Thursday, February 19, 2015

Berkshire Hathaway 2014 4th Quarter 13F

Berkshire Hathaway released its quarterly 13F statement this week, detailing its stock holdings as of December 31st.

Dataroma has a nice format summarizing the changes:

Activity History
Current Holdings

The quick summary from MarketWatch:

Warren Buffett's Berkshire Hathaway dumps Exxon Mobil's stake, adds Deere (MarketWatch)

Warren Buffett's Berkshire Hathaway disclosed in a regulatory filing that it sold off its entire stake in Exxon Mobil while adding a new 24.7 million share stake in Deere & Co. during the fourth quarter. Berkshire also increased its stake in IBM Corp. to 76,971,817 shares as of Dec. 31 from 70,478,012 shares on Sept. 30, according 13H filings. The filings also indicated Berkshire held no shares of Exxon on Dec. 31, after holding 41,129,643 shares on Sept. 30. Separately, Berkshire increased its stake in MasterCard Inc. to 5.4 million shares from 4.7 million shares, boosted its holdings of Visa Inc. to 2.5 million shares from 2.15 million shares and cut its holdings of National Oilwell Varco to 5.26 million shares from 6.4 million shares.

The Street has a more in depth look at Berkshire's stock buys this quarter:

Top 10 Warren Buffett Stock Buys for 2015: IBM, Visa, Deere and More (The Street)

Today we're taking a closer look at 10 stocks that Buffett bought in the most recently reported quarter, based on Berkshire Hathaway's most recent quarterly 13F filing with the SEC, which reflects holdings as of Dec. 31, 2014. They are ordered by position size.

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