02-17-2015, 04:56 PM
(This post was last modified: 02-17-2015, 05:04 PM by DividendGarden.)
Warren Buffett's Berkshire Hathaway released its 13F for the quarter ended Dec. 31, 2014. Below is a summary:
New Stakes
Restaurant Brands International Inc. (NYSE: QSR) new 8,438,225 share position
Twenty-First Century Fox (NASDAQ: FOXA) new 4,747,397 share position
Deere & Company (NYSE: DE) raised from 7,567,397 shares to 17,096,886 shares (* owned in Q3 but had confidential treatment)
Raised Stakes
CHARTER COMM-A (NASDAQ: CHTR) raised from 4,950,096 shares to 6,198,237 shares
DaVita Inc. (NYSE: DVA) raised from 37,621,152 shares to 38,565,570 shares
DirecTV (NASDAQ: DTV) raised from 30,000,000 shares to 31,353,468 shares
General Motors (NYSE: GM) raised from 40,000,000 shares to 41,000,000 shares
International Bus. Machines (NYSE: IBM) raised from 70,478,012 shares to 76,971,817 shares
LIBERTY GLOBAL -A- (NASDAQ: LBTYA) raised from 10,401,007 shares to 10,816,324 shares
Mastercard Inc. (NYSE: MA) raised from 4,715,400 shares to 5,399,756 shares
Phillips 66 (NYSE: PSX) raised from 6,202,400 shares to 6,567,600 shares
Precision Castparts (NYSE: PCP) raised from 2,082,222 shares to 2,853,688 shares
SUNCOR ENERGY, Inc. (NYSE: SU) raised from 18,477,730 shares to 22,354,294 shares
Viacom (NYSE: VIA-B) raised from 7,708,200 shares to 8,634,190 shares
Visa Inc. (NYSE: V) raised from 2,146,290 shares to 2,509,290 shares
Lowered Stakes
Bank of New York (NYSE: BK) lowered from 23,377,603 shares to 22,012,603 shares
National Oilwell Varco Inc. (NYSE: NOV) lowered from 6,382,360 shares to 5,258,385 shares
Liquidated Stakes
ConocoPhillips (NYSE: COP) liquidated
Express Scripts (NASDAQ: ESRX) liquidated
Exxon Mobil (NYSE: XOM) liquidated
Maintained Stakes
American Express Co (NYSE: AXP) maintained 151,610,700 share stake
CHICAGO BRIDGE & IRON CO. (NYSE: CBI) maintained 10,701,110 share stake
The Coca Cola Company (NYSE: KO) maintained 400,000,000 share stake
Costco Co. (NASDAQ: COST) maintained 4,333,363 share stake
General Electric (NYSE: GE) maintained 10,585,502 share stake
Goldman Sachs Group (NYSE: GS) maintained 12,631,531 share stake
Graham Holdings Company (NYSE: GHC) maintained 107,575 share stake
Johnson & Johnson (NYSE: JNJ) maintained 327,100 share stake
Kraft Foods Group (NASDAQ: KRFT) maintained 192,666 share stake
LEE ENTERPRISES, Inc. (NYSE: LEE) maintained 88,863 share stake
LIBERTY GLOBAL -C- (NASDAQ: LBTYK) maintained 7,346,968 share stake
Liberty Media (NASDAQ: LMCK) maintained 8,000,000 share stake
LIBERTY MEDIA-A (NASDAQ: LMCA) maintained 4,000,000 share stake
M&T Bank Corp. (NYSE: MTB) maintained 5,382,040 share stake
MEDIA GENERAL, Inc. (NYSE: MEG) maintained 4,646,220 share stake
Mondelez International (NASDAQ: MDLZ) maintained 578,000 share stake
Moody's Corp (NYSE: MCO) maintained 24,669,778 share stake
NOW, Inc. (NYSE: DNOW) maintained 1,825,569 share stake
Procter & Gamble (NYSE: PG) maintained 52,793,078 share stake
Sanofi (: SNYNF) maintained 3,905,875 share stake
Torchmark Corp. (NYSE: TMK) maintained 6,353,727 share stake
USG CORPORATION (NYSE: USG) maintained 39,002,016 share stake
United Parcel Service (NYSE: UPS) maintained 59,400 share stake
U.S. Bancorp (NYSE: USB) maintained 80,094,497 share stake
Verisign Inc. (NASDAQ: VRSN) maintained 12,985,000 share stake
VERISK ANLYTCS-A (NASDAQ: VRSK) maintained 1,563,434 share stake
Verizon Communications (NYSE: VZ) maintained 15,000,928 share stake
WABCO HOLDINGS, Inc. (NYSE: WBC) maintained 4,076,325 share stake
Wal-Mart Stores (NYSE: WMT) maintained 60,385,293 share stake
Wells Fargo (NYSE: WFC) maintained 463,458,123 share stake
http://www.streetinsider.com/13Fs/Buffet...81741.html
I'm surprised that uncle Warren liquidated his XOM and COP positions.
Buffett increased his positions in Visa and Phillips66, my two favorite companies over the past few years.
Curious what everyone thinks about his "confidential treatment" status that he was given when buying DE. It just doesn't seem fair, not that it really would have affected me much. I love my DE stake, but I wouldn't have done anything differently if I would have known what he was doing.
New Stakes
Restaurant Brands International Inc. (NYSE: QSR) new 8,438,225 share position
Twenty-First Century Fox (NASDAQ: FOXA) new 4,747,397 share position
Deere & Company (NYSE: DE) raised from 7,567,397 shares to 17,096,886 shares (* owned in Q3 but had confidential treatment)
Raised Stakes
CHARTER COMM-A (NASDAQ: CHTR) raised from 4,950,096 shares to 6,198,237 shares
DaVita Inc. (NYSE: DVA) raised from 37,621,152 shares to 38,565,570 shares
DirecTV (NASDAQ: DTV) raised from 30,000,000 shares to 31,353,468 shares
General Motors (NYSE: GM) raised from 40,000,000 shares to 41,000,000 shares
International Bus. Machines (NYSE: IBM) raised from 70,478,012 shares to 76,971,817 shares
LIBERTY GLOBAL -A- (NASDAQ: LBTYA) raised from 10,401,007 shares to 10,816,324 shares
Mastercard Inc. (NYSE: MA) raised from 4,715,400 shares to 5,399,756 shares
Phillips 66 (NYSE: PSX) raised from 6,202,400 shares to 6,567,600 shares
Precision Castparts (NYSE: PCP) raised from 2,082,222 shares to 2,853,688 shares
SUNCOR ENERGY, Inc. (NYSE: SU) raised from 18,477,730 shares to 22,354,294 shares
Viacom (NYSE: VIA-B) raised from 7,708,200 shares to 8,634,190 shares
Visa Inc. (NYSE: V) raised from 2,146,290 shares to 2,509,290 shares
Lowered Stakes
Bank of New York (NYSE: BK) lowered from 23,377,603 shares to 22,012,603 shares
National Oilwell Varco Inc. (NYSE: NOV) lowered from 6,382,360 shares to 5,258,385 shares
Liquidated Stakes
ConocoPhillips (NYSE: COP) liquidated
Express Scripts (NASDAQ: ESRX) liquidated
Exxon Mobil (NYSE: XOM) liquidated
Maintained Stakes
American Express Co (NYSE: AXP) maintained 151,610,700 share stake
CHICAGO BRIDGE & IRON CO. (NYSE: CBI) maintained 10,701,110 share stake
The Coca Cola Company (NYSE: KO) maintained 400,000,000 share stake
Costco Co. (NASDAQ: COST) maintained 4,333,363 share stake
General Electric (NYSE: GE) maintained 10,585,502 share stake
Goldman Sachs Group (NYSE: GS) maintained 12,631,531 share stake
Graham Holdings Company (NYSE: GHC) maintained 107,575 share stake
Johnson & Johnson (NYSE: JNJ) maintained 327,100 share stake
Kraft Foods Group (NASDAQ: KRFT) maintained 192,666 share stake
LEE ENTERPRISES, Inc. (NYSE: LEE) maintained 88,863 share stake
LIBERTY GLOBAL -C- (NASDAQ: LBTYK) maintained 7,346,968 share stake
Liberty Media (NASDAQ: LMCK) maintained 8,000,000 share stake
LIBERTY MEDIA-A (NASDAQ: LMCA) maintained 4,000,000 share stake
M&T Bank Corp. (NYSE: MTB) maintained 5,382,040 share stake
MEDIA GENERAL, Inc. (NYSE: MEG) maintained 4,646,220 share stake
Mondelez International (NASDAQ: MDLZ) maintained 578,000 share stake
Moody's Corp (NYSE: MCO) maintained 24,669,778 share stake
NOW, Inc. (NYSE: DNOW) maintained 1,825,569 share stake
Procter & Gamble (NYSE: PG) maintained 52,793,078 share stake
Sanofi (: SNYNF) maintained 3,905,875 share stake
Torchmark Corp. (NYSE: TMK) maintained 6,353,727 share stake
USG CORPORATION (NYSE: USG) maintained 39,002,016 share stake
United Parcel Service (NYSE: UPS) maintained 59,400 share stake
U.S. Bancorp (NYSE: USB) maintained 80,094,497 share stake
Verisign Inc. (NASDAQ: VRSN) maintained 12,985,000 share stake
VERISK ANLYTCS-A (NASDAQ: VRSK) maintained 1,563,434 share stake
Verizon Communications (NYSE: VZ) maintained 15,000,928 share stake
WABCO HOLDINGS, Inc. (NYSE: WBC) maintained 4,076,325 share stake
Wal-Mart Stores (NYSE: WMT) maintained 60,385,293 share stake
Wells Fargo (NYSE: WFC) maintained 463,458,123 share stake
http://www.streetinsider.com/13Fs/Buffet...81741.html
I'm surprised that uncle Warren liquidated his XOM and COP positions.
Buffett increased his positions in Visa and Phillips66, my two favorite companies over the past few years.
Curious what everyone thinks about his "confidential treatment" status that he was given when buying DE. It just doesn't seem fair, not that it really would have affected me much. I love my DE stake, but I wouldn't have done anything differently if I would have known what he was doing.