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.

Arch Coal Inc. (NYSE: ACI) cut to Neutral at J.P. Morgan.

Arena Pharmaceuticals Inc. (NASDAQ: ARNA) started as Outperform with $11 to $12 target at Leerink Swann.

Automatic Data Processing Inc. (NASDAQ: ADP) reiterated Buy and raised target to $68 at Argus, and maintained Outperform and raised target to $67 at Credit Suisse.

Bank of Ireland (NYSE: IRE) cut to Underperform at Credit Suisse.

Bank of Hawaii Corp. (NYSE: BOH) started as Underperform at Credit Suisse.

Dell Inc. (NASDAQ: DELL) cut to Sell from Neutral at Argus and raised to Neutral from Sell at Citi.

First Horizon National Corp. (NYSE: FHN) started as Outperform at Credit Suisse.

First Solar Inc. (NASDAQ: FSLR) started as Buy at Citi.

Fulton Financial Corp. (NASDAQ: FULT) started as Neutral at Credit Suisse.

Golden Star Resources Ltd. (NYSEMKT: GSS) raised to Neutral at Credit Suisse.

Hershey Co. (NYSE: HSY) reiterated Buy and raised target by $10 to $92 at Argus.

Intuit Inc. (NASDAQ: INTU) started as Buy with $80 target at Janney.

Itron Inc. (NASDAQ: ITRI) raised to Buy with $52 target at Argus.

J.C. Penney Co. Inc. (NYSE: JCP) stared as Sell at Maxim Group.

MEMC Electronic Materials Inc. (NYSE: WFR) started as Buy at Citi.

PNC Financial Services Group Inc. (NYSE: PNC) started as Buy at Nomura.

Regions Financial Corp. (NYSE: RF) started as Buy at Nomura.

SunPower Corp. (NASDAQ: SPWR) started as Buy with Top Pick rating at Citi.

Suntech Power Holding Co. Ltd. (NYSE: STP) started as Sell at Citi.

TCF Financial Corp. (NYSE: TCB) started as Neutral at Credit Suisse.

U.S. Bancorp (NYSE: USB) started as Buy at Nomura.

Viacom Inc. (NASDAQ: VIA) cut to Hold at Argus.

VIVUS Inc. (NASDAQ: VVUS) started as Outperform with $19 to $20 target at Leerink Swann.

Wells Fargo & Co. (NYSE: WFC) started as Buy at Nomura.

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

ARM Holdings PLC (NASDAQ: ARMH) started as Neutral at Credit Suisse.

Corporate Office Properties Trust (NYSE: OFC) raised to Neutral at BofA/ML.

Dollar Tree Inc. (NASDAQ: DLTR) raised to Outperform at Wells Fargo.

Dominion Resources Inc. (NYSE: D) raised to Outperform with $59 target at Credit Suisse.

FedEx Corp. (NYSE: FDX) reiterated Buy and raised target to $108 at BofA/ML.

Healthcare Realty Trust Inc. (NYSE: HR) cut to Sector Perform at RBC.

Home Depot Inc. (NYSE: HD) cut to Perform at Oppenheimer.

IMAX Corp. (NYSE: IMAX) started as Outperform with $28 target at Credit Suisse.

Johnson Controls Inc. (NYSE: JCI) cut to Neutral at BofA/ML.

M&T Bank Corp. (NYSE: MTB) raised to Outperform with $109 target at Credit Suisse.

Owens Corning (NYSE: OC) cut to Neutral at JPMorgan.

Qualcomm Inc. (NASDAQ: QCOM) raised to Outperform at BNP Paribas.

SAP A.G. (NYSE: SAP) cut to Equal Weight at Barclays.

Shutterfly Inc. (NASDAQ: SFLY) raised to Buy at Cantor Fitzgerald.

SkyWest Inc. (NASDAQ: SKYW) cut to Underperform at BofA/ML.

TECO Energy Inc. (NYSE: TE) cut to Underperform as Bear of the Day at Zacks.

Thoratec Corp. (NASDAQ: THOR) raised to Outperform as Bull of the Day at Zacks.

Tyco International Ltd. (NYSE: TYC) cut to Neutral at Credit Suisse.

Viacom Inc. (NASDAQ: VIA) cut to Underperform at Bernstein.

Zynga Inc. (NASDAQ: ZNGA) cut to Neutral at Piper Jaffray.

Bank of America Merrill Lynch has made several ratings changes on the U.S. banking sector. Fifth Third Bancorp (NASDAQ: FITB) was cut to Neutral from Buy on Tuesday. This morning we see that Bank of America says ahead of earnings season that it is time to increase weightings in money center banks. The bank reinstated coverage as follows: Citigroup Inc. (NYSE: C) with a Buy rating and $45 price objective and J.P. Morgan Chase & Co. (NYSE: JPM) as Buy with a $48 price objective. U.S. Bancorp (NYSE: USB) was downgraded to Neutral in the call. Yesterday Bank of America outlined the case for the great rotation into stocks and out of bonds in 2013.

JON C. OGG

At the other end of the list are Research In Motion Ltd.’s (NASDAQ: RIMM) BlackBerry, which had a drop in value of 39% to $3.9 billion. Viacom’s (NASDAQ: VIA) MTV lost 12% of its value and fell to $5.6 billion. Nokia Corp.’s (NYSE: NOK) value fell 16% to $21 billion. It is surprising that Nokia and BlackBerry did so well. The Interbrand method of valuation is fuzzy, perhaps because it wants to gain new clients for its brand-building business.

Douglas A. McIntyre

Infamous bank analyst Dick Bove believes that banks are treated so badly by the State of New York that they should abandon the location and move to alternate places. After the New York Attorney General filed suit against J.P. Morgan Chase & Co. (NYSE: JPM) on issues of the sales of mortgage-backed paper, Bove, who works at Rochdale Securities, wrote:

Management should consider the benefits of moving their headquarters elsewhere. Shareholders should not be forced to pay for continuous lawsuits because these banks are in New York.

If the industry was located in Charlotte, North Carolina it would not be facing constant hostility, it would be supported by a government that wants its business.

The financial services sector is already bleeding jobs in New York City. In the unlikely event that they take Bove’s advice, that would worsen.

Apple Brand Gains on Coca-Cola

Interbrand has released its “Best Global Brands of 2012,” which contains no surprises. Coca-Cola Co. (NYSE: KO) remains at the top of the list with a brand value of $77.8 billion. Apple Inc.’s (NASDAQ: AAPL) brand valuation jumped 129% to $76.6 billion. The move nearly mirrors the rise in its share price. Apple is almost certain to take the top slot next year. At the other end of the list are Research In Motion Ltd.’s (NASDAQ: RIMM) BlackBerry, which had a drop in value of 39% to $3.9 billion. Viacom’s (NASDAQ: VIA) MTV lost 12% of its value and fell to $5.6 billion. Nokia Corp.’s (NYSE: NOK) value fell 16% to $21 billion. It is surprising that Nokia and BlackBerry did so well. The Interbrand method of valuation is fuzzy, perhaps because it wants to gain new clients for its brand-building business.

Gasoline Prices on the Rise

The drop in gasoline prices is over for now. The average per-gallon price of regular nationwide, according to the AAA Fuel Gauge, was $3.782, compared to $3.780 the day before and $3.805 a month ago. Given the drop in oil prices, gas prices logically should have fallen more. But concerns about supply, the instability of Iran and OPEC’s plans for early next year have kept prices high. Refinery activity in the United States may play a part as well. The problem is worse than its seems, when several of the most populous states are taken into account. Prices are above $4 in California, Connecticut and New York, and just below that level in Michigan, Illinois and Massachusetts. If the fiscal cliff is reached, these gas prices could be the last straw to break the back of consumer spending.

Douglas A. McIntyre

Hertz Global Holdings Inc. (NYSE: HTZ) will buy Dollar Thrifty Automotive Group Inc. (NYSE: DTG) for $2.3 billion. (Reuters)

Angela Merkel tries to settle battles between German interests and the European Central Bank. (Reuters)

Samsung loses $12 billion of its market cap as its shares fall in reaction to an Apple Inc. (NASDAQ: AAPL) patent verdict. (Reuters)

IAC/InterActiveCorp (NASDAQ: IACI) closes a deal to buy About.com from The New York Times Company (NYSE: NYT). (Reuters)

Banks that may have manipulated rates likely will be hit by billions of dollars in private suits. (WSJ)

Apple’s victory could make carriers alter their product launch plans and prompt companies like Google (NASDAQ: GOOG) to reexamine their product lines. (WSJ)

The ECB continues to consider how it can keep bond yields of weak EU nations low while not becoming enmeshed in their austerity plans. (WSJ)

As hospitals buy practices, they often raise rates without adding services. (WSJ)

Carrefour will release earnings as investors await the future plans of CEO Georges Plassat. (WSJ)

The French government says Hyundai and Kia are dumping cars in the country to increase market share. (WSJ)

Viacom Inc. (NASDAQ: VIA) will add more commercials to its cable channels to bolster sales. (WSJ)

Smartphone companies with product designs very different from the Apple iPhone may benefit from Samsung patent case loss. (NYT)

Germany’s central bank comes out against bond buying by the ECB. (NYT)

Spain is likely to take $75 billion in rescue funds to bail out its banks. (FT)

The U.S. drought will cause insurance companies to pay out large sums to farmers who took crop insurance. (FT)

August sees a huge increase in issuance of corporate debt as investors move away from low-yielding Treasuries. (FT)

A ban on sales of Samsung phones in the United States may help sales of Nokia Corp. (NYSE: NOK) devices that run Microsoft Corp. (NASDAQ: MSFT) operating software. (Bloomberg)

Douglas A. McIntyre

Cerner Corp. (NASDAQ: CERN) cut to Equal Weight at Morgan Stanley.

FuelCell Energy Inc. (NASDAQ: FCEL) started as Market Perform at FBR.

Krispy Kreme Doughnuts Inc. (NYSE: KKD) started as Outperform at Wedbush Morgan.

GT Advanced Technologies Inc. (NASDAQ: GTAT) raised to Buy at Canaccord Genuity.

Groupon Inc. (NASDAQ: GRPN) cut to Underweight at Evercore.

Marvell Technology Group Ltd. (NASDAQ: MRVL) cut to Sector Perform at RBC.

McKesson Corp. (NYSE: MCK) cut to Equal Weight at Morgan Stanley.

Medtronic Inc. (NYSE: MDT) raised to Buy at Argus.

Molycorp Inc. (NYSE: MCP) cut to hold at boutique firm Dahlman Rose.

Phillips 66 (NYSE: PSX) started as Overweight at JPMorgan.

Tesoro Corporation (NYSE: TSO) started as Overweight at JPMorgan.

Viacom Inc. (NASDAQ: VIA) raised to Outperform at Wells Fargo.

Wellpoint Inc. (NYSE: WLP) cut to Equal Weight at Morgan Stanley.

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.

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JON C. OGG