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$1億資產須每季向SEC申報該機構持有的證券。詳情請查閱SEC官方網站。
Berkshire Hathway持倉股票市值
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季度截至
2017年9月30日
申報日期
2017年11月14日
本李度申報持倉記錄(13-F)
| Company | Ticker | Market value (US$) | No of shares | Reported share price (US$) | % of portfolio |
|---|---|---|---|---|---|
 WELLS FARGO & CO NEW | WFC | 25,602,410,000 | 464,232,268 | 55.15 | 14.41% |
 KRAFT HEINZ CO | KHC | 25,252,980,000 | 325,634,818 | 77.55 | 14.21% |
 APPLE INC | AAPL | 20,666,379,000 | 134,092,782 | 154.12 | 11.63% |
 COCA COLA CO | KO | 18,004,001,000 | 400,000,000 | 45.01 | 10.13% |
 BANK AMER CORP | BAC | 17,205,859,000 | 679,000,000 | 25.34 | 9.68% |
 AMERICAN EXPRESS CO | AXP | 13,714,704,000 | 151,610,700 | 90.46 | 7.72% |
 PHILLIPS 66 | PSX | 7,392,000,000 | 80,689,892 | 91.61 | 4.16% |
 INTERNATIONAL BUSINESS MACHS | IBM | 5,371,833,000 | 37,026,698 | 145.08 | 3.02% |
 US BANCORP DEL | USB | 4,558,535,000 | 85,063,167 | 53.59 | 2.57% |
 MOODYS CORP | MCO | 3,434,280,000 | 24,669,778 | 139.21 | 1.93% |
 CHARTER COMMUNICATIONS INC N | CHTR | 3,085,214,000 | 8,489,391 | 363.42 | 1.74% |
 SOUTHWEST AIRLS CO | LUV | 2,667,976,000 | 47,659,456 | 55.98 | 1.5% |
 BANK OF NEW YORK MELLON CORP | BK | 2,663,173,000 | 50,229,588 | 53.02 | 1.5% |
 GOLDMAN SACHS GROUP INC | GS | 2,599,488,000 | 10,959,519 | 237.19 | 1.46% |
 DELTA AIR LINES INC DEL | DAL | 2,560,983,000 | 53,110,395 | 48.22 | 1.44% |
 GENERAL MTRS CO | GM | 2,422,799,000 | 60,000,000 | 40.38 | 1.36% |
 DAVITA HEALTHCARE PARTNERS I | DVA | 2,290,410,000 | 38,565,570 | 59.39 | 1.29% |
 AMERICAN AIRLS GROUP INC | AAL | 2,232,031,000 | 47,000,000 | 47.49 | 1.26% |
 LIBERTY MEDIA CORP DELAWARE | LSXMK | 1,924,428,000 | 45,951,345 | 41.88 | 1.08% |
 UNITED CONTL HLDGS INC | UAL | 1,717,519,000 | 28,211,563 | 60.88 | 0.97% |
 VERISIGN INC | VRSN | 1,378,042,000 | 12,952,745 | 106.39 | 0.78% |
 U S G CORP | USG | 1,273,416,000 | 39,002,016 | 32.65 | 0.72% |
 VISA INC | V | 1,111,593,000 | 10,562,460 | 105.24 | 0.63% |
 MOSANTO CO NEW | MON | 1,063,219,000 | 8,873,469 | 119.82 | 0.6% |
 LIBERTY GLOBAL PLC | LBTYA | 1,019,003,000 | 31,526,739 | 32.32 | 0.57% |
 M & T BK CORP | MTB | 866,724,000 | 5,382,040 | 161.04 | 0.49% |
 SIRIUS XM HLDGS INC | SIRI | 761,295,000 | 137,915,729 | 5.52 | 0.43% |
 COSTCO WHSL CORP NEW | COST | 711,928,000 | 4,333,363 | 164.29 | 0.4% |
 MASTERCARD INC | MA | 696,788,000 | 4,934,756 | 141.2 | 0.39% |
 AXALTA COATING SYS LTD | AXTA | 674,530,000 | 23,324,000 | 28.92 | 0.38% |
 SYNCHRONY FINL | SYF | 645,933,000 | 20,803,000 | 31.05 | 0.36% |
 RESTAURANT BRANDS INTL INC | QSR | 539,034,000 | 8,438,225 | 63.88 | 0.3% |
 TORCHMARK CORP | GL | 508,871,000 | 6,353,727 | 80.09 | 0.29% |
 STORE CAP CORP | STOR | 463,121,000 | 18,621,674 | 24.87 | 0.26% |
 SANOFI | SNY | 194,474,000 | 3,905,875 | 49.79 | 0.11% |
 VERISK ANALYTICS INC | VRSK | 130,062,000 | 1,563,434 | 83.19 | 0.07% |
 WAL MART STORES INC | WMT | 108,889,000 | 1,393,513 | 78.14 | 0.06% |
 GRAHAM HLDGS CO | GHC | 62,942,000 | 107,575 | 585.1 | 0.04% |
 JOHNSON & JOHNSON | JNJ | 42,526,000 | 327,100 | 130.01 | 0.02% |
 PROCTER & GAMBLE CO | PG | 28,695,000 | 315,400 | 90.98 | 0.02% |
 MONDELEZ INTL INC | MDLZ | 23,501,000 | 578,000 | 40.66 | 0.01% |
 UNITED PARCEL SERVICE INC | UPS | 7,133,000 | 59,400 | 120.08 | 0% |
 VERIZON COMMUNICATIONS INC | VZ | 46,000 | 928 | 49.57 | 0% |
買入(對比上季度持倉)
| Company | Ticker | Market value (US$) | No of shares | Reported share price (US$) | % change | % of portfolio |
|---|---|---|---|---|---|---|
| BANK AMER CORP | BAC | 17,205,859,000 | 679,000,000 | 25.34 | N/A | 9.68% |
| APPLE INC | AAPL | 601,194,670 | 3,900,822 | 154.12 | +3% | 0.34% |
| SYNCHRONY FINL | SYF | 103,706,976 | 3,340,000 | 31.05 | +19.13% | 0.06% |
| MOSANTO CO NEW | MON | 99,652,491 | 831,685 | 119.82 | +10.34% | 0.06% |
賣出(對比上季度持倉)
| Company | Ticker | Market value (US$) | No of shares | Reported share price (US$) | % change | % of portfolio |
|---|---|---|---|---|---|---|
| INTERNATIONAL BUSINESS MACHS | IBM | 2,474,770,854 | 17,057,975 | 145.08 | -31.54% | 1.39% |
| CHARTER COMMUNICATIONS INC N | CHTR | 346,738,968 | 954,100 | 363.42 | -10.1% | 0.2% |
| WELLS FARGO & CO NEW | WFC | 207,088,364 | 3,755,002 | 55.15 | -0.8% | 0.12% |
 WABCO HLDGS INC | WBC | 8,058,000 | 63,195 | 127.51 | -100% | 0% |
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