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Buffett & Berkshire Hathaway Holdings A-H (BRK-A, BRK-B, AXP, BUD, BNI, KMX, KO, CMCSA, CDO, COP, COST, GCI, GSK, HD)

247wallst — Thu, 15 May 2008 22:08:07 +0000

After today’s close, we got to see which stocks that Warren Buffett Held in the Berkshire Hathaway Inc. (NYSE: BRK.A, BRK.B) as of March 31, 2008. Buffett’s filing cut off date as he has 45-days to make his filings. Below is a snapshot of the various holdings, and we broke these down as they were in the fed filings. Some have multiple positions because of the various entities that are held. Here goes:

American Express (NYSE: AXP) $753M for 17,225,400 shares.

$349M 7,994,634 shares
$5.25B for 120,255,879 shares
$84.9M for 1,943,100 shares
$61M for 1,399,713 shares
$36.7M for 839,832 shares
$85.3M for 1,952,142 shares

Anheuser-Busch (NYSE: BUD)

$1.678 BIL for 35,371,000 shares
$9,120 for 192,200 shares

Burlington-Northern-Santa Fe NYSE: BNI) increased position

$5.88B for 63,785,418 shares

Carmax Inc. (NYSE: KMX)

$413.6M for 21,300,000 shares

Coca-Cola (NYSE: KO)

$108.1M for 1,776,000 shares
$438.6M for 7,205,600 shares
$2.443 BIL for 40,141,600 shares
$8.518 BIL for 139,945,600 shares
$556.3M for 9,139,200 shares
$29.2M for 480,000 shares
$55.5M for 912,000 shares

Comcast (NASDAQ: CMCSA)

$227.6M 12,000,000 shares

Comdisco (NYSE: CDO) very small position still…..
ConocoPhillips (NYSE: COP)

$1.334 BIL for 17,508,700 shares

CostCo Wholesale (NASDAQ: COST)

$341.3M for 5,254,000 shares

Gannett (NYSE: GCI)

$100.1M for 3,447,600 shares

General Electric (NYSE: GE)

$287.8M for 7,777,900 shares

GlaxoSmithKline (NYSE: GSK) small position
Home Depot (NYSE: HD)

$116.9M for 4,181,000 shares

Very Small Position defined as "under $100 Million." That may be an empire for the rest of us, but it isn’t worth nothing on Mr. Buffett’s scale.

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Buffett & Berkshire Hathaway Holdings I – S

Buffett & Berkshire Hathaway Holdings T – Z

Jon C. Ogg
May 15, 2008

Buffett & Berkshire Hathaway Holdings A-G (BRK-A, BRK-B, AXP, AMP, BUD, BNI, KMX, KO, CMCSA, CDO, COP, COST, GCI, GSK)

247wallst — Thu, 14 Feb 2008 22:56:50 +0000

These are the new combined holdings (alphabetically A-G) from Warren Buffett’s Berkshire Hathaway (NYSE: BRK-A) for the period ended December 31, 2007:

American Express (NYSE: AXP) 151.6 million shares for a value of more than $7.8 Billion.
Ameriprise (NYSE: AMP) 661,742 shares listed as worth some $36.4 million, why even bother…
Anheuser-Busch (NYSE: BUD) 35.56 million shares totaling some $1.87 Billion.
Burlington-Northern-Santa Fe NYSE: BNI) 60.828 million shares worth some $5.06 Billion.
Carmax Inc. (NYSE: KMX) 21 million shares worth some $414.7 million.
Coca-Cola (NYSE: KO) 200 million shares for some $12.27 Billion.
Comcast (NASDAQ: CMCSA) 12 million shares for some $217.4 million.
Comdisco (NYSE: CDO) 1.53 million shares for some $14 million, why even bother….

ConocoPhillips (NYSE: COP) 17.5 million shares for some $1.546 Billion.
CosctCo Wholesale (NASDAQ: COST) 5,254,000 million shares for some $366 million.
Gannett (NYSE: GCI) 3,447,600 shares for some $134.45 million.
General Electric (NYSE: GE) 7.777 million shares for some $288.3 million.
GlaxoSmithKline (NYSE: GSK) 1.51 million shares for $76.1 million.

Buffett’s Full List of holdings alphabetically H-P
Buffett’s Full List of holdings alphabetically S-Z

Jon C. Ogg
February 14, 2008

Subprime & CDO Meltdown Worse than RTC/S&L Crisis

247wallst — Thu, 14 Feb 2008 13:37:08 +0000

There is a new study out that has compared the current mortgage and subprime meltdown to the S&L and consumer crisis of the 1980′s that led to the creation of Resolution Trust Corp. (the "RTC"). The results are not promising for any optimists other than those named Pangloss.

Navigant Consulting, Inc. provides business, regulatory and financial advisory services and it has released a study showing that the number of subprime-related cases filed in federal courts is already out-pacing the S&L crisis litigation in the early 1990′s. This study noted that that subprime cases in 2007 already equaled half of the total 559 S&L cases handled by the RTC over a multi-year period, although this is only measuring federal court cases filed. This notes that of the 278 cases filed in 2007 some 43% came from borrower class action suits, 22% came from securities cases, and 22% came from commercial contract disputes.

247WallSt.com would note that these only represent the cases for 2007. The cases in 2008 are likely to dwarf the 2007 cases since these take time to file and much of the pending damages have either not yet happened or have not been able to be quantified. The real damages and issues in 2007 were also not until the second half of the year.

We haven’t even seen all of the counterparty blow-ups come to pass yet. We have yet to see any of the major financial institutions fail, and all of the bond insurers are still surviving. Warren Buffett will only save entities that make financial sense. We believe that the headlines coming are only going to get worse before they get better. Stocks will continue to act on their own, and when these financial stocks do ultimately turn it will be long before we start seeing actual good headlines. There is a reason we noted that financial mergers may become mandated rather than preferred.

Ultimately things will get better. But there is much more pain to come.

Jon C. Ogg
February 14, 2008

Just In Case…. Cramer Outlines the Doom & Gloom Scenario

247wallst — Mon, 30 Jul 2007 18:34:51 +0000

On tonight’s MAD MONEY on CNBC, Jim Cramer said he is going at least address the doomsday scenario in the financial markets even though he doesn’t think it is reality. This would be the extreme bearish scenario just in case the worst thing happens. Just in case…. The 3 groups in trouble are homebuilders, banks and mortgage brokers, and brokerage firm stocks.

Homebuilders are a total mess, and the only one he thinks isn’t a disaster is MDC (NYSE:MDC). South Forida, Phoenix, California are all in trouble and way overbuilt and he thinks some homebuilders could go under in theory. Out of the lenders Countrywide (NYSE:CFC) is the only honest one about exposure and how bad some of it is. The worst case is that 50% of home buyers could walk away, although Cramer doesn’t think that will occur. The brokers could lose all the private equity business and lose all the mortgage and derivative lending. They could even see estimates fall 50% and they could see numerous headcount reduction. Bear Stearns (NYSE:BSC) is in these the deepest, but all the brokers are in the same boat.

Later on MAD MONEY, Cramer did note that if the FED does end up cutting rates, then you could actually see these stocks soar. He even noted that emergency rate cuts could add 50% to some of these names. Now before you go panic, keep in mind that this isn’t what was being predicted. But this is what the absolute worst case scenario believers are thinking. Cramer doesn’t think this is going to happen.

I don’t believe this will happen either, for whatever that is worth. I recall seeing these debt implosions left and right affecting private and public pension funds back in the mid 1990′s, and it blew up many firms and many jobs were lost as a result. These "toxic waste" products cause a lot of pain, but if they crater the economy and implode many of the large diversified brokers and investment houses then the world has changed. In fact, that means the tail will have wagged the dog. These deep implosions always overreact and in the end will create some great opportunities for those with the fortitude and foresight on being the right timers to buy.

Jon C. Ogg
July 30, 2007

Jon Ogg can be reached at jonogg@247wallst.com; he does not own securities in the companies he covers.