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Buffett's Berkshire Not Only Added Big Blue (IBM) in Q3 But a Host of Other Stocks

November 14, 2011 6:19 PM EST
Warren Buffett's Berkshire Hathaway (NYSE: BRK-A) (NYSE: BRK-B) released its 13F for the quarter ended September 30, 2011.

In addition to the new IBM (NYSE: IBM) stake, Buffett disclosed on CNBC early Monday, the firm showed new stakes in CVS Caremark (NYSE: CVS), DIRECTV CLASS A (NASDAQ: DTV), General Dynamics Corp. (NYSE: GD), Intel (NASDAQ: INTC) and Visa (NYSE: V). Many of these positions are likely not related to Buffett directly but to one of his new portfolio managers like Todd Combs.

The fund also raised its stake in Dollar General (NYSE: DG) and Wells Fargo (NYSE: WFC).

New Stakes
CVS Caremark (NYSE: CVS) new 5,661,000 share position
DIRECTV CLASS A (NASDAQ: DTV) new 4,249,400 share position
General Dynamics Corp. (NYSE: GD) new 3,064,422 share position
Intel (NASDAQ: INTC) new 9,333,000 share position
Visa (NYSE: V) new 2,291,708 share position
International Business Machines Corp. (NYSE: IBM) new 57,348,984 shares

Raised Stakes
Dollar General (NYSE: DG) raised from 1,497,800 shares to 4,497,247 shares
M&T Bank Corp. (NYSE: MTB) raised from 5,363,821 shares to 5,382,040 shares
Torchmark Corp. (NYSE: TMK) raised from 2,823,879 shares to 4,235,818 shares
Verisk Analytics, Inc. (NASDAQ: VRSK) raised from 2,101,125 shares to 4,202,250 shares
Wells Fargo & Co. (NYSE: WFC) raised from 352,327,608 shares to 361,369,808 shares

Lowered Stakes
Comdisco Holdings Company, Inc. (: CDCO) lowered from 1,538,377 shares to 1,521,162 shares
ConocoPhillips (NYSE: COP) lowered from 29,101,637 shares to 29,100,937 shares
Johnson & Johnson (NYSE: JNJ) lowered from 42,624,563 shares to 37,446,788 shares
Kraft Foods Inc. Cl A (NYSE: KFT) lowered from 91,467,624 shares to 89,746,708 shares

Liquidated Stakes

Maintained Stakes
American Express Co. (NYSE: AXP) maintained 151,610,700 share stake
Bank of New York (NYSE: BK) maintained 1,793,915 share stake
Coca-Cola Co. (NYSE: KO) maintained 200,000,000 share stake
Costco Wholesale Corp (NASDAQ: COST) maintained 4,333,363 share stake
Exxon Mobil (NYSE: XOM) maintained 421,800 share stake
Gannett Co., Inc. (NYSE: GCI) maintained 1,740,231 share stake
General Electric (NYSE: GE) maintained 7,777,900 share stake
GlaxoSmithKline PLC ADS (NYSE: GSK) maintained 1,510,500 share stake
Ingersoll-Rand (NYSE: IR) maintained 636,600 share stake
MasterCard Cl A (NYSE: MA) maintained 405,000 share stake
Moodys Corp. (NYSE: MCO) maintained 28,415,250 share stake
Procter & Gamble Co. (NYSE: PG) maintained 76,766,036 share stake
Sanofi-Aventis ADS (NYSE: SNY) maintained 4,063,675 share stake
United Parcel Service Inc. Cl B (NYSE: UPS) maintained 1,429,200 share stake
U.S. Bancorp (NYSE: USB) maintained 69,039,426 share stake
USG Corp. (NYSE: USG) maintained 17,072,192 share stake
Wal-Mart Stores (NYSE: WMT) maintained 39,037,142 share stake
Washington Post Co. Cl B (NYSE: WPO) maintained 1,727,765 share stake


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