Berkshire Hathaway 13F holdings, Q4 2003
Holdings as of December 31, 2003 · filings on SEC EDGAR · latest filing →
Berkshire Hathaway disclosed 30 US equity positions worth $34.8bn in its Q4 2003 13F filing. The largest position was KO at 29.1% of the reported book, followed by AXP and The Gillette Co. Against the Q3 2003 filing, it opened 1 new position, added to 0 and reduced 8 among the top 30 holdings.
What did Berkshire Hathaway own in Q4 2003? Top 30 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2003 |
|---|---|---|---|---|---|---|---|
| 1 | KO Coca Cola | Consumer Defensive | 29.1% | $10.1bn | 200,000,000 | 0% | held |
| 2 | AXP American Express Co | Financial Services | 21.0% | $7.3bn | 151,610,700 | 0% | held |
| 3 | The Gillette Co | 10.1% | $3.5bn | 96,000,000 | 0% | held | |
| 4 | WFC Wells Fargo & Co. Del | Financial Services | 9.5% | $3.3bn | 56,448,380 | 0% | held |
| 5 | Wesco Finl Corp | 5.7% | $2.0bn | 5,703,087 | 0% | held | |
| 6 | MCO Moody's | Financial Services | 4.2% | $1.5bn | 24,000,000 | 0% | held |
| 7 | Washington Post Co | 3.9% | $1.4bn | 1,727,765 | 0% | held | |
| 8 | HRB Block H & R | Consumer Cyclical | 2.3% | $809.0m | 14,610,900 | -9% | reduced |
| 9 | HCA Inc | 1.9% | $664.9m | 15,476,500 | -14% | reduced | |
| 10 | MTB M & T Bank Corporation | Financial Services | 1.9% | $659.5m | 6,708,760 | 0% | held |
| 11 | Sun Trusts Banks Inc | 1.2% | $415.1m | 5,806,300 | 0% | held | |
| 12 | NKE Nike Inc | Consumer Cyclical | 1.2% | $410.8m | 6,000,000 | 0% | held |
| 13 | GAP Gap Inc | Consumer Cyclical | 1.0% | $348.1m | 15,000,000 | -25% | reduced |
| 14 | Shaw Communications Inc | 1.0% | $341.4m | 22,000,000 | 0% | held | |
| 15 | First Data Corporation | 0.9% | $328.7m | 8,000,000 | 0% | held | |
| 16 | American Standard Companies | 0.9% | $325.5m | 3,232,000 | 0% | held | |
| 17 | Gannett Inc | 0.9% | $308.2m | 3,456,600 | -5% | reduced | |
| 18 | Iron Mountain Inc | 0.6% | $198.4m | 5,018,500 | 0% | held | |
| 19 | COST Costco Wholesale Corp | Consumer Defensive | 0.6% | $195.3m | 5,254,000 | 0% | held |
| 20 | USG Corporation | 0.3% | $107.7m | 6,500,000 | 0% | held | |
| 21 | TMK Torchmark Corp | 0.3% | $88.3m | 1,938,179 | 0% | held | |
| 22 | MLI Mueller Industries | Industrials | 0.2% | $84.1m | 2,446,900 | -1% | reduced |
| 23 | Outback Steakhouse Inc | 0.2% | $82.6m | 1,867,500 | 0% | held | |
| 24 | DOV Dover Corp | Industrials | 0.2% | $79.5m | 2,000,000 | -36% | reduced |
| 25 | Sealed Air Corporation | 0.2% | $60.8m | 1,123,800 | 0% | held | |
| 26 | Comdisco Holding Co | 0.2% | $59.6m | 1,489,414 | 0% | held | |
| 27 | ADP Automatic Data Processing | Technology | 0.2% | $56.1m | 1,415,700 | -14% | reduced |
| 28 | PC6A Petrochina Co LTD | 0.1% | $37.6m | 659,000 | 0% | held | |
| 29 | Company | 0.1% | $35.5m | 3,050,700 | – | new | |
| 30 | Zenith National Ins. Corp | 0.0% | $5.1m | 157,055 | -6% | 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.