巴菲特2015Q1持股

巴菲特2015Q1持股  
Portfolio date: 2015/3/31

增加：PCP, FOXA,PSX,USB,IBM, WFC, DE
減少：V,MA,CHTR,VIAB,LBTYA,WBC,BK,NOV




http://www.dataroma.com/m/holdings.php?m=brk

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	Stock	% of portfolio	Shares	Recent activity
	WFC - Wells Fargo	23.88	470,292,359	Add 1.47%	$54.40
	KO - Coca Cola Co.	15.14	400,000,000		$40.55
	IBM - International Bus. Machines	11.92	79,565,115	Add 3.37%	$160.50
	AXP - American Express	11.06	151,610,700		$78.12
	WMT - Wal-Mart Stores	4.64	60,385,293		$82.25
	PG - Procter & Gamble	4.04	52,793,078		$81.94
	USB - U.S. Bancorp	3.41	83,773,390	Add 4.59%	$43.67
	DVA - DaVita HealthCare Partners	2.93	38,565,570		$81.28
	DTV - DIRECTV Group Inc.	2.49	31,353,468		$85.10
	MCO - Moody's Corp.	2.39	24,669,778		$103.80
	GS - Goldman Sachs Group	2.22	12,631,531		$187.97
	GM - General Motors	1.44	41,000,000		$37.50
	DE - Deere & Co.	1.42	17,310,090	Add 1.25%	$87.69
	CHTR - Charter Communications	1.08	5,979,136	Reduce 3.53%	$193.11
	USG - USG Corp.	0.97	39,002,016		$26.70
	PCP - Precision Castparts	0.82	4,200,792	Add 47.21%	$210.00
	VRSN - Verisign Inc.	0.81	12,985,000		$66.97
	BK - Bank of New York	0.78	20,680,420	Reduce 6.05%	$40.24
	VZ - Verizon Communications	0.68	15,000,928		$48.63
	MTB - M&T Bank Corp.	0.64	5,382,040		$127.00
	SU - Suncor Energy Inc.	0.61	22,354,294		$29.25
	COST - Costco Co.	0.61	4,333,363		$151.50
	V - Visa Inc.	0.60	9,885,160	Reduce 1.51%	$65.41
	PSX - Phillips 66	0.55	7,499,450	Add 14.19%	$78.60
	VIAB - Viacom Inc.	0.53	8,265,079	Reduce 4.27%	$68.30
	LBTYA - Liberty Global Inc.	0.50	10,342,793	Reduce 4.38%	$51.47
	CBI - Chicago Bridge & Iron Company	0.49	10,701,110		$49.26
	WBC - WABCO Holdings Inc.	0.44	3,863,195	Reduce 5.23%	$122.88
	MA - Mastercard Inc.	0.42	5,229,756	Reduce 3.15%	$86.39
	LBTYK - Liberty Global Inc. C	0.34	7,346,968		$49.81
	TMK - Torchmark Corp.	0.33	6,353,727		$54.92
	QSR - Restaurant Brands International	0.30	8,438,225		$38.41
	LMCK - Liberty Media Corp. CL C	0.29	8,000,000		$38.20
	GE - General Electric	0.25	10,585,502		$24.81
	FOXA - Twenty-First Century Fox	0.20	6,228,097	Add 31.19%	$33.84
	SNY - Sanofi Aventis	0.18	3,905,875		$49.44
	LMCA - Liberty Media Corp.	0.14	4,000,000		$38.55
	GHC - Graham Holdings Co.	0.11	107,575		$1049.63
	VRSK - Verisk Analytics Inc.	0.10	1,563,434		$71.40
	NOV - National Oilwell Varco Inc.	0.09	1,978,895	Reduce 62.37%	$49.99
	MEG - Media General	0.07	4,646,220		$16.49
	DNOW - NOW Inc.	0.04	1,825,569		$21.64
	JNJ - Johnson & Johnson	0.03	327,100		$100.60
	MDLZ - Mondelez International	0.02	578,000		$36.09
	KRFT - Kraft Foods Group	0.02	192,666		$87.11
	UPS - United Parcel Service	0.01	59,400		$96.94
	LEE - Lee Enterprises	0.00	88,863		$3.17

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Q1  2015
Stock	Activity	Share change	% change to portfolio
PCP - Precision Castparts	Add 47.21%	1,347,104	0.26
FOXA - Twenty-First Century Fox	Add 31.19%	1,480,700	0.05
PSX - Phillips 66	Add 14.19%	931,850	0.07
USB - U.S. Bancorp	Add 4.59%	3,678,893	0.15
IBM - International Bus. Machines	Add 3.37%	2,593,298	0.39
WFC - Wells Fargo	Add 1.47%	6,834,236	0.35
DE - Deere & Co.	Add 1.25%	213,204	0.02
V - Visa Inc.	Reduce 1.51%	152,000	0.01
MA - Mastercard Inc.	Reduce 3.15%	170,000	0.01
CHTR - Charter Communications	Reduce 3.53%	219,101	0.04
VIAB - Viacom Inc.	Reduce 4.27%	369,111	0.02
LBTYA - Liberty Global Inc.	Reduce 4.38%	473,531	0.02
WBC - WABCO Holdings Inc.	Reduce 5.23%	213,130	0.02
BK - Bank of New York	Reduce 6.05%	1,332,183	0.05
NOV - National Oilwell Varco Inc.	Reduce 62.37%	3,279,490	0.15