Posts for Ticker ‘TMK’

Stocks For Buffett To Unload (BRK-A, BNI, COP, XOM, GCI, WPO, MCO, NSC, UNP, UPS, UNH, WLP, GSK, SNY, IR, STI, BAC, WFC, TMK, TRV)

We recently discussed the changes that have taken place inside Berkshire Hathaway Inc. (NYSE: BRK-A) as Warren Buffett has gone higher up the food chain.  In his more focused and more opaque approach, it also seems that after a $44 billion deal including debt to buy Burlington Northern Santa Fe Corp. (NYSE: BNI) that Berkshire Hathaway needs to further make some changes.  Buffett has been talking on and off about a whale of a deal, and that is what we got with the BNSF buyout.  Berkshire Hathaway Inc. lists 51 different subsidiary links inside the Berkshire Hathaway umbrella that are wholly owned or dominantly owned subsidiaries.  There are also more than 40 public US-listed stock holdings in there, and that is before you get into his preferred shares, convertible debt instruments, and debt for deal financing in big public companies.

We have taken a review of the Full Buffett Holdings and come up with a geared down version of his holdings here.  Some of these ‘encouraged’ sales are because of fundamental changes, and some are merely because they are too small to be a benefit even if they tripled in price.  Some are also a follow-on for action he has already taken or already hinted at.
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Posted on: November 24, 2009 – 1:01 pm in Activist Investor, Banking, Buffett, Conglomerates, Editor's Picks, Financial Stocks, Transports, , , , , , , , , , , , , , , , , , , ,

Buffett & Berkshire Hathaway Holdings P-Z Q3-2009 (BRK-A, BRK-B, PG, RSG, SNY, STI, TMK, TRV, USB, USG, UNH, UNP, UPS, WMT, WPO, WFC, WLP, WSC, WBC)

This is the list of Berkshire Hathaway Inc. (NYSE: BRK-A)(BRK-B) public US equity holdings as of September 30, 2009.  As noted in the “A to F” and “G to O” lists, there have been changes since the cut off date and those have been noted where applicable. Here are Warren Buffett’s holdings and accompanying notes for the group ‘P to Z.’

  • Procter & Gamble (NYSE: PG) 96.3 million, the same as before.
  • Republic Services Inc. (NYSE: RSG) 3.625 million shares; NEW POSITION following Bill Gates.
  • Sanofi Aventis (NYSE: SNY) more than 3.9 million shares, same as before.
  • Sun Trust Bank (NYSE: STI) 3.079 million shares; DOWN FROM 3.2+ the quarter before.
  • Torchmark Corp. (NYSE: TMK) roughly 2.82 million, same as before.
  • Travellers Cos (NYSE: TRV) 27,336; NEW POSITION but small.
  • US Bancorp (NYSE: USB) roughly 69 million; Same as quarter before.
  • USG Corp. (NYSE: USG) 17.072 million shares, same as before.
  • United Health Group (NYSE: UNH) 3.4 million shares; DOWN from 4.5 million last quarter and down from over 6 million in Q1.
  • Union Pacific Corp. (NYSE: UNP) 9.55 million shares, same as quarter before but this does not matter as Buffett is dumping his non-BNSF rail holdings.
  • United Parcel Service (NYSE: UPS) 1.429 million shares, same as before.
  • Wal-Mart Stores Inc. (NYSE: WMT) 37.8 million; WAY UP from the 19.9+ million shares last quarter.
  • Washington Post (NYSE: WPO) over 1.72 million shares, same as before.
  • Wells Fargo & Co. (NYSE: WFC) 313.3 million shares; ABOVE THE PRIOR 302+ million last quarter and above the 290+ million in Q1.
  • Wellpoint Inc. (NYSE: WLP) 3.394 million; DOWN SLIGHTLY from the 3.5 million last quarter and from the 4.7773 million in Q1.
  • Wesco Financial Corp. (NYSE: WSC) 5.7 million shares, same as before.

WABCO Holdings (NYSE: WBC) IS GONE after being 2.7 million shares last quarter.

BUFETT HOLDINGS ‘A to F’

BUFFETT HOLDINGS ‘G to O’

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JON C. OGG

Posted on: November 16, 2009 – 5:11 pm in Activist Investor, Buffett, Conglomerates, , , , , , , , , , , , , , , , , , ,

Buffett & Berkshire Hathaway Q2-2009 Holdings P to Z (BRK-A, PG, SNY, STI, TMK, USB, USG, UNH, UNP, UPS, WBC, WMT, WPO, WFC, WLP, WSC)

Buffett ImageBerkshire Hathaway Inc. (NYSE: BRK-A)(BRK-B) has released its public stock holdings for Q2-2009 as of June 30, 2009.  Buffett did make some portfolio changes that have been seen here from the end of Q1 and we have broken these down into 3 groups of ‘A to F’ and  ‘G to O’ and ‘P to Z’ so these are easier to see on one page.  Here are Warren Buffett’s holdings and accompanying notes for the group ‘P to Z.’

  • Procter & Gamble (NYSE: PG) 96.3 million, same as before.
  • Sanofi Aventis (NYSE: SNY) more than 3.9 million shares, looks same as before.
  • Sun Trust Bank (NYSE: STI) more than 3.2 million shares, same as before.
  • Torchmark Corp. (NYSE: TMK) roughly 2.82 million, same as before.
  • US Bancorp (NYSE: USB) roughly 69 million is same as before after it had been raised in Q1.
  • USG Corp. (NYSE: USG) 17.072 million shares, same as before.
  • United Health Group (NYSE: UNH) 4.5 million; down from over 6 million.
  • Union Pacific Corp. (NYSE: UNP) 9.55 million shares, same as Q1 after growing the Q1 over Q4 position.
  • United Parcel Service (NYSE: UPS) 1.429 million shares, same as before.
  • WABCO Holdings (NYSE: WBC) 2.7 million shares, same as before.
  • Wal-Mart Stores Inc. (NYSE: WMT) over 19.9 million shares, same as before.
  • Washington Post (NYSE: WPO) over 1.72 million shares, same as before.
  • Wells Fargo & Co. (NYSE: WFC) over 302 million; ABOVE the 290+ million shares the quarter before.
  • Wellpoint Inc. (NYSE: WLP) 3.5 million; DOWN from the 4.7773 million shares in Q1.
  • Wesco Financial Corp. (NYSE: WSC) 5.7 million shares, same as before.

BUFETT HOLDINGS ‘A to F’

BUFFETT HOLDINGS ‘G to O’
JON C. OGG
AUGUST 14, 2009

Posted on: August 14, 2009 – 5:22 pm in Buffett, , , , , , , , , , , , , , , ,

Buffett & Berkshire Hathaway Q1-2009 Holdings P to Z (BRK-A, PG, SNY, STI, TMK, USB, USG, UNH, UNP, UPS, WBC, WMT, WPO, WFC, WLP, WSC)

Buffett ImageWarren Buffett and Berkshire Hathaway Inc. (NYSE: BRK-A)(BRK-B) holdings for the first quarter of 2009 are now out for the cut off date here of March 31, 2009.  There are some changes from the end of Q4 here in banking and here is the list of stocks alphabetically ‘P to Z.’

  • Procter & Gamble (NYSE: PG) 96.3 million, same as before.
  • Sanofi Aventis (NYSE: SNY) more than 3.9 million shares, looks same as before.
  • Sun Trust Bank (NYSE: STI) more than 3.2 million shares, same as before.
  • Torchmark Corp. (NYSE: TMK) roughly 2.82 million, same as before.
  • US Bancorp (NYSE: USB) roughly 69 million; ABOVE last quarter’s 67.6 million.
  • USG Corp. (NYSE: USG) 17.072 million shares, same as before.
  • United Health Group (NYSE: UNH) 4.5 million; down from over 6 million.
  • Union Pacific Corp. (NYSE: UNP) 9.55 million shares, above our 8.9 million noted before.
  • United Parcel Service (NYSE: UPS) 1.429 million shares, same as before.
  • WABCO Holdings (NYSE: WBC) 2.7 million shares, same as before.
  • Wal-Mart Stores Inc. (NYSE: WMT) over 19.9 million shares, same as before.
  • Washington Post (NYSE: WPO) over 1.72 million shares, same as before.
  • Wells Fargo (NYSE: WFC) over 302 million; ABOVE the 290+ million shares the quarter before.
  • Wellpoint Inc. (NYSE: WLP) 4.7773 million shares, same as before.
  • Wesco Financial Corp. (NYSE: WSC) 5.7 million shares, same as before.

Here is the full list of Buffett holdings “A to F”
Here is the full list of Buffett holdings “G to O”

Jon C. Ogg
May 15, 2009

Posted on: May 15, 2009 – 4:02 pm in Activist Investor, Banking, Buffett, Buffett Holdings, Conglomerates, Insider Activity, Mutual Funds, Value Investing, , , , , , , , , , , , , , , ,

Buffett & Berkshire Hathaway Disclose Holdings S to Z (BRK-A, SNY, STI, TMK, USB, USG, UNP, UPS, WBC, WMT, WPO, WFC, WLP, WSC)

buffett_image5The final list of Warren Buffett’s year-end stock holdings from Berkshire Hathaway, Inc. (NYSE: BRK-A) are out and we broke them down alphabetically with this being the “S to Z” stock list.  The cut off here is December 31, 2008 and we have added in some color for how this compares to last quarter’s report:

  • Sanofi Aventis (NYSE: SNY) more than 3.9 million shares, same as before.
  • Sun Trust Bank (NYSE: STI) more than 3.2 million shares, same as before.
  • Torchmark Corp. (NYSE: TMK) looks roughly the same at 2.82 million.
  • US Bancorp (NYSE: USB) about 67.6 million shares, down from over 72.9 million last quarter.
  • USG Corp. (NYSE: USG) 17.072 million shares, looks same as last quarter.
  • Union Pacific Corp. (NYSE: UNP) 8.9 million shares, same as before.
  • United Parcel Service (NYSE: UPS) 1.429 million shares, same as before.
  • WABCO Holdings (NYSE: WBC) 2.7 million shares, same as before.
  • Wal-Mart Stores Inc. (NYSE: WMT) over 19.9 million shares, same as before.
  • Washington Post (NYSE: WPO) over 1.72 million shares, same as before.
  • Wells Fargo (NYSE: WFC) roughly 290.4 million shares, looks same as before.
  • Wellpoint Inc. (NYSE: WLP) 4.7773 million shares, same as before.
  • Wesco Financial Corp. (NYSE: WSC) 5.7 million shares, same as before.

BUFFETT HOLDINGS “A to G”
BUFFETT HOLDINGS “H to R”

Jon C. Ogg
February 17, 2009

Posted on: February 17, 2009 – 5:48 pm in Activist Investor, Buffett, Buffett Holdings, Conglomerates, Financial Stocks, , , , , , , , , , , , , , , ,

Citi Upgrades Torchmark Corp (TMK) to Buy on Two Catalysts

Citi upgrades Torchmark Corp (NYSE: TMK) from Hold to Buy, citing valuation and strong conviction management can grow earnings and book value. The firm lowered their price target from $45 to $37.

Citi analyst says, “While we have trimmed our target price to $37, it still represents ETR of 36.6%. We have also lowered our 2009-10E to $6.15 and $6.55 and established a 2011E of $7.15. Changes follow our detailed review of what we considered to be quite satisfactory 4Q08 results…”

Read more…

Posted on: February 17, 2009 – 10:21 am in Uncategorized,

New Warren Buffett & Berkshire Hathaway Stocks T-Z (TMK, USB, USG, UNP, UPS, WBC, WMT, WPO, WFC, WLP, WSC)

Buffett_image_2We have outlined the changes in the holdings of Warren Buffett’s Berkshire Hathaway Inc. (NYSE: BRK-A) and consolidated these into alphabetical order from "T to Z" for the quarter ended on September 30, 2008:

  • Torchmark Corp. (NYSE: TMK) 2.82 million
  • US Bancorp (NYSE: USB) over 72.9 million; looks UP from June
  • USG Corp. (NYSE: USG) 17.072 million shares (same)
  • Union Pacific Corp. (NYSE: UNP) 8.9 million shares (same)
  • United Parcel Service (NYSE: UPS) 1.429 million shares (same)
  • WABCO Holdings (NYSE: WBC) 2.7 million shares (same)
  • Wal-Mart Stores Inc. (NYSE: WMT) over 19.9 million shares (looks same)
  • Washington Post (NYSE: WPO) over 1.72 million shares (same)
  • Wells Fargo (NYSE: WFC) roughly 290.4 million shares (looks same, but likely larger now)
  • Wellpoint Inc. (NYSE: WLP) 4.7773 million shares (same)
  • Wesco Financial Corp. (NYSE: WSC) 5.7 million shares (same)

BUFFETT HOLDINGS "A to H"
BUFFETT HOLDINGS "I to S"

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Jon C. Ogg
November 14, 2008

Posted on: November 14, 2008 – 5:26 pm in Activist Investor, Buffett, Buffett Holdings, Conglomerates, Insider Activity, , , , , , , , , , ,

Buffett & Berkshire Hathaway Holdings T to Z (TMK, USB, USG, UNP, UPS, WBC, WMT, WPO, WFC, WLP, WSC)

Buffett_imageThese are the last of Warren Buffett’s and Berkshire Hathaway Inc. (NYSE: BRK-A) holdings as of June 30, 2008:

  • Torchmark Corp. (NYSE: TMK) more than 3.51 million shares in multiple lots
  • US Bancorp (NYSE: USB) more than 68 million shares in multiple lots
  • USG Corp. (NYSE: USG) 17.07 million shares
  • Union Pacific Corp. (NYSE: UNP) 8.9 million shares
  • United Parcel Service (NYSE: UPS) 1.429 million shares
  • WABCO Holdings (NYSE: WBC) 2.7 million shares
  • Wal-Mart Stores inc. (NYSE: WMT) over 19.9 million shares in multiple lots
  • Washington Post (NYSE: WPO) over 1.72 million shares in multiple lots
  • Wells Fargo (NYSE: WFC) over 290 million shares in multiple lots
  • Wellpoint Inc. (NYSE: WLP) 4.8 million shares
  • Wesco Financial Corp. (NYSE: WSC) 5.7 million shares

We have also pulled out the other Buffett & Berkshire holdings in two separate groups:
Those grouped as A to G
Those grouped as H to S

Jon C. Ogg
August 14, 2008

Posted on: August 14, 2008 – 9:30 pm in Buffett, Buffett Holdings, Conglomerates, Financial Stocks, , , , , , , , , , ,

Buffett & Berkshire Hathaway Holdings T – W (BRK-A, BRK-B, TMK, TT, USB, USG, UNP, UPS, UNH, WBC, WMT, WPO, WFC, WLP, WSC)

After today’s close, we saw the filing showing which stocks Warren Buffett held in Berkshire Hathaway Inc. (NYSE: BRK.A, BRK.B) at the cut off date of March 31, 2008. This is a snapshot of his various holdings that were broken down alphabetically.  Some have multiple positions because of various entities that are held.  Here goes:

Torchmark Corp. (NYSE: TMK)

  • $4.6M for 77,551 shares
  • $27M for 449,728 shares
  • $99.5M for 1,656,900 shares
  • $38.4M for 639,700 shares

Trane Inc. (NYSE: TT)

  • $500M for 10,901,900 shares

US Bancorp. (NYSE: USB)

  • $754,224 for 23,307,300 shares
  • $911,692 for 28,173,426 shares
  • $270,691 for 8,365,000 shares
  • $157,473 for 4,866,300 shares
  • $70,351 for 2,174,000 shares
  • $56,468 for 1,745,000 shares

USG Corp. (NYSE: USG)

  • $628.5M for 17,072,192 shares

Union Pacific (NYSE: UNP)

  • $558.3M for 4,453,000 shares

United Parcel Service (NYSE: UPS)

  • $104.3M for 1,429,200 shares

United Health Group (NYSE: UNH)

  • $219.9M for 6,400,000 shares

Wabco Holdings (NYSE: WBC)

  • $123.1M for 2,700,000 shares

Wal-Mart Stores (NYSE: WMT)

  • $1.00 BIL for 18,998,300 shares
  • $49.8M for 946,000 shares

Washington Post (NYSE: WPO)

  • $591.5M for 894,304 shares
  • $98.1M for 148,311 shares
  • $428.7M for 648,165 shares
  • $24.4M for 36,985 shares

Wells Fargo (NYSE: WFC)

  • $1.556 BIL for 53,489,420 shares
  • $367.9M for 12,643,200 shares
  • $1.114 BIL for 38,313,040 shares
  • $81.1M for 2,788,000 shares
  • $29.1M for 1,000,000 shares
  • $3.771 BIL for 129,591,488 shares
  • $46.8M for 1,609,720 shares
  • $49.4M for 1,700,000 shares
  • $23.8M for 820,000 shares
  • $582M for 20,000,000 shares
  • $465.6M for 16,000,000 shares
  • $232.8M for 8,000,000 shares
  • $78.57M for 2,700,000 shares
  • $58.2M for 2,000,000 shares

Wellpoint (NYSE: WLP)

  • $211.8M for 4,800,000 shares

Wesco Financial (AMEX: WSC)

  • $2.3 BIL for 5,703,087 shares

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Buffett & Berkshire Hathaway Holdings A – H
Buffett & Berkshire Hathaway Holdings I – S

Jon C. Ogg
May 15, 2008

Posted on: May 15, 2008 – 5:01 pm in Buffett, Buffett Holdings, , , , , , , , , , , , , , ,