Aug 16 2005

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.