As I’ve said in the past, I’m a long term fan of Warren Buffett. Many of you are also as I’ve received over 500 requests for the Annual Letters of Buffett Partnership, Limited, 1957 – 1970 over the past few months. As the Q205 filings roll in, I happened to notice the disclosure for the stock holdings of Berkshire Hathaway, which are as follows.
Company Class Value Shares Coca Cola Com $8,350,000,000 200,000,000 American Express Co. Com $8,070,237,000 151,610,700 Gillette Co. Com $5,112,617,000 100,980,000 Wells Fargo & Co. Com $3,476,090,000 56,448,380 Moody's Corp. Com $2,158,080,000 48,000,000 Wesco Financial Corp. Com $2,053,111,000 5,703,087 Washington Post Co. Cl B $1,442,736,000 1,727,765 M&T Bank Corp. Com $705,493,000 6,708,760 Shaw Communications Inc. Cl B $456,940,000 22,000,000 American Standard Cos. Com $440,072,000 10,497,900 First Data Corp. Com $346,208,000 8,625,000 Gap Inc. Com $304,826,000 15,434,243 Comcast Corp. CLA SPL $299,500,000 10,000,000 USG Corp. Com $276,250,000 6,500,000 Gannett Inc. Com $245,228,000 3,447,600 Costco Wholesale Corp. Com $235,011,000 5,254,000 Sun Trusts Banks Inc. Com $231,500,000 3,204,600 Nike Inc. Com $214,300,000 2,474,600 Iron Mountain Inc. Com $155,100,000 5,000,000 Tyco International Ltd. Com $146,000,000 5,000,000 Pier 1 Imports Inc. Com $113,520,000 8,000,000 Outback Steakhouse Inc. Com $82,283,000 1,818,800 Servicemaster Co. Com $75,195,000 5,611,600 Lexmark International Cl A $64,830,000 1,000,000 Sealed Air Corp. Com $55,431,000 1,113,300 Petrochina Co Ltd. ADR $48,404,000 659,000 Home Depot Inc. Com $36,760,000 945,000 Proctor & Gamble Co. Com $33,232,000 630,000 Mueller Industries Com $23,084,000 851,800 Comdisco Holding Co. Com $22,784,000 1,518,978 Lowe's Cos. Com $22,706,000 390,000 Dean Foods Co. Com $13,233,000 375,500 Total Value $35,310,761,000
While the old mainstays are predictable (and make up the majority of the value), the holdings in the $100m to $1b range are fascinating.