Warren Buffett’s Top Stock Holdings Keep Changing

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Sirius XM Holdings Inc. (NASDAQ: SIRI) was a larger stake of 172.32 million shares on March 31, 2017. This was up from 166.639 million shares at the end of 2016. Keep in mind that these are the direct shares, but Berkshire Hathaway owns 32.55 million shares of the Liberty shares tracking Sirius XM as well.

Other key holdings and portfolio changes of Berkshire Hathaway have been outlined below:

Axalta Coating Systems Ltd. (NYSE: AXTA) was the same stake of 23.324 million shares, after having been listed as a new position in 2016 of 20 million shares.

Bank of New York Mellon Corp. (NYSE: BK) was a much larger stake of 33.01 million shares in March of 2017, up from 21.671 million shares at the end of 2016 and after having been raised in 2016.

Charter Communications Inc. (NASDAQ: CHTR) was 9.443 million shares, which was the same stake as the end of 2016, though the size 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 Berkshire Hathaway entering into a standstill agreement not to buy more than 25% of the company.

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.

Liberty Media Corp. (NASDAQ: LMCA) was again listed as a Buffett holding, but there were the Liberty Global shares under Class A and Class C shares, and then there were 32.55 million shares under the Sirius XM trackers.

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

Mastercard Inc. (NYSE: MA) was the same 4.934 million shares in March as at the end of 2016. While unchanged from prior quarters, the Mastercard stake was 5,229,756 shares at the end of 2015.

Mondelez International Inc. (NASDAQ: MDLZ) is the same position again at just 578,000 shares, handily lower than in the past and dating back to the Kraft breakup.