This the latest portfolio update for Berkshire Hathaway.
Warren Buffett
continued to add to his favorite companies such as Wells Fargo
and IBM, while his new managers
Ted Weschler
and Todd Combs bought into three new positions and added to
existing positions.
Berkshire sells Kraft Foods Group Inc, Johnson & Johnson
during the 3-months ended 12/31/2012, according to the most
recent filings of his investment company, Berkshire Hathaway. As
of 12/31/2012, Berkshire Hathaway owns 41 stocks with a total
value of $75.3 billion. These are the details of the buys and
sells.
- New Purchases:
ADM
,
VRSN
,
- Added Positions: WFC, DVA, GM, DTV, WBC, PCP, IBM, NOV,
DVA, DVA,
- Reduced Positions: KRFT, JNJ,
For the details of Warren Buffett's stock buys and sells, go to
http://www.gurufocus.com/StockBuy.php?GuruName=Warren+Buffett
These are the top 5 holdings of Warren Buffett
- Wells Fargo & Co (
WFC
) - 439,857,861 shares, 20.0% of the total portfolio. Shares
added by 4.1%
- Coca-Cola Co (
KO
) - 400,000,000 shares, 19.3% of the total portfolio.
- International Business Machines Corp (
IBM
) - 68,115,484 shares, 17.3% of the total portfolio. Shares
added by 0.89%
- American Express Co (
AXP
) - 151,610,700 shares, 11.6% of the total portfolio.
- Procter & Gamble Co (
PG
) - 52,793,078 shares, 4.8% of the total portfolio.
New Purchase: Archer-Daniels Midland Company (
ADM
)
Warren Buffett initiated holdings in Archer-Daniels Midland
Company. His purchase prices were between $24.48 and $29.1, with
an estimated average price of $27.08. The impact to his portfolio
due to this purchase was 0.22%. His holdings were 5,956,600
shares as of 12/31/2012. Archer-Daniels Midland Company was
incorporated in Delaware in 1923, successor to the Daniels
Linseed Co. Archer-daniels Midland Company has a market cap of
$20.82 billion; its shares were traded at around $31.44 with a
P/E ratio of 22.1 and P/S ratio of 0.2. The dividend yield of
Archer-daniels Midland Company stocks is 2.2%. Archer-daniels
Midland Company had an annual average earnings growth of 9.4%
over the past 10 years.
New Purchase: VeriSign, Inc. (
VRSN
)
Warren Buffett initiated holdings in VeriSign, Inc.. His purchase
prices were between $34.15 and $49.5, with an estimated average
price of $41.58. The impact to his portfolio due to this purchase
was 0.19%. His holdings were 3,685,700 shares as of 12/31/2012.
VeriSign, Inc is a Delaware Corporation. The Company is a
provider of Internet infrastructure services for the networked
world. Verisign, Inc. has a market cap of $7.1 billion; its
shares were traded at around $45.68 with a P/E ratio of 29 and
P/S ratio of 8.8. Verisign, Inc. had an annual average earnings
growth of 6.5% over the past 10 years.
Added: Wells Fargo & Co (
WFC
)
Warren Buffett added to his holdings in Wells Fargo & Co by
4.1%. His purchase prices were between $31.43 and $35.97, with an
estimated average price of $33.71. The impact to his portfolio
due to this purchase was 0.79%. His holdings were 439,857,861
shares as of 12/31/2012. Wells Fargo & Company is a
corporation organized under the laws of Delaware and a financial
holding company and a bank holding company registered under the
Bank Holding Company Act of 1956, as amended. Wells Fargo &
Co has a market cap of $185.99 billion; its shares were traded at
around $35.26 with a P/E ratio of 11.1 and P/S ratio of 2.2. The
dividend yield of Wells Fargo & Co stocks is 2.6%. Wells
Fargo & Co had an annual average earnings growth of 15.6%
over the past 5 years.
Added: DaVita HealthCare Partners Inc (
DVA
)
Warren Buffett added to his holdings in DaVita HealthCare
Partners Inc by 33.44%. His purchase prices were between $104.11
and $114.98, with an estimated average price of $110.09. The
impact to his portfolio due to this purchase was 0.5%. His
holdings were 13,607,935 shares as of 12/31/2012. DaVita
HealthCare Partners Inc was incorporated as a Delaware
corporation in 1994. Davita Healthcare Partners Inc has a market
cap of $11.35 billion; its shares were traded at around $118.98
with a P/E ratio of 21.6 and P/S ratio of 1.5. Davita Healthcare
Partners Inc had an annual average earnings growth of 15.3% over
the past 10 years. GuruFocus rated Davita Healthcare Partners Inc
the business predictability rank of 3.5-star.
Added: General Motors Co (
GM
)
Warren Buffett added to his holdings in General Motors Co by
66.67%. His purchase prices were between $23.28 and $27.96, with
an estimated average price of $25.18. The impact to his portfolio
due to this purchase was 0.38%. His holdings were 25,000,000
shares as of 12/31/2012. General Motors Company was formed by the
UST in 2009 originally as a Delaware limited liability company,
Vehicle Acquisition Holdings LLC, and subsequently converted to a
Delaware corporation, NGMCO, Inc. General Motors Co has a market
cap of $43.44 billion; its shares were traded at around $27.73
with a P/E ratio of 10.6 and P/S ratio of 0.3.
Added: Directv (DTV)
Warren Buffett added to his holdings in Directv by 15.16%. His
purchase prices were between $48.17 and $53.24, with an estimated
average price of $50.31. The impact to his portfolio due to this
purchase was 0.3%. His holdings were 34,037,500 shares as of
12/31/2012. Directv was incorporated in Delaware in 2009. The
Company is a provider of digital television entertainment in the
United States and Latin America. Directv has a market cap of
$30.42 billion; its shares were traded at around $50.01 with a
P/E ratio of 12.6 and P/S ratio of 1.2. Directv had an annual
average earnings growth of 28.7% over the past 5 years.
Added: Wabco Holdings Incorporated (WBC)
Warren Buffett added to his holdings in Wabco Holdings
Incorporated by 154.64%. His purchase prices were between $56.26
and $63.54, with an estimated average price of $59.7. The impact
to his portfolio due to this purchase was 0.21%. His holdings
were 4,071,925 shares as of 12/31/2012. Wabco Holdings
Incorporated was founded in the United States in 1869 as
Westinghouse Air Brake Company. Wabco Holdings Incorporated has a
market cap of $4.36 billion; its shares were traded at around
$68.78 with a P/E ratio of 14.7 and P/S ratio of 1.8. Wabco
Holdings Incorporated had an annual average earnings growth of
3.6% over the past 5 years.
Added: Precision Castparts Corp. (PCP)
Warren Buffett added to his holdings in Precision Castparts Corp.
by 58.33%. His purchase prices were between $161.11 and $188.82,
with an estimated average price of $175.56. The impact to his
portfolio due to this purchase was 0.18%. His holdings were
1,977,336 shares as of 12/31/2012. Precision Castparts Corp. was
incorporated in the State of Oregon. Precision Castparts Corp.
has a market cap of $27.08 billion; its shares were traded at
around $184.93 with a P/E ratio of 20 and P/S ratio of 3.4. The
dividend yield of Precision Castparts Corp. stocks is 0.1%.
Precision Castparts Corp. had an annual average earnings growth
of 19.1% over the past 10 years. GuruFocus rated Precision
Castparts Corp. the business predictability rank of 2.5-star.
Added: International Business Machines Corp (
IBM
)
Warren Buffett added to his holdings in International Business
Machines Corp by 0.89%. His purchase prices were between $185.51
and $211, with an estimated average price of $195.05. The impact
to his portfolio due to this purchase was 0.15%. His holdings
were 68,115,484 shares as of 12/31/2012. International Business
Machines Corporation was incorporated in the State of New York on
June 16, 1911, as the Computing-Tabulating-Recording Co.
International Business Machines Corp has a market cap of $225.56
billion; its shares were traded at around $199.58 with a P/E
ratio of 14.4 and P/S ratio of 2.2. The dividend yield of
International Business Machines Corp stocks is 1.7%.
International Business Machines Corp had an annual average
earnings growth of 13.1% over the past 10 years. GuruFocus rated
International Business Machines Corp the business predictability
rank of 4.5-star.
Added: National Oilwell Varco, Inc. (NOV)
Warren Buffett added to his holdings in National Oilwell Varco,
Inc. by 26.46%. His purchase prices were between $64.87 and
$82.03, with an estimated average price of $72.53. The impact to
his portfolio due to this purchase was 0.1%. His holdings were
5,294,800 shares as of 12/31/2012. National Oilwell Varco, Inc.,
a Delaware corporation incorporated in 1995, is a provider of
equipment and components used in oil and gas drilling and
production operations, oilfield services, and supply chain
integration services to the upstream oil and gas industry.
National Oilwell Varco, Inc. has a market cap of $30.12 billion;
its shares were traded at around $70.39 with a P/E ratio of 12.6
and P/S ratio of 1.6. The dividend yield of National Oilwell
Varco, Inc. stocks is 0.7%. National Oilwell Varco, Inc. had an
annual average earnings growth of 31.6% over the past 10 years.
GuruFocus rated National Oilwell Varco, Inc. the business
predictability rank of 4-star.
Added: DaVita HealthCare Partners Inc (
DVA
)
Warren Buffett added to his holdings in DaVita HealthCare
Partners Inc by 0.23%. The impact to his portfolio due to this
purchase was 0.01%. His holdings were 14,049,909 shares as of
12/31/2012. DaVita HealthCare Partners Inc was incorporated as a
Delaware corporation in 1994. Davita Healthcare Partners Inc has
a market cap of $11.35 billion; its shares were traded at around
$118.98 with a P/E ratio of 21.6 and P/S ratio of 1.5. Davita
Healthcare Partners Inc had an annual average earnings growth of
15.3% over the past 10 years. GuruFocus rated Davita Healthcare
Partners Inc the business predictability rank of 3.5-star.
Added: DaVita HealthCare Partners Inc (
DVA
)
Warren Buffett added to his holdings in DaVita HealthCare
Partners Inc by 0.3%. The impact to his portfolio due to this
purchase was 0.01%. His holdings were 14,017,533 shares as of
12/31/2012. DaVita HealthCare Partners Inc was incorporated as a
Delaware corporation in 1994. Davita Healthcare Partners Inc has
a market cap of $11.35 billion; its shares were traded at around
$118.98 with a P/E ratio of 21.6 and P/S ratio of 1.5. Davita
Healthcare Partners Inc had an annual average earnings growth of
15.3% over the past 10 years. GuruFocus rated Davita Healthcare
Partners Inc the business predictability rank of 3.5-star.
Reduced: Kraft Foods Group Inc (KRFT)
Warren Buffett reduced to his holdings in Kraft Foods Group Inc
by 94.52%. His sale prices were between $43.66 and $47.57, with
an estimated average price of $45.48. The impact to his portfolio
due to this sale was -1.61%. Warren Buffett still held 1,668,714
shares as of 12/31/2012. Kraft Foods Group Inc is a Virginia
Corporation. On October 1, 2012, Kraft Foods Inc. Kraft Foods
Group Inc has a market cap of $28.05 billion; its shares were
traded at around $47.28 with and P/S ratio of 1.5. The dividend
yield of Kraft Foods Group Inc stocks is 1.1%.
Reduced: Johnson & Johnson (JNJ)
Warren Buffett reduced to his holdings in Johnson & Johnson
by 33.52%. His sale prices were between $67.97 and $72.52, with
an estimated average price of $70.02. The impact to his portfolio
due to this sale was -0.02%. Warren Buffett still held 327,100
shares as of 12/31/2012. Johnson & Johnson was incorporated
in the State of New Jersey in 1887. Johnson & Johnson has a
market cap of $210.48 billion; its shares were traded at around
$75.81 with a P/E ratio of 24.8 and P/S ratio of 3.2. The
dividend yield of Johnson & Johnson stocks is 3.2%. Johnson
& Johnson had an annual average earnings growth of 7.6% over
the past 10 years. GuruFocus rated Johnson & Johnson the
business predictability rank of 3.5-star.
Here is the complete portfolio of Warren Buffett. Also check out:
1. Warren Buffett's Undervalued Stocks
2. Warren Buffett's Top Growth Companies, and
3. Warren Buffett's High Yield stocksAbout GuruFocus:
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