Axalta Coating Systems Ltd. (NYSE: AXTA) was listed as a NEW POSITION of 20 million shares, worth some $661 million at the end of June. This company’s market cap is $7.2 billion, but we had shown this in a Buffett move in private equity before.

Bank of New York Mellon Corp. (NYSE: BK) was the same stake of 20.68 million shares. This has drifted lower prior to the second quarter. Prior quarters were 22.012 million shares and 23.377 million shares the prior quarter. This used to be static at 24.6 million shares.

Charter Communications Inc. (NASDAQ: CHTR) was a LARGER STAKE at 8.51 million shares, up from the slight drop to 5.979 million shares in March. 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 a SMALLER STAKE at 9.33 million shares, versus the 10.701 million shares previously. That is 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. Prior to March this DaVita stake had 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.

Deere & Co. (NYSE: DE) was listed as 17.31 million that same as before, but had been raised previously after it had been held once and eliminated.

DirecTV (NASDAQ: DTV) is now immaterial as it has been acquired by AT&T Inc. (NYSE: T). Still, this was listed as 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.

Johnson & Johnson (NYSE: JNJ) was the same tiny stake of only 327,100 shares, but Buffett watchers know this is a leftover bit from a much larger stake 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. With new ties to Kraft Heinz, and with a large Buffett involvement, this stake is now much larger and will change to The Kraft Heinz Company (NASDAQ: KHC) in the periods ahead.

Lee Enterprises Inc. (NYSE: LEE) was the same tiny stake 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, the same position after having been down slightly from the 5.399 million shares at the end of 2014. It had been raised previously for several quarters in 2014.

Media General Inc. (NYSE: MEG) was the same position of 4.64 million shares.