Berkshire Hathaway holdings as of 6/30/05

As I’ve said in the past, I’m a long term fan of Warren Buffett.  Many of you are also as I’ve received over 500 requests for the Annual Letters of Buffett Partnership, Limited, 1957 – 1970 over the past few months. As the Q205 filings roll in, I happened to notice the disclosure for the stock holdings of Berkshire Hathaway, which are as follows.

Company                 Class        Value               Shares
Coca Cola                Com          $8,350,000,000      200,000,000
American Express Co.     Com          $8,070,237,000      151,610,700
Gillette Co.             Com          $5,112,617,000      100,980,000
Wells Fargo & Co.        Com          $3,476,090,000       56,448,380
Moody's Corp.            Com          $2,158,080,000       48,000,000
Wesco Financial Corp.    Com          $2,053,111,000        5,703,087
Washington Post Co.      Cl B         $1,442,736,000        1,727,765
M&T Bank Corp.           Com            $705,493,000        6,708,760
Shaw Communications Inc. Cl B           $456,940,000       22,000,000
American Standard Cos.   Com            $440,072,000       10,497,900
First Data Corp.         Com            $346,208,000        8,625,000
Gap Inc.                 Com            $304,826,000       15,434,243
Comcast Corp.            CLA SPL        $299,500,000       10,000,000
USG Corp.                Com            $276,250,000        6,500,000
Gannett Inc.             Com            $245,228,000        3,447,600
Costco Wholesale Corp.   Com            $235,011,000        5,254,000
Sun Trusts Banks Inc.    Com            $231,500,000        3,204,600
Nike Inc.                Com            $214,300,000        2,474,600
Iron Mountain Inc.       Com            $155,100,000        5,000,000
Tyco International Ltd.  Com            $146,000,000        5,000,000
Pier 1 Imports Inc.      Com            $113,520,000        8,000,000
Outback Steakhouse Inc.  Com             $82,283,000        1,818,800
Servicemaster Co.        Com             $75,195,000        5,611,600
Lexmark International    Cl A            $64,830,000        1,000,000
Sealed Air Corp.         Com             $55,431,000        1,113,300
Petrochina Co Ltd.       ADR             $48,404,000          659,000
Home Depot Inc.          Com             $36,760,000          945,000
Proctor & Gamble Co.     Com             $33,232,000          630,000
Mueller Industries       Com             $23,084,000          851,800
Comdisco Holding Co.     Com             $22,784,000        1,518,978
Lowe's Cos.              Com             $22,706,000          390,000
Dean Foods Co.           Com             $13,233,000          375,500
Total Value                          $35,310,761,000

While the old mainstays are predictable (and make up the majority of the value), the holdings in the $100m to $1b range are fascinating.

  • Thanks for the post. I got this strange feeling as if I am watching one of those Law and Order shows and the trick is to find out how the victims were chosen.

    So what the hell is it? Are the stocks picked based on analysis or is leverage and tax driving everything.

    I heard Berkshire gets really cheap money to play around with. By the way, how cheap is it? And what’s the lesson for entrepreneurs? I know that I pay through the roof for my capital. ‘Doh!

    Anyways, can’t wait for the next episode 😉

  • [I thought I posted this last weekend… but will try again… sorry for any redundancy.]

    Wonder why Warren never invested more in tech, especially knowing BillG as well as he does?

    It’s one thing to say you don’t understand technology in the 70’s or 80’s… but not understanding tech almost two decades later?

    Hard to say anything makes Warren look foolish… but this has always looked like a gaping hole to me.

  • Daniel Nerezov

    hehe. There was this bit of analysis on that very question.

    Warren and Charlie understood, and still understand technology just fine. They just can’t imagine who the leaders might be in 20 odd years. The story is different whe one might talk about razor blades or lolly pops.

    Apparently, the answer is pretty simple: they didn’t back tech because it’s too risky.

  • Coca Cola with the highest value?…Interesting. I had not idea that they had a bigger value than American Express.

  • Coca Cola with the highest value?…Interesting. I had not idea that they had a bigger value than American Express.

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