The Warren Buffett Way

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"In investing, it is not necessary to do extraordinary things
to get extraordinary results."
— Warren Buffett

Berkshire Hathaway Stock Holdings as of June 30, 2013

Number of stocks: 42
Portfolio value: $89,031,205,000

Stock% of PortfolioSharesRecent ActivityReported Price*
WFC - Wells Fargo 21.47 463,131,623 Add 1.08% $41.27
KO - Coca-Cola Co. 18.02 400,000,000 $40.11
IBM - International Bus. Machines 14.62 68,121,984 $191.11
AXP - American Express 12.73 151,610,700 $74.76
PG - Procter & Gamble 4.57 52,793,078 $76.99
WMT - Wal-Mart Stores, Inc. 4.12 49,247,235 $74.49
USB - U.S. Bancorp 3.18 78,277,301 Add 27.37% $36.15
DTV - DIRECTV Group Inc. 2.58 37,275,400 $61.64
DVA - DaVita HealthCare Partners 2.03 14,973,906 $120.80
PSX - Phillips 66 1.80 27,163,918 $58.91
MCO - Moody's Corp. 1.71 24,922,178 Reduce 12.29% $60.93
COP - ConocoPhillips 1.64 24,123,911 $60.50
GM - General Motors 1.50 40,000,000 Add 60.00% $33.31
WPO - Washington Post 0.94 1,727,765 $483.77
LMCA - Liberty Media Capital 0.80 5,622,340 $126.76
BK - Bank of New York 0.78 24,644,029 Add 30.12% $28.05
NOV - National Oilwell Varco Inc. 0.69 8,880,000 Add 18.65% $68.90
MTB - M&T Bank Corp. 0.68 5,382,040 $111.75
CBI - Chicago Bridge & Iron Company 0.64 9,550,755 Add 46.74% $59.66
SU - Suncor Energy Inc. 0.59 17,769,457 Buy $29.49
VIA.B - Viacom Inc. 0.58 7,607,200 $68.03
VRSN - Verisign Inc. 0.55 10,897,420 Add 33.32% $44.66
COST - Costco Co. 0.54 4,333,363 $110.57
PCP - Precision Castparts 0.50 1,977,336 $226.01
USG - USG Corp. 0.44 17,072,192 $23.05
DE - Deere & Co. 0.36 3,978,767 $81.25
WBC - WABCO Holdings Inc. 0.34 4,076,325 $74.69
V - Visa Inc. 0.32 1,555,459 $182.75
TMK - Torchmark Corp. 0.31 4,235,818 $65.14
MA - MasterCard Inc. 0.26 405,000 $574.50
SNY - Sanofi Aventis 0.24 4,063,675 $51.51
STRZA - Starz 0.14 5,622,340 $22.10
VRSK - Verisk Analytics Inc. 0.10 1,563,434 $59.70
GSK - GlaxoSmithKline PLC 0.08 1,476,021 Reduce 2.28% $49.97
MEG - Media General 0.06 4,646,220 $11.03
JNJ - Johnson & Johnson 0.03 327,100 $85.86
DISH - Dish Network Corp. 0.03 547,312 Buy $42.52
MDLZ - Mondelez International 0.02 578,000 Reduce 91.80% $28.53
GE - General Electric 0.02 588,900 $23.19
UPS - United Parcel Service 0.01 59,400 $86.48
KRFT - Kraft Foods Group 0.01 192,666 Reduce 87.97% $55.87
LEE - Lee Enterprises 0.00 88,863 $2.04

* Reported Price is the price of the security on the portfolio date. This value is significant in that it indicates the portfolio manager's confidence in the stock at that price and suggests at least some level of undervaluation or margin of safety.

Sector % analysis

Financials 40.86

Consumer Staples 27.28

Information Technology 15.17

Consumer Discretionary 5.66

Materials 2.39

Health Care 2.38

Energy 2.33

Services 1.62

Industrial Goods 1.08

Industrials 0.89

Consumer Goods 0.37

Source: Dataroma.com