Notable Changes from Berkshire Hathaway's 13F

February 15, 2007 12:56 PM EST

Below is a list of changes from Warren Buffett's Berkshire Hathaway portfolio when comparing the newly released 13F for the quarter ended December 31, 2006 to the 13F for the quarter ended September 30, 2006.

NEW:
Ingersoll-Rd (NYSE: IR) new 636,600
Unitedhealth Group, Inc. (NYSE: UNH) new 1,021,400
US Bancorp (NYSE: USB) new 23,307,300 (stake disclosed yesterday in delayed filing but firm held 6.1M shares at 03/31/06, 22.1M shares at 06/30/06 and 23.3M shares at 08/30/06)

Raised Stakes:
USG Corporation (NYSE: USG) from 16,700,992 to 17,072,192
Wells Fargo (NYSE: WFC) from 190,641,600 to 204,022,100

Reduced Stakes:
Ameriprise Financial Inc. (NYSE: AMP) from 19.26 million shares to 8.27 million shares
H & R Block (NYSE: HRB) from 10,971,000 to 4,113,400
Comcast Corp (Nasdaq: CMCSA) from 11,110,200 to 8,000,000
OSI Restaurant Partners, Inc. (NYSE: OSI) from 1,818,800 to 0 (buyout)
Pier 1 Imports (NYSE: PIR) from 3,290,000 to 1,483,400
Sealed Air Corporation (NYSE: SEE) from 677,700 to 0
Target Corp (NYSE: TGT) 745,700 to 0

Maintained Stakes:
American Express (NYSE: AXP), American Standard (NYSE: ASD), Anheuser Busch (NYSE: BUD), Coca Cola (NYSE: KO), Comdisco Holding (OTCBB: CDCO), ConocoPhillips (NYSE: COP), Costco (Nasdaq: COST), First Data (NYSE: FDC), Gannett (NYSE: GCI), General Electric (NYSE: GE), Home Depot (NYSE: HD), Iron Mountain (NYSE: IRM), Johnson & Johnson (NYSE: JNJ), Lowes Companies (NYSE: LOW), M & T Bank (NYSE: MTB), Moody's (NYSE: MCO), Nike Inc. (NYSE: NKE), PetroChina Co. Ltd. (NYSE: PTR), Proctor & Gamble (NYSE: PG), Sanofi Adventis (NYSE: SNY), Servicemaster Company (NYSE: SVM), Sun Trusts Banks (NYSE: STI), Torchmark (NYSE: TMK), Tyco International (NYSE: TYC), United Parcel Service Inc. (NYSE: UPS), Wal-Mart Stores (NYSE: WMT), Washington Post (NYSE: WPO), Wesco Financial Corp. (NYSE: WSC), Western Union (NYSE: WU).


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Stocks Mentioned

AMP 27.41

+2.80 +11.38%
Volume: 437,585
Track AMP

ASD 34.84

+0.00 +0.00%
Volume: 0
Track ASD

AXP 26.26

+3.26 +14.17%
Volume: 443,816
Track AXP

BUD 68.58

+0.00 +0.00%
Volume: 1,620,239
Track BUD

CDCO 7.10

-0.30 -4.05%
Volume: 200
Track CDCO

CMCSA 13.89

-0.58 -4.01%
Volume: 18,541,676
Track CMCSA

COP 29.84

-12.22 -29.05%
Volume: 438,933
Track COP

COST 44.64

-1.15 -2.51%
Volume: 4,920,606
Track COST

FDC 3.86

-1.14 -22.80%
Volume: 1,160
Track FDC

GCI 27.41

+23.75 +648.91%
Volume: 439,707
Track GCI

GE 29.96

+18.18 +154.33%
Volume: 447,244
Track GE

HD 26.29

+2.58 +10.88%
Volume: 441,222
Track HD

HRB 16.89

-0.44 -2.54%
Volume: 4,523,407
Track HRB

IR 20.80

-0.60 -2.80%
Volume: 3,671,275
Track IR

IRM 28.34

-0.89 -3.04%
Volume: 973,205
Track IRM

JNJ 55.98

-1.09 -1.91%
Volume: 15,119,928
Track JNJ

KO 48.88

-0.30 -0.61%
Volume: 11,100,699
Track KO

LOW 18.62

-0.89 -4.56%
Volume: 13,314,627
Track LOW

MCO 25.07

-1.85 -6.87%
Volume: 443,378
Track MCO

MTB 26.24

-24.92 -48.71%
Volume: 446,296
Track MTB

NKE 27.47

-24.95 -47.60%
Volume: 439,666
Track NKE

OSI 0.15

+0.00 +0.00%
Volume: 0
Track OSI

PG 28.74

-23.26 -44.73%
Volume: 446,531
Track PG

PIR 27.47

+25.28 +1,154.34%
Volume: 440,537
Track PIR

PTR 28.73

-83.94 -74.50%
Volume: 437,978
Track PTR

SEE 26.39

+7.26 +37.95%
Volume: 453,113
Track SEE

SNY 27.56

-2.78 -9.16%
Volume: 445,764
Track SNY

STI 25.08

+8.75 +53.58%
Volume: 445,818
Track STI

SVM 3.45

-0.07 -1.99%
Volume: 357,327
Track SVM

TGT 26.37

-12.32 -31.84%
Volume: 446,551
Track TGT

TMK 25.05

-11.75 -31.93%
Volume: 441,671
Track TMK

TYC 25.13

-1.29 -4.88%
Volume: 431,521
Track TYC

UNH 26.31

+1.15 +4.57%
Volume: 433,844
Track UNH

UPS 27.50

-23.35 -45.92%
Volume: 441,965
Track UPS

USB 27.53

+9.95 +56.60%
Volume: 439,576
Track USB

USG 28.75

+18.76 +187.79%
Volume: 438,520
Track USG

WFC 29.98

+5.84 +24.19%
Volume: 432,484
Track WFC

WMT 26.33

-22.04 -45.57%
Volume: 440,934
Track WMT

WPO 25.07

-326.79 -92.88%
Volume: 434,520
Track WPO

WSC 285.00

-9.50 -3.23%
Volume: 5,310
Track WSC

WU 27.54

+10.90 +65.50%
Volume: 440,514
Track WU


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