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Warren Buffett’s Berkshire Hathaway Buys Exxon Mobil, DaVita, Sells ConocoPhillips, GlaxoSmithKline

November 15, 2013 | About:
Warren Buffett’s investment company Berkshire Hathaway (NYSE:BRK.A)(NYSE:BRK.B) reported its third quarter portfolio yesterday. Buffett reported a new position of many years: Exxon Mobile. Berkshire also added to DaVita HealthCare Partners Inc, sells ConocoPhillips, GlaxoSmithKline PLC during the 3-months ended 09/30/2013, according to the most recent filings of his investment company, Berkshire Hathaway.

As of 09/30/2013, Berkshire Hathaway owns 43 stocks with a total value of $92 billion. These are the details of the buys and sells.

  • New Purchases: XOM,
  • Added Positions: DVA,
  • Reduced Positions: COP, GSK,
For the details of Warren Buffett's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Warren+Buffett

This is the sector weightings of his portfolio:

Financial Services 40.6%
Consumer Defensive 26.5%
Technology 14.3%
Energy 7.9%
Consumer Cyclical 2.9%
Communication Services 2.4%
Healthcare 2.2%
Industrials 1.7%
Basic Materials 0.5%


These are the top 5 holdings of Warren Buffett

1. Wells Fargo & Co (WFC) - 463,131,623 shares, 20.8% of the total portfolio.

2. Coca-Cola Co (KO) - 400,000,000 shares, 16.5% of the total portfolio.

3. International Business Machines Corp (IBM) - 68,121,984 shares, 13.7% of the total portfolio.

4. American Express Co (AXP) - 151,610,700 shares, 12.4% of the total portfolio.

5. Procter & Gamble Co (PG) - 52,793,078 shares, 4.3% of the total portfolio.

New Purchase: Exxon Mobil Corporation (NYSE:XOM)

Warren Buffett initiated holdings in Exxon Mobil Corporation. His purchase prices were between $86.42 and $95.2, with an estimated average price of $90.22. The impact to his portfolio due to this purchase was 3.7%. His holdings were 40,089,371 shares as of 09/30/2013. Exxon Mobil Corporation has a market cap of $407.23 billion; its shares were traded at around $93.22 with a P/E ratio of 12.20 and P/S ratio of 0.94. The dividend yield of Exxon Mobil Corporation stocks is 2.64%. Exxon Mobil Corporation had an annual average earnings growth of 7.00% over the past 10 years.

Added: DaVita HealthCare Partners Inc (NYSE:DVA)

Warren Buffett added to his holdings in DaVita HealthCare Partners Inc by 23.53%. The impact to his portfolio due to this purchase was 0.23%. His holdings were 19,423,709 shares as of 09/30/2013. Davita Healthcare Partners Inc has a market cap of $12.48 billion; its shares were traded at around $58.69 with a P/E ratio of 20.50 and P/S ratio of 1.12. Davita Healthcare Partners Inc had an annual average earnings growth of 17.20% over the past 10 years. GuruFocus rated Davita Healthcare Partners Inc the business predictability rank of 3-star.

Reduced: ConocoPhillips (NYSE:COP)

Warren Buffett reduced to his holdings in ConocoPhillips by 43.92%. His sale prices were between $61.79 and $71, with an estimated average price of $66.76. The impact to his portfolio due to this sale was -0.7%. Warren Buffett still held 13,529,270 shares as of 09/30/2013. Conocophillips has a market cap of $90.27 billion; its shares were traded at around $73.68 with a P/E ratio of 12.40 and P/S ratio of 1.50. The dividend yield of Conocophillips stocks is 3.66%. Conocophillips had an annual average earnings growth of 36.50% over the past 5 years.

Reduced: GlaxoSmithKline PLC (NYSE:GSK)

Warren Buffett reduced to his holdings in GlaxoSmithKline PLC by 76.57%. His sale prices were between $50.27 and $52.96, with an estimated average price of $51.54. The impact to his portfolio due to this sale was -0.06%. Warren Buffett still held 345,819 shares as of 09/30/2013. Glaxosmithkline Plc has a market cap of $126.75 billion; its shares were traded at around $52.13 with a P/E ratio of 21.10 and P/S ratio of 3.03. The dividend yield of Glaxosmithkline Plc stocks is 4.62%. Glaxosmithkline Plc had an annual average earnings growth of 9.40% over the past 10 years. GuruFocus rated Glaxosmithkline Plc the business predictability rank of 2-star.


Rating: 4.7/5 (3 votes)

Comments

Pavelg
Pavelg - 2 years ago
Why nothing says about DTV?

Warren Buffett also sold 760,700 DTV shares.

Please leave your comment:


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