Warren Buffett and Berkshire Hathaway New Stock Holdings: Value, Dividends, Growth
Berkshire Hathaway Inc. (NYSE: BRK-A) and Warren Buffett released the conglomerate’s stock holdings as of March 31, 2013. This 13F filing with the SEC shows that the company’s total equity holdings came to $85.001 billion, up from $75.3 billion at the end of 2012. Portfolio managers Todd Combs and Ted Weschler are getting even more entrenched as far as their ability to add to positions. You will see that the Berkshire Hathaway stock portfolio is concentrated in companies paying dividends, as well as value stocks and growth stocks alike.
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.