Investing

Massive Changes for Berkshire Hathaway and Warren Buffett Stocks in 2017

Axalta Coating Systems Ltd. (NYSE: AXTA) was the same stake of 23.324 million shares, after having been listed as a new position of 20 million shares.

Bank of New York Mellon Corp. (NYSE: BK) was a larger stake yet again at 21.671 million shares at the end of 2016. This was 21.136 million shares as of September 30 and has grown more since the start of 2016.

Charter Communications Inc. (NASDAQ: CHTR) was 9.443 million shares, and this position has fluctuated.

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

DaVita Inc. (NYSE: DVA) was the same 38.565 million shares, but this had been on an upward trend prior to Buffett entering into a standstill agreement not to buy more than 25% of the company.

Deere & Co. (NYSE: DE) appears to have been eliminated entirely from the Berkshire Hathaway portfolio. This was previously a slightly smaller stake at 21.085 million shares as of September 30.

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

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

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) remains the same tiny stake of 107,575 shares in the remains of the Washington Post breakup.

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.

Kinder Morgan Inc. (NYSE: KMI) was eliminated entirely from Berkshire Hathaway’s public stocks. This had been a lower stake and was last seen down at 20 million shares in September, versus 26.533 million shares as of June 30. Kinder Morgan was selected by one of Buffett’s portfolio managers rather than on his own.

Lee Enterprises Inc. (NYSE: LEE) was eliminated entirely after having been 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 this now shows up as Sirius XM shares under Liberty Media.

M&T Bank Corp. (NYSE: MTB) was the same position at 5.382 million shares, and this stake has been static for quite some time.