As many consider Warren Buffett to be the greatest investor of modern times, investors want to know any time there are big changes in the Berkshire Hathaway Inc. (NYSE: BRK-A) holdings. The conglomerate and holding company’s total listed equity holdings were valued at $104.8 billion as of December 31, 2013 versus $92.035 billion on September 30, 2013. Portfolio managers Todd Combs and Ted Weschler are becoming fixtures at the company as far as their ability to add to positions.
24/7 Wall St. has counted up the detailed holdings on the fly and given color and reference on each holding. While there is a lag here, effectively this is meant to represent the first full look at the 2014 stock holdings of Warren Buffett and Berkshire Hathaway Inc. (NYSE: BRK-B).
We have also recently listed the six stocks that Warren Buffett has never sold.
The biggest change we wanted to watch was Exxon Mobil Corp. (NYSE: XOM), and that was grown slightly here in this last quarter. The gain in Exxon was not as much as we expected, so hopefully he has been opportunistic since the start of 2014.
General Electric Co. (NYSE: GE) is a much larger stake, as we have been expecting after warrant conversions. Now we know what the GE position is. It will be interesting to see how Buffett treats this stake going into the upcoming GE spin-off of the US consumer finance unit.
Wells Fargo & Company (NYSE WFC) was lifted as a stake yet again, but the increase was rather small. We can only expect more of the same until we are proven wrong, and some may simply be from put option writing.
Other SEC filings have been made as well, so other stakes may have been made or may have changed since the end of 2013. The full list of Warren Buffett and Berkshire Hathaway stocks as of December 31, 2013 is as follows: