Investing

Major Changes Seen in Warren Buffett and Berkshire Hathaway Stocks for 2016

Axalta Coating Systems Ltd. (NYSE: AXTA) was listed as a LARGER STAKE of 23.324 million shares at the end of 2015, a tad larger than the quarter before, after having been listed as a new position of 20 million shares.

Bank of New York Mellon Corp. (NYSE: BK) was 20.112 million, roughly the same as the prior quarter but versus 24.6 million shares in the past.

Charter Communications Inc. (NASDAQ: CHTR) was a larger stake at 10.281 million shares, after being 8.51 million shares, and having been viewed even lower prior to that. Charter was made a new stake in 2014.

Chicago Bridge & Iron Co. (NYSE: CBI) was ELIMINATED after having been made a smaller position in prior reports (1.983 million shares in September), down from 9.33 million shares last June and 10.701 million shares last March.

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 DaVita stake had been raised on and off in prior quarters, but Buffett had already entered into a standstill agreement not to buy more than 25% of the company.


Deere & Co. (NYSE: DE) was listed as 22.884 million shares, a LARGER STAKE by more than 5.8 million shares. This is interesting because it had been lowered to 17.052 million shares previously and 17.31 million shares that had been there in June and previously.

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

General Motors Co. (NYSE: GM) was the same stake of 50 million shares, but this had previously been raised from 41 million shares.

Goldman Sachs Group Inc. (NYSE: GS) was the same stake of 10.959 million shares, but this had been as high as 12.631 million shares prior to the end of 2015.

Graham Holdings Co. (NYSE: GHC) is what 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.

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

Liberty Media Corp. (NASDAQ: LMCA) and Liberty Global PLC (NASDAQ: LBTYA) are both again listed as Buffett and Berkshire Holdings. but these are counted as Class A and Class C shares, so we will leave this stakes simplified just like that.

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

MasterCard Inc. (NYSE: MA) was the same size stake of 5,229,756 shares.

Media General Inc. (NYSE: MEG) was the same sized stake at 3.471 million shares at the end of 2015. Just keep in mind that this was down from what had been a static position of 4.64 million shares.

Mondelez International Inc. (NASDAQ: MDLZ) is the same position again at 578,000 shares. This stake remains far lower than in the past.

Moody’s Corp. (NYSE: MCO) was the same position of 24.669 million shares yet again, but this is lower than in years past.

NOW Inc. (NYSE: DNOW) was the same stake of 1.825 million shares.