Berkshire Hathaway 13F holdings, Q2 2003
Holdings as of June 30, 2003 · filings on SEC EDGAR · latest filing →
Berkshire Hathaway disclosed 35 US equity positions worth $31.3bn in its Q2 2003 13F filing. The largest position was KO at 29.7% of the reported book, followed by AXP and The Gillette Co. Against the Q1 2003 filing, it opened 1 new position, added to 3 and reduced 9 among the top 35 holdings.
What did Berkshire Hathaway own in Q2 2003? Top 35 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2003 |
|---|---|---|---|---|---|---|---|
| 1 | KO Coca Cola | Consumer Defensive | 29.7% | $9.3bn | 200,000,000 | 0% | held |
| 2 | AXP American Express Co | Financial Services | 20.3% | $6.3bn | 151,610,700 | 0% | held |
| 3 | The Gillette Co | 9.8% | $3.1bn | 96,000,000 | 0% | held | |
| 4 | WFC Wells Fargo & Co. Del | Financial Services | 8.6% | $2.7bn | 53,603,380 | 1% | added |
| 5 | Wesco Finl Corp | 5.7% | $1.8bn | 5,703,087 | 0% | held | |
| 6 | MCO Moody's | Financial Services | 4.0% | $1.3bn | 24,000,000 | 0% | held |
| 7 | Washington Post Co | 4.0% | $1.2bn | 1,727,765 | 0% | held | |
| 8 | HRB Block H & R | Consumer Cyclical | 2.2% | $692.0m | 15,999,200 | 0% | held |
| 9 | MTB M & T Bank Corporation | Financial Services | 1.8% | $565.0m | 6,708,760 | 0% | held |
| 10 | HCA Inc | 1.7% | $532.2m | 16,609,000 | – | new | |
| 11 | GAP Gap Inc | Consumer Cyclical | 1.2% | $375.2m | 20,000,000 | 0% | held |
| 12 | Sun Trusts Banks Inc | 1.1% | $344.5m | 5,806,300 | 0% | held | |
| 13 | First Data Corporation | 1.1% | $331.5m | 8,000,000 | -6% | reduced | |
| 14 | NKE Nike Inc | Consumer Cyclical | 1.0% | $320.9m | 6,000,000 | 0% | held |
| 15 | Shaw Communications Inc | 0.9% | $295.9m | 22,000,000 | 0% | held | |
| 16 | Gannett Inc | 0.9% | $279.3m | 3,636,800 | 0% | held | |
| 17 | American Standard Companies | 0.8% | $238.9m | 3,232,000 | 0% | held | |
| 18 | ADP Processing | Technology | 0.6% | $194.2m | 5,735,000 | 0% | held |
| 19 | COST Costco Wholesale Corp | Consumer Defensive | 0.6% | $192.3m | 5,254,000 | 0% | held |
| 20 | Iron Mountain Inc | 0.6% | $186.1m | 5,018,500 | -37% | reduced | |
| 21 | Comdisco Holding Co | 0.5% | $146.3m | 1,477,453 | 1% | added | |
| 22 | DOV Dover Corp | Industrials | 0.4% | $134.8m | 4,500,000 | 0% | held |
| 23 | Level 3 Communications | 0.4% | $133.2m | 19,877,465 | 2161% | added | |
| 24 | USG Corporation | 0.4% | $123.5m | 6,500,000 | 0% | held | |
| 25 | Great Lakes Chemical Corp | 0.3% | $88.7m | 4,348,700 | -37% | reduced | |
| 26 | Sealed Air Corporation | 0.2% | $74.8m | 1,569,600 | -37% | reduced | |
| 27 | Outback Steakhouse Inc | 0.2% | $72.8m | 1,867,500 | 0% | held | |
| 28 | TMK Torchmark Corp | 0.2% | $72.2m | 1,938,179 | 0% | held | |
| 29 | MLI Mueller Industries | Industrials | 0.2% | $67.3m | 2,480,900 | 0% | held |
| 30 | GATX GATX Corp | Industrials | 0.1% | $36.4m | 2,228,900 | -70% | reduced |
| 31 | Sealed Air Corporation | 0.1% | $35.9m | 704,500 | 0% | held | |
| 32 | Duke Energy Corp | 0.1% | $28.3m | 1,418,800 | -71% | reduced | |
| 33 | PC6A Petrochina Co LTD | 0.1% | $19.9m | 659,000 | -8% | reduced | |
| 34 | Dun & Bradstreet Corp | 0.1% | $16.0m | 389,700 | -43% | reduced | |
| 35 | Zenith National Ins. Corp | 0.0% | $4.8m | 167,055 | -63% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.