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>>> Vitesse Energy (VTS) gfp927z 05/25/23 11:13 AM
>>> Capital One Financial Corporation (COF) operates as gfp927z 05/25/23 10:49 AM
>>> Vitesse Energy, Inc. (VTS) focuses on acquisition, gfp927z 05/25/23 10:49 AM
>>> Liberty Latin America Ltd (LILA)., together with gfp927z 05/25/23 10:47 AM
>>> Jefferies Financial Group Inc. (JEF) engages in gfp927z 05/25/23 10:46 AM
>>> Formula One Group (FWONK) engages in the gfp927z 05/25/23 10:44 AM
Taiwan Semiconductor - >>> Warren Buffett’s Berkshire Hathaway gfp927z 05/18/23 12:07 AM
>>> Berkshire Hathaway's Annual Meeting gfp927z 05/07/23 1:41 PM
>>> Buffett's Berkshire posts $35.5 bln profit, buys gfp927z 05/06/23 11:01 PM
>>> How Apple stock became one of Warren gfp927z 05/06/23 8:46 PM
>>> How Warren Buffett avoided damage from the gfp927z 05/05/23 9:32 PM
>>> Why Warren Buffett keeps buying Occidental Petroleum gfp927z 05/04/23 12:12 PM
>>> Floor & Decor Launches the Grand Opening gfp927z 04/29/23 10:40 AM
AAPL, AMZN, STNE, NU, SNOW - >>> 5 gfp927z 04/29/23 10:33 AM
>>> Warren Buffett dumped several banks after spotting gfp927z 04/21/23 9:31 AM
Floor & Decor (FND) - >>> A niche, gfp927z 04/18/23 11:38 PM
>>> StoneCo stock has explosive potential - gfp927z 04/12/23 1:27 PM
Sumitomo Corporation (SSUMY) engages in general trading business gfp927z 04/11/23 10:43 PM
>>> Mitsubishi Corporation (MSBHF) engages in the natural gfp927z 04/11/23 10:42 PM
>>> Marubeni Corporation (MARUY) engages in various business gfp927z 04/11/23 10:38 PM
>>> Mitsui & Co., Ltd. (MITSY) operates as gfp927z 04/11/23 10:36 PM
>>> ITOCHU Corporation (ITOCY) engages in trading and gfp927z 04/11/23 10:33 PM
>>> Warren Buffett says the unusually quick sale gfp927z 04/11/23 10:18 PM
>>> Japanese trading houses rise as Warren Buffett gfp927z 04/11/23 10:11 PM
>>> Warren Buffett Tells Biden He Wants to gfp927z 03/21/23 11:10 PM
>>> Want Passive Income in a Bear Market? gfp927z 03/19/23 11:46 AM
>>> Inflation gives Kroger's private brands a boost gfp927z 03/05/23 11:20 PM
Enbridge - >>> Buffett has loaded up Berkshire's gfp927z 02/27/23 6:15 PM
Paramount Global - >>> Paramount Global benefits from gfp927z 02/24/23 9:38 PM
T-Mobile US (TMUS) - >>> Among wireless carriers gfp927z 02/22/23 11:54 PM
AXP, KO, AAPL, CVX - >>> Investing legend gfp927z 02/21/23 10:59 AM
>>> Warren Buffett’s Berkshire Hathaway Increases Stake in gfp927z 02/20/23 7:02 PM
>>> Paramount needs 'even greater scale' after messy history gfp927z 02/20/23 6:48 PM
Charlie Munger speaks at the Daily Journal's Annual gfp927z 02/17/23 12:34 PM
>>> Berkshire Hathaway sells $138.9 million of shares gfp927z 02/10/23 12:03 AM
American Express - >>> How Warren Buffett's Berkshire gfp927z 02/02/23 10:00 PM
>>> The Power Of No: Why You Need gfp927z 01/22/23 9:36 PM
>>> 5 Warren Buffett Stocks to Buy Hand gfp927z 01/18/23 2:55 PM
Buffett and Munger discuss real estate - gfp927z 11/27/22 12:12 PM
>>> Why Warren Buffett Likes Banks gfp927z 11/27/22 11:53 AM
Looks like Berkshire will face a big tax gfp927z 11/26/22 10:17 PM
>>> Warren Buffett has touted Disney's brand, trumpeted gfp927z 11/25/22 4:15 PM
>>> 3 Warren Buffett Quotes You Probably Haven't gfp927z 11/25/22 12:07 PM
BRK / Apple - >>> Why Bob Iger’s gfp927z 11/24/22 9:30 PM
>>> Warren Buffett Stocks: Berkshire Hathaway Bought 3 gfp927z 11/15/22 12:23 PM
BYD - >>> Warren Buffett Cuts Stake in gfp927z 08/30/22 9:15 AM
>>> Warren Buffett supported driverless trucks. Now they gfp927z 08/25/22 11:37 AM
>>> Berkshire Hathaway Could Owe Billions on Stock gfp927z 08/23/22 10:32 PM
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Long Term Stocks

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New message board for Long Term Stocks -



Aon PLC (AON) - Financial services, insurance (67 Bil) (Ireland) (Berkshire) --- 0.7%       Financial
American Express (AXP) - Credit services (132 Bl) (Berkshire) -------------------- 1.2%       Financial
Apple (AAPL) - Smartphones, computers (2.3 T) (Berkshire) ------------------------ 0.7%     Technology
Chevron (CVX) - Oil, gas, chemicals (363 Bil) (Berkshire) ---------------------------- 3.2%        Energy
Coca Cola (KO) - Beverages (263 Bil) (Berkshire) -------------------------------------- 2.9%      Consumer
Costco (COST) - Discount variety warehouse outlets (221 Bil) (Munger) --------- 0.7%        Retail
Diageo (DEO) - Alcoholic beverages (100 Bil) (UK) (Berkshire) --------------------- 2.0%      Consumer
Globe Life (GL) - Insurance (12 Bil) (Berkshire) ----------------------------------------- 0.7%      Financial
Johnson & Johnson (JNJ) - Diverse healthcare products (442 Bil) (Berkshire)  2.7%     Healthcare
Kroger (KR) - Grocery stores (36 Bil) (Berkshire--------------------------------------- 2.1%      Consumer
Louisiana-Pacific (LPX) - Building products (5 Bil) (Berkshire) --------------------- 1.3%      Industrial
Markel (MKL) - Insurance (19 Bil) (Berkshire) --------------------------------------------- 0%        Financial
Marsh & McLennan (MMC) - Insurance, services (87 Bil) (Berkshire) ------------- 1.4%      Financial
Mondelez Intl (MDLZ) - Food products (was part of Kraft) (Berkshire) (88 Bil) -- 2.4%      Consumer
Moodys Corp (MCO - Financial services, analytics (58 Bil) (Berkshire) ----------- 0.9%      Financial
Occidental Petroleum (OXY) - Oil, gas, chemicals (61 Bil) (Berkshire) ----------- 0.8%       Energy
Paramount Global (PARA) - Media, entertainment (15 Bil) (Berkshire) ---------- 4.1%    Communications
Procter + Gamble (PG) - personal care products (333 Bil) (Berkshire) ------------ 2.6%      Consumer
T-Mobile US (TMUS) - Wireless communications  (185 Bil) (Berkshire) ------------- 0%       Telecom


Conglomerates -

Itochu Corp (ITOCY) - Diverse conglomerate (47 Bil) (Japan) (Berkshire) -------- 3.1%      Industrial
Marubeni Corp (MARUY) - Diverse conglomerate (24 Bil) (Japan) (Berkshire) -- 4.2%      Industrial
Mitsubishi (MSBHF) - Diverse conglomerate (53 Bil) (Japan) (Berkshire) --------- 4.3%      Industrial 
Mitsui & Co (MITSY) - Diverse conglomerate (47 Bil) (Japan) (Berkshire) --------- 3.1%     Industrial
Sumitomo (SSUMY) - Diverse conglomerate (23 Bil) (Japan) (Berkshire) --------- 5.3%      Industrial




Warren Buffett -

"The stock market is a device for transferring money from the impatient to the patient." 

"If you aren't willing to own a stock for 10 years, don't even think about owning it for 10 minutes." 













BERKSHIRE PORTFOLIO - https://www.cnbc.com/berkshire-hathaway-portfolio/



______________________________________________________________
 

#N/A ATVI 52,717,075 6.7%     #N/A
#N/A ALLY 29,800,000 9.9%     #N/A
Amazon.com, Inc. AMZN 10,666,000 0.1% $105.45 $1,124,729,700 #N/A
American Express Company AXP 151,610,700 20.4% $161.34 $24,460,870,338 #N/A
#N/A AON 4,396,000 2.1%     #N/A
#N/A AAPL 915,560,382 5.8%     #N/A
#N/A BAC 1,032,852,006 12.9%     #N/A
#N/A BK 25,069,867 3.2%     #N/A
BYD Co. Ltd BYDDF 119,730,142 10.9%     #N/A
#N/A CE 9,710,183 8.8%     #N/A
#N/A CHTR 3,828,941 2.3%     #N/A
#N/A CVX 167,353,771 8.8%     #N/A
#N/A C 55,244,797 2.8%     #N/A
#N/A KO 400,000,000 9.2%     #N/A
#N/A DVA 36,095,570 39.8%     #N/A
#N/A DEO 227,750 0.0%     #N/A
Floor & Decor Holdings Inc FND 4,780,000 4.5% $99.34 $474,845,200 #N/A
#N/A GM 50,000,000 3.6%     #N/A
#N/A GL 6,353,727 6.6%     #N/A
#N/A HPQ 120,952,818 12.3%     #N/A
Itochu Corporation ITOCF 98,380,800 6.2%     #N/A
#N/A JEF 433,558 0.2%     #N/A
#N/A JNJ 327,100 0.0%     #N/A
#N/A KHC 325,634,818 26.5%     #N/A
#N/A KR 50,000,000 7.0%     #N/A
#N/A LILA 2,630,792 5.9%     #N/A
#N/A LILAK 1,284,020 0.7%     #N/A
#N/A FWONK 7,722,451 3.7%     #N/A
#N/A LSXMA 20,207,680 20.6%     #N/A
#N/A LSXMK 43,208,291 19.8%     #N/A
#N/A LPX 7,044,909 9.8%     #N/A
#N/A MKL 471,661 3.5%     #N/A
#N/A MMC 404,911 0.1%     #N/A
#N/A MA 3,986,648 0.4%     #N/A
#N/A MCK 2,855,514 2.1%     #N/A
#N/A MDLZ 578,000 0.0%     #N/A
#N/A MCO 24,669,778 13.4%     #N/A
#N/A NU 107,118,784 2.3%     #N/A
#N/A OXY 211,707,119 23.6%     #N/A
#N/A PARA 93,637,189 15.3%     #N/A
#N/A PG 315,400 0.0%     #N/A
#N/A RH 2,360,000 10.7%     #N/A
#N/A SNOW 6,125,376 1.9%     #N/A
#N/A SPY 39,400 0.0%     #N/A
StoneCo Ltd STNE 10,695,448 3.3% $12.32 $131,767,919 #N/A
#N/A TSM 8,292,724 0.2%     #N/A
#N/A TMUS 5,242,000 0.4%     #N/A
#N/A UPS 59,400 0.0%     #N/A
#N/A USB 8,098,178 0.5%     #N/A
#N/A VOO 43,000 0.0%     #N/A
#N/A VRSN 12,815,613 12.3%     #N/A
#N/A V 8,297,460 0.2%     #N/A
TOTAL           #N/A





 

  Symbol Holdings Stake Mkt. price Value Pct of portfolio
Activision Blizzard, Inc. ATVI 74,187,400 9.5% $80.49 $5,971,343,826 1.7%
Ally Financial Inc ALLY 8,969,420 2.9% $32.58 $292,223,704 0.1%
Amazon.com, Inc. AMZN 10,666,000 0.1% $140.80 $1,501,772,800 0.4%
American Express Company AXP 151,610,700 20.2% $157.51 $23,880,201,357 6.7%
Aon PLC AON 4,396,000 2.1% $287.53 $1,263,981,880 0.4%
Apple Inc AAPL 911,347,617 5.7% $165.35 $150,691,328,471 42.5%
Bank of America Corp BAC 1,032,852,006 12.9% $33.96 $35,075,654,124 9.9%
Bank of New York Mellon Corp BK 74,346,864 9.2% $43.50 $3,234,088,584 0.9%
BYD Co. Ltd BYDDF 225,000,000 7.7% $36.75 $8,268,750,000 2.3%
Celanese Corporation CE 7,880,998 7.3% $110.85 $873,608,628 0.2%
Charter Communications Inc CHTR 3,828,941 2.4% $462.98 $1,772,723,104 0.5%
Chevron Corporation CVX 159,178,117 8.1% $153.64 $24,456,125,896 6.9%
Citigroup Inc C 55,244,797 2.9% $51.66 $2,853,946,213 0.8%
Coca-Cola Co KO 400,000,000 9.2% $63.38 $25,352,000,000 7.2%
Davita Inc DVA 36,095,570 39.5% $85.68 $3,092,668,438 0.9%
Diageo plc DEO 227,750 0.0% $188.37 $42,901,268 0.0%
Floor & Decor Holdings Inc FND 4,780,000 4.5% $92.92 $444,157,600 0.1%
General Motors Company GM 62,045,847 4.3% $36.06 $2,237,373,243 0.6%
Globe Life Inc GL 6,353,727 6.4% $97.88 $621,902,799 0.2%
HP Inc HPQ 121,092,418 11.7% $33.58 $4,066,283,396 1.1%
Itochu Corporation ITOCF 81,304,200 5.6% $27.37 $2,225,295,954 0.6%
Johnson & Johnson JNJ 327,100 0.0% $171.11 $55,970,081 0.0%
Kraft Heinz Co KHC 325,634,818 26.6% $37.57 $12,234,100,112 3.5%
Kroger Co KR 57,985,263 8.1% $47.25 $2,739,803,677 0.8%
Liberty Latin America Ltd Class A LILA 2,630,792 5.6% $7.24 $19,046,934 0.0%
Liberty Latin America Ltd Class C LILAK 1,284,020 0.7% $7.16 $9,193,583 0.0%
Liberty Media Formula One Series C FWONK 7,722,451 3.8% $62.89 $485,664,943 0.1%
Liberty Sirius XM Group Series A LSXMA 20,207,680 20.4% $41.08 $830,131,494 0.2%
Liberty Sirius XM Group Series C LSXMK 43,208,291 19.6% $40.96 $1,769,811,599 0.5%
Markel Corporation MKL 424,343 3.1% $1,167.94 $495,607,163 0.1%
Marsh & McLennan Companies, Inc. MMC 404,911 0.1% $165.60 $67,053,262 0.0%
Mastercard Inc MA 3,986,648 0.4% $357.51 $1,425,266,526 0.4%
McKesson Corporation MCK 2,921,975 2.0% $346.69 $1,013,019,513 0.3%
MONDELEZ INTERNATIONAL INC Common Stock MDLZ 578,000 0.0% $63.77 $36,859,060 0.0%
Moody’s Corporation MCO 24,669,778 13.4% $311.07 $7,674,027,842 2.2%
Nu Holdings Ltd NU 107,118,784 2.3% $4.49 $480,963,340 0.1%
Occidental Petroleum Corporation OXY 181,684,791 19.5% $59.01 $10,721,219,517 3.0%
Paramount Global Class B PARA 68,947,760 11.3% $24.26 $1,672,672,658 0.5%
Procter & Gamble Co PG 315,400 0.0% $144.72 $45,644,688 0.0%
RH RH 2,170,000 8.8% $286.87 $622,507,900 0.2%
Royalty Pharma plc RPRX 1,496,372 0.2% $42.45 $63,520,991 0.0%
Snowflake Inc SNOW 6,125,376 1.9% $165.53 $1,013,933,489 0.3%
SPDR S&P 500 ETF Trust SPY 39,400 0.0% $413.47 $16,290,718 0.0%
StoneCo Ltd STNE 10,695,448 3.3% $11.07 $118,398,609 0.0%
Store Capital Corp (acquired) STOR 14,754,811 5.3% $27.90 $411,659,227 0.1%
T-Mobile Us Inc TMUS 5,242,000 0.4% $144.56 $757,783,520 0.2%
United Parcel Service, Inc. UPS 59,400 0.0% $196.76 $11,687,544 0.0%
US Bancorp USB 144,046,330 9.7% $47.39 $6,826,355,579 1.9%
Vanguard 500 Index Fund ETF VOO 43,000 0.0% $379.98 $16,339,140 0.0%
Verisign, Inc. VRSN 12,815,613 11.9% $198.70 $2,546,462,303 0.7%
Verizon Communications Inc. VZ 1,380,111 0.0% $44.95 $62,035,989 0.0%
Visa Inc V 8,297,460 0.4% $215.87 $1,791,172,690 0.5%
TOTAL         $354,252,534,978 100.0%
Berkshire Cash as of 31 Mar 22: $106.3 billion          

 




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