First off, Berkshire is very diverse, not just in stocks, but owns 100% of many companies. However, there's a good reason mutual funds are limited to 5% in any one company.
It is times like this, that you should see the benefits of diversification.
The claims that most don't beat the S&P is a very misleading story that gets posted way too often. If they say there are only 13% of the mutual funds that beat the S&P, that means those funds tend to beat it year after year. Look into American Funds that beats the index almost every year and they own a HUGE portfolio of stocks.
I get so tired of hearing the Buffett argument. No one ever talks about the inside info Warren gets and the lack of reporting he is required to do based on his structure.
Also, I rarely take anyone seriously who can't spell the word "loser"
BTW, looking up his holdings, I see this as a partial portion..
Symbol
Holdings
Mkt. price
Value
Stake
American Airlines Group Inc
AAL
0
$9.34
$0
0.0%
Apple Inc.
AAPL
250,866,566
$302.05
$75,774,246,260
5.7%
Amazon.com, Inc.
AMZN
537,300
$2,317.80
$1,245,353,940
0.1%
American Express Company
AXP
151,610,700
$86.74
$13,150,712,118
18.8%
Axalta Coating Systems Ltd
AXTA
24,264,000
$19.30
$468,295,200
10.3%
Bank of America Corp
BAC
947,760,000
$22.81
$21,618,405,600
10.9%
Biogen Inc
BIIB
648,447
$307.02
$199,086,198
0.4%
Bank of New York Mellon Corp
BK
88,130,897
$35.15
$3,097,801,030
10.0%
Charter Communications Inc
CHTR
5,426,609
$508.48
$2,759,322,144
2.3%
Costco Wholesale Corporation
COST
4,333,363
$308.48
$1,336,755,818
1.0%
Delta Air Lines, Inc.
DAL
0
$21.75
$0
0.0%
Davita Inc
DVA
38,095,570
$78.87
$3,004,597,606
30.3%
Globe Life Inc
GL
6,353,727
$77.28
$491,016,023
5.9%
General Motors Company
GM
75,000,000
$22.71
$1,703,250,000
5.2%
Goldman Sachs Group Inc
GS
12,435,814
$178.30
$2,217,305,636
3.6%
Johnson & Johnson
JNJ
327,100
$149.11
$48,773,881
0.0%
JPMorgan Chase & Co.
JPM
60,059,932
$92.05
$5,528,516,741
2.0%
Kraft Heinz Co
KHC
325,634,818
$29.06
$9,462,947,811
26.7%
Coca-Cola Co
KO
400,000,000
$45.23
$18,092,000,000
9.3%
Kroger Co
KR
18,940,079
$33.09
$626,727,214
2.4%
Liberty Global PLC Class A
LBTYA
19,791,000
$21.61
$427,683,510
10.9%
Liberty Global PLC Class C
LBTYK
7,346,968
$20.56
$151,053,662
1.7%
Liberty Latin America Ltd Class A
LILA
2,714,854
$9.98
$27,094,243
5.4%
Liberty Latin America Ltd Class C
LILAK
1,284,020
$9.74
$12,506,355
1.0%
Liberty Sirius XM Group Series A
LSXMA
14,860,360
$33.10
$491,877,916
14.7%
Liberty Sirius XM Group Series C
LSXMK
31,090,985
$32.73
$1,017,607,939
15.3%
Southwest Airlines Co
LUV
0
$26.55
$0
0.0%
Mastercard Inc
MA
4,934,756
$274.52
$1,354,689,217
0.5%
Moody’s Corporation
MCO
24,669,778
$250.47
$6,179,039,296
13.2%
MONDELEZ INTERNATIONAL INC Common Stock
MDLZ
578,000
$50.57
$29,229,460
0.0%
M&T Bank Corporation
MTB
5,382,040
$102.64
$552,412,586
4.1%
Occidental Petroleum Corporation
OXY
36,207,184
$15.38
$556,866,490
4.0%
Procter & Gamble Co
PG
315,400
$116.01
$36,589,554
0.0%
PNC Financial Services Group Inc
PNC
9,771,554
$99.89
$976,080,529
2.3%
Phillips 66
PSX
227,436
$75.12
$17,084,992
0.1%
Restoration Hardware Holdings, Inc common stock
RH
1,708,348
$145.00
$247,710,460
8.9%
Restaurant Brands International Inc
QSR
8,438,225
$48.98
$413,304,261
1.6%
Sirius XM Holdings Inc
SIRI
136,275,729
$5.75
$783,585,442
3.1%
SPDR S&P 500 ETF Trust
SPY
39,400
$287.50
$11,327,500
0.0%
StoneCo Ltd
STNE
14,166,748
$26.74
$378,818,842
5.1%
Store Capital Corp
STOR
18,621,674
$19.23
$358,094,791
7.6%
Suncor Energy Inc.
SU
15,019,031
$16.55
$248,564,963
1.0%
Synchrony Financial
SYF
20,803,000
$18.05
$375,494,150
3.6%
Teva Pharmaceutical Industries Ltd
TEVA
43,249,295
$10.09
$436,385,387
4.0%
Travelers Companies Inc
TRV
312,379
$96.08
$30,013,374
0.1%
United Airlines Holdings Inc
UAL
0
$23.67
$0
0.0%
United Parcel Service, Inc.
UPS
59,400
$93.25
$5,539,050
0.0%
U.S. Bancorp
USB
150,088,061
$33.69
$5,056,466,775
9.9%
Visa Inc
V
10,562,460
$179.75
$1,898,602,185
0.5%
VANGUARD IX FUN/S&P 500 ETF SHS NEW
VOO
43,000
$264.23
$11,361,890
0.0%
Verisign, Inc.
VRSN
12,952,745
$211.54
$2,740,023,677
11.2%
Wells Fargo & Co
WFC
345,688,918
$26.23
$9,067,420,319
8.5%
TOTAL
3,347,627,670
$194,717,642,03
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