關於華倫·巴菲特
華倫·巴菲特出生於1930年8月30日，至今年2021年已91歲，是著名美國商人、投資者及慈善家。以價值投資的投資風格著名。
關於Berkshire Hathaway
Berkshire Hathaway Inc是華倫·巴菲特的投資旗艦公司。
關於SEC 13-F Filing
美國證券交易委員會(SEC)規定，機構投資者管理人員持有超過US$1億資產須每季向SEC申報該機構持有的證券。詳情請查閱SEC官方網站。
Berkshire Hathway持倉股票市值
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季度截至
2014年3月31日
申報日期
2014年5月15日
本李度申報持倉記錄(13-F)
| Company | Ticker | Market value (US$) | No of shares | Reported share price (US$) | % of portfolio |
|---|---|---|---|---|---|
 WELLS FARGO & CO NEW | WFC | 23,052,408,000 | 463,458,123 | 49.74 | 21.79% |
 COCA COLA CO | KO | 15,464,001,000 | 400,000,000 | 38.66 | 14.62% |
 AMERICAN EXPRESS CO | AXP | 13,649,511,000 | 151,610,700 | 90.03 | 12.9% |
 INTERNATIONAL BUSINESS MACHS | IBM | 13,157,670,000 | 68,355,084 | 192.49 | 12.44% |
 WAL MART STORES INC | WMT | 4,436,946,000 | 58,052,412 | 76.43 | 4.19% |
 PROCTER & GAMBLE CO | PG | 4,255,122,000 | 52,793,078 | 80.6 | 4.02% |
 EXXON MOBIL CORP | XOM | 4,017,544,000 | 41,129,643 | 97.68 | 3.8% |
 US BANCORP DEL | USB | 3,429,944,000 | 80,026,697 | 42.86 | 3.24% |
 DIRECTV | DTV | 2,637,614,000 | 34,514,700 | 76.42 | 2.49% |
 DAVITA HEALTHCARE PARTNERS I | DVA | 2,590,216,000 | 37,621,152 | 68.85 | 2.45% |
 GOLDMAN SACHS GROUP INC | GS | 2,069,676,000 | 12,631,531 | 163.85 | 1.96% |
 MOODYS CORP | MCO | 1,956,807,000 | 24,669,778 | 79.32 | 1.85% |
 GRAHAM HLDGS CO | GHC | 1,215,915,000 | 1,727,765 | 703.75 | 1.15% |
 U S G CORP | USG | 1,141,607,000 | 34,890,174 | 32.72 | 1.08% |
 GENERAL MTRS CO | GM | 1,032,600,000 | 30,000,000 | 34.42 | 0.98% |
 BANK OF NEW YORK MELLON CORP | BK | 869,997,000 | 24,652,836 | 35.29 | 0.82% |
 CHICAGO BRIDGE & IRON CO N V | CBI | 832,348,000 | 9,550,755 | 87.15 | 0.79% |
 CONOCOPHILLIPS | COP | 779,475,000 | 11,079,958 | 70.35 | 0.74% |
 PHILLIPS 66 | PSX | 750,664,000 | 9,741,303 | 77.06 | 0.71% |
 LIBERTY MEDIA CORP DELAWARE | LBTYA | 692,869,000 | 5,300,000 | 130.73 | 0.66% |
 NATIONAL OILWELL VARCO INC | NOV | 691,486,000 | 8,880,000 | 77.87 | 0.65% |
 M & T BK CORP | MTB | 652,842,000 | 5,382,040 | 121.3 | 0.62% |
 VIACOM INC NEW | VIAC | 646,535,000 | 7,607,200 | 84.99 | 0.61% |
 VERISIGN INC | VRSN | 629,974,000 | 11,685,654 | 53.91 | 0.6% |
| LIBERTY GLOBAL PLC | LBTYA | 604,729,000 | 14,693,936 | 41.16 | 0.57% |
 VERIZON COMMUNICATIONS INC | VZ | 524,352,000 | 11,022,743 | 47.57 | 0.5% |
 PRECISION CASTPARTS CORP | PCP | 499,792,000 | 1,977,336 | 252.76 | 0.47% |
 COSTCO WHSL CORP NEW | COST | 483,950,000 | 4,333,363 | 111.68 | 0.46% |
 SUNCOR ENERGY INC NEW | SU | 454,480,000 | 13,000,000 | 34.96 | 0.43% |
 WABCO HLDGS INC | WBC | 430,297,000 | 4,076,325 | 105.56 | 0.41% |
 DEERE & CO | DE | 361,272,000 | 3,978,767 | 90.8 | 0.34% |
 VISA INC | V | 335,761,000 | 1,555,459 | 215.86 | 0.32% |
 TORCHMARK CORP | GL | 333,359,000 | 4,235,818 | 78.7 | 0.32% |
 MASTERCARD INC | MA | 302,535,000 | 4,050,000 | 74.7 | 0.29% |
 GENERAL ELECTRIC CO | GE | 274,059,000 | 10,585,502 | 25.89 | 0.26% |
 SANOFI | SNY | 204,199,000 | 3,905,875 | 52.28 | 0.19% |
 VERISK ANALYTICS INC | VRSK | 93,744,000 | 1,563,434 | 59.96 | 0.09% |
 MEDIA GEN INC | MEG | 85,351,000 | 4,646,220 | 18.37 | 0.08% |
 STARZ | STRZA | 61,963,000 | 1,919,541 | 32.28 | 0.06% |
 JOHNSON & JOHNSON | JNJ | 32,131,000 | 327,100 | 98.23 | 0.03% |
 MONDELEZ INTL INC | MDLZ | 19,970,000 | 578,000 | 34.55 | 0.02% |
 KRAFT FOODS GROUP INC | KHC | 10,809,000 | 192,666 | 56.1 | 0.01% |
 UNITED PARCEL SERVICE INC | UPS | 5,784,000 | 59,400 | 97.37 | 0.01% |
 LEE ENTERPRISES INC | LEE | 397,000 | 88,863 | 4.47 | 0% |
買入(對比上季度持倉)
| Company | Ticker | Market value (US$) | No of shares | Reported share price (US$) | % change | % of portfolio |
|---|---|---|---|---|---|---|
| WAL MART STORES INC | WMT | 654,904,158 | 8,568,679 | 76.43 | +17.32% | 0.62% |
| VERIZON COMMUNICATIONS INC | VZ | 524,352,000 | 11,022,743 | 47.57 | N/A | 0.5% |
| LIBERTY GLOBAL PLC | LBTYA | 483,392,318 | 11,745,651 | 41.16 | +398.39% | 0.46% |
| MASTERCARD INC | MA | 272,281,500 | 3,645,000 | 74.7 | +900% | 0.26% |
| DAVITA HEALTHCARE PARTNERS I | DVA | 79,856,214 | 1,159,858 | 68.85 | +3.18% | 0.08% |
| INTERNATIONAL BUSINESS MACHS | IBM | 44,869,419 | 233,100 | 192.49 | +0.34% | 0.04% |
| VERISIGN INC | VRSN | 39,038,088 | 724,134 | 53.91 | +6.61% | 0.04% |
| US BANCORP DEL | USB | 30,250,415 | 705,796 | 42.86 | +0.89% | 0.03% |
賣出(對比上季度持倉)
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