Here's a handy summary from Dataroma: Quarterly Activity -- Updated Holdings
Commentary:
Warren Buffett's Berkshire Hathaway adds Express Scripts, dumps Deere (Fortune)
In the third quarter, Buffett’s insurance conglomerate added shares of Express Scripts to its widely followed investment portfolio. Express Scripts processes the paperwork for insurance companies and pharmacies, and makes sure the pharmacies get paid. [...] But it was not a large bet for Berkshire, and it’s likely the investment was made by either Todd Combs or Ted Weschler, who have started to manage a larger portion of Berkshire’s portfolio. [...]
Berkshire made a few other changes to its portfolio in the third quarter. Berkshire sold all of its shares of Deere in the third quarter. It held nearly $360 million worth of the tractor maker’s shares at the end of June. Berkshire also added to its stake in car giant General Motors as well as credit card companies Mastercard and Visa, and tripled its stake in Liberty Media, which is part of John Malone’s cable empire.
Berkshire Takes Express Scripts Stake; Some Trades Secret (Bloomberg)
Holdings in General Motors Co. rose by 21 percent and an investment in Charter Communications Inc. more than doubled in size during the third quarter, Omaha, Nebraska-based Berkshire also said yesterday in a filing to the U.S. Securities and Exchange Commission. A stake in DirecTV climbed. [...]
The report omitted some data that was reported confidentially to regulators. The SEC sometimes allows companies to withhold data from the public to limit copycat investing while a firm is building or cutting a position.
Buffett requested confidential treatment in 2011 filings, as he spent more than $10 billion amassing a stake in International Business Machines Corp. He did the same while building a holding in Exxon Mobil Corp. in 2013.
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