Berkshire Hathaway 13F holdings, Q1 2009
Holdings as of March 31, 2009 · filings on SEC EDGAR · latest filing →
Berkshire Hathaway disclosed 40 US equity positions worth $40.7bn in its Q1 2009 13F filing. The largest position was KO at 21.6% of the reported book, followed by Santa Fe and PG. Against the Q4 2008 filing, it opened 0 new positions, added to 6 and reduced 4 among the top 40 holdings.
What did Berkshire Hathaway own in Q1 2009? Top 40 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2008 |
|---|---|---|---|---|---|---|---|
| 1 | KO Coca Cola | Consumer Defensive | 21.6% | $8.8bn | 200,000,000 | 0% | held |
| 2 | Santa Fe | 11.3% | $4.6bn | 76,777,029 | 10% | added | |
| 3 | PG Co | Consumer Defensive | 11.1% | $4.5bn | 96,316,010 | 0% | held |
| 4 | WFC Co. Del | Financial Services | 10.6% | $4.3bn | 302,609,212 | 4% | added |
| 5 | Kraft Foods Inc | 7.6% | $3.1bn | 138,272,500 | 0% | held | |
| 6 | COP ConocoPhillips | Energy | 6.9% | $2.8bn | 71,228,096 | -11% | reduced |
| 7 | AXP Co | Financial Services | 5.1% | $2.1bn | 151,610,700 | 0% | held |
| 8 | JNJ Johnson & Johnson | Healthcare | 4.2% | $1.7bn | 32,508,891 | 14% | added |
| 9 | Corp | 3.9% | $1.6bn | 5,703,087 | 0% | held | |
| 10 | MCO Moody's | Financial Services | 2.7% | $1.1bn | 48,000,000 | 0% | held |
| 11 | WMT Inc | Consumer Defensive | 2.6% | $1.0bn | 19,944,300 | 0% | held |
| 12 | USB US Bancorp | Financial Services | 2.5% | $1.0bn | 69,039,426 | 2% | added |
| 13 | Post Co | 1.5% | $617.0m | 1,727,765 | 0% | held | |
| 14 | UNP Corp | Industrials | 1.0% | $392.9m | 9,558,000 | 7% | added |
| 15 | NKE Nike Inc | Consumer Cyclical | 0.9% | $358.3m | 7,641,000 | 0% | held |
| 16 | Inc | 0.8% | $306.4m | 14,828,207 | -25% | reduced | |
| 17 | MTB Corporation | Financial Services | 0.7% | $303.8m | 6,715,060 | 0% | held |
| 18 | COST Corp | Consumer Defensive | 0.6% | $243.4m | 5,254,000 | 0% | held |
| 19 | Comcast Corp CLA SPL | 0.4% | $154.4m | 12,000,000 | 0% | held | |
| 20 | KMX Carmax Inc | Consumer Cyclical | 0.4% | $149.3m | 12,000,000 | -32% | reduced |
| 21 | Corporation | 0.3% | $129.9m | 17,072,192 | 0% | held | |
| 22 | NRG NRG Energy, Inc | Utilities | 0.3% | $126.7m | 7,200,000 | 0% | held |
| 23 | LOW Inc | Consumer Cyclical | 0.3% | $118.6m | 6,500,000 | 0% | held |
| 24 | Eaton Corporation | 0.3% | $118.0m | 3,200,000 | 0% | held | |
| 25 | Nalco Holding Co | 0.3% | $117.6m | 9,000,000 | 3% | added | |
| 26 | SNY Sanofi Aventis | 0.3% | $109.0m | 3,903,933 | 0% | held | |
| 27 | Company LTD. CLA | 0.3% | $107.4m | 7,782,600 | 0% | held | |
| 28 | UNH Group Inc | Healthcare | 0.2% | $94.2m | 4,500,000 | -29% | reduced |
| 29 | HD Home Depot Inc | Consumer Cyclical | 0.2% | $87.2m | 3,700,000 | 0% | held |
| 30 | GE Co | Industrials | 0.2% | $78.4m | 7,777,900 | 0% | held |
| 31 | Iron Mountain Inc | 0.2% | $74.8m | 3,372,200 | 0% | held | |
| 32 | TMK Torchmark Corp | 0.2% | $74.1m | 2,823,879 | 0% | held | |
| 33 | UPS Inc | Industrials | 0.2% | $70.3m | 1,429,200 | 0% | held |
| 34 | NSC Corp | Industrials | 0.2% | $65.2m | 1,933,000 | 0% | held |
| 35 | GlaxoSmithKline | 0.1% | $46.9m | 1,510,500 | 0% | held | |
| 36 | Inc | 0.1% | $37.6m | 3,204,600 | 0% | held | |
| 37 | BAC Corp | Financial Services | 0.1% | $34.1m | 5,000,000 | 0% | held |
| 38 | Inc | 0.1% | $33.2m | 2,700,000 | 0% | held | |
| 39 | Co | 0.0% | $10.9m | 1,538,377 | 0% | held | |
| 40 | Gannett Inc | 0.0% | $7.6m | 3,447,600 | 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.