Investing

Major Portfolio Changes for Warren Buffett and Berkshire Hathaway

Bank of New York Mellon Corp. (NYSE: BK) was SLIGHTLY LOWER AGAIN at 20.68 million shares versus 22.012 million shares. That is down from 23.377 million shares the prior quarter. This used to be static at 24.6 million shares.

Charter Communications Inc. (NASDAQ: CHTR) was a SLIGHT DROP to 5.979 million shares. This stake had previously been raised to 6.198 million shares versus 4.95 million shares previously. Also, Charter was a new stake in 2014.

Chicago Bridge & Iron Co. (NYSE: CBI) was the same stake at 10.701 million shares, after having been raised in 2014 and in 2013.

Costco Wholesale Corp. (NASDAQ: COST) was the same stake at 4,333,363 shares.

DaVita Inc. (NYSE: DVA) was the same stake at 38.565 million shares. This stake has been raised on and off in prior quarters. As a reminder, Buffett has entered into a standstill agreement not to buy more than 25% of the company, after already having increased the stake in prior quarters.

ALSO READ: Why the DJIA Will Rise to 19,142 in 2015

Deere & Co. (NYSE: DE) was listed as 17.31 million, which is UP SLIGHTLY from the 17.096 million shares before, but that is after it had been held once and eliminated.

DirecTV (NASDAQ: DTV) was the same stake at 31.353 million shares, after having been raised previously.

General Electric Corp. (NYSE: GE) was the same stake of 10.585 million shares, but this was raised earlier in 2014 and had been telegraphed before because of the warrants.

General Motors Co. (NYSE: GM) was the same stake at 41 million shares, after having previously been raised.

Goldman Sachs Group Inc. (NYSE: GS) was the same stake of 12.631 million shares.

Graham Holdings Co. (NYSE: GHC) is what is just the remains of Washington Post and was the same stake at 107,575 shares.

ALSO READ: Short Sellers Got Scared of Buffett

Johnson & Johnson (NYSE: JNJ) was the same tiny stake of only 327,100 shares, but this is much lower than in years past.

Kraft Foods Group Inc. (NASDAQ: KRFT) was the same small stake of only 192,666 shares, but this used to be much higher.

Lee Enterprises Inc. (NYSE: LEE) was the same size of only 88,863 shares.

Liberty Media Corp. (NASDAQ: LMCA) was the same stake at 4 million shares, but the team still shows about 8 million shares of the Class C structure.

Liberty Global PLC (NASDAQ: LBTYA) was listed as 10.34 million shares of Class A and was 7.346 million of the Class C.

M&T Bank Corp. (NYSE: MTB) was the same position at 5.38 million shares — same as always.

MasterCard Inc. (NYSE: MA) was 5,229,756 shares, down slightly from the 5.399 million shares at the end of 2014 — and that is after having been raised previously for several quarters.