The 12 Stocks Warren Buffett and Berkshire Hathaway Just Bought and Sold

Warren Buffett's Berkshire Hathaway just filed its 13F -- here's what he's buying now.

May 15, 2014 at 6:36PM

Buffett Pic

Today's the day -- the day we get to see what Warren Buffett is buying or selling for Berkshire Hathaway (NYSE:BRK-A)(NYSE:BRK-B).

Here's the scoop from Berkshire Hathaway's latest 13F filing.

Potential Buffett sightings
Generally, investment decisions by Buffett are marked by billion-dollar transaction sizes.

This quarter, Berkshire added to only three of its largest holdings. The purchases aren't of the scale you normally see from Buffett, however, and could very well be the product of Todd Combs and Ted Weschler.


Shares purchased

Change in shares owned




Wal-Mart (NYSE:WMT)



US Bancorp (NYSE: USB)



Source: SEC filings

The remaining positions transactions are smaller in size, and thus can be safely attributed to Ted Weschler and Todd Combs.


Shares purchased or sold

Change in shares owned


Sold 2,000,000


DaVita (NYSE: DVA)

Bought 1,159,858


General Motors (NYSE: GM)

Sold 10,000,000


Phillips 66 (NYSE: PSX)

Sold 17,422,615*


VeriSign Inc. (NASDAQ: VRSN)

Bought 724,134


Verizon Communications (NYSE:VZ) 

Bought 11,022,743

New position

Liberty Global Class A (NASDAQ: LBTYA)

Bought 4,398,683


Liberty Global Class B (NASDAQ: LBTYK)

Bought 7,346,968

New position


Sold 2,622,340


* Phillips 66 shares were likely reduced in a transaction to swap Berkshire's stake in the company for full ownership of Phillips 66's pipeline services business.

Still on the hunt
Warren Buffett wasn't particularly active in the first quarter, following a shift in the business toward acquisitions of whole businesses, not publicly traded stocks. 

Buffett's partner, Charlie Munger, explained how Berkshire Hathaway's portfolio is changing at the latest shareholders meeting:

What's happening is that the owned businesses are becoming a bigger and bigger percent of Berkshire. Earlier we had a bigger percent ownership of common stocks. Now the private companies are worth way more than the stocks. And I would guess that will continue.

Buffett, it seems, is still on the hunt for elephants. Changes in Berkshire's largest holdings were mundane, at best -- evidence that Buffett may be looking for a big acquisition than to acquire a few more million shares of another public company.

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Jordan Wathen has no position in any stocks mentioned. The Motley Fool recommends Berkshire Hathaway, DirecTV, General Motors, and Liberty Global. The Motley Fool owns shares of Berkshire Hathaway and International Business Machines. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

4 in 5 Americans Are Ignoring Buffett's Warning

Don't be one of them.

Jun 12, 2015 at 5:01PM

Admitting fear is difficult.

So you can imagine how shocked I was to find out Warren Buffett recently told a select number of investors about the cutting-edge technology that's keeping him awake at night.

This past May, The Motley Fool sent 8 of its best stock analysts to Omaha, Nebraska to attend the Berkshire Hathaway annual shareholder meeting. CEO Warren Buffett and Vice Chairman Charlie Munger fielded questions for nearly 6 hours.
The catch was: Attendees weren't allowed to record any of it. No audio. No video. 

Our team of analysts wrote down every single word Buffett and Munger uttered. Over 16,000 words. But only two words stood out to me as I read the detailed transcript of the event: "Real threat."

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KPMG advises we're "on the cusp of revolutionary change" coming much "sooner than you think."

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David Hanson owns shares of Berkshire Hathaway and American Express. The Motley Fool recommends and owns shares of Berkshire Hathaway, Google, and Coca-Cola.We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

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