Warren Buffett Makes Real Changes to Berkshire Hathaway Stock Holdings
Berkshire Hathaway Inc. (NYSE: BRK-B) and Warren Buffett have released the conglomerate’s stock holdings as of June 30, 2013. This 13F filing with the SEC shows that the company’s total equity holdings came to $89.03 billion, versus having been $85.001 billion last quarter and $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. 24/7 Wall St. has tallied these positions up on the fly and given color and reference on each holding.
Warren Buffett and Berkshire Hathaway’s new stock holdings include Dish Network Corp. (NASDAQ: DISH) and Suncor Energy Inc. (NYSE: SU). There was a larger position than in prior filings in shares of General Motors Corp. (NYSE: GM) and lowered stakes in Kraft Foods Group Inc. (NASDAQ: KRFT) and in Mondelez International Inc. (NASDAQ: MDLZ). Berkshire Hathaway confirmed a lower position in Moody’s Corp. (NYSE: MCO), Chicago Bridge & Iron Co. (NYSE: CBI) and VeriSign Inc. (NASDAQ: VRSN) were both larger positions. Of course Wells Fargo & Co. (NYSE: WFC) was added to, yet again. The acquisition of H.J. Heinz has now closed and NV Energy Inc. (NYSE: NVE) is still pending.
The full list of Warren Buffett and Berkshire Hathaway as of June 30, 2013, is as follows:
American Express Co. (NYSE: AXP) was roughly 151.6 million shares, SAME AS last quarter.
Bank of New York Mellon Corp. (NYSE: BK) was 24.63 million shares.
Chicago Bridge & Iron Co. (NYSE: CBI) was a LARGER POSITION at 9.55 million after having been a new position at just over 6.5 million shares as of March 31.
Coca-Cola Co. (NYSE: KO) was right at 400 million shares.
ConocoPhillips (NYSE: COP) is the SAME AS BEFORE at 24.1 million shares.
Costco Wholesale Corp. (NASDAQ: COST) was 4,333,363 shares, SAME AS last quarter.
DaVita Inc. (NYSE: DVA) was the same position at almost 15 million shares. This was one where Berkshire has a standstill agreement not to buy more than 25% of the company, after already having increased its in prior quarters.