Warren Buffett’s investment company Berkshire Hathaway just reported its first quarter portfolio. There is very small change, except that Berkshire Hathaway bought into credit card company Mastercard Inc. As of 03/31/2011, Berkshire Hathaway owns 26 stocks with a total value of $53.6 billion.
This is the portfolio chart of Warren Buffett at Berkshire Hathaway. You can click on the legend of the chart to show/hide buys, sells, or holdings. Each ball on the chart represents a position in the portfolio. You can move your mouse on the balls to see the details of each position and click to see the details of all guru trades with this position.
This is the sector weightings of his portfolio:
These are the top 5 holdings of Warren Buffett
Mastercard Inc. has a market cap of $36.57 billion; its shares were traded at around $280 with a P/E ratio of 18.82 and P/S ratio of 6.6. The dividend yield of Mastercard Inc. stocks is 0.21%.
Considering that this is a very small position for Berkshire Hathaway, it is unlikely this is the purchase of Warren Buffett. Most likely it is from the company’s new CIO-in-waiting Tom Combs.
During the recent shareholder meeting, Warren Buffett that he likes the companies that can make money on someone else’s sales. MasterCard is certainly one of them.
In the latest filings some possible new purchases have been kept confidential. The filing says that “Confidential information has been omitted from the Form 13F and filed separately with the Commission.” We have seen this before when Warren Buffett bought into railroad Burlington Northern initially. This might be the “elephant” he has been looking for.
This is the portfolio chart of Warren Buffett at Berkshire Hathaway. You can click on the legend of the chart to show/hide buys, sells, or holdings. Each ball on the chart represents a position in the portfolio. You can move your mouse on the balls to see the details of each position and click to see the details of all guru trades with this position.
- New Purchases: MA,
This is the sector weightings of his portfolio:
These are the top 5 holdings of Warren Buffett
- COCACOLA COMPANY (KO) - 200,000,000 shares, 24.75% of the total portfolio.
- WELLS FARGO & CO. (WFC) - 342,623,925 shares, 20.27% of the total portfolio.
- AMERICAN EXPRESS COMPANY (AXP) - 151,610,700 shares, 12.78% of the total portfolio.
- PROCTER & GAMBLE COMPANY (PG) - 76,766,036 shares, 8.82% of the total portfolio.
- KRAFT FOODS INC. (KFT) - 105,214,584 shares, 6.16% of the total portfolio.
New Purchase: Mastercard Inc. (MA, Financial)
Berkshire initiated holdings in Mastercard Inc. The purchase prices were between $220.85 and $254.96, with an estimated average price of $242.76. The impact to his portfolio due to this purchase was 0.1%. His holdings were 216,000 shares as of 03/31/2011.Mastercard Inc. has a market cap of $36.57 billion; its shares were traded at around $280 with a P/E ratio of 18.82 and P/S ratio of 6.6. The dividend yield of Mastercard Inc. stocks is 0.21%.
Considering that this is a very small position for Berkshire Hathaway, it is unlikely this is the purchase of Warren Buffett. Most likely it is from the company’s new CIO-in-waiting Tom Combs.
During the recent shareholder meeting, Warren Buffett that he likes the companies that can make money on someone else’s sales. MasterCard is certainly one of them.
In the latest filings some possible new purchases have been kept confidential. The filing says that “Confidential information has been omitted from the Form 13F and filed separately with the Commission.” We have seen this before when Warren Buffett bought into railroad Burlington Northern initially. This might be the “elephant” he has been looking for.
