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Last Post: 4/3/2022 12:48:56 PM - Followers: 1 - Board type: Free - Posts Today: 0

New message board for Long Term Stocks -


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/


Berkshire Hathaway Holdings as of 03/31/2018
 


BASIC MATERIALS -
****************************
AXALTA COATING (AXTA) $704 mil

CONSUMER -
********************
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 -
**************
PHILLIPS 66 (PSX) $4 Bil (-)

FINANCIAL -
******************
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 -
*********************
DAVITA (DVA) $3 Bil - Dialysis services
JOHNSON & JOHNSON (JNJ) $41 mil
SANOFI (SNY) $148 mil
TEVA PHARMACEUTICAL (TEVA) $692 mil

REAL ESTATE -
**********************
STORE CAP (STOR) $462 mil

RETAIL -
*************
COSTCO (COST) $1 Bil
WAL MART (WMT) $123 mil

SERVICES -
****************
GRAHAM HOLDINGS (GHC) - Education and training services
VERISK ANALYTICS (VRSK) $29 mil

TECHNOLOGY -
*********************
APPLE (AAPL) $40 Bil, (+)
VERISIGN (VRSN) $2 Bil

TELECOM -
*****************
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 -
***************************
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

______________________________________________________________

ACQUIRED -
*****************
MONSANTO (MON) $2 BiL (Bayer)
USG CORP (USG) $2 Bil (Knauf)

______________________________________________________________
 

Notable minority holdings

Company Ticker Sector Ownership % # of Shares Value Record date
Amazon NASDAQ: AMZN Technology, E-commerce ~0.1 483,300 $904,000,000 May 15, 2019[79]
American Airlines NASDAQ: AAL Industrials 9.73 43,700,000 $1,483,615,000 May 10, 2019[80]
American Express NYSE: AXP Insurance and Finance 18.15 151,610,700 $17,777,870,682 May 10, 2019[80]
Apple NASDAQ: AAPL Technology 5.4 255,300,329 $40,271,000,000 December 31, 2018[81]
Axalta Coating Systems NYSE: AXTA Manufacturing 10.34 24,264,000 $630,378,720 May 10, 2019[80]
Bank of America NYSE: BAC Banking, Financial services 9.5 918,919,000 $22,642,000,000 December 31, 2018[81]
Bank of New York Mellon Corp NYSE: BK Insurance and Finance 8.8 84,488,751 $3,977,000,000 December 31, 2019[81]
Charter Communications, Inc. NASDAQ: CHTR Telecommunications 3.0 6,789,054 $1,935,000,000 December 31, 2019[81]
Costco Wholesale Corporation NASDAQ: COST Retail 0.98 4,333,363 $1,055,043,890 May 10, 2019[80]
Delta Air Lines, Inc. NYSE: DAL Industrials 9.6 65,535,000 $3,270,000,000 14 February 2017[82]
DaVita Inc. NYSE: DVA Health 23.17 38,565,570 $2,020,064,557 May 10, 2019[80]
General Motors NYSE: GM Manufacturing 5.09 72,269,696 $2,715,895,176 May 10, 2019[80]
Goldman Sachs NYSE: GS Investment banking; Financial services 4.9 18,784,698 $3,138,000,000 May 10, 2019[80]
JPMorgan Chase & Co. NYSE: JPM Investment banking; Financial services 1.5 50,661,394 $4,946,000,000 December 31, 2018[81]
Johnson & Johnson NYSE: JNJ Health 0.01 327,100 $45,378,583 May 10, 2019[80]
The Coca-Cola Company NYSE: KO Food and Drink 9.4 400,000,000 $18,940,000,000 December 31, 2018[81]
The Kraft Heinz Company NASDAQ: KHC Food and Drink 26.70 325,634,818 $10,609,182,370 May 10, 2019[80]
Liberty Global A Class NASDAQ: LBTYA Telecommunication and Media 9.67 19,791,000 $520,305,390 May 10, 2019[80]
Liberty Global C Class NASDAQ: LBTYK Telecommunication and Media 1.39 7,346,968 $188,229,320 May 10, 2019[80]
Liberty Latin America Ltd Class A NASDAQ: LILA Telecommunication and Media 5.59 2,714,854 $51,853,711 May 10, 2019[80]
Liberty Latin Latin America Ltd Class C NASDAQ: LILAK Telecommunication and Media 1.06 1,284,020 $24,524,782 May 10, 2019[80]
Liberty Sirius XM Group Series A NASDAQ: LSXMA Telecommunication and Media 14.45 14,860,360 $582,526,112 May 10, 2019[80]
Liberty Sirius XM Group Series C NASDAQ: LSXMK Telecommunication and Media 13.96 31,090,985 $1,224,984,809 May 10, 2019[80]
Southwest Airlines Co NYSE: LUV Industrials 8.7 47,890,899 $2,226,000,000 December 31, 2018[81]
Mastercard NYSE: MA Financial Services 0.48 4,934,756 $1,210,544,994 May 10, 2019[80]
Moodys Corp NYSE: MCO Financial services 12.9 24,669,778 $3,455,000,000 December 31, 2018[81]
Mondelez International NASDAQ: MDLZ Food and Drink 1.70 24,669,778 $4,659,627,669 May 10, 2019[80]
M&T Bank Corp NYSE: MTB Banking 0.42 578,000 $29,680,300 May 10, 2019[80]
Procter & Gamble Co NYSE: PG Consumer goods 0.12 315,400 $32,877,296 May 10, 2019[80]
PNC Financial Services Group Inc. NYSE: PNC Bank holding company, Financial services 1.83 8,263,062 $1,090,228,400 May 10, 2019[80]
Phillips 66 NYSE: PSX Energy 2.62 11,895,842 $1,020,068,452 May 10, 2019[80]
RBL Bank NSE: RBLBANK Banking, Financial services 0.14 607,820 $2,975,500 May 10, 2019[80]
Restaurant Brands International NYSE: QSR Food and Drink 3.32 8,438,225 $565,445,457 May 10, 2019[80]
Red Hat Inc. NYSE: RHT Software 2.34 4,175,792 $771,059,993 May 10, 2019[80]
Sirius XM Holdings Inc. NASDAQ: SIRI Radio 3.17 137,915,729 $787,498,813 May 10, 2019[80]
StoneCo Ltd. NYSE: STNE Financial services 11.80 14,166,748 $392,277,252 May 10, 2019[80]
Store Capital Corp. NYSE: STOR Real estate investment trust (REIT) 8.20 18,621,674 $617,680,927 May 10, 2019[80]
Suncor Energy Inc. NYSE: SU Energy 0.67 10,758,000 $347,913,720 May 10, 2019[80]
Synchrony Financial NYSE: SYF Financial services 3.01 20,803,000 $715,623,200 May 10, 2019[80]
Teva Pharmaceutical Industries Ltd NYSE: TEVA Pharmaceuticals 4.22 43,249,295 $625,817,299 May 10, 2019[80]
Torchmark Corporation NYSE: TMK Insurance 5.77 6,353,727 $553,663,771 May 10, 2019[80]
Travelers Companies Inc NYSE: TRV Insurance 2.27 5,958,391 $845,078,596 May 10, 2019[80]
United Continental Holdings Inc. NYSE: UAL Industrials 8.22 21,938,642 $1,837,000,000 May 10, 2019[80]
United Parcel Service (UPS) NYSE: UPS Logistics 0.008 59,400 $6,000,000 May 10, 2019[80]
U.S. Bancorp NYSE: USB Banking 9.1 146,346,999 $6,688,000,000 December 31, 2018[81]
Visa Inc NYSE: V Financial Services 0.60 10,562,460 $1,687,986,733 May 10, 2019[80]
Verisign Inc NASDAQ: VRSN Technology 10.81 12,952,745 $2,509,335,289 May 10, 2019[80]
Verizon Communications NYSE: VZ Media ~0.01 928 $52,413 May 10, 2019[80]
Wells Fargo and Co NYSE: WFC Banking 9.98 449,349,102 $20,706,000,000 May 10, 2019[80]

 

Company Sector Ownership % Acquisition Date (YYYY/MM/DD) Acquisition Price Notes
Acme Brick Company Materials and Construction 100% 2000/08/01[3] ~$600 Million ($4,392.65 Million 2017)[4][5]  
AltaLink Electric Transmission 90.9% 2014/12/01[6] C$3.24 Billion[7] A subsidiary of Berkshire Hathaway Energy
Ben Bridge Jeweler Luxury Items 100% 2000/07/18[8][9]    
Benjamin Moore & Co. Materials and Construction 100% 2001/01/01[10] $1 Billion[11][12]  
Berkadia Mortgage Financing 50% 2009/12/31[13]   Joint venture with Jefferies Financial Group, formerly known as Leucadia
Berkshire Hathaway Assurance Bond Insurance 100% 2007/12/01    
Berkshire Hathaway Automotive Autosales 90% 2015/05/09[14]   Renamed from Van Tuyl Group
Berkshire Hathaway Energy Utilities 90.9% 1999/03/26   Renamed from Mid-American Energy Holdings
BoatUS Insurance   2007/07/27    
Borsheim's Fine Jewelry Luxury Items 100% 1989/01/01[15]    
Brooks Sports Apparel 100% 2006/08/02    
The Buffalo News Media 100% 1977/04/01 $32.5 Million[16]  
BNSF Railway Company Railroads and Logistics 100% 2010/02/12 $34 Billion

[17]

  
Business Wire Media 100% 2006/03/01[18]    
Cavalier Homes Materials and Construction 100% 2008/01/01    
Central States Indemnity Insurance and Finance 100% 1992/10/20[19]    
Charter Brokerage Logistics 100% 2014/12/12[20]    
Clayton Homes Materials and Construction 100% 2007/05/10[21] $1.7 billion.[22][23][24]  
CORT Business Services Furniture Related 100% 2000/01/14 $467 Million ($3,418.94 Million 2017)[4]  
CTB Inc. Capital Goods 100% 2002/01/01    
Dairy Queen[25] Food and Beverage 99% 1997/10/21 $585 Million[26]  
Duracell Household Products 100% 2016/02/29[27]    
Ebby Halliday Companies Real Estate 100% 2018/06/04[28]    
Fechheimer Brothers Company Clothing 100% 1986/01/01    
FlightSafety International Business Services 100% 1997/01/01[29]    
Forest River Materials and Construction 100% 2005/08/31    
Fruit of the Loom Clothing 99% 2002/04/30[30] $835 Million[31]  
Garanimals Clothing 100% 2002/09/04    
GEICO Insurance and Finance 100% 1996/08/26[32] $2.3 Billion[33]  
General Re Insurance and Finance 100% 1995/12/21[34] $22 Billion[35]  
Helzberg Diamonds Luxury Items 100% 1995/01/01[36]    
H.H. Brown Shoe Group Clothing 100% 1991/07/01    
International Metalworking Companies (IMC) Materials and Construction 100% 2006/05/08    
Johns Manville Materials and Construction 100% 2001/02/27[37] $1.8 Billion[38]  
Jordan's Furniture Furniture Related 100% 1999/10/11    
Justin Brands Clothing 100% 2000/08/01 $570 Million[39]  
Kansas Bankers Surety Company Insurance and Finance 100% 1998/04/10    
Kern River Pipeline Pipeline 90.9% 2006/03/21 $960 Million[40] A subsidiary of Berkshire Hathaway Energy
Larson-Juhl[41] Furniture Related 100% 2001/12/17    
Louis Motor Motorcycles 100% 2015/02/20    
Lubrizol Chemicals 100% 2011/09/16 $9.7 Billion[42][43]  
Marmon Group Diversified Holding Company 99% 2008/01/01[44][45] $4.5 Billion  
McLane Company Logistics 100% 2003/05/23[46] $1.45 Billion[47]  
Medical Protective Liability Insurance 100% 2005/06/30[48][49]    
MiTek Materials and Construction 90% 2001/06/12[50]   Other 10% owned by MiTek management
National Indemnity Company Insurance and Finance 100% 1967/03/01[51] $6.8 Million ($49.78 Million inflation adjusted)[52]  
Nebraska Furniture Mart Furniture Related 80% 1983/01/01[53] $60 Million[16]  
NetJets Business Services 100% 1998/01/01[54] $725 Million [55]  
NetJets Europe Business Services 100% 1998/01/01[54]    
Northern Natural Gas Pipeline 90.9% 2002/08/01 $928 Million[56] A subsidiary of Berkshire Hathaway Energy
NV Energy Electric & Gas Distribution 90.9% 2013/12/19[57] $5.6 Billion[58] A subsidiary of Berkshire Hathaway Energy
Omaha World-Herald Media 100% 2011/12/01[59] $150 Million[60]  
Oriental Trading Company Toy Party Craft 100% 2012/01/01[61]    
PacifiCorp Electric Distribution 90.9% 2005/01/01 $9.4 billion [62] A subsidiary of Berkshire Hathaway Energy
Pampered Chef[63] Food and Beverage 100% 2002/09/23    
Pilot Flying J Retail, Food and Beverage, Petroleum 38.6%[64] 2017/10/03[64]   Will increase stake to 80% in 2023.[64]
Precision Castparts Corp. Aerospace and Defense 100% 2016/01/29 $37 Billion[65]  
Precision Steel Warehouse, Inc. Materials and Construction 100% 1979/01/01[66]    
RC Willey Home Furnishings Furniture Related   1995/01/01[67]    
Richline Group Wholesale and Manufacturing 100% 2007/05/01[68]    
Russell Brands Sports Equipment Manufacturer 100% 2006/01/01[30] $600 Million[69] A division of Fruit of the Loom
Scott Fetzer Company Other 100% 1985/01/01 $230 Million[70]  
See's Candies Food and Beverage 100% 1972/01/03 $25 Million[71][72]  
SE Homes Materials and Construction 100% 2007/01/01    
Shaw Industries Materials and Construction   2002/01/21[73]    
Star Furniture Furniture Related 100% 1997/07/14    
TTI, Inc. Electronic Component Distribution 100% 2007/03/30    
United States Liability Insurance Group Insurance and Finance 100% 2000/08/08[74]    
Wesco Financial Insurance and Finance 100% 1978/01/01[75]    
WPLG-TV Media 100% 2014/07/01[76]    
XTRA Lease Logistics 100% 2001/09/20[77]


________________________________________________________________
 

PostSubject
#67   >>> Berkshire's $11.6B Alleghany deal expands insurance business gfp927z 04/03/22 12:48:56 PM
#66   >>> Here's the secret message from Warren Buffett's gfp927z 03/21/22 12:26:15 PM
#65   >>> Here's what Warren Buffett's favorite stock market gfp927z 03/18/22 11:50:25 AM
#64   Buffett Indicator - >>> Warren Buffett On The gfp927z 03/18/22 11:42:01 AM
#63   >>> Warren Buffett’s advice for a volatile market: gfp927z 01/29/22 01:44:00 PM
#62   Two small/mid caps that Berkshire recently started positions gfp927z 12/10/21 07:54:05 PM
#61   >>> Berkshire Hathaway’s profit drops by two-thirds gfp927z 11/07/21 09:51:56 AM
#60   >>> These are the types of companies Warren gfp927z 10/12/21 10:19:19 AM
#59   >>> Warren Buffett is hanging on to these gfp927z 09/10/21 01:14:14 AM
#58   >>> Warren Buffett Buys More Consumer Stocks, Sells gfp927z 08/17/21 03:39:17 PM
#57   Berkshire initiates position - >>> Organon & Co. gfp927z 08/17/21 03:27:20 PM
#56   >>> Buffett Slows Buybacks, Sells Stocks With Market gfp927z 08/07/21 07:06:53 PM
#55   >>> Warren Buffett reversed plans to buy a gfp927z 07/13/21 02:52:21 PM
#54   >>> Warren Buffett Cuts Stakes In Financial, Energy, gfp927z 05/18/21 09:36:22 AM
#53   The Buffett Indicator at All-Time Highs: Is This gfp927z 04/29/21 02:21:24 PM
#52   >>> Berkshire Hathaway Class A Shares Have Become gfp927z 03/08/21 04:50:49 PM
#51   >>> Warren Buffett's Berkshire Cuts Apple Stake And gfp927z 02/18/21 09:26:03 AM
#50   >>> 3 Warren Buffett Stocks Worth Buying Now gfp927z 02/03/21 04:26:04 PM
#49   >>> 3 Value Stocks Warren Buffett Owns That gfp927z 12/06/20 05:30:23 PM
#48   Berkshire portfolio tracker - gfp927z 11/27/20 05:36:03 PM
#47   >>> Tracking Warren Buffett's Berkshire Hathaway Portfolio - gfp927z 11/17/20 10:24:19 AM
#46   >>> Snowflake Inc. (SNOW) provides cloud-based data platform gfp927z 11/17/20 10:09:12 AM
#45   >>> What Berkshire Hathaway’s Big Gas Pipeline Buy gfp927z 10/11/20 12:47:13 PM
#44   >>> Buffett's Surprising New Moves Fit His Core gfp927z 09/26/20 01:35:46 PM
#43   >>> Berkshire Hathaway Slashes Stake in Troubled Lender gfp927z 09/05/20 12:54:55 PM
#42   >>> Warren Buffett's Berkshire Hathaway makes big bets gfp927z 09/02/20 10:07:50 PM
#41   >>> A Look At Berkshire Hathaway's Top 9 gfp927z 08/30/20 05:39:02 PM
#40   >>> 8 Stocks Warren Buffett Is Selling (And gfp927z 08/16/20 10:42:13 AM
#39   AMZN, AAPL, TEVA - >>> Warren Buffett's 3 gfp927z 08/03/20 08:20:20 PM
#38   >>> Meet the Stock Buffett Has Spent $7 gfp927z 07/30/20 01:48:21 PM
#37   >>> Berkshire's energy unit to buy Dominion Energy's gfp927z 07/05/20 09:19:43 PM
#36   >>> Bill Ackman Gives Up on Warren Buffett gfp927z 05/27/20 11:42:56 PM
#35   >>> Opinion: Warren Buffett has lost at least gfp927z 05/23/20 11:17:09 AM
#34   >>> Warren Buffett Sold Phillips 66 -- Here's gfp927z 05/23/20 12:30:49 AM
#33   >>> Wow! Buffett Sold 19 Stocks in the gfp927z 05/22/20 12:14:42 AM
#32   >>> Opinion: Dud stock picks, bad industry bets, gfp927z 05/17/20 07:48:03 PM
#31   >>> Tracking Warren Buffett's Berkshire Hathaway Portfolio - gfp927z 05/17/20 07:41:57 PM
#30   Berkshire's portfolio changes in Q1-2020 - gfp927z 05/15/20 09:23:32 PM
#29   >>> Eight Stocks Give Warren Buffett A Headache gfp927z 05/14/20 10:54:10 PM
#28   >>> Warren Buffett: Berkshire has dumped its airline gfp927z 05/03/20 11:31:21 PM
#27   Berkshire - >>> Everyone Needs To Calm Down gfp927z 04/21/20 12:09:38 PM
#26   Pearls of wisdom from the Oracle - gfp927z 04/18/20 12:18:45 PM
#25   >>> Berkshire will shut some businesses, stay cautious gfp927z 04/17/20 03:24:08 PM
#24   >>> Berkshire Hathaway to accept Occidental shares instead gfp927z 04/15/20 11:09:05 AM
#23   >>> Investors Are Wondering: Where’s Warren Buffett? gfp927z 04/05/20 12:22:50 PM
#22   >>> Warren Buffett Can Hunt Elephants From Home gfp927z 03/31/20 05:10:14 PM
#21   >>> 3 Stocks Warren Buffett Is Probably Buying gfp927z 03/30/20 05:06:27 PM
#20   >>> Warren Buffett's 3 criteria for buying a stock gfp927z 03/01/20 08:11:28 PM
#19   >>> Warren Buffett Poised to Address Missed Deals gfp927z 02/21/20 09:21:31 AM
#18   >>> Warren Buffett just lost $1 billion in gfp927z 02/14/20 05:33:14 PM
PostSubject
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