Warren Buffett’s Berkshire Hathaway Inc. (NYSE: BRK-B, BRK-A) has shown its latest holdings as of the close on September 30, 2010 and the changes continue be much more extreme than in prior quarters. 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.’
Ingersoll-Rand (NYSE: IR) 636,600 shares, WAY DOWN YET AGAIN… was over 5.6 million before and was 7.78 million over a year ago.
Johnson & Johnson (NYSE: JNJ) is a HIGHER POSITION listed as over 42.62 million shares; that is another increase in J&J even though well under the 62 million at the peak.
Kraft Foods (NYSE: KFT) is 105.21 million, SAME AS BEFORE after having been cut and down from the 138+ million before he was critical of the Cadbury deal.
Lowe’s Companies (NYSE: LOW) 6.5 million shares, SAME AS BEFORE.
M&T Bank Corp. (NYSE: MTB) is 5.363 million, SAME AS BEFORE after having been cut before then.
Moody’s Corp. (NYSE: MCO) is a LOWER POSITION AGAIN at 28.87+ million shares; down from 30.783 million before after several prior decreased positions.
Nalco Holding (NYSE: NLC) 6,142,300 shares; DOWN FROM PRIOR 9.15 million shares.
Nestle ADR is 3.4 million shares, SAME AS BEFORE.
Nike Inc. (NYSE: NKE) is a DECREASED POSITION of 3,642,929 shares; down from 7.641 million.
Procter & Gamble (NYSE: PG) is an DECREASED POSITION at over 76.7 million shares; versus just over 78 million the quarter before. That is still well under the peak in recent times of 96.3 million shares.
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) HAS BEEEN ELIMINATED; previous holdings showed 2.757 million.
Republic Services Inc. (NYSE: RSG) HAS BEEN ELIMINATED after having been 10.827 million.
NRG Energy Inc. (NYSE: NRG) HAS BEEN ELIMINATED as it was 6 million shares before.
Iron Mountain (NYSE: IRM) had been increasing in the prior quarters but IT IS GONE and not listed as a holding any longer versus 8 million before.
BUFFETT HOLDINGS A to G
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JON C. OGG