Berkshire Hathaway 13F holdings, Q3 2003
Holdings as of September 30, 2003 · filings on SEC EDGAR · latest filing →
Berkshire Hathaway disclosed 33 US equity positions worth $31.0bn in its Q3 2003 13F filing. The largest position was KO at 27.7% of the reported book, followed by AXP and The Gillette Co. Against the Q2 2003 filing, it opened 0 new positions, added to 3 and reduced 6 among the top 33 holdings.
What did Berkshire Hathaway own in Q3 2003? Top 33 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2003 |
|---|---|---|---|---|---|---|---|
| 1 | KO Coca Cola | Consumer Defensive | 27.7% | $8.6bn | 200,000,000 | 0% | held |
| 2 | AXP Co | Financial Services | 22.0% | $6.8bn | 151,610,700 | 0% | held |
| 3 | The Gillette Co | 9.9% | $3.1bn | 96,000,000 | 0% | held | |
| 4 | WFC Del | Financial Services | 9.4% | $2.9bn | 56,448,380 | 5% | added |
| 5 | Wesco Finl Corp | 6.2% | $1.9bn | 5,703,087 | 0% | held | |
| 6 | MCO Moody's | Financial Services | 4.3% | $1.3bn | 24,000,000 | 0% | held |
| 7 | Co | 3.7% | $1.1bn | 1,727,765 | 0% | held | |
| 8 | HRB Block H & R | Consumer Cyclical | 2.2% | $690.4m | 15,999,200 | 0% | held |
| 9 | HCA Inc | 2.1% | $659.8m | 17,900,700 | 8% | added | |
| 10 | MTB Corporation | Financial Services | 1.9% | $585.7m | 6,708,760 | 0% | held |
| 11 | NKE Nike Inc | Consumer Cyclical | 1.2% | $364.9m | 6,000,000 | 0% | held |
| 12 | Inc | 1.1% | $350.5m | 5,806,300 | 0% | held | |
| 13 | GAP Gap Inc | Consumer Cyclical | 1.1% | $342.4m | 20,000,000 | 0% | held |
| 14 | Corporation | 1.0% | $319.7m | 8,000,000 | 0% | held | |
| 15 | Gannett Inc | 0.9% | $282.1m | 3,636,800 | 0% | held | |
| 16 | Companies | 0.9% | $272.3m | 3,232,000 | 0% | held | |
| 17 | Inc | 0.9% | $267.5m | 22,000,000 | 0% | held | |
| 18 | Iron Mountain Inc | 0.6% | $180.2m | 5,018,500 | 0% | held | |
| 19 | COST Corp | Consumer Defensive | 0.5% | $163.7m | 5,254,000 | 0% | held |
| 20 | Comdisco Holding Co | 0.4% | $124.9m | 1,486,375 | 1% | added | |
| 21 | USG Corporation | 0.4% | $112.1m | 6,500,000 | 0% | held | |
| 22 | DOV Dover Corp | Industrials | 0.4% | $110.7m | 3,129,300 | -30% | reduced |
| 23 | TMK Torchmark Corp | 0.3% | $78.8m | 1,938,179 | 0% | held | |
| 24 | Inc | 0.2% | $70.7m | 1,867,500 | 0% | held | |
| 25 | MLI Mueller Industries | Industrials | 0.2% | $63.1m | 2,480,900 | 0% | held |
| 26 | ADP Processing | Technology | 0.2% | $59.1m | 1,649,000 | -71% | reduced |
| 27 | Corporation | 0.2% | $53.1m | 1,123,800 | -28% | reduced | |
| 28 | Duke Energy Corp | 0.1% | $25.3m | 1,418,800 | 0% | held | |
| 29 | PC6A Petrochina Co LTD | 0.1% | $22.1m | 659,000 | 0% | held | |
| 30 | Corp | 0.0% | $11.0m | 547,700 | -87% | reduced | |
| 31 | 3 Communications | 0.0% | $8.9m | 1,644,900 | -92% | reduced | |
| 32 | Corp | 0.0% | $5.6m | 136,000 | -65% | reduced | |
| 33 | Ins. Corp | 0.0% | $4.6m | 167,055 | 0% | held |
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.