Buffett and his portfolio managers still held key airline stakes worth almost $9.2 billion combined as of September 30. These were shown to be in the following:
- American Airlines Group Inc. (NASDAQ: AAL) is 47 million shares worth $2.23 billion.
- Delta Air Lines Inc. (NYSE: DAL) is 53.11 million shares worth $2.56 billion.
- Southwest Airlines Co. (NYSE: LUV) is 47.66 million shares at $2.67 billion.
- United Continental Holdings Inc. (NYSE: UAL) is 28.21 million shares worth $1.72 billion.
Other stocks still held by Berkshire Hathaway as of September 30, 2017, were shown as follows:
Axalta Coating Systems Ltd. (NYSE: AXTA)
Bank of New York Mellon Corp. (NYSE: BK)
Charter Communications Inc. (NASDAQ: CHTR)
Costco Wholesale Corp. (NASDAQ: COST)
DaVita Inc. (NYSE: DVA)
General Motors Co. (NYSE: GM)
Goldman Sachs Group Inc. (NYSE: GS)
Graham Holdings Co. (NYSE: GHC)
Johnson & Johnson (NYSE: JNJ)
Liberty Media Corp. (NASDAQ: LMCA)
Liberty Global PLC (NASDAQ: LBTYA)
M&T Bank Corp. (NYSE: MTB)
Mastercard Inc. (NYSE: MA)
Mondelez International Inc. (NASDAQ: MDLZ)
Monsanto Co. (NYSE: MON)
Moody’s Corp. (NYSE: MCO)
Phillips 66 (NYSE: PSX)
Procter & Gamble Co. (NYSE: PG)
Restaurant Brands International Inc. (NYSE: QSR)
Sanofi (NYSE: SNY)
Sirius XM Holdings Inc. (NASDAQ: SIRI)
Store Capital Corp. (NYSE: STOR)
Synchrony Financial (NYSE: SYF)
Torchmark Corp. (NYSE: TMK)
United Parcel Service Inc. (NYSE: UPS)
U.S. Bancorp (NYSE: USB)
USG Corp. (NYSE: USG)
Verisign Inc. (NASDAQ: VRSN)
Verizon Communications Inc. (NYSE: VZ)
Verisk Analytics Inc. (NASDAQ: VRSK)
Visa Inc. (NYSE: V)
WABCO Holdings Inc. (NYSE: WBC) was eliminated, as mentioned.
Wal-Mart Stores Inc. (NYSE: WMT)
Investors should keep in mind that UBS reiterated its Buy rating in early October, after the September 30 holdings cut-off date. This came with a price target hike to $319,000 from $291,000 in the A-shares.