Dollar General Corporation (NYSE: DG) is 3.63 million shares and that is SMALLER THAN the 4.497 million shares one quarter ago. It must have gotten too pricey.
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 7.777 million shares; SAME AS before.
General Motors (NYSE: GM) is a NEW POSITION of 10 million shares worth some $256.5 million. Is this deemed a good investment, or is it political since the government is still the largest GM shareholders?
GlaxoSmithKline (NYSE: GSK) 1.51 million shares, SAME AS PRIOR QUARTERS.
Ingersoll-Rand (NYSE: IR) was the SAME AS BEFORE at 636,600 shares but this was at the end of the filing rather than in the middle.
Intel Corporation (NASDAQ: INTC) is 7.745 million shares and that is SMALLER THAN the 11.495 million shares last quarter and having been put as a new position the prior quarter. They must have taken profits as the stock hit 52-week highs.
International Business Machines Corporation (NYSE: IBM) was listed as 64.395 million shares worth over $13.4 billion and that is the SAME SIZE AS BEFORE on paper, but we would caution that Buffett has talked up his stake since then.
Johnson & Johnson (NYSE: JNJ) was a LOWER POSITION of about 29 million shares; lower than 37.4 million last quarter and way under the peak of 62 million shares at one point in prior quarters.
Kraft Foods (NYSE: KFT) was a LOWER POSITION at about 78 million shares versus 87 million shares before and it has been lightened up since the Cadbury purchase.
Liberty Media Corporation (NASDAQ: LMCA) is a LARGER POSITION at 3 million shares worth $264 million versus 1.7 million shares worth some $132.7 million a quarter before.
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.
Procter & Gamble (NYSE: PG) was 73.2+ million, LOWER AGAIN versus the 76.7 million shares a quarter before and down from 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 2.23 million shares and that was SMALLER AGAIN versus the 3.445 million shares one quarter earlier after being recently added as a new position and then grown. Boy, are they taking short-term gains now and trading?
Viacom Inc. (NASDAQ: VIA) was a NEW POSITION at 1.59 million shares worth some $75.5 million and that is likely one of the new portfolio managers.
Visa Inc. (NYSE: V) was 2.865 million shares and that SAME AS before after having previously been raised.
Wal-Mart Stores Inc. (NYSE: WMT) was just over 46.7 million shares, LARGER THAN the 39+ million shares last quarter. Keep in mind that this size was raised before all the negative news about bribery in Mexico.
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.
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JON C. OGG
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