Warren Buffett (Berkshire Hathaway) Stock Portfolio – Update 2008 Q1

Warren Buffet’s Berkshire Hathaway stock updates for the first quarter of 2008:

Biggest increases:
BNI [ Burlington Northern Santa Fe]
– According to SEC, he also purchased shares a number of times in Jan 2008. First stake in 2nd quarter of 2007.

KFT [Kraft Foods]
– Added a large chunk this past quarter. First took a large stake in 4th quarter of 2007.

KMX [CarMax]
– First took a large stake in 3rd quarter of 2007

Added to:
WFC [Wells Fargo]
USB [US Bancorp]
WLP [Wellpoint]
UNH [United Health]
IR [Ingersoll Rand]
SNY [Sanofi Aventis]
MTB [M&T Bank]
From P/E ratio metric alone, most of these companies look to be the cheapest they have ever been in years.

Reduced:
IRM [Iron Mountain]
– Already started reducing at least since 4th quarter of 2007.

Sold Off:
AMP [Ameriprise Financial]
– Already started reducing at least since the 3rd quarter of 2007.

SEC Filing:
You can view the official SEC filing (May 14 2008) which discloses Berkshire Hathaway stock holdings here:
http://www.sec.gov/Archives/edgar/data/1067983/000095014808000200/v40691ae13fvhr.txt

.

Warren Buffet’s teacher/mentor Benjamin Graham’s classic book The Intelligent Investor is available online from Amazon.ca/com. I have placed a link to the specific version/edition that I recommend. There are a few editions out, but this one has the Introduction and Appendix written by Warren Buffet (informative extra commentary). Chapters/Indigo is sold out at the moment but I added a link to the audiobook. However, I find having it in textual format is better for referencing. This book is a must read for followers of Warren Buffet, and the best investment book I ever read.

Amazon.com
The Intelligent Investor: A Book of Practical Counsel

Amazon.ca
The Intelligent Investor: A Book of Practical Counsel

Chapters.ca (CD audiobook)


Thanks & Happy Investing!
The Investment Blogger!

Let me know if you liked this article, or if there is something you want me to write about next time.

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