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$1億資產須每季向SEC申報該機構持有的證券。詳情請查閱SEC官方網站。
Berkshire Hathway持倉股票市值
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季度截至
2015年3月31日
申報日期
2015年5月15日
本李度申報持倉記錄(13-F)
| Company | Ticker | Market value (US$) | No of shares | Reported share price (US$) | % of portfolio |
|---|---|---|---|---|---|
 WELLS FARGO & CO NEW | WFC | 25,583,903,000 | 470,292,359 | 54.4 | 23.88% |
 COCA COLA CO | KO | 16,220,000,000 | 400,000,000 | 40.55 | 15.14% |
 INTERNATIONAL BUSINESS MACHS | IBM | 12,770,201,000 | 79,565,115 | 160.5 | 11.92% |
 AMERICAN EXPRESS CO | AXP | 11,843,828,000 | 151,610,700 | 78.12 | 11.06% |
 WAL MART STORES INC | WMT | 4,966,691,000 | 60,385,293 | 82.25 | 4.64% |
 PROCTER & GAMBLE CO | PG | 4,325,865,000 | 52,793,078 | 81.94 | 4.04% |
 US BANCORP DEL | USB | 3,658,385,000 | 83,773,390 | 43.67 | 3.41% |
 DAVITA HEALTHCARE PARTNERS I | DVA | 3,134,610,000 | 38,565,570 | 81.28 | 2.93% |
 DIRECTV | DTV | 2,668,181,000 | 31,353,468 | 85.1 | 2.49% |
 MOODYS CORP | MCO | 2,560,723,000 | 24,669,778 | 103.8 | 2.39% |
 GOLDMAN SACHS GROUP INC | GS | 2,374,349,000 | 12,631,531 | 187.97 | 2.22% |
 GENERAL MTRS CO | GM | 1,537,501,000 | 41,000,000 | 37.5 | 1.44% |
 DEERE & CO | DE | 1,517,922,000 | 17,310,090 | 87.69 | 1.42% |
 CHARTER COMMUNICATIONS INC D | CHTR | 1,154,631,000 | 5,979,136 | 193.11 | 1.08% |
 U S G CORP | USG | 1,041,354,000 | 39,002,016 | 26.7 | 0.97% |
 LIBERTY GLOBAL PLC | LBTYA | 898,296,000 | 17,689,761 | 50.78 | 0.84% |
 PRECISION CASTPARTS CORP | PCP | 882,166,000 | 4,200,792 | 210 | 0.82% |
 VERISIGN INC | VRSN | 869,605,000 | 12,985,000 | 66.97 | 0.81% |
 BANK OF NEW YORK MELLON CORP | BK | 832,180,000 | 20,680,420 | 40.24 | 0.78% |
 VERIZON COMMUNICATIONS INC | VZ | 729,495,000 | 15,000,928 | 48.63 | 0.68% |
 M & T BK CORP | MTB | 683,519,000 | 5,382,040 | 127 | 0.64% |
 COSTCO WHSL CORP NEW | COST | 656,483,000 | 4,333,363 | 151.5 | 0.61% |
 SUNCOR ENERGY INC NEW | SU | 653,863,000 | 22,354,294 | 29.25 | 0.61% |
 VISA INC | V | 646,588,000 | 9,885,160 | 65.41 | 0.6% |
 PHILLIPS 66 | PSX | 589,457,000 | 7,499,450 | 78.6 | 0.55% |
 VIACOM INC NEW | VIAC | 564,505,000 | 8,265,079 | 68.3 | 0.53% |
 CHICAGO BRIDGE & IRON CO N V | CBI | 527,137,000 | 10,701,110 | 49.26 | 0.49% |
 WABCO HLDGS INC | WBC | 474,709,000 | 3,863,195 | 122.88 | 0.44% |
| LIBERTY MEDIA CORP DELAWARE | LBTYA | 459,800,000 | 12,000,000 | 38.32 | 0.43% |
 MASTERCARD INC | MA | 451,799,000 | 5,229,756 | 86.39 | 0.42% |
 TORCHMARK CORP | GL | 348,947,000 | 6,353,727 | 54.92 | 0.33% |
 RESTAURANT BRANDS INTL INC | QSR | 324,112,000 | 8,438,225 | 38.41 | 0.3% |
 GENERAL ELECTRIC CO | GE | 262,628,000 | 10,585,502 | 24.81 | 0.25% |
 TWENTY FIRST CENTY FOX INC | FOXA | 210,759,000 | 6,228,097 | 33.84 | 0.2% |
 SANOFI | SNY | 193,107,000 | 3,905,875 | 49.44 | 0.18% |
 GRAHAM HLDGS CO | GHC | 112,914,000 | 107,575 | 1,049.63 | 0.11% |
 VERISK ANALYTICS INC | VRSK | 111,629,000 | 1,563,434 | 71.4 | 0.1% |
 NATIONAL OILWELL VARCO INC | NOV | 98,925,000 | 1,978,895 | 49.99 | 0.09% |
 MEDIA GEN INC NEW | MEG | 76,616,000 | 4,646,220 | 16.49 | 0.07% |
 NOW INC | DNOW | 39,506,000 | 1,825,569 | 21.64 | 0.04% |
 JOHNSON & JOHNSON | JNJ | 32,906,000 | 327,100 | 100.6 | 0.03% |
 MONDELEZ INTL INC | MDLZ | 20,860,000 | 578,000 | 36.09 | 0.02% |
 KRAFT FOODS GROUP INC | KHC | 16,784,000 | 192,666 | 87.11 | 0.02% |
 UNITED PARCEL SERVICE INC | UPS | 5,758,000 | 59,400 | 96.94 | 0.01% |
 LEE ENTERPRISES INC | LEE | 282,000 | 88,863 | 3.17 | 0% |
買入(對比上季度持倉)
| Company | Ticker | Market value (US$) | No of shares | Reported share price (US$) | % change | % of portfolio |
|---|---|---|---|---|---|---|
| VISA INC | V | 482,455,421 | 7,375,870 | 65.41 | +293.94% | 0.45% |
| INTERNATIONAL BUSINESS MACHS | IBM | 416,224,330 | 2,593,298 | 160.5 | +3.37% | 0.39% |
| WELLS FARGO & CO NEW | WFC | 371,782,419 | 6,834,236 | 54.4 | +1.47% | 0.35% |
| PRECISION CASTPARTS CORP | PCP | 282,891,737 | 1,347,104 | 210 | +47.21% | 0.26% |
| US BANCORP DEL | USB | 160,657,304 | 3,678,893 | 43.67 | +4.59% | 0.15% |
| PHILLIPS 66 | PSX | 73,243,439 | 931,850 | 78.6 | +14.19% | 0.07% |
| TWENTY FIRST CENTY FOX INC | FOXA | 50,106,935 | 1,480,700 | 33.84 | +31.19% | 0.05% |
| DEERE & CO | DE | 18,695,861 | 213,204 | 87.69 | +1.25% | 0.02% |
賣出(對比上季度持倉)
| Company | Ticker | Market value (US$) | No of shares | Reported share price (US$) | % change | % of portfolio |
|---|---|---|---|---|---|---|
| NATIONAL OILWELL VARCO INC | NOV | 163,941,770 | 3,279,490 | 49.99 | -62.37% | 0.15% |
| BANK OF NEW YORK MELLON CORP | BK | 53,607,037 | 1,332,183 | 40.24 | -6.05% | 0.05% |
| CHARTER COMMUNICATIONS INC D | CHTR | 42,310,596 | 219,101 | 193.11 | -3.53% | 0.04% |
| WABCO HLDGS INC | WBC | 26,189,392 | 213,130 | 122.88 | -5.23% | 0.02% |
| VIACOM INC NEW | VIAC | 25,210,286 | 369,111 | 68.3 | -4.27% | 0.02% |
| LIBERTY GLOBAL PLC | LBTYA | 24,046,170 | 473,531 | 50.78 | -2.61% | 0.02% |
| MASTERCARD INC | MA | 14,686,312 | 170,000 | 86.39 | -3.15% | 0.01% |
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