Sunday, 30 November 2008

The Master: Warren Buffett 8

Smaller Slices

Buffett doesn't always buy the whole company,
  • for either it is too big, or
  • he simply wants to take a position without a complete commitment.

Needless to say, the list of 42 holdings in publicly traded companies as of March 2007 is instructive.

Buffett Public Company Holdings

Company--Business/Sector--Estimated 2007 P/E
Ameriprise Financial--Financial services--14.1
American Standard--Building products--10.6
USG Corporation--Building products--24.7
Norfolk Southern--Railroad--12.8
Comcast Corporation--Cable, communications--32.7
PetroChina ADRs--International energy-- ..
Gannett Corp--Newspapers--10.0
Burlington Northern--Railroad--15.0
Tyco International--Diversified--21.7
SunTrustBanks--Financial services--13.0
H&R Block--Financial services--14.8
Home Depot--Retail--14.7
American Express--Financial services--16.9
Nike Inc.--Consumer apparel--16.2
Torchmark Corp--Financial services--11.1
Moody's Corp--Financial services--20.8
M&T Bank--Financial services--13.6
Pier 1 Imports--Retail--..
Union Pacific--Railroad--16.8
USBancorp--Financial services--11.2
Lowe's Corp--Retail--13.9
WellPoint Inc--Healthcare--13.7
General Electric--Diversified--17.3
First Data Corp--Info services--24.4
Sanofi-Aventis ADR--Pharmaceuticals--11.3
Comdisco Holdings--Industrial--..
Wal-Mart Stores--Retail--14.5
Western Unin--Technology services--18.1
Anheuser-Busch--Consumer beverages--17.2
Wells-Fargo--Financial services--12.6
Wesco Financial--Financial services--78.8
Johnson & Johnson--Healthcare--15.1
United Parcel Service--Logistics--18.5
Costco Wholesale--Retail--24.8
Washington Post--Newspapers--26.7
Coca-Cola Co.--Consumer beverages--21.1
Procter & Gamble--Diversified consumer--18.9
Iron Mountain--Technology security--40.1

Check this out:
SEC 13F filings contain the disclosures as statements of change of ownership. You can find these 13 Fs yourself simply by doing a search on Berkshire Hathaway 13F and the year you're interested in.

Also visit:
The Master: Warren Buffett 9 (9/9)
The Master: Warren Buffett 8
The Master: Warren Buffett 7
The Master: Warren Buffett 6
The Master: Warren Buffett 5
The Master: Warren Buffett 4
The Master: Warren Buffett 3
The Master: Warren Buffett 2
The Master: Warren Buffett 1

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