Posted: February 16, 2010 at 4:33 pm
Berkshire Hathaway Inc. (NYSE: BRK-B, BRK-A) has shown its holdings as of the close of business for December 31, 2009, so that being said these are Warren Buffett’s most recent holdings going into 2010. We have already seen how some holdings have been trimmed, and some of these holdings will have been further cut even since the end of the year.
- American Express Co. (NYSE: AXP) over 151.6 million shares, same as last quarter.
- Bank of America Corp. (NYSE: BAC) 5 million shares; same as last quarter.
- Becton Dickinson & Co. (NYSE: BDX) is a raised position 1.5 million shares, was only 1.2 million in prior quarter.
- Carmax Inc. (NYSE: KMX) is a decreased position of 8 million shares, down from 9 million one quarter ago.
- Coca Cola Co. (NYSE: KO) right at 200 million shares, still same as before.
- Comcast (NASDAQ: CMCSA) 12 million shares, same as before.
- Comdisco Holdings (NASDAQ: CDCO) roughly 1.5 million shares, same as before.
- ConocoPhillips (NYSE: COP) is a decreased position of 37.7 million, was 57.43 million shares before and down from 62.485 million at the end of June.
- Costco Wholesale (NASDAQ: COST) 5.254 million shares, same as before.
- Exxon Mobil Corp. (NYSE: XOM) is a decreased holding of only 421,800 shares, this was a new holding last quarter and was 1.276 million shares
- Gannett Co. (NYSE: GCI) is a decreased holding of 2.202 million shares, down from 3.447 million last quarter.
- General Electric Corp. (NYSE: GE) 7.777 million shares is the same as before, but does not include the huge preferred investment from late 2008.
- Goldman Sachs Group Inc. (NYSE: GS) is NOT a common stock… but Buffett still holds the preferred shares and warrants.
- GlaxoSmithKline (NYSE: GSK) 1.51 million shares, same as before.
- Harley-Davidson, Inc. (NYSE: HOG) is NOT a common stock… but Buffett still holds the preferred shares and warrants.
- Home Depot Inc. (NYSE: HD) 2.757 million, same as last quarter.
- Ingersoll-Rand (NYSE: IR) 636,600 shares; same as last quarter but way down from the 7.78 million two quarters ago.
- Iron Mountain (NYSE: IRM) is a raised holding of 7 million shares versus 3.3722 million shares a quarter ago.
- Johnson & Johnson (NYSE: JNJ) is a decreased position of just over 27 million shares; this is down from just over 36.91 million shares before and still well under the 62 million shares at one point in 2008.
- Kraft Foods (NYSE: KFT) over 138 million; same as last quarter.
- Lowe’s Companies (NYSE: LOW) 6.5 million shares, same as last quarter.
- M&T Bank Corp. (NYSE: MTB) 6.71 million shares, same as before.
- Moody’s (NYSE: MCO) is decreased again to 31.8 million shares versus 39.2 million shares a quarter before and under the 48 million the quarter before that.
- Nalco Holding (NYSE: NLC) 9.0 million shares, same as last quarter.
- Nestle ADR is 3.4 million shares, same as before.
- Nike Inc. (NYSE: NKE) 7.641 million shares, same as before.
- Procter & Gamble (NYSE: PG) is a decreased position of approximately 87.5 million shares, down from 96.3 million.
- Republic Services Inc. (NYSE: RSG) is a raised holding of 8.29 million shares after he started the position the prior quarter in his move to invest with (or behind) Bill Gates.
- Sanofi Aventis (NYSE: SNY) more than 3.9 million shares, same as before.
- Sun Trust Bank (NYSE: STI) is a decreased position of almost 2.4 million shares, down from 3.079 million shares a quarter ago and down from 3.2+ million two quarters ago.
- Tiffany & Co. (NYSE: TIF) is NOT a common stock… but Buffett still holds the preferred shares and warrants.
- Torchmark Corp. (NYSE: TMK) roughly 2.82 million, same as before.
- Travelers Cos (NYSE: TRV) is the same as 27,336 shares, a tiny holding.
- US Bancorp (NYSE: USB) roughly 69 million; Same as quarter before.
- USG Corp. (NYSE: USG) 17.072 million shares, same as before.
- United Health Group (NYSE: UNH) is a decreased holding of 1.175 million shares, down from 3.4 million shares a quarter ago and marks the third consecutive decline in holdings here.
- United Parcel Service (NYSE: UPS) 1.429 million shares, same as before.
- Wal-Mart Stores Inc. (NYSE: WMT) is an increased position at just over 39 million shares versus 37.8 million a quarter ago and well above the 19.9+ million shares two quarters ago.
- Washington Post (NYSE: WPO) over 1.72 million shares, same as before.
- Wells Fargo & Co. (NYSE: WFC) was an increased position of close to 319.5 million shares versus 313.3 million shares a quarter ago and above the 302 million two quarters ago and even above the 290+ million shares three quarters ago.
- Wellpoint Inc. (NYSE: WLP) is a decreased position of 1.343 million shares, down from 3.394 million shares a quarter ago and down 3 quarters in a row.
- Wesco Financial Corp. (NYSE: WSC) 5.703 million shares, same as before.
Burlington Northern Santa Fe (NYSE: BNI) was of course still a holding, but this no longer matters as it has been acquired in a deal which was completed Friday.
Norfolk Southern (NYSE: NSC) has been eliminated in the quarter as Buffett already had his all-in bet on America with BNSF.
NRG Energy (NYSE: NRG) has been eliminated as a position entirely, down from 7.2 million last quarter.
Union Pacific Corp. (NYSE: UNP) was eliminated as a holding as Buffett already had his all-in bet on America with BNSF.
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