Industrials

Berkshire Hathaway & Buffett’s Stock Holdings ‘M to Z’ (BRK-B, BRK-A, MA, MTB, MCO, PG, SNY, TMK, USB, USG, UPS, WMT, WPO, WFC, WSC)

Berkshire Hathaway Inc. (NYSE: BRK-B, BRK-A) is out with its new portfolio holdings as of March 31, 2011.  These have been broken down into two separate groups of ‘A to L’ and ‘M to Z’ so it is more concise and clear to see the path of changes.  Here are Warren Buffett’s holdings and accompanying notes for the group ‘M to Z.’  As a reminder, at the quarterly earnings we did see that the equity balance at March 31 grew to over $61.8 billion from $59.8 billion as of December 31, 2010. 

Mastercard Inc. (NYSE: MA) is a brand new position, but a small one at 216,000 shares worth about $54.3 million as of March 31.
M&T Bank Corp. (NYSE: MTB) is 5.363 million, SAME AS BEFORE after having been previously cut.
Moody’s Corp. (NYSE: MCO) is the same 28.4 million as last quarter, but this is down from prior reports as Moody’s is slowly getting cut.
Procter & Gamble (NYSE: PG) had been lowered in a prior period but that has been flat now for two quarters; position is now 76.7 million shares versus 96.3 million shares in prior quarters.
Sanofi-Aventis (NYSE: SNY) is SAME AS BEFORE at just over 4,06 million shares.
Torchmark Corp. (NYSE: TMK) is SAME AS BEFORE at roughly 2.82 million shares.
US Bancorp (NYSE: USB) is the SAME AS BEFORE at roughly 69 million shares.
USG Corp. (NYSE: USG) SAME AS BEFORE at 17.072 million shares.
United Parcel Service (NYSE: UPS) SAME AS BEFORE at 1.429 million shares.
Wal-Mart Stores Inc. (NYSE: WMT) SAME AS BEFORE at just over 39 million shares after having been raised before in 2010.
Washington Post (NYSE: WPO) SAME AS BEFORE at over 1.72 million shares.  Buffett kept his word so far about holding the Washington Post shares despite stepping down from its board.
Wells Fargo & Co. (NYSE: WFC) grew yet again, but we already knew this after the earnings report.  This was listed as more than 358.9 million shares at March 31, 2011.  Wells Fargo was listed as over 342 Million shares one quarter earlier and over 336.4 million two quarters ago. 
Wesco Financial Corp. (NYSE: WSC) is the same at about 5.7 million shares but it doesn’t really matter as Buffett and Berkshire are trying to acquire the rest of the company.

PAGE ONE…BUFFETT HOLDINGS ‘A to L’

Again, today’s holding disclosure feels like a lot is missing as Berkshire Hathaway was given permission to not disclose certain positions (most likely Combs’s new picks).  The public equities list are $53.6 billion (plus change) versus the $61.8 billion noted above.  The Mastercard Inc. (NYSE: MA) position is the only new position that we are allowed to see and it is too small to be a significant position.

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JON C. OGG

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