The new Buffett holdings are below.

American Express Co. (NYSE: AXP) was roughly 151.6 million shares, SAME AS last quarter.

Bank of New York Mellon Corp. (NYSE: BK) was almost 19 million shares, which appears to be slightly lower but it had been raised before. What matters here is that it remains a substantial holding still.

Chicago Bridge & Iron Co. (NYSE: CBI) was a NEW POSITION at just over 6.5 million shares worth over $400 million.

Coca-Cola Co. (NYSE: KO) was more than 400 million shares due to the stock split of 2012, but this is virtually the SAME AS BEFORE.

ConocoPhillips (NYSE: COP) is the SAME POSITION at 24.1 million shares, but this is lower than in prior quarters.

Costco Wholesale Corp. (NASDAQ: COST) was the SAME POSITION at 4,333,363 shares.

DaVita Inc. (NYSE: DVA) was a LARGER POSITION and already more than a 10% stake and we recently saw that Berkshire Hathaway had entered into a standstill agreement not to buy more than 25% of the company after already having increased its stake recently. This was listed as 14.97 million shares as of March 31 versus 13.6 million shares before.

Deere & Co. (NYSE: DE) was the SAME POSITION at roughly 4 million shares.

DirecTV (NASDAQ: DTV) was HIGHER YET AGAIN at 37.275 million shares versus almost 34 million shares and that was also higher than before.

Gannett Co. (NYSE: GCI) was the SAME POSITION of 1.74 million shares.

General Electric Corp. (NYSE: GE) is listed as the SAME POSITION at 588,900 shares, but this is still way down from prior reports.

General Motors Co. (NYSE: GM) is the SAME POSITION at 25 million shares, but this was previously up from smaller positions.

GlaxoSmithKline (NYSE: GSK) is the SAME POSITION at 1.51 million shares.

Portfolio managers Todd Combs and Ted Weschler are getting even more entrenched as far as their ability to add to positions. The new Buffett holdings are below.   American Express Co. (NYSE: AXP) was roughly 151.6 million shares, SAME AS last quarter.

Archer Daniels Midland Co. (NYSE: ADM) was listed as a NEW POSITION of 5.95 million shares worth some $163.1 million as of the end of 2012.

Bank of New York Mellon Corp. (NYSE: BK) appears to be the SAME SIZE at over 19.6 million shares, but that is after gains had been reported in prior quarters.

Coca-Cola Co. (NYSE: KO) was more than 400 million shares due to the stock split of 2012, but this is virtually the SAME AS BEFORE.

ConocoPhillips (NYSE: COP) is the SAME AS BEFORE at 24.1 million shares, but this is lower than in prior quarters.

Costco Wholesale Corp. (NASDAQ: COST) was 4,333,363 shares, SAME AS last quarter.

READ ALSO: GE is the Best Conglomerate for Investors in 2013

DaVita Inc. (NYSE: DVA) was already more than a 10% stake, but a new filing shows that Buffett and various entities own a collective 13.6 million shares for a 13.0% stake. This position has grown and grown and is a LARGER STAKE. This stock has risen and risen while Buffett kept adding the position.

Deere & Co. (NYSE: DE) was the SAME AS LAST QUARTER at roughly 4 million shares, but this was previously a new position.

DirecTV (NASDAQ: DTV) is a LARGER POSITION AGAIN at almost 34 million shares versus 29.555 million shares before that and it had grown another quarter before as well.

Gannett Co. (NYSE: GCI) was 1.74 million, SAME AS BEFORE but decreased in prior quarters.

General Dynamics Corp. (NYSE: GD) is the SAME AS BEFORE at 3.877 million shares.

General Electric Corp. (NYSE: GE) is listed as THE SAME 588,900 shares, but this is still way down from the 5.008 million shares and 7.777 million shares the two prior quarter.

We have looked at the year-to-date performance of Warren Buffett’s portfolio holdings of Berkshire Hathaway Inc. (NYSE: BRK-B) to see which stocks he has that are helping to drive gains so far in 2013. We looked through all of Warren Buffett’s top stock holdings to identify the biggest winners. What is so interesting today is that the actual Berkshire Hathaway shares are outperforming about 90% of the actual stock holdings that make up the Buffett and Berkshire investment portfolio.

We have included the purchase or sale transaction history of each pick. We have also provided color and the implied upside to the Thomson Reuters consensus (mean) price target objective.

Phillips 66 (NYSE: PSX) remains a relatively new holding for team Buffett but was kept steady last quarter at 27.1 million shares worth more than $1.65 billion. It is also Buffett’s top stock in 2013 so far with gains of more than 15%. We expect that the way Mr. Buffett talked so positively about this oil refinery that he may add to the position ahead. We expect upside to the 1.6% dividend yield and this trades with more implied upside as the $61.30 price is short of the consensus analyst price target of $66.38.

Procter & Gamble Co. (NYSE: PG) has been on fire in 2013 and shares have been hitting new 52-week highs and this DJIA consumer products giant is up about 13.5% so far in 2013. What is interesting is that Mr. Buffett had been lowering his stake and it had fallen by nearly half of its share amount down to 52.8 million shares. That number may be even lower ahead as Buffett tends to keep selling stocks he starts selling out of. If the position is somehow static, that position would be worth more than $4 billion. This hit a 52-week high on Tuesday above $76.50 and the consensus analyst price target is $78.75 with a 3% dividend yield as of now.

We have two runner-ups which we are not formally counting as Buffett’s best performing stocks even though they have been in the holdings before. United Parcel Service Inc. (NYSE: UPS) is technically the third best position in the Team Buffett portfolio, but there is just one small problem. This had been almost entirely eliminated down to 59,400 shares from 261,900 shares last quarter and versus 1.429 million shares two quarters ago. That being said, this 9% gain year to date is almost immaterial for Berkshire’s $242 billion market cap. Ingersoll-Rand PLC (NYSE: IR) is yet another one which would have been great had Buffett remained on its side, but he has sold out of that position in late 2012 as well. That is too bad as this was up 8% year to date in 2013.

Read Also: Many DJIA Dividend Hikes Expected Soon

Deere & Co. (NYSE: DE) is actually a new position for Berkshire Hathaway of about 4 million shares worth about $375 million or so today. As Deere & Co. has a market cap of over $36 billion, Buffett could certainly add exponentially to his stake here without rocking the wagon too much. Deere is up by about 8.5% so far in 2013 and the price of $93.75 still has upside if the $96.00 consensus analyst price target turns out to be accurate.

Verisk Analytics Inc. (NASDAQ: VRSK) was a new position, but after growing that Berkshire Hathaway’s new portfolio managers already trimmed that stake down. As of the last quarterly report Verisk was down to only 1.563 million shares worth close to $80 million. This was next on the list of Buffett’s top stock performers in 2013 with gains of about 7.5% year to date. With shares around $55 now, this is now right at the consensus price target of $55.55 for this risk and analysis provider to the insurance industry.

Torchmark Corp. (NYSE: TMK) is the last of the reviewed gainers for the best performing stocks out of Buffett’s 2013 holdings. This insurance stock holding was the same as the prior quarter at a stake of about 4.2 million after having been raised in prior quarters. This was up about 7% year to date and is worth more than $220 million. With shares around $55 now, the consensus analyst target price is almost $58.73.

Lee Enterprises Inc. (NYSE: LEE) was yet another top percentage gainer but it also is one which Warren Buffett and team have already reduced down to only 1.13 million shares from 3,225,822 shares shown initially. This holding was one that Buffett had asked for confidentiality treatment on in his newspaper endeavors. The gain here is 8.8% year to date, but the position is so small on dollar terms at $1.24 per share that it is not even worth noting as it pertains to the Buffett portfolio dollars. That being said, this is another gainer that is less of a stake for Berkshire Hathaway.

International Business Machines Corp. (NYSE: IBM) has been raised by Mr. Buffett as a larger position and this was listed as over 67.5 million shares at the last available date. That was up slightly from 66.63 million shares from the previous quarter and versus the prior quarter before that at 64.395 million shares. It is likely that Buffett has been writing put options to grow its stake. This IT-giant is up 6.4% so far in 2013 for Mr. Buffett and his stake here is worth more than a whopping $13.7 billion to Berkshire Hathaway. Berkshire is now the largest shareholder of IBM and the $203 share price still has much implied upside to the consensus analyst target price of $225.76.

It is rare that Berkshire Hathaway Inc. (NYSE: BRK-A) outperforms the stock market. While it is a conglomerate and has many aspects of a holding company, there is also a lot of characteristics here that make investors think they have some bond market safety as well.

Buffett’s newest round of stock holdings should be out in mid-February and his most recent holdings can be seen in full here. We tracked the changes each quarter on each position.

After having reviewed and compiled the Berkshire Hathaway winners and losers, there is one thing that surfaced as an obvious lesson: just because Warren Buffett sells out of a stock it does not automatically mean that you should turn your back on those companies.

Portfolio managers Todd Combs and Ted Weschler are getting more and more entrenched as far as their ability to add to positions. It should also be mentioned that Warren Buffett was out for much of the summer for his prostate cancer treatment. While the net dollar amounts were not much different, the number of changes here were very significant.

American Express Co. (NYSE: AXP) was roughly 151.6 million shares, SAME AS last quarter.

Bank of New York Mellon Corp. (NYSE: BK) was over 19.6 million shares, another gain versus the more than 18.7 million shares last quarter (and versus 5.6 million shares previously, and the 1,793,915 shares even before then).

Coca-Cola Co. (NYSE: KO) was more than 400 million shares, which is about double the number of shares before but that is because of the stock split. Treat this as the SAME AS BEFORE.

ConocoPhillips (NYSE: COP) is lower yet again and this was about 24.1 million shares versus almost 28.9 million shares last quarter, and lower than the 29.1 million shares two quarters ago. See below at the Phillips 66 (NYSE: PSX) stake.

Costco Wholesale Corp. (NASDAQ: COST) was 4,333,363 shares, SAME AS last quarter.

DaVita Inc. (NYSE: DVA) is now more than a 10% stake and has grown from 9.3 million shares as of June 30, 2012 and higher than the 6 million reported as of March. Furthermore, the stake listed as of 9/30 is irrelevant. Recent filings have shown that Berkshire keeps buying more and more shares on the open market. A filing on 11/13/2012 showed that over the prior few days that some 548,823 shares had been purchased at an average of $112.15 and that the indirect ownership by Berkshire Hathaway was 11,748.045 shares.

Deere & Co. (NYSE: DE) was listed as NEW POSITION of about 4 million shares.

DirecTV (NASDAQ: DTV) is a LARGER POSITION again at 29.555 million shares versus 28.4 million shares last time and 22.999 million two quarters ago.

Gannett Co. (NYSE: GCI) was 1.74 million, SAME AS BEFORE but decreased in prior quarters.

General Dynamics Corp. (NYSE: GD) is the SAME AS BEFORE at 3.877 million shares after being a new position before.

General Electric Corp. (NYSE: GE) is a MUCH LOWER STAKE at 588,900 shares versus 5.008 million shares last quarter and versus 7.777 million shares the quarter before.

General Motors Co. (NYSE: GM) is a LARGER STAKE at 15 million shares versus 10 million shares last quarter.

GlaxoSmithKline (NYSE: GSK) 1.51 million shares, SAME AS PRIOR QUARTERS.

International Business Machines Corp. (NYSE: IBM) was A LARGER POSITION at over 67.5 million shares, up slightly from 66.63 million shares last quarter and the prior quarter at 64.395 million shares.

Johnson & Johnson (NYSE: JNJ) was a MUCH LOWER POSITION again at just under 500,000 shares. This is down from 10.33 million shares last quarter and versus about 29 million shares the prior quarter. The peak was way up at 62 million shares.

Kraft Foods (NASDAQ: KRFT) was AGAIN A LOWER POSITION at 40.46 million shares, down from 58.8 million shares last quarter and versus 78 million shares before that.

Lee Enterprises Inc. (NYSE: LEE) was an ALREADY REDUCED down to 1.13 million shares from 3,225,822 shares shown initially. This was one that Buffett had asked for confidentiality treatment on in his newspaper endeavors.

Liberty Media Corp. (NASDAQ: LMCA) is a the same at 5.5 million shares versus, but that was lifted last quarter from the prior two quarters.

M&T Bank Corp. (NYSE: MTB) is 5.38+ million shares, SAME AS last quarter.

MasterCard Inc. (NYSE: MA) was 405,000 shares, the SAME AS last quarter but up from two quarters before that.

Moody’s Corp. (NYSE: MCO) was 28.4 million; SAME AS last quarter but way down from prior quarters and years.

National Oilwell Varco Inc. (NYSE: NOV) was a LARGER position at 4.18 million shares versus what had been a new position of 2.84 million shares last quarter.

Phillips 66 (NYSE: PSX) was the SAME AS LAST QUARTER at about 27.1 million shares, but this was a new position last quarter even though it had been telegraphed.

Precision Castparts Corp. (NYSE: PCP) was listed as a NEW STAKE of almost 1.25 million shares.

Procter & Gamble (NYSE: PG) was 52.8 million shares, LOWER THAN BEFORE and a steady shrinking position in recent quarters from a peak of 96.3 million shares.

Sanofi-Aventis (NYSE: SNY) was 4.06 million shares; SAME AS before.

Torchmark Corp. (NYSE: TMK) was more than 4.2 million, SAME AS last quarter after having been raised in a prior quarter.

US Bancorp (NYSE: USB) was DOWN AGAIN to 61.2+ million shares from 66 million shares last quarter and about 69 million shares in the prior quarters.

USG Corp. (NYSE: USG) was 17.072 million shares; SAME AS before.

United Parcel Service (NYSE: UPS) was ALMOST ELIMINATED ENTIRELY down to 59,400 shares from 261,900 shares last quarter and versus 1.429 million shares two quarters ago.

Verisk Analytics Inc. (NASDAQ: VRSK) was LOWERED YET AGAIN to 1.563 million shares.

Viacom Inc. (NASDAQ: VIA) was a LARGER POSITION AGAIN at 7.6+ million shares versus 6.8 million shares last quarter and having been a new position of 1.59 million shares two quarters earlier.

Visa Inc. (NYSE: V) was 1.555 million shares, a LOWER POSITION YET AGAIN versus 2.079 million shares last quarter and versus 2.865 million shares previously.

WABCO Holdings Inc. (NYSE: WBC) is a NEW POSITION of about 1.6 million shares but that is less than $100 million.

Wal-Mart Stores Inc. (NYSE: WMT) was THE SAME STAKE at just over 46.7 million shares.

Washington Post (NYSE: WPO) was over 1.72 million shares; SAME AS before.

Wells Fargo & Co. (NYSE: WFC) was HIGHER YET AGAIN at over 420 million shares more than 394.3 million shares last quarter. Buffett keeps growing this stake and he telegraphed that he had.

CVS Caremark Corp. (NYSE: CVS) had been smaller before and it has now been eliminated entirely from prior holdings of just over 5.3 million shares and then 7.106 million shares two quarters ago.

Dollar General Corp. (NYSE: DG) was ELIMINATED ENTIRELY from 3.32 million shares last quarter and versus 4.497 million shares before that.

Ingersoll-Rand (NYSE: IR) has now been entirely eliminated as we expected. Berkshire was down to on 20,400 shares last quarter versus 636,600 shares in the first quarter.   We would note that the total value of today’s public equity holdings was listed as over $75.3 billion, which is up from $74.32 billion last quarter and virtually the same as the $75.3 billion the prior quarter.

JON C. OGG

Portfolio managers Todd Combs and Ted Weschler are still relatively new and those new positions of under $200 million $300 million are likely tied to them.   We have referenced these new holdings to prior quarters as well.

American Express Co. (NYSE: AXP) was roughly 151.6 million shares, SAME AS last quarter.

Bank of New York Mellon Corp. (NYSE: BK) is HIGHER AGAIN at more than 18.7 million shares versus 5.6 million shares last quarter and higher than the 1,793,915 shares two quarters ago.

CVS Caremark Corporation (NYSE: CVS) is now a SMALLER POSITION at just over 5.3 million shares versus 7.106 million shares last quarter.  What is interesting is that this position is not an old one and is rather new.

Coca Cola Co. (NYSE: KO) was right at 200 million shares, SAME AS BEFORE yet again.

ConocoPhillips (NYSE: COP) is a tad lower at almost 28.9 million shares, and that is lower than the roughly 29.1 million shares previously reported.  See below at the Phillips 66 (NYSE: PSX) stake.

Costco Wholesale (NASDAQ: COST) 4,333,363 shares, SAME AS last quarter.

Da Vita Inc. (NYSE: DVA) is now 9.3 million shares, HIGHER THAN the 6 million reported last quarter.

DirecTV (NASDAQ: DTV) is a LARGER POSITION again at 28.4 million shares or so, up from 22.999 million last quarter and versus 20.348 million shares a quarter before that.

Dollar General Corporation (NYSE: DG) is 3.32 million shares, LOWER THAN the 3.63 million shares last quarter and lower than the 4.497 million shares before that.

Gannett Co. (NYSE: GCI) was 1.74 million, SAME AS BEFORE but decreased in prior quarters.

General Dynamics Corporation (NYSE: GD) is the SAME AS BEFORE at 3.877 million shares after being a new position before.

General Electric Corp. (NYSE: GE) is a LOWER STAKE at 5.008 million shares versus 7.777 million shares the quarter before.

General Motors (NYSE: GM) is THE SAME at 10 million shares after having been a new stake last quarter.

GlaxoSmithKline (NYSE: GSK) 1.51 million shares, SAME AS PRIOR QUARTERS.

International Business Machines Corporation (NYSE: IBM) was A LARGER POSITION at 66.63 million shares versus 64.395 million shares the quarter before.

Johnson & Johnson (NYSE: JNJ) was a MUCH LOWER POSITION of 10.33 million shares versus about 29 million shares the prior quarter. The peak was way up at 62 million shares or so at one point in prior quarters.

Kraft Foods (NYSE: KFT) was AGAIN A LOWER POSITION at about 58.8 million shares versus 78 million shares before and it had been lightened up prior to that as well.

Lee Enterprises Inc. (NYSE: LEE) was a NEW POSITION of 3,225,822 shares, but this was one that Buffett had asked for confidentiality treatment on in his newspaper endeavors.  This should have been known for the most part.

Liberty Media Corporation (NASDAQ: LMCA) is a LARGER POSITION YET AGAIN at 5.5 million shares versus 3 million shares last quarter and versus 1.7 million shares the quarter before that.

M&T Bank Corporation (NYSE: MTB) is 5.38+ million shares, SAME AS last quarter.

MasterCard Inc. (NYSE: MA) was 405,000 shares, the SAME AS last quarter but up from two quarters before that.

Moody’s Corp. (NYSE: MCO) was 28.4 million; SAME AS last quarter but way down from prior quarters and years.

National Oilwell Varco, Inc. (NYSE: NOV) was a NEW POSITION  of 2.84 million shares worth under $200 million at the end of the quarter.

Phillips 66 (NYSE: PSX) was a NEW POSITION of about 27.1 million shares, but we would advise that this had been telegraphed last month and should not be considered new even if it is fairly large stake after the spin-off.

Procter & Gamble (NYSE: PG) was 59.6 million shares, a LOWER POSITION AGAIN versus 73.2+ million last quarter and versus 76.7 million shares a quarter before.  This is down from a peak of 96.3 million shares in prior quarters.

Sanofi-Aventis (NYSE: SNY) was 4.06 million shares; SAME AS before.

Torchmark Corp. (NYSE: TMK) was more than 4.2 million, SAME AS last quarter after having been raised in a prior quarter.

US Bancorp (NYSE: USB) was DOWN SLIGHTLY to 66 million shares versus about 69 million shares in the prior quarters.

USG Corp. (NYSE: USG) was 17.072 million shares; SAME AS before.

United Parcel Service (NYSE: UPS) was a LOWERED POSITION to 261,900 shares versus 1.429 million shares last quarter.

Verisk Analytics, Inc. (NASDAQ: VRSK) 1.871 million shares, LOWER AGAIN versus 2.23 million shares last quarter and lower than the 3.445 million shares one quarter earlier.

Viacom Inc. (NASDAQ: VIA) was a LARGER POSITION at 6.8 million shares after having been a new position of 1.59 million shares one quarter earlier.

Visa Inc. (NYSE: V) was a LOWER POSITION at 2.079 million shares versus 2.865 million shares previously.

Wal-Mart Stores Inc. (NYSE: WMT) was THE SAME STAKE at just over 46.7 million shares, but that was grown in the last quarter.

Washington Post (NYSE: WPO) was over 1.72 million shares; SAME AS before.

Wells Fargo & Co. (NYSE: WFC) was GROWN YET AGAIN to more than 394.3 million versus more than 383 million shares last quarter. Buffett keeps buying Wells Fargo shares.

Comdisco Holdings (NASDAQ: CDCO) HAS BEEN ELIMINATED after having been roughly 1.5 million shares in prior quarters.

Ingersoll-Rand (NYSE: IR) was ALMOST ELIMINATED ENTIRELY down to on 20,400 shares versus 636,600 shares last quarter.

Intel Corporation (NASDAQ: INTC) was no longer listed as a position after having been 7.745 million shares last quarter and versus 11.495 million shares the quarter before that.

We would note that the total value of today’s public equity holdings was listed as over $74.32 billion versus about $75.3 billion the prior quarter.  This report is also missing the phrase “Confidential information has been omitted…” in this filing.

If you enjoyed the new Buffett and Berkshire Hathaway holdings, you are invited to join our free daily email list that sends news on Warren Buffett, Mergers & Buyouts, IPOs, hot stock news, daily exclusive feature stories, and more directly to your email Inbox at the start of each morning by joining in the box below.

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JON C. OGG

Also, keep in mind that portfolio managers Todd Combs and Ted Weschler are still new and those new positions of under $200 million $300 million are likely tied to them.

24/7 Wall St. has gone through line by line of each position to see which stocks have been bought and sold as new positions, as well as having added in whether or not the number of shares grew or shrank on each since the prior quarter. We had added some color in on some of the positions if applicable.

Be advised that the number of subsidiaries that this filing covers is 14 entities rather than 18 entities in the prior quarter. There is also a note in the 13F filing showing that the SEC has granted “Confidential Treatment” on some Berkshire stock holdings and that likely suggests that Buffett is still acquiring a position he does not want the public to know about yet. This filing does not signal the half-dozen or more European shares that Buffett said he bought so that remains an outstanding issue as well.

The value of the stock portfolio was $66,151,587,000 at the end of 2011 and this was listed as $75,300,250,000 at the end of March 2012.

American Express Co. (NYSE: AXP) was over 151.6 million shares, SAME AS last quarter.

Bank of New York Mellon Corp. (NYSE: BK) is now 5.6 million shares, HIGHER THAN the 1,793,915 shares last quarter.

CVS Caremark Corporation (NYSE: CVS) is the SAME SIZE at 7.106 million shares after having been a new holding in a recent quarter and having been raised one quarter ago.

Coca Cola Co. (NYSE: KO) was right at 200 million shares, SAME AS BEFORE.

ConocoPhillips (NYSE: COP) is roughly 29.1 million shares, roughly the SAME AS BEFORE but it is still lower than previous quarters in past reports.

Costco Wholesale (NASDAQ: COST) 4,333,363 Shares, SAME AS last quarter after having lowered it before.

Da Vita Inc. (NYSE: DVA) is now 6 million shares worth $541 million and that LARGER THAN BEFORE after having been a new position of 2.684 million shares.

DirecTV (NASDAQ: DTV) is a LARGER POSITION listed at 22.999 million worth over $1.13 billion. This one had been 20.348 million shares worth $870 million one quarter earlier and it had been a new position just two quarters ago at 4.249 million shares.

Liberty Media Corporation (NASDAQ: LMCA) is a NEW POSITION of 1.7 million shares worth some $132.7 million.
M&T Bank Corporation (NYSE: MTB) is 5.38+ million shares, SAME AS last quarter.
Mastercard Inc. (NYSE: MA) was 405,000 shares, the SAME AS last quarter and up from the quarter before that.
Moody’s Corp. (NYSE: MCO) was 28.4 million; SAME AS last quarter but way down from prior quarters and years.
Procter & Gamble (NYSE: PG) was 76.7 million shares, SAME AS last quarter but lower than the 96.3 million shares in prior quarters.
Sanofi-Aventis (NYSE: SNY) was 4.06 million shares; SAME AS before.
Torchmark Corp. (NYSE: TMK) was more than 4.2 million, SAME AS last quarter after having been raised in a prior quarter.
US Bancorp (NYSE: USB) was roughly 69 million shares; SAME AS before.
USG Corp. (NYSE: USG) was 17.072 million shares; SAME AS before.
United Parcel Service (NYSE: UPS) was 1.429 million shares; SAME AS before.
Verisk Analytics, Inc. (NASDAQ: VRSK) was already a LOWER POSITION at 3.445 million shares after being recently added as a new position and then grown.
Visa Inc. (NYSE: V) is a LARGER POSITION of 2.865 million shares worth $291 million; was 2.291 million shares previously.
Wal-Mart Stores Inc. (NYSE: WMT) was just over 39 million shares; SAME AS before after having been raised in 2010.
Washington Post (NYSE: WPO) was over 1.72 million shares; SAME AS before.
Wells Fargo & Co. (NYSE: WFC) was a LARGER POSITION AGAIN at more than 383 million shares.

PAGE ONE…BUFFETT HOLDINGS ‘A to K’

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JON C. OGG

AK Steel Holding Corporation (NYSE: AKS) Raised to Outperform from Market Perform at Wells Fargo.
AngloGold Ashanti Ltd. (NYSE: AU) Cut to Sell from Neutral by Goldman Sachs.

France Telecom S.A. (NYSE: FTE) Cut to Underperform as Bear of the Day at Zacks Investment Research.
General Growth Properties Inc. (NYSE: GGP) Cut to Neutral from Outperform at Credit Suisse.
Honeywell International Inc. (NYSE: HON) Raised to Outperform as Bull of the Day at Zacks Investment Research.

Lazard Ltd. (NYSE: LAZ) Raised to Outperform from Neutral at Credit Suisse.
Pinnacle West Capital Corporation (NYSE: PNW) Cut to Neutral from Outperform at Credit Suisse.
Randgold Resources Limited (NASDAQ: GOLD) Cut to Sell from Neutral at Goldman Sachs.
Telefonica, S.A. (NYSE: TEF) Cut to Neutral from Overweight at HSBC.
Teva Pharmaceutical Industries (NASDAQ: TEVA) Reiterated Buy with $52 target at Canaccord Genuity.
Torchmark Corp. (NYSE: TMK) Raised to Neutral from Underperform at Credit Suisse.
United Natural Foods, Inc. (NASDAQ: UNFI) Raised to Buy from Hold at Canaccord Genuity.
United Rentals, Inc. (NYSE: URI) Raised to Top Pick at RBC.
Vail Resorts Inc. (NYSE: MTN) Started as Outperform at Credit Suisse.
WellCare Health Plans, Inc. (NYSE: WCG) named as value stock of the day at Zacks Investment Research.

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M&T Bank Corporation (NYSE: MTB) is 5.38+ million shares, UP ONLY A TAD from the 5.363 million last quarter but this one had been cut in prior quarters.
Mastercard Inc. (NYSE: MA) was 405,000 shares valued at $128.45 million.  The position is the SAME AS last quarter but still almost double from the quarter before.
Moody’s Corp. (NYSE: MCO) was 28.4 million; SAME AS last quarter but way down from prior quarters and years.
Procter & Gamble (NYSE: PG) was 76.7 million shares and listed as THE SAME as last quarter but lower than the 96.3 million shares in prior quarters.
Sanofi-Aventis (NYSE: SNY) was 4.06 million shares; SAME AS before.
Torchmark Corp. (NYSE: TMK) was more than 4.2 million, a LARGER POSITION than the 2.82 million shares last quarter.
US Bancorp (NYSE: USB) was roughly 69 million shares; SAME AS before.
USG Corp. (NYSE: USG) was 17.072 million shares; SAME AS before.
United Parcel Service (NYSE: UPS) was 1.429 million shares; SAME AS before.
Verisk Analytics, Inc. (NASDAQ: VRSK) was ALMOST DOUBLE in shares at 4.202 million worth $146.1 million versus the 2,101,125 shares a quarter before when it had been started as a new position.
Visa Inc. (NYSE: V) is a NEW POSITION of 2.291 million shares worth $96.44 million.
Wal-Mart Stores Inc. (NYSE: WMT) was just over 39 million shares; SAME AS before after having been raised in 2010.
Washington Post (NYSE: WPO) was over 1.72 million shares; SAME AS before and Buffett kept his word so far about holding the Washington Post shares despite stepping down from its board.
Wells Fargo & Co. (NYSE: WFC) over 361 million shares a HIGHER POSITION than the 352+ million last quarter.

PAGE ONE…BUFFETT HOLDINGS ‘A to K’

As noted earlier… today’s holding disclosure has missing data as Berkshire Hathaway was given permission and likely still does not include the full holdings: Confidential information has been omitted from the Form 13F and filed separately with the Commission.

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Mastercard Inc. (NYSE: MA) was 405,000 shares, ALMOST DOUBLE from the 216,000 shares last quarter as a prior new position.  Now valued at $122 million.
M&T Bank Corporation (NYSE: MTB) is 5.363 million, SAME AS before but had been cut in prior quarters.
Moody’s Corp. (NYSE: MCO) was 28.4 million; SAME AS last quarter but this is down from prior reports as Moody’s is slowly getting cut.
Procter & Gamble (NYSE: PG) was 76.7 million shares; SAME AS last quarter but lower than the 96.3 million shares in prior quarters.
Sanofi-Aventis (NYSE: SNY) was 4.06 million shares; SAME AS before.
Torchmark Corp. (NYSE: TMK) was 2.82 million shares; SAME AS before.
US Bancorp (NYSE: USB) was roughly 69 million shares; SAME AS before.
USG Corp. (NYSE: USG) was 17.072 million shares; SAME AS before.
United Parcel Service (NYSE: UPS) was 1.429 million shares; SAME AS before.
Verisk Analytics, Inc. (NASDAQ: VRSK) was 2,101,125 shares, a NEW POSITION listed as $72.7 million as of June 30.
Wal-Mart Stores Inc. (NYSE: WMT) was just over 39 million shares; SAME AS before after having been raised in 2010.
Washington Post (NYSE: WPO) was over 1.72 million shares; SAME AS before and Buffett kept his word so far about holding the Washington Post shares despite stepping down from its board.
Wells Fargo & Co. (NYSE: WFC) was over 368.6 million; this one GREW AGAIN from the 358.9 million shares at March 31, 2011; was listed as over 342 Million shares one quarter earlier and over 336.4 million two quarters before that.

PAGE ONE…BUFFETT HOLDINGS ‘A to L’

As noted earlier… today’s holding disclosure has missing data as Berkshire Hathaway was given permission and likely still does not include the full holdings: Confidential information has been omitted from the Form 13F and filed separately with the Commission.  

Wesco Financial Corp. (NYSE: WSC) was not listed but that is because it was acquired by Berkshire.

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JON C. OGG