Berkshire Hathaway Inc. (NYSE: BRK-B, BRK-A) and Warren Buffett have just released the latest holdings of U.S.-listed equities as of September 30, 2010. This list appears to have many more changes than what we have been previously used to seeing. Some of these in all have changed slightly since the end of March. These public stock holdings 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 ‘A ot G.’
American Express Co. (NYSE: AXP) over 151.6 million shares, SAME AS last quarter.
Bank of America Corp. (NYSE: BAC) 5 million shares; SAME AS last quarter.
Bank of New York Mellon Corp.n (NYSE: BK) is a NEW POSITION at 1,992,759 shares.
Becton Dickinson & Co. (NYSE: BDX) is 1.889 million shares, SAME AS LAST QUARTER after having seen more than 1 position raise before then.
Coca Cola Co. (NYSE: KO) right at 200 million shares, SAME AS BEFORE.
Comcast Corporation (NASDAQ: CMCSA) is a LOWER POSITION and almost entirely eliminated as the report lists only 186,897 shares down from 12 million before.
Comdisco Holdings (NASDAQ: CDCO) roughly 1.5 million shares, SAME AS before.
ConocoPhillips (NYSE: COP) is roughly 29.1 million shares, SAME AS LAST QUARTER after having cut and cut the stake.
Costco Wholesale (NASDAQ: COST) 4,333,363 Shares, SAME AS last quarter after having lowered it before.
Exxon Mobil Corp. (NYSE: XOM) 421,800 shares; SAME AS before but lowered from 1.276 million shares originally.
Fiserv, Inc. (NASDAQ: FISV) is already a LOWER POSITION at 3.91+ million shares, down from a previously new position of 4.4 million shares.
Gannett Co. (NYSE: GCI) 1.74 million, SAME AS BEFORE after having decreased from earlier.
General Electric Corp. (NYSE: GE) 7.777 million shares; SAME AS before but does not include the huge preferred shares from late in 2008.
GlaxoSmithKline (NYSE: GSK) 1.51 million shares, SAME AS before.
Buffett listed no shares of Carmax Inc. (NYSE: KMX), which had been 7,725,900 shares. Consider Carmax a SOLD POSITION.
Goldman Sachs Group Inc. (NYSE: GS) is NOT LISTED and the word is out that Goldman Sachs has been hung up from being able to pay Buffett back because of the rules governing TARP banks and the debt repayments or dividend payments.
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JON C. OGG