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Buffett & Berkshire Hathaway Q3-2009 Holdings (BRK-A, BRK-B, GCI, GE, GSK, HD, IR, IRM, JNJ, KFT, LOW, MCO, NLC, NKE, NSC, NRG)

Berkshire Hathaway Inc. (NYSE: BRK-A)(BRK-B) has its Q3-2009 public equity holdings as of September 30, 2009. In our group “A to F” we noted some interim changes in the lot. Here are Warren Buffett’s holdings and accompanying notes for the group ‘G to O.’

Gannett Co. (NYSE: GCI) 3.447 million shares, same as before.
General Electric Corp. (NYSE: GE) 7.777 million shares is the same as before, but does not include the huge preferred investment from late 2008.
GlaxoSmithKline (NYSE: GSK) 1.51 million shares, same as before.
Home Depot Inc. (NYSE: HD) 2.757 million, same as last quarter.
Ingersoll-Rand (NYSE: IR) 636,600 shares; WAY DOWN from the 7.78 million listed last quarter.
Iron Mountain (NYSE: IRM) 3.3722 million shares, same as before.
Johnson & Johnson (NYSE: JNJ) was just over 36.91 million shares; Same as last quarter and still well under the 62 million shares at one point in 2008.
Kraft Foods (NYSE: KFT) over 138 million; same as last quarter.
Lowe’s Companies (NYSE: LOW) 6.5 million shares, same as last quarter.
M&T Bank Corp. (NYSE: MTB) 6.71 million shares, same as before.
Moody’s (NYSE: MCO) was listed as over 39.2 million shares, but that is WAY DOWN from the 48 million last quarter. Be advised that he has noted sales and hinted at more sales here.
Nalco Holding (NYSE: NLC) 9.0 million shares, same as last quarter.
Nike Inc. (NYSE: NKE) 7.641 million shares, same as before.
Norfolk Southern (NYSE: NSC) 1.933 million shares, same as before, but we already know Buffett has or is selling out of non-BNSF shares in rail companies.
NRG Energy (NYSE: NRG) 7.2 million, same as before.

BUFFETT HOLDINGS A to F

BUFFETT HOLDINGS P to Z

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JON C. OGG

Posted on: November 16, 2009 – 4:48 pm in Activist Investor, Buffett, Conglomerates, BRK-A, BRK-B, GCI, GE, GSK, HD, IR, IRM, JNJ, KFT, LOW, MCO, NKE, NLC, NRG, NSC

Berkshire Hathaway & Buffett Q2-2009 Holdings G to O (BRK-A, GCI, GE, GSK, HD, IR, IRM, JNJ, KFT, LOW, MTB, MCO, NLC, NKE, NSC, NRG)

Berkshire Hathaway Inc. (NYSE: BRK-A)(BRK-B) has released its Q2-2009 public equity holdings as of June 30, 2009. There are 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 ‘G to O.’

Gannett Co. (NYSE: GCI) 3.447 million shares, same as before.
General Electric Corp. (NYSE: GE) 7.777 million shares is the same as before, but does not include the preferred investment from late 2008.
GlaxoSmithkline (NYSE: GSK) 1.51 million shares, same as before.
Home Depot Inc. (NYSE: HD) 2.757 million, actually less than the 3.7 million shares in Q1.
Ingersoll-Rand (NYSE: IR) 7.78 million, same as last quarter.
Iron Mountain (NYSE: IRM) 3.3722 million shares, same as before.
Johnson & Johnson (NYSE: JNJ) was just over 36.91 million shares; ABOVE the 32.5 million last quarter and above the 28.6 million in Q4. This is still well under the huge 62 million shares last year.
Kraft Foods (NYSE: KFT) over 138 million; looks roughly the same as before.
Lowe’s Companies (NYSE: LOW) 6.5 million shares, same as before unlike at Home Depot.
M&T Bank Corp. (NYSE: MTB) 6.71 million shares, same as before.
Moody’s (NYSE: MCO) 48 million shares are listed as the same as before, however we already know that Buffett CUT THIS SINCE JUNE 30 and may cut it further.
Nalco Holding (NYSE: NLC) 9.0 million shares, same as Q1 after the Q1 position had been raised.
Nike Inc. (NYSE: NKE) 7.641 million shares, same as before.
Norfolk Southern (NYSE: NSC) 1.933 million shares, same as before.
NRG Energy (NYSE: NRG) 7.2 million, same as before.

BUFFETT HOLDINGS ‘A to F’

BUFFETT HOLDINGS ‘P to Z’

JON C. OGG
AUGUST 14, 2009

Posted on: August 14, 2009 – 5:02 pm in Buffett, BRK-A, GCI, GE, GSK, HD, IR, IRM, JNJ, KFT, LOW, MCO, MTB, NKE, NLC, NRG, NSC

Which Buffett & Berkshire Hathaway Stocks Bounced The Most? (BRK-A, BAC, WFC, KMX, GE, GCI, IR, USG)

We recently gave a list of companies which we thought Warren Buffett might want to consider selling or lightening up on after Berkshire Hathaway Inc. (NYSE: BRK-A) disclosed that it had finally decided to lighten up on its giant stake in Moody’s Corp. (NYSE: MCO). But an interesting question was brought up as a result of this. Whether Buffett decides to unload stocks or not…. Which Buffett holdings have actually managed to bounce the most from their lows? With today being month-end, we wanted to run some numbers here. We already noted yesterday that if and when we see a 1,000 close on the S&P 500 Index it marks a 50% gain from the market lows in March. There has been a huge bounce in his banking stocks, with Bank of America Corp. (NYSE: BAC) bouncing some 466% from the lows and a 214% bounce in Wells Fargo & Company (NYSE: WFC).
Read More »

Posted on: July 31, 2009 – 3:19 pm in Buffett, Conglomerates, BAC, BRK-A, GCI, GE, IR, KMX, USG, WFC

Top Analyst Upgrades and Downgrades (GLW, CPN, DYN, DE, EIX, IR, LM, STX, SLM, WOOF)

These are this Thursday’s top ten independent analyst calls with upgrades, downgrades and initiations from Wall Street brokerage firms with more than two hours until the market opens:

Corning (GLW) Started as Outperform at Morgan Keegan.
Calpine (CPN) Cut to Underperform at Jefferies.
Dynegy (DYN) Cut to Underperform at Jefferies.
Deere (DE) Raised to Neutral at Goldman Sachs.
Edison (EIX) Cut to Hold at Jefferies.
Ingersol-Rand (IR) Raised to Overweight at JPMorgan.
Legg Mason (LM) Raised to Hold at Deutsche Bank.
Seagate Tech (STX) Raised to Hold at Deutsche Bank.
SLM Corp. (SLM) Raised to Overweight at JPMorgan.
VCA Antech (WOOF) Raised to Buy at Sun Trust Robinson Humphrey.

Jon C. Ogg
June 25, 2009

Posted on: June 25, 2009 – 6:37 am in Analyst Calls, CPN, DE, DYN, EIX, GLW, IR, LM, SLM, STX, WOOF

Buffett & Berkshire Hathaway Disclose Holdings G to O (BRK-A, GCI, GE, GSK, HD, IR, IRM, JNJ, KFT, LOW, MTB, MCO, NLC, NKE, NSC, NRG)

The first quarter of 2009 Warren Buffett and Berkshire Hathaway Inc. (NYSE: BRK-A)(BRK-B) holdings are now out for the cut off date here of March 31, 2009. There are some changes from the end of Q4. We have broken these down into 3 groups A to F, G to O, and P to Z so these fit on one page easier. Here is the list ‘G to O.’

Gannett Co. (NYSE: GCI) 3.447 million shares, the same as before.
General Electric Corp. (NYSE: GE) 7.777 million shares is the same as before, but does not include the 10% preferred from last year.
GlaxoSmithkline (NYSE: GSK) 1.51 million shares, same as before.
Home Depot Inc. (NYSE: HD) 3.7 million shares; same as before.
Ingersoll-Rand (NYSE: IR) 7.78 million, same as last quarter.
Iron Mountain (NYSE: IRM) 3.3722 million shares, same as before.
Johnson & Johnson (NYSE: JNJ) about 32.5 million, ABOVE the prior 28.6 million shares but still down from the 62 million last year.
Kraft Foods (NYSE: KFT) over 138 million; looks roughly the same as before.
Lowe’s Companies (NYSE: LOW) 6.5 million shares, same as before.
M&T Bank Corp. (NYSE: MTB) 6.71 million shares, same as before.
Moody’s (NYSE: MCO) 48 million shares, same as before.
Nalco Holding (NYSE: NLC) 9.0 million shares; ABOVE our report of 8.730 million last quarter.
Nike Inc. (NYSE: NKE) 7.641 million shares, same as before.
Norfolk Southern (NYSE: NSC) 1.933 million shares, same as before.
NRG Energy (NYSE: NRG) 7.2 million, same as before.

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

Here is the full list of Buffett holdings “P to Z”

Jon C. Ogg
May 15, 2009

Posted on: May 15, 2009 – 4:04 pm in Activist Investor, Buffett, Buffett Holdings, Conglomerates, Insider Activity, Mutual Funds, Value Investing, BRK-A, GCI, GE, GSK, HD, IR, IRM, JNJ, KFT, LOW, MCO, MTB, NKE, NLC, NRG, NSC

Buffett & Berkshire Hathaway Disclose Holdings H to R (HD, IR, IRM, JNJ, KFT, LOW, MTB, MCO, NLC, NKE, NSC, NRG, PG)

buffett_image4 The second group is out, and here are the year-end holdings of Warren Buffett and Berkshire Hathaway, Inc. (NYSE: BRK-A). This filing shows the holdings alphabetically as “H to R” for stocks and the cut off date is December 31, 2008. We also added in some color for reference to the prior report:

Home Depot Inc. (NYSE: HD) 3.7 Million shares; same as before but down from June.
Ingersoll-Rand (NYSE: IR) 7.78 million, above the 5.6366 million before.
Iron Mountain (NYSE: IRM) 3.3722 million shares, same as last quarter.
Johnson & Johnson (NYSE: JNJ) 28.6 million shares, down by more than half from about 62 million last quarter.
Kraft Foods (NYSE: KFT) over 138 million. We had 148 million last time but that could have been a carrying difference we didn’t catch.
Lowes Companies (NYSE: LOW) 6.5 million shares, same as last quarter.
M&T Bank Corp. (NYSE: MTB) 6.71 million shares, same as last quarter.
Moody’s (NYSE: MCO) about 48 million shares, same as before but may actually be larger since the 12/31 reporting.
Nalco Holding (NYSE: NLC) 8.730 million shares; NEW HOLDING from last quarter.
Nike Inc. (NYSE: NKE) 7.641 million shares, same as last quarter.
Norfolk Southern (NYSE: NSC) 1.933 million shares, still same.
NRG Energy (NYSE: NRG) 7.2 million, up from 5 million last quarter.
Procter & Gamble (NYSE: PG) 96.3 million, down from more than 105.8 million last quarter.

BUFFETT HOLDINGS “A to G”
BUFFETT HOLDINGS “S to Z”

Jon C. Ogg
February 17, 2009

Posted on: February 17, 2009 – 5:50 pm in Activist Investor, Buffett, Buffett Holdings, Conglomerates, Financial Stocks, Berkshire Hathaway, HD, IR, IRM, JNJ, KFT, LOW, MCO, MTB, NKE, NLC, NRG, NSC, PG, Warren Buffett

New Warren Buffett & Berkshire Hathaway Stocks I-S (IR, IRM, JNJ, KFT, LOW, MTB, MCO, NKE, NSC, NRG, PG, SNY, STI)

We have outlined the changes we have seen in the holdings of Warren Buffett’s Berkshire Hathaway Inc. (NYSE: BRK-A) and these were put into groups in alphabetical order from I to S for the quarter ended on September 30, 2008:

Ingersoll-Rand (NYSE: IR) 5,636,600 shares (same)
Iron Mountain (NYSE: IRM) 3,372,200 shares (same)
Johnson & Johnson (NYSE: JNJ) listed as almost 62 million (roughly same)
Kraft Foods (NYSE: KFT) about 148 million shares
Lowes Companies (NYSE: LOW) 6.5 million shares; Down from 7 million in June
M&T Bank Corp. (NYSE: MTB) 6.71 million shares (same)
Moody’s (NYSE: MCO) 48 million shares (same)
Nike Inc. (NYSE: NKE) 7.641 million shares (same)
Norfolk Southern (NYSE: NSC) 1.933 million shares (same)
NRG Energy (NYSE: NRG) 5,000,000 shares; UP from 3.238 million in June
Procter & Gamble (NYSE: PG) more than 105.8 million shares (same)
Sanofi Aventis (NYSE: SNY) more than 3.9 million shares (same)
Sun Trust Bank (NYSE: STI) more than 3.2 million shares (same)

BUFFETT HOLDINGS "A to H"
BUFFETT HOLDINGS "T to Z"

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Jon C. Ogg
November 14, 2008

Posted on: November 14, 2008 – 5:28 pm in Activist Investor, Buffett, Buffett Holdings, Conglomerates, Insider Activity, IR, IRM, JNJ, KFT, LOW, MCO, MTB, NKE, NRG, NSC, PG, SNY, STI

Cramer Talks Up Beaten Down Industrials (IR, SPW, EMR, GE)

Jim Cramer came on CNBC today in his old STOP TRADING segment with a brief trade idea, and it is an industrial trade idea to boot. He noted this morning that this was too much of a jump from Friday’s lows. Cramer noted that the Fed took the Great Depression off the table. The first stock Cramer noted was Ingersoll-Rand Company (NYSE: IR) which lowered estimates and the stock didn’t go down very much.

Posted on: October 14, 2008 – 1:57 pm in Conglomerates, Cramer, Infrastructure, EMR, GE, IR, SPW

Buffett & Berkshire Hathaway Holdings H to S (HD, IR, IRM, JNJ, KFT, LOW, MTB, MCO, NKE, NSC, NRG, PG, SNY, STI)

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

Home Depot Inc. (NYSE: HD) 4,181,000 shares
Ingersoll-Rand (NYSE: IR) 5,636,600 shares
Iron Mountain (NYSE: IRM) 3,372,200 shares
Johnson & Johnson (NYSE: JNJ) listed about 61.75 million shares in multiple lots
Kraft Foods (NYSE: KFT) listed about 138.3 million shares in multiple lots
Lowes Companies (NYSE: LOW) 7 million shares
M&T Bank Corp. (NYSE: MTB) 6.71 million shares
Moody’s (NYSE: MCO) 48 million shares
Nike Inc. (NYSE: NKE) 7.641 million shares
Norfolk Southern (NYSE: NSC) 1.933 million shares
NRG Energy (NYSE: NRG) 3.238 million shares
Procter & Gamble (NYSE: PG) more than 105.8 million shares
Sanofi Aventis (NYSE: SNY) more than 3.9 million shares
Sun Trust Bank (NYSE: STI) more than 3.2 million shares

We have also broken the other Buffett and Berkshire Hathaway holdings in two groups:

Those grouped A to G
Those grouped T to Z

Jon C. Ogg
August 14, 2008

Posted on: August 14, 2008 – 9:32 pm in Buffett, Buffett Holdings, Conglomerates, Financial Stocks, BRK-A, HD, IR, IRM, JNJ, KFT, LOW, MCO, MTB, NKE, NRG, NSC, PG, SNY, STI

Buffett & Berkshire Hathaway Holdings I-S (BRK.A, BRK.B, IR, IRM, JNJ, KFT, MTB, MCO, NKE, NSC, PG, SNY, STI)

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

Ingersoll Rand (NYSE: IR) small position

Iron Mountain (NYSE: IRM) small position

Johnson & Johnson (NYSE: JNJ)

$280M for 4,322,500 shares
$1.314 BIL for 20,266,300 shares
$1.711 BIL for 26,386,148 shares
$21M for 325,300 shares
$589M for 9,087,200 shares
$51 for 792,000 shares
$37M for 575,000 shares

Kraft Foods (NYSE: KFT)

$2.766 BIL for 89,222,400 shares
$954.8M for 30,790,300 shares
$310M for 10,000,000 shares
$8M for 259,800 shares
$248M for 8,000,000 shares

M & T Bank (NYSE: MTB)

$483.1M for 6,003,360 shares
$43.9M for 546,000 shares
$13.3M for 165,700 shares

Moody’s (NYSE: MCO)

$1.124 BIL for 32,280,600 shares
$547.5M for 15,719,400 shares

Nike (NYSE: NKE)

$519.5M for 7,641,000 shares

Norfolk Southern (NYSE: NSC)

$105M for 1,933,000 shares

Procter & Gamble (NYSE: PG)

$4,099 BIL for 58,500,000 shares
$1.524 BIL for 21,752,000 shares
$437M for 6,240,000 shares
$501M for 7,154,500 shares
$54,655 for 780,000 shares
$109,309 for 1,560,000 shares
$384,369 for 5,485,500 shares
$306,556 for 4,375,000 shares

Sanofi-Aventis (NSE: SNY)

$18.3M for 488,500 shares
$96.8M for 2,578,933 shares
$6.3M for 169,300 shares
$13.1M 350,000 shares

SunTrust Banks (NYSE: STI)

$129.2M for 2,344,600 shares
$47.4M for 860,000 shares

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

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Buffett & Berkshire Hathaway Holdings A – H

Buffett & Berkshire Hathaway Holdings T – W

Jon C. Ogg
May 15, 2008

Posted on: May 15, 2008 – 5:03 pm in Buffett, Buffett Holdings, BRK/A, BRK/B, IR, IRM, JNJ, KFT, MCO, MTB, NKE, NSC, PG, SNY, STI

Buffett & Berkshire Hathaway Holdings “H to P” (BRK-A, BRK-B, HD, IR, IRM, JNJ, KFT, MTB, MCO, NKE, NSC, PG)

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

Home Depot (NYSE: HD) 4.181 million shares for $112.6 million.
Ingersoll Rand (NYSE: IR) 636,600 shares for some $29.55 million, why even bother….
Iron Mountain (NYSE: IRM) 4.66 million shares for some $172.6 million.
Johnson & Johnson (NYSE: JNJ) 61.75 million shares for some $4.11 Billion.
Kraft Foods (NYSE: KFT) 132.39 million shares for some $4.32 Billion.
M & T Bank (NYSE: MTB) 6.7 million shares for some $547 million.
Moody’s (NYSE: MCO) about 48 million shares for some $1.71 Billion.
Nike (NYSE: NKE) 7.641 million shares for some $490.85 million.
Norfolk Southern (NYSE: NSC) 1.933 million shares for some $97.5 million, low for a rail for Buffett.
Procter & Gamble (NYSE: PG) 105.8 million shares for some $7.77 Billion.

Buffett’s Full List of holdings alphabetically A-G
Buffett’s Full List of holdings alphabetically S-Z

Jon C. Ogg
February 14, 2008

Posted on: February 14, 2008 – 5:54 pm in Buffett, Buffett Holdings, BRK-A, BRK-B, HD, IR, IRM, JNJ, KFT, MCO, MTB, NKE, NSC, PG

Top 10 Pre-Market Analyst Calls (AW, CPT, ESPG, GSIC, GE, EFII, IR, MVSN, SAI, UPS)

These aren’t the only analyst calls moving stocks this morning, but these are the ones that 247WallSt.com is focusing on:

Allied Waste (AW) downgraded to Neutral at JPMorgan.
Camden Property (CPT) downgraded to Peer Perform at Bear Stearns; downgraded to Underweight at JPMorgan.
eSpeed (ESPD) raised to Buy from Neutral at Goldman Sachs.
Electronics for Imaging (EFII) downgraded to Market Perform at BMO Capital and downgraded to Underperform at Collins Stewart.
General Electric (GE) lowered price targets to $38 from $42 at Goldman Sachs, although it maintained a Buy rating.
GSI Commerce (GSIC) raised to Outperform at Bear Stearns.
Ingersoll Rand (IR) raised to Overweight at Lehman.
Macrovision (MVSN) raised to Buy at Jefferies.
SAIC (SAI) raised to Overweight at JPMorgan.
UPS (UPS) raised to Outperform at Bear Stearns.

Jon C. Ogg
January 10, 2008

Posted on: January 10, 2008 – 9:04 am in Analyst Calls, AW, CPT, EFII, ESPG, GE, GSIC, IR, MVSN, SAI, UPS

Media Digest 12/17/2007 Reuters, WSJ, NYTimes, FT, Barron’s

According to Reuters, the pace of holiday spending dropped off in late November and early December.

Reuters writes that Ingersoll-Rand (IR) is buying Trane (TT) for $10.1 billion.

Reuters writes that chip makers like Intel (INTC) are considering going to larger wafers to increase production but the move could cost billions of dollars.

The Wall Street Journal writes that Related Companies, a large privately held NY real estate company will get a huge cash infusion from Goldman Sachs (GS) and Abu Dhabi’s Mubadala Development as Arab interests increase investments in the US.

The Wall Street Journal writes that Ford (F) is near a deal to sell Rover and Jaguar to Tata.

The Wall Street Journal writes that Time Warner’s (TWX) studio release "I Am Legend" broke a box office record bringing in almost $77 million.

The Wall Street Journal reports that Cerberus and United Rentals (URI) have entered settlement talks over their broken buy-out deal.

The Wall Street Journal writes that IBM (IBM) is increasing its staff in India and China

The New York Times writes that sales of women’s clothing has been particularly weak this holiday season.

The New York Times reports that software programmers are having trouble keeping up with the new speed of faster chips

The FT writes that a rise in food prices is likely to hit all of the world’s major economies.

The FT also reports that telecom companies are turning to Silicon Valley to get their senior tech talent.

Barron’s reports that Berkshire Hathaway (BRK) may be overvalued.

Bloomberg says Wall St expects M&A to fall 20% due to growing credit problems in the market.

Bloomberg also reports that the price of wheat moved above $10 a bushel.

Douglas A. McIntyre

Posted on: December 17, 2007 – 4:21 am in Press Digest, BRK, F, GS, IBM, INTC, IR, TT, TWX

Earlybird Analyst Calls (July 30, 2007)

AHM cut to Sector Perform at RBC; cut to Underperform at JMP Securities.
BEBE cut to Neutral at Merriman Curhan Ford.
BEE raised to Buy at UBS.
CHRT cut to Underweight at JPMorgan.
CNSL raised to Hold at Citigroup.
DHR raised to overweight at JPMorgan.
DRH raised to Buy at UBS.
EDE raised to Buy at Jefferies.
ESLR raised to Neutral at B of A.
HK raised to Overweight at JPMorgan.
IR raised to Buy at Citigroup; downgraded to Neutral at Baird.
KNX raised to Overweight at JPMorgan.
KOF raised to Neutral at JPMorgan.
MEE cut to Underperform at FBR.
MGM raised to Overweight at Lehman.
MSA raised to Outperform at Baird.
MOT raised to MKt Perform at JMP Securities.
NSC raised to Overweight at JPMorgan.
OEH raised to Buy at UBS.
PFGC raised to Overweight at JPMorgan.
PLCE cut to Neutral at Susquehanna.
SEPR raised to Buy at B of A.
SOV raised to Peer Perform at Bear Stearns.
SWX raised to Buy at UBS.

Jon C. Ogg
July 30, 2007

Posted on: July 30, 2007 – 6:36 am in Analyst Calls, AHM, Analyst Calls, downgrades, ESLR, IR, KNX, MGM, MOT, NSC, SEPR, SOV, upgrades

Short Selling: Warren Buffett Holdings (June 2007)

BRK/A, BNI, KO, PG, WMT, USG, AXP, WFC, MCO, JNJ, COP, UNP, USB, MTB, ASD, NSC, WLP, UNH, IR, HRB

It is always interesting to see how Wall Street bets with or against Warren Buffett’s stock holdings. These are among the most recent holdings of the great Berkshire Hathaway (BRK/A-NYSE) and you’ll be able to see how there was more of an increase in short selling in the Buffett holdings. Keep in mind that by now many of these will no longer be current holdings because these public company holdings change from quarter to quarter, and for that matter there will be newer holdings that are not included in here.

Company       (TICKER)       JUNE    MAY CHANGE
Burlington Northern (BNI)    6.24M 6.19M +0.7%
Procter & Gamble (PG)       19.35M 14.2M +36%
American Express (AXP)    23.5M    21.6M +8.9%
Wells Fargo (WFC)                51.8M 35.9M +44%
Moody’s (MCO)                         18M    17.5M +3.3%
ConocoPhillips (COP)          21.38M 17.37M +23%
Union Pacific (UNP)             4.5M    4.4M    +1.9%
Anheuser-Busch (BUD)       9.81M    6.79M +44%
US Bancorp (USB)                35.4M    25.2M +40%
Wellpoint (WLP)                      5.62M    5.3M    +5.7%
UnitedHealth (UNH)             9.7M    8.94M    +8.5%
Ingersoll-Rand (IR)                5.11M 3.31M    +54%
H&R Block (HRB)                   20.3M 23.3M    -12.7%
Coca-Cola (KO)                   20.19M 27.8M    -27%
Wal-Mart (WMT)                      37.1M 38.1M    -2.5%
USG (USG)                            14.97M 16.05M    -6.7%
SunTrust Banks (STI)          7.42M    7.94M    -6.5%
Johnson & Johnson (JNJ) 15.37M 16.1M    -4.8%
M&T Bank (MTB)                   1.69M    1.93M    -12.7%
American Standard (ASD)    5.15M    7.46M    -30%
Norfolk Southern (NSC)       4.7M    5.47M    -14%

As a reminder, last night Jim Cramer reviewed some of the Buffett holdings as well with an opinion about piggybacking on each of these. Here is the critique Cramer gave for stock tickers UNP, USB, MTB, ASD, NSC, WLP, UNH, IR, HRB and here is the critique he gave for stock tickers BNI, KO, PG, WMT, USG, AXP, WFC, MCO, JNJ, COP.

Jon C. Ogg
June 22, 2007

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

Posted on: June 22, 2007 – 9:12 am in Buffett, Conglomerates, Short Interest, ASD, AXP, BNI, BRK/A, COP, HRB, IR, JNJ, KO, MCO, MTB, NSC, PG, STI, UNH, UNP, USB, USG, WFC, WLP, WMT

Cramer Reviews 10 More Warren Buffett Stock Picks

Stock Tickers: BRK/A, UNP, USB, MTB, ASD, NSC, WLP, UNH, IR, HRB

On CNBC’s Mad Money tonight, Jim Cramer reviewed stock picks from Warren Buffett’s Berkshire Hathaway (BRK/A) to what is good in there and what isn’t. He already gave 10 other picks earlier, and here is his second list of reviews for Buffet’s picks:

Union Pacific (UNP)…Cramer loves it, even after the run he thinks the rail company can make you money.

US Bancorp (USB)….Cramer thinks it’s a serious buy for the high-yield and the balance sheet.

M&T Bank (MTB)….Cramer likes financials, but he doesn’t like this one because of the subprime contagion when you can buy a better bank now.

American Standard (ASD)….Cramer likes it because the break-up could yield $15 upside.

Norfolk Southern (NSC)….Cramer likes this rail pick too, although probably as third of the rail stocks.

Wellpoint (WLP)…Cramer thinks it is the best healthcare cost containment in the sector and he likes it.

UnitedHealth (UNH)….Cramer owns it and thinks it WAS a best of breed and now the cheapest in the group.

Ingersoll-Rand (IR)….Cramer said its buyback was great and it’s the best of its kind.

H&R Block (HRB)….Cramer said it deserves to go lower and he doesn’t know what Buffett was thinking because of the problems inside it.

Jon C. Ogg
June 21, 2007

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

Posted on: June 21, 2007 – 5:35 pm in Buffett, Cramer, ASD, BRK/A, HRB, IR, MTB, NSC, UNH, UNP, USB, WLP

Warren Buffett Rides More Railroads (BNI, NSC, UNP), Plus Other Holdings

This is an edited version of the first story to run an expanded list.

Last month we all found out that Warren Buffett’s Berkshire Hathaway decided to take a ride on the Reading by investing in Burlington Northern (BNI-NYSE). He also said that he had invested in two others, and now we know the holdings out of today’s larger filing. Here are the positions noted in the filing.

Here is a full list out of the SEC FILING:

Here are the rail positions: Burlington Northern (BNI), Norfolk Southern (NSC), Union Pacific (UNP).

American Express (AXP), American Standard (ASD), Ameriprise, Anheuser Busch (BUD), H&R Block (HRB), Coca Cola (KO), Comdisco, ConocoPhillips (COP), Costco (COST), First Data (FDC), Gannett (GCI), General Electric (GE), Home Depot (HD), Ingersoll Rand (IR), Iron Mountain (IRM), J&J (JNJ), Lowe’s (LOW), M&T Bank (MTB), Moody’s (MCO), Nike (NKE), PetroChina (PTR), Pier 1 Imports (PIR), P&G (PG), Sanofi Aventis (SNY), Servicemaster (SVM), Sun Trust Banks (STI), Torchmark, Tyco International (TYC), US Bancorp (USB), USG Corp (USG), United Parcel Service (UPS), United Health group (UNH), Wal-Mart (WMT), Washington Post (WPO), Wells Fargo (WFC), Wellpoint (WLP), Wesco, Western Union (WU)

Jon C. Ogg
May 15, 2007