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$1億資產須每季向SEC申報該機構持有的證券。詳情請查閱SEC官方網站。
Berkshire Hathway持倉股票市值
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季度截至
2017年3月31日
申報日期
2017年5月15日
本李度申報持倉記錄(13-F)
| Company | Ticker | Market value (US$) | No of shares | Reported share price (US$) | % of portfolio |
|---|---|---|---|---|---|
 KRAFT HEINZ CO | KHC | 29,570,898,000 | 325,634,818 | 90.81 | 18.27% |
 WELLS FARGO & CO NEW | WFC | 26,700,340,000 | 479,704,270 | 55.66 | 16.49% |
 APPLE INC | AAPL | 18,583,441,000 | 129,357,106 | 143.66 | 11.48% |
 COCA COLA CO | KO | 16,976,000,000 | 400,000,000 | 42.44 | 10.49% |
 AMERICAN EXPRESS CO | AXP | 11,993,921,000 | 151,610,700 | 79.11 | 7.41% |
 INTERNATIONAL BUSINESS MACHS | IBM | 11,242,819,000 | 64,561,955 | 174.14 | 6.95% |
 PHILLIPS 66 | PSX | 6,392,254,000 | 80,689,892 | 79.22 | 3.95% |
 US BANCORP DEL | USB | 4,380,754,000 | 85,063,167 | 51.5 | 2.71% |
 CHARTER COMMUNICATIONS INC N | CHTR | 3,091,043,000 | 9,443,491 | 327.32 | 1.91% |
 MOODYS CORP | MCO | 2,764,002,000 | 24,669,778 | 112.04 | 1.71% |
 DAVITA HEALTHCARE PARTNERS I | DVA | 2,621,301,000 | 38,565,570 | 67.97 | 1.62% |
 SOUTHWEST AIRLS CO | LUV | 2,562,172,000 | 47,659,456 | 53.76 | 1.58% |
 DELTA AIR LINES INC DEL | DAL | 2,528,995,000 | 55,025,995 | 45.96 | 1.56% |
 GOLDMAN SACHS GROUP INC | GS | 2,517,620,000 | 10,959,519 | 229.72 | 1.56% |
 AMERICAN AIRLS GROUP INC | AAL | 2,084,496,000 | 49,278,854 | 42.3 | 1.29% |
 UNITED CONTL HLDGS INC | UAL | 2,045,124,000 | 28,951,353 | 70.64 | 1.26% |
 GENERAL MTRS CO | GM | 1,768,001,000 | 50,000,000 | 35.36 | 1.09% |
 BANK OF NEW YORK MELLON CORP | BK | 1,559,160,000 | 33,012,059 | 47.23 | 0.96% |
 LIBERTY MEDIA CORP DELAWARE | LSXMK | 1,263,915,000 | 32,554,909 | 38.82 | 0.78% |
 U S G CORP | USG | 1,240,264,000 | 39,002,016 | 31.8 | 0.77% |
 VERISIGN INC | VRSN | 1,128,313,000 | 12,952,745 | 87.11 | 0.7% |
 LIBERTY GLOBAL PLC | LBTYA | 1,071,289,000 | 31,526,739 | 33.98 | 0.66% |
 VISA INC | V | 938,686,000 | 10,562,460 | 88.87 | 0.58% |
 MOSANTO CO NEW | MON | 910,330,000 | 8,041,784 | 113.2 | 0.56% |
 SIRIUS XM HLDGS INC | SIRI | 887,476,000 | 172,325,353 | 5.15 | 0.55% |
 M & T BK CORP | MTB | 832,764,000 | 5,382,040 | 154.73 | 0.51% |
 AXALTA COATING SYS LTD | AXTA | 751,033,000 | 23,324,000 | 32.2 | 0.46% |
 COSTCO WHSL CORP NEW | COST | 726,662,000 | 4,333,363 | 167.69 | 0.45% |
 MASTERCARD INC | MA | 555,012,000 | 4,934,756 | 112.47 | 0.34% |
 TORCHMARK CORP | GL | 489,492,000 | 6,353,727 | 77.04 | 0.3% |
 RESTAURANT BRANDS INTL INC | QSR | 470,347,000 | 8,438,225 | 55.74 | 0.29% |
 WABCO HLDGS INC | WBC | 341,522,000 | 2,908,554 | 117.42 | 0.21% |
 GENERAL ELECTRIC CO | GE | 315,448,000 | 10,585,502 | 29.8 | 0.19% |
 SANOFI | SNY | 176,741,000 | 3,905,875 | 45.25 | 0.11% |
 VERISK ANALYTICS INC | VRSK | 126,857,000 | 1,563,434 | 81.14 | 0.08% |
 WAL MART STORES INC | WMT | 100,445,000 | 1,393,513 | 72.08 | 0.06% |
 GRAHAM HLDGS CO | GHC | 64,496,000 | 107,575 | 599.54 | 0.04% |
 JOHNSON & JOHNSON | JNJ | 40,740,000 | 327,100 | 124.55 | 0.03% |
 PROCTER & GAMBLE CO | PG | 28,339,000 | 315,400 | 89.85 | 0.02% |
 MONDELEZ INTL INC | MDLZ | 24,900,000 | 578,000 | 43.08 | 0.02% |
 UNITED PARCEL SERVICE INC | UPS | 6,374,000 | 59,400 | 107.31 | 0% |
 VERIZON COMMUNICATIONS INC | VZ | 45,000 | 928 | 48.49 | 0% |
買入(對比上季度持倉)
| Company | Ticker | Market value (US$) | No of shares | Reported share price (US$) | % change | % of portfolio |
|---|---|---|---|---|---|---|
| APPLE INC | AAPL | 10,343,153,770 | 71,997,454 | 143.66 | +125.52% | 6.39% |
| BANK OF NEW YORK MELLON CORP | BK | 535,592,606 | 11,340,090 | 47.23 | +52.33% | 0.33% |
| SOUTHWEST AIRLS CO | LUV | 239,537,377 | 4,455,681 | 53.76 | +10.31% | 0.15% |
| AMERICAN AIRLS GROUP INC | AAL | 157,948,236 | 3,734,000 | 42.3 | +8.2% | 0.1% |
| SIRIUS XM HLDGS INC | SIRI | 29,279,886 | 5,685,412 | 5.15 | +3.41% | 0.02% |
| LIBERTY MEDIA CORP DELAWARE | LSXMK | 10,094,266 | 260,000 | 38.82 | +0.81% | 0.01% |
賣出(對比上季度持倉)
| Company | Ticker | Market value (US$) | No of shares | Reported share price (US$) | % change | % of portfolio |
|---|---|---|---|---|---|---|
| INTERNATIONAL BUSINESS MACHS | IBM | 2,902,974,441 | 16,670,348 | 174.14 | -20.52% | 1.79% |
 TWENTY FIRST CENTY FOX INC | FOXA | 251,011,000 | 8,951,869 | 28.04 | -100% | 0.17% |
| DELTA AIR LINES INC DEL | DAL | 229,800,025 | 5,000,000 | 45.96 | -8.33% | 0.14% |
| WABCO HLDGS INC | WBC | 53,994,348 | 459,840 | 117.42 | -13.65% | 0.03% |
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