巴菲特2015Q2持股

巴菲特2015Q2持股

增加：CHTR, USB
新增：AXTA
減少：WBC, CBI,VIAB
賣出：PSX, NOV

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

Stock	% of portfolio	Shares	Recent activity	Reported Price*
WFC - Wells Fargo	24.68	470,292,359		$56.24
KO - Coca Cola Co.	14.64	400,000,000		$39.23
IBM - International Bus. Machines	12.07	79,565,115		$162.66
AXP - American Express	10.99	151,610,700		$77.72
WMT - Wal-Mart Stores	4	60,385,293		$70.93
PG - Procter & Gamble	3.85	52,793,078		$78.24
USB - U.S. Bancorp	3.44	85,063,167	Add 1.54%	$43.40
DVA - DaVita HealthCare Partners	2.86	38,565,570		$79.47
DTV - DIRECTV Group Inc.	2.71	31,353,468		$92.79
MCO - Moody's Corp.	2.48	24,669,778		$107.96
GS - Goldman Sachs Group	2.46	12,631,531		$208.79
DE - Deere & Co.	1.57	17,310,090		$97.05
CHTR - Charter Communications	1.36	8,514,678	Add 42.41%	$171.25
GM - General Motors	1.27	41,000,000		$33.33
USG - USG Corp.	1.01	39,002,016		$27.79
BK - Bank of New York	0.81	20,680,420		$41.97
PCP - Precision Castparts	0.78	4,200,792		$199.87
VRSN - Verisign Inc.	0.75	12,985,000		$61.72
VZ - Verizon Communications	0.65	15,000,928		$46.61
MTB - M&T Bank Corp.	0.63	5,382,040		$124.93
AXTA - Axalta Coating Systems Ltd.	0.62	20,000,000	Buy	$33.08
V - Visa Inc.	0.62	9,885,160		$67.15
SU - Suncor Energy Inc.	0.57	22,354,294		$27.52
COST - Costco Co.	0.55	4,333,363		$135.06
LBTYA - Liberty Global Inc.	0.52	10,342,793		$54.07
MA - Mastercard Inc.	0.46	5,229,756		$93.48
CBI - Chicago Bridge & Iron Company	0.44	9,326,921	Reduce 12.84%	$50.04
WBC - WABCO Holdings Inc.	0.44	3,777,195	Reduce 2.23%	$123.72
TMK - Torchmark Corp.	0.35	6,353,727		$58.22
LBTYK - Liberty Global Inc. C	0.35	7,346,968		$50.63
VIAB - Viacom Inc.	0.34	5,646,721	Reduce 31.68%	$64.64
QSR - Restaurant Brands International	0.3	8,438,225		$38.21
LMCK - Liberty Media Corp. CL C	0.27	8,000,000		$35.90
GE - General Electric	0.26	10,585,502		$26.57
FOXA - Twenty-First Century Fox	0.19	6,228,097		$32.54
SNY - Sanofi Aventis	0.18	3,905,875		$49.53
LMCA - Liberty Media Corp.	0.13	4,000,000		$36.04
GHC - Graham Holdings Co.	0.11	107,575		$1,075.05
VRSK - Verisk Analytics Inc.	0.11	1,563,434		$72.76
MEG - Media General	0.07	4,646,220		$16.52
DNOW - NOW Inc.	0.03	1,825,569		$19.91
JNJ - Johnson & Johnson	0.03	327,100		$97.46
KHC - Kraft Heinz Co.	0.02	192,666		$85.14
MDLZ - Mondelez International	0.02	578,000		$41.14
UPS - United Parcel Service	0.01	59,400		$96.90
LEE - Lee Enterprises	0	88,863		$3.33

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Stock	Activity	Share change	% change to portfolio
CHTR - Charter Communications	Add 42.41%	2,535,542	0.4
USB - U.S. Bancorp	Add 1.54%	1,289,777	0.05
AXTA - Axalta Coating Systems Ltd.	Buy	20,000,000	0.62
WBC - WABCO Holdings Inc.	Reduce 2.23%	86,000	0.01
CBI - Chicago Bridge & Iron Company	Reduce 12.84%	1,374,189	0.06
VIAB - Viacom Inc.	Reduce 31.68%	2,618,358	0.16
PSX - Phillips 66	Sell 100.00%	7,499,450	0.55
NOV - National Oilwell Varco Inc.	Sell 100.00%	1,978,895	0.09

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