The 28 Stocks in the Buffett Portfolio
We analyze the equity holdings of Berkshire Hathaway.
Periodically, we take a look at the stock holdings of Berkshire Hathaway (BRK.B). Berkshire, of course, is the company run by Warren Buffett, one of the all-time great investors. Each quarter, the company files a 13F form with the SEC, which details the equity holdings of Berkshire and its subsidiaries.
Based on the company's latest 13F, which disclosed holdings as of Sept. 30, Berkshire owned positions in 28 stocks, which is down from 30 at the beginning of 2004, which in turn was down from 32 the first time we did this piece in 2003. Berkshire has had trouble finding bargains the past few years, whether in equities, bonds, or acquisitions. The latest stocks dropped were Suntrust Banks (STI) and Zenith National Insurance (ZNT). (Also missing was Cadbury Schweppes (CSG), which Berkshire doesn't have to disclose because it owns the local shares in London, not the ADRs that trade in the U.S.)
Below, I list each stock found in the latest 13F, but if you'd like to track and analyze them yourself, click here to create a watch list. After clicking, simply name the portfolio and click continue. (If this link does not work, please register with Morningstar.com--registration is free--or sign in if you're already a member, and try again.) This will allow you to save and monitor these holdings within our Portfolio Manager.
Haywood Kelly, CFA has a position in the following securities mentioned above: BRK.B. Find out about Morningstar’s editorial policies.