New message board for Long Term Stocks -
"If you aren't willing to own a stock for 10 years, don't even think about owning it for 10 minutes." - Warren Buffett Berkshire Hathaway Holdings as of 03/31/2018
BASIC MATERIALS -
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AXALTA COATING (AXTA) $704 mil
CONSUMER -
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COCA COLA (KO) $17 Bil
KRAFT HEINZ (KHC) $20 Bil
MONDELEZ INTL (MDLZ) $24 mil
PROCTER & GAMBLE (PG) $25 mil
RESTAURANT BRANDS (QSR) $480 mil
ENERGY -
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PHILLIPS 66 (PSX) $4 Bil (-)
FINANCIAL -
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AMERICAN EXPRESS (AXP) $14 Bil
BANK OF AMERICA (BAC) $20 Bil
BANK OF NEW YORK MELLON (BK) $3 Bil
GOLDMAN SACHS (GS) $3 Bil
MASTERCARD (MA) $1 Bil
M & T BANK (MTB) $1 Bil
MOODYS CORP (MCO) $4 Bil
SYNCHRONY FINANCIAL (SYF) $697 mil
TORCHMARK (TMK) $534 mil - Insurance
US BANCORP (USB) $5 Bil (+)
VISA (V) $1 Bil
WELLS FARGO (WFC) $24 Bil, (-)
HEALTHCARE -
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DAVITA (DVA) $3 Bil - Dialysis services
JOHNSON & JOHNSON (JNJ) $41 mil
SANOFI (SNY) $148 mil
TEVA PHARMACEUTICAL (TEVA) $692 mil
REAL ESTATE -
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STORE CAP (STOR) $462 mil
RETAIL -
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COSTCO (COST) $1 Bil
WAL MART (WMT) $123 mil
SERVICES -
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GRAHAM HOLDINGS (GHC) - Education and training services
VERISK ANALYTICS (VRSK) $29 mil
TECHNOLOGY -
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APPLE (AAPL) $40 Bil, (+)
VERISIGN (VRSN) $2 Bil
TELECOM -
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CHARTER COMMUNICATIONS
LIBERTY MEDIA (LSXMK) $1 Bil
LIBERTY MEDIA (LSXMA) $610 mil
LIBERTY GLOBAL (LBTYA) $570 mil
LIBERTY GLOBAL (LBTYK) $223 mil
LIBERTY LATIN AMERICA (LILA) $52 mil
LIBERTY LATIN AMERICA (LILAK) $24 mil
SIRIUS XM (SIRI) $1 Bil
TRANSPORTATION -
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AMERICAN AIRLINES (AAL) $2 Bil
DELTA AIR LINES (DAL) $3 Bil
GENERAL MOTORS (GM) $2 Bil
SOUTHWEST AIRLINES (LUV) $3 Bil
UNITED CONTINENTAL (UAL) $2 Bil
UNITED PARCEL SERVICE (UPS) $6 mil
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ACQUIRED -
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MONSANTO (MON) $2 BiL (Bayer)
USG CORP (USG) $2 Bil (Knauf)