Hello All! I have been gone for awhile, but what better way to come back then to give an update to Berkshire Hathaway's portfolio. Warren has been famous for staying away from technology over the last 20 years, however now that some of his managers have the autonomy to make purchases on their own, you can see some big changes in this portfolio. Check out some of these new additions! Berkshire now owns over 1 billion shares of Apple, worth $115b, which is now a HUGE percentage of Berkshire!
This data is as of June 30,2020 according to the 13f filing to the SEC.
|
Symbol | Holdings | Mkt. price | Value | Stake |
|---|
| Amazon.com, Inc. | AMZN | 533,300 | $3,207.04 | $1,710,314,432 | 0.1% |
| American Express Company | AXP | 151,610,700 | $96.88 | $14,688,044,616 | 18.8% |
| Apple Inc. | AAPL | 1,003,466,264 | $115.05 | $115,448,793,673 | 5.9% |
| Axalta Coating Systems Ltd | AXTA | 23,535,041 | $26.19 | $616,382,724 | 10.0% |
| Bank of America Corp | BAC | 1,032,852,006 | $24.54 | $25,346,188,227 | 11.9% |
| Bank of New York Mellon Corp | BK | 74,346,864 | $36.73 | $2,730,760,315 | 8.4% |
| Barrick Gold Corp | GOLD | 20,918,701 | $26.63 | $557,065,008 | 1.2% |
| Biogen Inc | BIIB | 643,022 | $256.76 | $165,102,329 | 0.4% |
| Charter Communications Inc | CHTR | 5,213,461 | $582.13 | $3,034,912,052 | 2.5% |
| Coca-Cola Co | KO | 400,000,000 | $49.80 | $19,920,000,000 | 9.3% |
| Costco Wholesale Corporation | COST | 4,333,363 | $370.71 | $1,606,420,998 | 1.0% |
| DaVita Inc | DVA | 36,095,570 | $89.71 | $3,238,133,585 | 28.6% |
| General Motors Company | GM | 74,681,000 | $35.82 | $2,675,073,420 | 5.2% |
| Globe Life Inc | GL | 6,353,727 | $83.83 | $532,632,934 | 6.0% |
| Johnson & Johnson | JNJ | 327,100 | $143.97 | $47,092,587 | 0.0% |
| JPMorgan Chase & Co. | JPM | 22,208,427 | $101.24 | $2,248,381,149 | 0.7% |
| Kraft Heinz Co | KHC | 325,634,818 | $30.58 | $9,957,912,734 | 26.6% |
| Kroger Co | KR | 21,940,079 | $33.16 | $727,533,020 | 2.8% |
| Liberty Global PLC Class A | LBTYA | 18,010,000 | $20.58 | $370,645,800 | 9.9% |
| Liberty Global PLC Class C | LBTYK | 7,346,968 | $20.17 | $148,188,345 | 1.8% |
| Liberty Latin America Ltd Class A | LILA | 2,630,792 | $10.34 | $27,202,389 | 5.2% |
| Liberty Latin America Ltd Class C | LILAK | 1,284,020 | $10.26 | $13,174,045 | 0.8% |
| Liberty Sirius XM Group Series A | LSXMA | 14,860,360 | $34.86 | $518,032,150 | 14.7% |
| Liberty Sirius XM Group Series C | LSXMK | 43,208,291 | $34.93 | $1,509,265,605 | 18.6% |
| M&T Bank Corporation | MTB | 4,536,174 | $103.27 | $468,450,689 | 3.5% |
| Mastercard Inc | MA | 4,564,756 | $318.06 | $1,451,866,293 | 0.5% |
| MONDELEZ INTERNATIONAL INC Common Stock | MDLZ | 578,000 | $55.23 | $31,922,940 | 0.0% |
| Moody’s Corporation | MCO | 24,669,778 | $269.00 | $6,636,170,282 | 13.1% |
| PNC Financial Services Group Inc | PNC | 5,350,586 | $111.63 | $597,285,915 | 1.3% |
| Procter & Gamble Co | PG | 315,400 | $141.30 | $44,566,020 | 0.0% |
| Restoration Hardware Holdings, Inc common stock | RH | 1,708,348 | $365.20 | $623,888,690 | 8.8% |
| Sirius XM Holdings Inc | SIRI | 50,000,000 | $5.79 | $289,500,000 | 1.2% |
| Snowflake Inc | SNOW | 6,125,376 | $251.39 | $1,539,858,273 | 2.2% |
| SPDR S&P 500 ETF Trust | SPY | 39,400 | $339.39 | $13,371,966 | 0.0% |
| StoneCo Ltd | STNE | 14,166,748 | $56.15 | $795,462,900 | 4.6% |
| Store Capital Corp | STOR | 24,415,168 | $27.01 | $659,453,688 | 9.6% |
| Suncor Energy Inc. | SU | 19,201,525 | $12.28 | $235,794,727 | 1.3% |
| Synchrony Financial | SYF | 20,128,000 | $26.89 | $541,241,920 | 3.4% |
| Teva Pharmaceutical Industries Ltd | TEVA | 42,789,295 | $9.12 | $390,238,370 | 3.9% |
| U.S. Bancorp | USB | 149,590,275 | $39.96 | $5,977,627,389 | 9.9% |
| United Parcel Service, Inc. | UPS | 59,400 | $168.00 | $9,979,200 | 0.0% |
| Vanguard 500 Index Fund ETF | VOO | 43,000 | $311.80 | $13,407,400 | 0.0% |
| Verisign, Inc. | VRSN | 12,815,613 | $198.58 | $2,544,924,430 | 11.2% |
| Visa Inc | V | 9,987,460 | $193.07 | $1,928,278,902 | 0.5% |
| Wells Fargo & Co | WFC | 136,340,848 | $22.70 | $3,094,937,250 | 3.3% |
| TOTAL | | | | $235,725,479,379
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