柏克夏海瑟威（巴菲特）持股@2013/12/31

Berkshire Hathaway 持股 

@ 2013/12/31

 

-----------------

前四大持股 WFC, KO, AXP & IBM都沒變動，

增加的有：
Davita Inc +16%
U S G Corp +104%
General Electric Co +1698%
Exxon Mobil Corp +3%

減持的有： 

Moodys Corp 1%
Conocophillips -18%
Liberty Media Corp Delaware Cl A  6%
Suncor Energy Inc New -28%
Starz - Liberty Capital Nasdaq  -19%

from: 
http://www.insidermonkey.com/
 
2013/12/31

No.	Security	Ticker	Shares	Value (x$1000)	Activity	% Port
1.)	Wells Fargo & Co New	WFC	463,458,123	$21,040,998	+0%	20.07%
2.)	Coca Cola Co	KO	400,000,000	$16,524,000		15.76%
3.)	American Express Co	AXP	151,610,700	$13,755,639		13.12%
4.)	International Business Machs Cor	IBM	68,121,984	$12,777,641		12.18%
5.)	Procter & Gamble Co	PG	52,793,078	$4,297,885		4.09%
6.)	Exxon Mobil Corp	XOM	41,129,643	$4,162,320	+3%	3.97%
7.)	Wal Mart Stores Inc	WMT	49,483,733	$3,893,875	+0%	3.71%
8.)	U S Bancorp Del	USB	79,320,901	$3,204,565	+0%	3.05%
9.)	Directv	DTV	36,514,700	$2,521,705		2.4%
10.)	Davita Inc	DVA	36,461,294	$2,310,552	+16%	2.2%
11.)	Goldman Sachs Group Inc	GS	12,631,531	$2,239,065		2.13%
12.)	Phillips 66	PSX	27,163,918	$2,095,153		1.99%
13.)	Moodys Corp	MCO	24,669,778	$1,935,837	-1%	1.84%
14.)	General Motors Co	GM	40,000,000	$1,634,800		1.55%
15.)	Graham Hldgs Co		1,727,765	$1,146,062		1.09%
16.)	U S G Corp	USG	34,890,174	$990,184	+104%	0.94%
17.)	Bank Of New York Mellon Corp	BK	24,652,836	$861,370		0.82%
18.)	Chicago Bridge & Iron Co N V	CBI	9,550,755	$794,050		0.75%
19.)	Conocophillips	COP	11,079,958	$782,799	-18%	0.74%
20.)	Liberty Media Corp Delaware Cl A	LMCA	5,300,000	$775,347	-6%	0.73%
21.)	National Oilwell Varco Inc	NOV	8,880,000	$706,226		0.67%
22.)	Viacom Inc New	VIAB	7,607,200	$664,412		0.63%
23.)	Verisign Inc	VRSN	10,961,520	$655,280		0.62%
24.)	M & T Bank Corp	MTB	5,382,040	$626,576		0.59%
25.)	Precision Castparts Corp	PCP	1,977,336	$532,496		0.5%
26.)	Costco Wholesale Corp New	COST	4,333,363	$515,757		0.49%
27.)	Suncor Energy Inc New	SU	13,000,000	$455,650	-28%	0.43%
28.)	Wabco Holdings Inc	WBC	4,076,325	$380,770		0.36%
29.)	Deere & Co	DE	3,978,767	$363,381		0.34%
30.)	Visa Inc	V	1,555,459	$346,370		0.33%
31.)	Mastercard Inc	MA	405,000	$338,361		0.32%
32.)	Torchmark Corp	TMK	4,235,818	$331,029		0.31%
33.)	General Electric Co	GE	10,585,502	$296,712	+1698%	0.28%
34.)	Liberty Global Plc Cl A	LBTYA	2,948,285	$262,397		0.25%
35.)	Sanofi	SNY	3,905,875	$209,472		0.19%
36.)	Starz - Liberty Capital Nasdaq	STRZA	4,541,881	$132,804	-19%	0.12%
37.)	Media General Inc	MEG	4,646,220	$105,005		0.1%
38.)	Verisk Analytics Inc	VRSK	1,563,434	$102,749		0.09%
39.)	Johnson & Johnson	JNJ	327,100	$29,959		0.02%
40.)	Mondelez International Inc	MDLZ	578,000	$20,403		0.01%
41.)	Kraft Foods Group Inc	KRFT	192,666	$10,387		0%
42.)	United Parcel Service Inc	UPS	59,400	$6,242		0%
43.)	Lee Enterprises Inc	LEE	88,863	$308		0%
44.)	Dish Network Corporation	DISH	0	$0		0%
45.)	Glaxosmithkline Plc	GSK	0	$0		0%

-----------------