Monday, November 17, 2008

Berkshire Hathaway Portfolio Changes for the quarter

The SEC just released an updated list of Berkshire Hathaway’s stock holdings as of 09/30/2008. The Oracle of Omaha, who is the main capital allocator for Berkshire added to the following positions:

Buffett decreased Berkshire Hathaway's stake in the following holdings:

It’s interesting to note that Buffett had filed a filing pursuant to a request for confidential treatment for his stake in Conoco Phillips. He certainly is aware of all the other copy cat investors who follow his every move, which explains the filing for confidential treatment of his COP stake.
Another interesting fact is that Buffett seems to act like a typical dividend growth investor by selling over half of his stake in Bank of America, which cut its dividend by 50% several weeks ago.
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