Berkshire Hathaway Current Holdings
Berkshire Hathaway recently reported earnings and in doing so disclosed their current holdings as of June 30, 2005. Notice that Berkshire initiated positions in Lowe's and Home Depot. Lowe's has been a Cramer "Best of Breed" for some time.
Company Class Value Shares
Coca Cola Com $8,350,000,000 200,000,000
American Express Co. Com $8,070,237,000 151,610,700
Gillette Co. Com $5,112,617,000 100,980,000
Wells Fargo & Co. Com $3,476,090,000 56,448,380
Moody's Corp. Com $2,158,080,000 48,000,000
Wesco Financial Corp. Com $2,053,111,000 5,703,087
Washington Post Co. Cl B $1,442,736,000 1,727,765
M&T Bank Corp. Com $705,493,000 6,708,760
Shaw Communications Inc. Cl B $456,940,000 22,000,000
American Standard Cos. Com $440,072,000 10,497,900
First Data Corp. Com $346,208,000 8,625,000
Gap Inc. Com $304,826,000 15,434,243
Comcast Corp. CLA SPL $299,500,000 10,000,000
USG Corp. Com $276,250,000 6,500,000
Gannett Inc. Com $245,228,000 3,447,600
Costco Wholesale Corp. Com $235,011,000 5,254,000
Sun Trusts Banks Inc. Com $231,500,000 3,204,600
Nike Inc. Com $214,300,000 2,474,600
Iron Mountain Inc. Com $155,100,000 5,000,000
Tyco International Ltd. Com $146,000,000 5,000,000
Pier 1 Imports Inc. Com $113,520,000 8,000,000
Outback Steakhouse Inc. Com $82,283,000 1,818,800
Servicemaster Co. Com $75,195,000 5,611,600
Lexmark International Cl A $64,830,000 1,000,000
Sealed Air Corp. Com $55,431,000 1,113,300
Petrochina Co Ltd. ADR $48,404,000 659,000
Home Depot Inc. Com $36,760,000 945,000
Proctor & Gamble Co. Com $33,232,000 630,000
Mueller Industries Com $23,084,000 851,800
Comdisco Holding Co. Com $22,784,000 1,518,978
Lowe's Cos. Com $22,706,000 390,000
Dean Foods Co. Com $13,233,000 375,500
Total Value $35,310,761,000
Charlie Munger, right hand man of Warren Buffett is interviewed in the December edition of Kiplinger's Personal Finance. The interview is a must read. Below is my favorite quote from the interview. Q:"Ibbotson finds 10% average returns back to 1926, and Jeremy Siegel has found ... Read
VInvesting.com has put together a "Warren Buffett Zone". The page is a collection of Berkshire Hathway annual meeting notes from several sources, going to back to 1994. Fat Pitch Financials has a list of links to notes from the 2005 annual meeting. I found ... Read
Finally catching up on my backlog of Warren Buffett material: Matt Stichnoth at Tom Brown's Bankstocks.com has thrown his notes from the Berkshire Hathaway April 30, 2005 annual meeting up on the internet. Buffett spends an incredible amount of time reading. I've read that up ... Read
