Berkshire Hathaway
Quality compounders at fair prices
| Company | Weight | Value | Last quarter |
|---|---|---|---|
| AAPLAPPLE INC | 22.0% | $66.0B | Unchanged |
| AXPAMERICAN EXPRESS CO | 17.1% | $51.3B | Unchanged |
| KOCOCA COLA CO | 10.9% | $32.5B | Unchanged |
| GOOGLALPHABET INC | 9.4% | $28.2B | Added +45% |
| BACBANK OF AMER CORP | 9.2% | $27.5B | Trimmed −6% |
| CVXCHEVRON CORPORATION | 4.7% | $14.0B | Unchanged |
| OXYOCCIDENTAL PETE CORP | 4.3% | $12.9B | Unchanged |
| CBCHUBB LIMITED | 3.9% | $11.7B | Unchanged |
| MCOMOODYS CORP | 3.7% | $11.2B | Unchanged |
| GOOGLALPHABET INC | 3.2% | $9.6B | Added +658% |
| KHCKRAFT HEINZ CO | 2.6% | $7.7B | Unchanged |
| DVADAVITA INC | 2.1% | $6.4B | Trimmed −4% |
| DALDELTA AIR LINES INC | 1.8% | $5.4B | Added +44% |
| SIRIUSXM HOLDINGS INC | 1.2% | $3.7B | Unchanged |
| VRSNVERISIGN INC | 0.8% | $2.3B | Unchanged |
| KRKROGER CO | 0.7% | $2.2B | Trimmed −22% |
| ALLYALLY FINL INC | 0.4% | $1.2B | Trimmed −7% |
| LENLENNAR CORP | 0.4% | $1.2B | Added +30% |
| LLYVALIBERTY LIVE HOLDINGS INC | 0.4% | $1.1B | Unchanged |
| NYTNEW YORK TIMES CO MTN BE | 0.4% | $1.1B | Added +4% |
| COFCAPITAL ONE FINL CORP | 0.2% | $602M | Trimmed −58% |
| LLYVALIBERTY LIVE HOLDINGS INC | 0.2% | $505M | Unchanged |
| LPXLOUISIANA PAC CORP | 0.1% | $446M | Unchanged |
| NUENUCOR CORP | 0.1% | $414M | Trimmed −52% |
| MACYS INC | 0.1% | $173M | Added +142% |
| NVRNVR INC | 0.0% | $76M | Unchanged |
| LENLENNAR CORP | 0.0% | $26M | Added +25% |
| JEFJEFFERIES FINANCIAL GROUP IN | 0.0% | $22M | Unchanged |
| D R HORTON INC | 0.0% | $581K | New |