Warren Buffett’s Berkshire Hathaway Inc. (NYSE: BRK-B, BRK-A) has shown its latest holdings as of the close on March December 31, 2010 after the close. These are Buffett’s most recent holdings, even though some may have changed slightly since the end of March. These have been broken down into 3 groups of ‘A to G’ and ‘H to R’ and ‘S to Z’ so it is more concise and clear to see the path of changes etc. Here are Warren Buffett’s holdings and accompanying notes for the group ‘H to R.’
Harley-Davidson, Inc. (NYSE: HOG) is not listed but was a not common stock so is not included in these filings; Buffett still likely holds the preferred shares and warrants.
Home Depot Inc. (NYSE: HD) 2.757 million, SAME as last quarter.
Ingersoll-Rand (NYSE: IR) 636,600 shares; SAME as last quarter but way down from the 7.78 million three quarters ago.
Iron Mountain (NYSE: IRM) is 7,794,800 shares, an INCREASED POSITION from 7 million shares last quarter and versus 3.3722 million shares before then.
Johnson & Johnson (NYSE: JNJ) is almost 23.9 million shares; a DECREASED POSITION from just over 27 million shares before. This was 36.91 million shares before that and the size is still well under the 62 million shares at one point in 2008.
Kraft Foods (NYSE: KFT) 106.7+ million; DOWN from over 138 million before as he has been critical of the Cadbury deal.
Lowe’s Companies (NYSE: LOW) 6.5 million shares, SAME as before.
M&T Bank Corp. (NYSE: MTB) 5.563 million, a DECREASE from 6.71 million shares before.
Moody’s Corp. (NYSE: MCO) is 30.83 million shares; a DECREASED POSITION again: down from 31.8 million shares; down from 39.2 million shares before that and well under the 48 million the quarter before that.
Nalco Holding (NYSE: NLC) 9.0 million shares, SAME as last quarter.
Nestle ADR is 3.4 million shares, same as before.
Nike Inc. (NYSE: NKE) 7.641 million shares, SAME as before.
Procter & Gamble (NYSE: PG) is over 78.317 million shares; ANOTHER DECREASE from approximately 87.5 million before and from 96.3 million before that.
Republic Services Inc. (NYSE: RSG) is 10.827 million shares; we show this as an INCREASED stake versus 8.29 million shares a quarter ago after Buffett started accumulating this with (or behind) Bill Gates. DJNews was saying this was a lower stake, so our data or their data is wrong.
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JON C. OGG