BUFFETT PORTFOLIO - CURRENT LIST OF 30 STOCKS  

STOCK:

Jim Cramer comments on the stock:

Coca-Cola Co.
17.5 % of portfolio
Largest holding in Warren Buffett portfolio as of 12/31/08.

See Jim Cramer's comments on KO
 
here.
     - See SEC filings for BRK.A:  here
     - See current stock quote here for:  KO
Wells Fargo & Company
16.5 % of portfolio
See Jim Cramer's comments on WFC here.
     - See SEC filings for BRK.A:  here
     - See current stock quote here for:  WFC
Procter & Gamble Co.
11.5 % of portfolio
See Jim Cramer's comments on PG here.
     - See SEC filings for BRK.A:  here
     - See current stock quote here for:  PG
Burlington Northern Santa Fe Corp.
10.2 % of portfolio
See Jim Cramer's comments on BNI here.
     - See SEC filings for BRK.A:  here
     - See current stock quote here for:  BNI
ConocoPhillips
Less than 10% of portfolio
See Jim Cramer's comments on COP here.
     - See SEC filings for BRK.A:  here
     - See current stock quote here for:  COP
Kraft Foods
7% of portfolio
See Jim Cramer's comments on KFT here.
     - See SEC filings for BRK.A:  here
     - See current stock quote here for:  
KFT
Johnson & Johnson
Less than 10% of portfolio
See Jim Cramer's comments on JNJ here.
     - See SEC filings for BRK.A:  here
     - See current stock quote here for:  JNJ
US Bancorp
Less than 10% of portfolio
See Jim Cramer's comments on USB here.
     - See SEC filings for BRK.A:  here
     - See current stock quote here for:  USB
American Express
5.4% of portfolio
See Jim Cramer's comments on AXP here.
     - See SEC filings for BRK.A:  here
     - See current stock quote here for:  
AXP
Wesco Financial Corp.
3.2% of portfolio
See Jim Cramer's comments on WSC here.
     - See SEC filings for BRK.A:  here
     - See current stock quote here for:  WSC
Moody's Corp. 
1.9% of portfolio
See Jim Cramer's comments on MCO here.
     - See SEC filings for BRK.A:  here
     - See current stock quote here for:  MCO
Wal-Mart Stores Inc.
2.2% of portfolio
See Jim Cramer's comments on WMT here.
     - See SEC filings for BRK.A:  here
     - See current stock quote here for:  WMT
Washington Post Co.
1.3% of portfolio
See Jim Cramer's comments on WPO here.
     - See SEC filings for BRK.A:  here
     - See current stock quote here for:  WPO
Anheuser-Busch Companies Inc.
Less than 10% of portfolio
See Jim Cramer's comments on BUD here.
     - See SEC filings for BRK.A:  here
     - See current stock quote here for:  BUD
Union Pacific Corp.
0.8% of portfolio
See Jim Cramer's comments on UNP here.
     - See SEC filings for BRK.A:  here
     - See current stock quote here for:  
UNP
M&T Bank Corp.
0.74% of portfolio
See Jim Cramer's comments on MTB here.
     - See SEC filings for BRK.A:  here
     - See current stock quote here for:  
MTB
Nike Inc.
0.75% of portfolio
See Jim Cramer's comments on NKE here.
     - See SEC filings for BRK.A:  here
     - See current stock quote here for:  
NKE
USG Corp.
Less than 10% of portfolio
See Jim Cramer's comments on USG here.
     - See SEC filings for BRK.A:  here
     - See current stock quote here for:  USG
Costco Wholesale Corp. 
0.5% of portfolio
See Jim Cramer's comments on COST here.
     - See SEC filings for BRK.A:  here
     - See current stock quote here for:  
COST
CarMax Inc.
Less than 10% of portfolio
See Jim Cramer's comments on KMX here.
     - See SEC filings for BRK.A:  here
     - See current stock quote here for:  
KMX
WellPoint Inc.
0.4% of portfolio
See Jim Cramer's comments on WLP here.
     - See SEC filings for BRK.A:  here
     - See current stock quote here for:  
WLP
Comcast Class A Spcl
0.4% of portfolio
See Jim Cramer's comments on CMCSK here.
     - See SEC filings for BRK.A:  here
     - See current stock quote here for:  CMCSK
General Electric Co. 
Less than 10% of portfolio
See Jim Cramer's comments on GE here.
     - See SEC filings for BRK.A:  here
     - See current stock quote here for:  GE
Ingersoll-Rand Co. Ltd. 
0.3% of portfolio
See Jim Cramer's comments on IR here.
     - See SEC filings for BRK.A:  here
     - See current stock quote here for:  
IR
Bank of America Corporation
Less than 10% of portfolio
See Jim Cramer's comments on BAC here.
     - See SEC filings for BRK.A:  here
     - See current stock quote here for:  BAC
Torchmark Corp.
Less than 10% of portfolio
See Jim Cramer's comments on TMK here.
     - See SEC filings for BRK.A:  here
     - See current stock quote here for:  TMK
Eaton Corp.
0.3% of portfolio
See Jim Cramer's comments on ETN here.
     - See SEC filings for BRK.A:  here
     - See current stock quote here for:  
ETN
NRG Energy, Inc. 
0.3% of portfolio
See Jim Cramer's comments on NRG here.
     - See SEC filings for BRK.A:  here
     - See current stock quote here for:  
NRG
Unitedhealth Group, Inc. 
Less than 10% of portfolio
See Jim Cramer's comments on UNH here.
     - See SEC filings for BRK.A:  here
     - See current stock quote here for:  UNH
Lowe's Companies Inc.
0.3% of portfolio
See Jim Cramer's comments on LOW here.
     - See SEC filings for BRK.A:  here
     - See current stock quote here for:  LOW
SunTrust Banks Inc.
Less than 10% of portfolio
See Jim Cramer's comments on STI here.
     - See SEC filings for BRK.A:  here
     - See current stock quote here for:  
STI
Constellation Energy Group, Inc. 
1% of portfolio
See Jim Cramer's comments on CEG here.
     - See SEC filings for BRK.A:  here
     - See current stock quote here for:  
CEG
Nalco Holding Corp.
0.2% of portfolio
See Jim Cramer's comments on NLC here.
     - See SEC filings for BRK.A:  here
     - See current stock quote here for:  
NLC


All information obtained from the SEC Edgar Form 13F-HR - Holdings Report, as of 2007-09-30

LIST OF OTHER HOLDINGS - COMPANY NAMES REPORTED

COMPANY/ORGANIZATION NAME:

Berkshire Hathaway Life Insurance Co. of Nebraska
BH Columbia Inc.
Blue Chip Stamps
Columbia Insurance Co.
Cornhusker Casualty Co.
Cypress Insurance Company
Fechheimer Brothers Company
GEC Investment Managers
GEICO Corp.
Government Employees Ins. Corp.
National Fire & Marine
National Indemnity Co.
National Liability & Fire Ins. Co.
Nebraska Furniture Mart
OBH Inc.
Wesco Financial Corp.
Wesco Financial Ins. Co.
Wesco Holdings Midwest, Inc.




THE BILL & MELINDA GATES FOUNDATION PORTFOLIO
- CURRENT LIST OF STOCKS

 
 

Last updated:  Thursday, April 23, 2009

15 stock positions - currently held as of the Third Quarter, 2007
Total Value:  Approx. $7.5 billion ($3.9 billion (52%) of which is in BRK-B shares)
(see list of all stocks and further detail below)...

LIST OF STOCKS IN THEIR PORTFOLIO

CompanyTicker# of SharesRecent Value% of total
$ value
Change vs. previous quarter
Abbott LaboratoriesABT3.5M$ 186.1M2.5 %No change.
BP plcBP4.6M$ 321.3M4.3 %No change.
Berkshire Hathaway Holdings - Class BBRK-B975,000$ 3.9B52.0 %+ 475,000 shares
Caterpillar Inc.CAT2.1M$ 167.8M2.2 %+ 150,000 shares
Crown Castle International Corp.CCI5.0M$ 203.2M2.7 %No change.
Canadian National Railway CompanyCNI5.9M$ 336.7M4.5 %+ 100,000 shares
Costco Wholesale Corp.COST4.9M$ 299.4M4.0 %No change.
Johnson & JohnsonJNJ2.5M$ 165.2M2.2 %+ 1.5M shares
Coca-Cola FEMSA S.A.B de CVKOF3.7M$ 158.9M2.1 %+ 423,100 shares
Merck & Co. Inc.MRK8.1M$ 416.6M5.6 %+ 1.7M shares
Schering-Plough Corp.SGP15.0M$ 473.1M6.3 %+ 3.9M shares
Grupo Televisa SATV6.0M$ 145.0M1.9 %+ 50,000 shares
Waste Management, Inc.WMI6.3M$ 238.5M3.2 %No change.
WyethWYE3.7M$ 166.3M2.2 %No change.
Exxon Mobil Corp.XOM3.5M$ 327.2M4.4 %No change.

TOTALS:

 75,775$7.5 billion

100.0 %

 



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