Warren Buffett's Berkshire Hathaway Buys Exxon Mobil, DaVita, Sells ConocoPhillips, GlaxoSmithKline

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Warren Buffett 's investment company Berkshire Hathaway ( BRK.A )( BRK.B ) reported its third quarter portfolio yesterday. Buffett reported a new position of many years: Exxon Mobile. Berkshire also added to DaVita HealthCare Partners Inc, sells ConocoPhillips, GlaxoSmithKline PLC during the 3-months ended 09/30/2013, according to the most recent filings of his investment company, Berkshire Hathaway.

As of 09/30/2013, Berkshire Hathaway owns 43 stocks with a total value of $92 billion. These are the details of the buys and sells.

  • New Purchases: XOM ,
  • Added Positions: DVA ,
  • Reduced Positions: COP , GSK,
For the details of Warren Buffett's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Warren+Buffett

This is the sector weightings of his portfolio:

Financial Services 40.6%
Consumer Defensive 26.5%
Technology 14.3%
Energy 7.9%
Consumer Cyclical 2.9%
Communication Services 2.4%
Healthcare 2.2%
Industrials 1.7%
Basic Materials 0.5%


These are the top 5 holdings of Warren Buffett

1. Wells Fargo & Co ( WFC ) - 463,131,623 shares, 20.8% of the total portfolio.

2. Coca-Cola Co ( KO ) - 400,000,000 shares, 16.5% of the total portfolio.

3. International Business Machines Corp ( IBM ) - 68,121,984 shares, 13.7% of the total portfolio.

4. American Express Co ( AXP ) - 151,610,700 shares, 12.4% of the total portfolio.

5. Procter & Gamble Co ( PG ) - 52,793,078 shares, 4.3% of the total portfolio.

New Purchase: Exxon Mobil Corporation ( XOM )

Warren Buffett initiated holdings in Exxon Mobil Corporation. His purchase prices were between $86.42 and $95.2, with an estimated average price of $90.22. The impact to his portfolio due to this purchase was 3.7%. His holdings were 40,089,371 shares as of 09/30/2013. Exxon Mobil Corporation has a market cap of $407.23 billion; its shares were traded at around $93.22 with a P/E ratio of 12.20 and P/S ratio of 0.94. The dividend yield of Exxon Mobil Corporation stocks is 2.64%. Exxon Mobil Corporation had an annual average earnings growth of 7.00% over the past 10 years.

Added: DaVita HealthCare Partners Inc ( DVA )

Warren Buffett added to his holdings in DaVita HealthCare Partners Inc by 23.53%. The impact to his portfolio due to this purchase was 0.23%. His holdings were 19,423,709 shares as of 09/30/2013. Davita Healthcare Partners Inc has a market cap of $12.48 billion; its shares were traded at around $58.69 with a P/E ratio of 20.50 and P/S ratio of 1.12. Davita Healthcare Partners Inc had an annual average earnings growth of 17.20% over the past 10 years. GuruFocus rated Davita Healthcare Partners Inc the business predictability rank of 3-star.

Reduced: ConocoPhillips ( COP )

Warren Buffett reduced to his holdings in ConocoPhillips by 43.92%. His sale prices were between $61.79 and $71, with an estimated average price of $66.76. The impact to his portfolio due to this sale was -0.7%. Warren Buffett still held 13,529,270 shares as of 09/30/2013. Conocophillips has a market cap of $90.27 billion; its shares were traded at around $73.68 with a P/E ratio of 12.40 and P/S ratio of 1.50. The dividend yield of Conocophillips stocks is 3.66%. Conocophillips had an annual average earnings growth of 36.50% over the past 5 years.

Reduced: GlaxoSmithKline PLC ( GSK )

Warren Buffett reduced to his holdings in GlaxoSmithKline PLC by 76.57%. His sale prices were between $50.27 and $52.96, with an estimated average price of $51.54. The impact to his portfolio due to this sale was -0.06%. Warren Buffett still held 345,819 shares as of 09/30/2013. Glaxosmithkline Plc has a market cap of $126.75 billion; its shares were traded at around $52.13 with a P/E ratio of 21.10 and P/S ratio of 3.03. The dividend yield of Glaxosmithkline Plc stocks is 4.62%. Glaxosmithkline Plc had an annual average earnings growth of 9.40% over the past 10 years. GuruFocus rated Glaxosmithkline Plc the business predictability rank of 2-star.About GuruFocus: GuruFocus.com tracks the stocks picks and portfolio holdings of the world's best investors. This value investing site offers stock screeners and valuation tools. And publishes daily articles tracking the latest moves of the world's best investors. GuruFocus also provides promising stock ideas in 3 monthly newsletters sent to Premium Members .



The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of The NASDAQ OMX Group, Inc.



This article appears in: Investing , Stocks

Referenced Stocks: AXP , IBM , KO , PG , WFC

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