MAIN HOLDINGS:
Berkshire Holdings Listed by Year
Coca-Cola
KO
American Express AXP
Gillette
G
Wells Fargo
WFC
Moody's Corp MCO
Wesco Financial
WSC (80% owned by Berkshire. Charlie Munger is President)
Washington Post WPO
Berkshire
Hathaway 13F Holdings Report - 12/31/04
Berkshire
Hathaway 13F Holdings Report - 3/31/05
SMALLER HOLDINGS:
WARNING :
Many of the following companies may have already been sold or taken over.
They are rumored to have been owned by Buffett, GEICO,
or several Berkshire owned insurance companies. Along with other widely
followed investors, Buffett gets confidential treatment for regulatory
filings that reveal stocks owned. These filings are not made public for
a year after the SEC receives them.
Aegis Realty
AER (Owns 5% of company)
Allied Domecq PLC
C:ALYN (Owns 22.8 million shares, 2.2% of
company)
American International Group
AIG (sold 460,900 shares)
Arrow Electronics
ARW
Bank One ONE
Bell Industries
BI (Buffett owns 5.3% of shares)
Chubb Corp CB
Citigroup C
Consolidated-Tomoka Land
CTO (Buffett owns 5.7% of shares)
Costco COST
(Charlie Munger, Berkshire Vice Chairman, is a Board Director)
Disney DIS
(Position sold in 99)
Dun & Bradstreet
DNB
Fannie Mae FNM
First Data Corp
FDC (Owned 3 million shares in 1998)
First Industrial Realty
Trust FR
Gannett
GCI (sold 79,600 shares)
GATX Corp GMT
General Dynamics
GD (position reduced)
GPU Inc GPU
Great Lakes Chemical
GLK (Buffett owns a 6.8% stake)
H&R Block
HRB (Owns 8.4%)
Honeywell International
HON
Household International
HI
Int'l Flavors & Fragrances
IFF (position was sold in 1998)
JDN Realty JDN
(Owns 5.1% as of 4/00)
Jones Apparel Group
JNY (Owns 9.9% as of 12/31/99)
KeyCorp Bank
KEY
La-Z-Boy LZB
Liz Claiborne
LIZ (Owns 8.3% as of 12/31/99)
Lockheed Martin
LMT
M & T Bank
MTB (formerly First Empire State)
Manpower Inc
MAN
Mattel Inc MAT
(position was sold in 1998)
McDonald's MCD
(sold 2.4 million shares in 1998)
Merrill Lynch & Co
MER
MGI Properties
MGI (Buffett owns an 8.3% stake)
Microsoft MSFT
(Owns 150,000 Shares)
Moody's Corp
MCO
Morgan Stanley, Dean Witter
MWD (sold 997,100 shares)
Mueller Industries
MLI
Nike Inc 'B'
NKE
Nucor Corp NUE
(Reportedly owned shares in 1997, bought more in 1998)
Office Depot
ODP
PNC Bank Corp
PNC
P.S. Group PSG
Shaw Communications
SJR
Sun Trust Banks
STI
Superior Industries Int'l
SUP
Tanger Factory Outlet Centers
SKT (Buffett owns 5.3% of company)
TCA Cable TV
TCAT (Buffett owns 8.1% of company bought by Cox Communications
in May 99)
Torchmark Corp TMK
Town & Country Trust
TCT (Buffett owns 5% of company)
USG Corp USG
(Owns 15% of company)
U.S. Airways
U (Sold 1.7 million shares)
U.S. Bancorp
USB (sold 2.4 million shares after 3 for 1 split)
UST Inc UST
Wal-Mart Stores
WMT (sold 571,000 shares)
White Mountains Insurance
Group WTM (Owns 19% of company- run by former GEICO
CEO, Jack Byrne)
York International
YRK
Zenith National Insurance
ZNT
STOCKS LISTED IN BOOK "BUFFETTOLOGY":
The following 51 companies are stocks that Buffett now owns, has previously owned, or fit the criteria of stocks he would like to own if he could buy them at the right price:
ADVO Inc AD
- direct mail, mass marketing
American Express
AXP - financial services, credit cards
American Home Products
AHP - drug company, consumer health care products
American Safety Razor
RAZR - razor blades, competes with Gillette
Anheuser-Busch
BUD - world's largest brewing company
BHC Communications
BHC - owns 8 TV stations, Chris-Craft (CCN) owns 80%
of shares
Bear Stearns
BSC - brokerage, investment bank
Bristol-Myers Squibb
BMY - drugs, health and beauty products
Campbell Soup
CPB - soup company, owns dozens of brand names
Circuit City
CC - consumer electronics superstores
Coca-Cola KO
- beverage
Coca-Cola Bottling
COKE - bottles Coke in 11 states
Coca-Cola Enterprises
CCE - world's largest bottler of Coke, approx. 55% of all US
sales
Coca-Cola FEMSA
KOF - markets Coke in Mexico City, Buenos Aires
Cox Communications
COX - major cable TV provider
Disney (Walt) DIS
- owns Mickey Mouse, Capital Cities / ABC
Freddie Mac
FRE - home mortgages
Gabelli Equity Trust
GAB - closed end fund managed by famed value investor Mario
Gabelli
Gannett Corp
GCI - owns USA Today plus 134 daily newspapers
General Electric
GE - diversified giant run by Jack Welsh
Gillette G
- provides razors and blades to half the planet
Hershey Foods
HSY - chocolate candies
Int'l Flavors & Fragrances
IFF - creates flavors for perfumes, soaps, food, tobacco
Interpublic Group
IPG - advertising agency
Knight-Ridder
KRI - owns 32 daily newspapers in 15 states
Leucadia National
LUK - property-casualty insurance company, compared to Berkshire
Loews Corp LTR
- tobacco, hotels, insurance, Bulova watches - run by Laurence Tisch
MBIA Inc MBI
- muni bond insurance company
McDonald's MCD
- hamburgers
Media General
MEGA - newspapers, TV stations, cable TV
Mercury General
MCY - largest writer of auto insurance
Merrill Lynch & Co
MER - financial services, retail brokerage
Morgan Stanley, Dean Witter
MWD - investment banking, brokerage, credit cards
Nestle S A NSRGY
- Swiss holding company - food, beverages, chocolates, cosmetics,
pet food
New York Times
NYT - owns NY Times, Boston Globe, 6 TV stations, 2 radio stations
PanAmerican Beverages
PB - Mexican bottler of Coca Cola, largest outside US
Pepsico PEP
- beverages, Frito Lay snack foods
Philip Morris
MO - tobacco, Kraft Foods, Miller Beer, hundreds of brand named
foods
Progressive Corp
PGR - specializes in high risk insurance
Ralston Purina Group
RAL - cat and dog food, Eveready dry cell batteries
Seagram Co VO
- distilled spirits, wine, Tropicana fruit juice
SunTrust Banks
STI - Atlanta bank, owns 48.3 million Coca Cola shares
Thomson Corp
TOC.TO - Canadian newspaper publisher
Tiffany & Co
TIF - premier jewelry store
Times Mirror
TMC - newspapers, owns L.A. Times
Torchmark Corp
TMK - insurance, financial services
UST Inc UST
- smokeless tobacco, distilled spirits
Wal-Mart Stores WMT
- world's largest retail store
Warner-Lambert
WLA - drugs, consumer health care, chewing gum, mints, razors
Washington Post
WPO - Washington Post, Newsweek, 6 TV stations, 53 cable TV
systems
Wells Fargo
WFC - largest California bank
ANNUAL REPORTS:
Shareholder Letters 1977 to present
Buffett's letters to shareholders are some of the best examples of business wit and wisdom found anywhere. A careful reading of these letters is believed to be more valuable than two years at business school.
Wesco - Shareholder letters from Charlie Munger
Selected Articles from the letters of Warren Buffett by Cesar Labitan, Jr. - Purdue University
NEWS / MESSAGES / S.E.C. FILINGS:
Berkshire
Hathaway News
The
Buffett Blog
Berkshire
Hathaway Company News: Yahoo!
Berkshire
Hathaway - Company News Release
Motley
Fool Message Board: Berkshire Hathaway 'A' (BRK.A)
Yahoo!
Message Board; Berkshire Hathaway 'A' (BRKA)
EDGAR
ONLINE Latest SEC Filings for Berkshire Hathaway
Search
SEC EDGAR Archives for Berkshire Hathaway
BUFFETT LINKS / ARTICLES:
1984
Buffett Lecture: Superinvestors of Graham & Doddsville (needs Adobe
Acrobat reader)
1994
Columbia Business School Lecture: Value Hunting (needs Adobe Acrobat
reader)
Heilbrunn
Center for Graham & Dodd Investing - Walter Schloss papers
The
Toronto Investment Club: The Source For All Your Berkshire Hathaway News
Buffett
Articles from the Toronto Investment Club
Sandman's
Place
Shai
Dardashti on Grahamian Value
WARREN
BUFFETT - FUTILE FINANCE?
Berkshire
Hathaway Intrinsivaluator
Janet
Lowe - Making Money Archive
Poor
Charlie's Almanack - The Wit and Wisdom of Charles T. Munger
Robert
Miles Articles on Warren Buffett
Money
Masters Directory
(4/29/99)
Motley Fool Special Feature: Berkshire and Buffett
(7/5/99)
Business Week Cover Story: The Warren Buffett You Don't Know
(8/24/99)
Fool.com - Warren Buffett: Portrait of an Artist as a Young Man
(11/22/99)
The Motley Fool: Buffett's Prescient Market Calls
(2/14/00)
Fool.com: The Last Bull on Berkshire?
(2/16/00)
Fool.com: Berkshire Hathaway (Dueling Fools)
(3/6/00)
Fool.com: Why Won't Buffett Invest in Tech Stocks?
(3/15/00)
Fool.com: The Crown Prince of Investing Speaks
(3/20/00)
Business Week Commentary: The Sage Has Some Explaining to Do
(5/1/00)
Fool.com: Notes From the Berkshire Hathaway Annual Meeting
(5/8/00)
Fool.com: Berkshire's Meeting and the Movie
(5/15/00)
Fool.com: Charlie Munger Speaks
(6/5/00)
Fool.com: Consequences of the Internet for Investors
(6/23/00)
Fool.com: Is Berkshire Hathaway a Rule Maker?
(Summer
2001) Harvard Law Bulletin: Charlie Munger profiled
(Fall
2001) Nebraska Business: Interview with Buffett - (pdf format)
(4/4/02)
Optimism Has No Place in Accounting by Charlie Munger
(4/9/02)
Stock Options and Common Sense (WashingtonPost.com)
(5/6/2002)
Omaha.com - 2002 Berkshire Annual Meeting
(5/7/2002)
BW Online | Spicey Talk from the Sage of Omaha
(8/21/02)
Fool.com: Munger on Human Misjudgments
(8/26/02)
BW Online | The Sage Seizes on Energy's Distress
(9/4/02)
Slate.com: The New Warren Buffett Way - From value investor to vulture
investor
(9/22/02)
UK Telegraph - Buffett: 'My elephant gun is loaded'
(9/25/02)
UK Independent News - Buffett's Global Vision
(10/30/02)
Fool.com: Buffett Succeeds at Nothing
(1/27/03)
Fortune.com- Building a Company Warren Buffett Would Buy
(Jan
/ Feb 2003) CFA Magazine: Living Legends Interviewed - (pdf format)
(2/14/03)
Buffett's bet: Burlington better pick than in '80s
(3/3/03)
Fortune.com - Buffett - Avoiding a 'Mega-Catastrophe'
(3/10/03)
TIME.com: Comeback Crusader
(4/3/03)
Telegraph - Apocalypse is nigh, Buffett tells Berkshire faithful
(4/10/03)
Daily Nebraskan - Buffett's speech stressed solid business core
(5/5/03)
Whitney Tilson - Notes from the 2003 Berkshire Hathaway Annual Meeting
(5/7/03)
Bankstocks.com- Pilgrimage to Omaha Part 1
(5/7/03)
Bankstocks.com- Pilgrimage to Omaha Part 2
(5/9/03)
Notes from the 2003 Wesco Financial Annual Meeting
(5/13/03)
Mirror.co.uk - THIS MAN IS WORTH $35 BILLION
(5/20/03)
Wash Post- Dividend Voodoo by Warren Buffett
(5/20/03)
Bloomberg.com: Buffett Criticizes Tax Cut, Draws Fire
(5/21/03)
National Review- Warren's World: Donald Luskin on Buffett and Paul Krugman
(8/1/2003)
Baseline Magazine: Auditing An Oracle
(10/27/03)
Warren Buffett Speaks His Mind in Burden Auditorium
(10/27/03)
A Walk in the Rain with Warren Buffett
(10/28/03)
Barron's Interviews Buffett - (pdf format)
(12/8/2003)
Wall $treet Week: Stock picks from 50 great investors
(March
04) Bloomberg- Why Buffett's a Bargain - (pdf format)
(4/22/04)
Bloomberg.com: Buffett Book Distills Lessons from the Master
(4/25/04)
Washingtonpost.com: Phil Fisher tribute
(4/30/04)
Forbes.com: Showtime again for Warren Buffett's Omaha pow-wow
(5/1/04)
Money.com: Warren Buffett, rock star
(5-1-04)
Peter Webb - Pigrimage to Omaha - My story of the Berkshire Hathaway 2004
Shareholders meeting
(5-1-04)
J V Bruni Co - Berkshire Hathaway Top 20 Questions
(5/3/04)
Forbes.com: Oracle Of Absolutely Everything
(5/3/04)
Money.com - Lessons from Warren Buffett
(5/4/04)
| BW Online | Want to Invest Like Warren Buffett?
(5/7/04)
Investor's Business Daily: Carol Loomis marks 50 yrs at Fortune
(5/7/04)
Sequoia Fund Shareholders Meeting - Transcript (pdf format)
(5/14/04)
) Forbes.com: Berkshire Hathaway sold ADP, Dover stakes in Q1
(6/4/04)
Fool.com: Munger Goes Mental
(6/22/04)
Charlie Munger, Dueling views of reform
(7/7/04)
Smartmoney.com: Betting on Buffett
(7/16/04)
Morningstar.com - Portfolios of Great Managers
(7-28-04)
MSN Money - Invest like a young Warren Buffett - Find hot stocks
(7/30/04)
Peter Buffett: Private funeral planned for his mother
(8/2/04)
White Mountains and Berkshire Hathaway Completes Acquisition of Safeco
Life And Investments
(1/16/05)
Fairholme Fund has Terrific Record
(2/15/05)
MSN Money - CNBC News - What is Warren Buffett buying?
(4/23/05)
Darren Johnson: The Wisdom of Warren Buffett
(5/1/05)
Buffett and Munger warn of real estate "bubble"
(5/3/05)
CEO Warren Buffett Speaks Out - FORTUNE
(5/3/05)
Tom Brown's bankstocks.com - Notes from the 2005 "Woodstock of Capitalists"
(5/5/05)
Warren Buffett Criticizes Hedge Funds Even as He Invests $620 Million in
One - New York Sun
(5/7/05)
LJWorld.com : KU class offers advice to Buffett
(5/22/05)
Warren Buffett's Invisible Empire - Business Week
(5/24/05)
MSN Money - Why Buffett is buying utilities - Jubak's Journal
(6/28/05)
Morningstar.com - Great Shareholder Letters
(6/29/05)
Morningstar.com - Free Advice from World-Renowned Stock-Pickers
(8/11/05)
Businessweek: Berkshire: A Bargain or a Bomb?
(8/30/05)
Forbes: Billionaire Pals Gates, Buffett Plan College Talk
(12/5/05)
Businessweek: What's In Buffett's Shopping Bag
(12/5/05)
Wharton Journal: Seth Klarman's guide to finding value
(12/14/05)
Businessweek: What Would Warren Do?
Updated: 12/17/05 Comments or suggestions? Email me
at
jdp1708@yahoo.com