FYI: Berkshire Hathaway Inc. (NYSE: BRK-A) released its public equity holdings as of June 30, 2014. Warren Buffett’s different portfolio holdings have not been changing much of late, but it turns out that many of the stakes were changed – some changes were substantial. There was one issue which also stood out handily ahead of this in the quarterly filing where Warren Buffett and team counted some $116.9 billion in equity securities in the investments as of June 30, 2014. This was versus $116.16 billion as of March 31 and versus $115.46 billion as of December 31.
We had also known going into this report that approximately 58% of the total value of the Berkshire Hathaway Inc. (NYSE: BRK-B) equity holdings was concentrated in just four stocks – Wells Fargo & Company (NYSE: WFC) at $25.4 billion; International Business Machines Corporation (NYSE: IBM) at $12.7 billion; and The Coca-Cola Company (NYSE: KO) at $16.9 billion; and American Express Company (NYSE: AXP) at $14.4 billion. That concentration was 56% in the prior quarterly report
Regards,
Ted
http://247wallst.com/investing/2014/08/14/major-portfolio-changes-for-warren-buffett-and-berkshire-hathaway/print/
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reuters.com/article/2014/08/14/hedgefunds-filings-buffett-idUSL2N0QK2DA20140814?type=companyNews&feedType=RSS&feedName=companyNews
Always helps when the Sage of Omaha is purchasing a stock you own.