The world's largest portfolio of Warren Buffett's Berkshire Hathaway. The portfolio was published a short time ego and includes no significant changes from the previous quarter.
First of all, what interests us as Israelis is Buffett's holdings in Teva, and here there are no big surprises. Buffett continued to buy shares of the company in the second quarter, but almost negligibly compared to the two quarters preceding the second quarter of 2018. The data show that Buffett, which held 40.5 million shares, added 2.7 million shares in the quarter, but its holding value increased by 50% To $ 1.05 billion, following the rise in the share in the markets.
Additional changes can be found in the attached table:
Red active sale of Berkshire Hathaway
Green is an active acquisition of Berkshire Hathaway
The rest of the changes derive from changes in the company or in the share (splits, dividends, increase, decrease, etc.)
| שם חברה |
שווי באלפי $ |
כמות ע.נ. בסוף רבעון שני 2018 |
שינוי מרבעון קודם אלפי $ |
שינוי מרבעון קודם בע.נ. |
| NAME OF ISSUER |
(x$1000) |
PRN AMT |
x$1000 change |
PRN AMT chang |
| APPLE INC |
46,639,553 |
251,955,877 |
6,444,895 |
12,388,244 |
| WELLS FARGO & CO NEW |
25,059,643 |
452,013,758 |
1,133,785 |
-4,499,486 |
| KRAFT HEINZ CO |
20,456,379 |
325,634,818 |
172,586 |
0 |
| BANK AMER CORP |
19,141,009 |
679,000,000 |
-1,222,200 |
0 |
| COCA COLA CO |
17,544,001 |
400,000,000 |
172,002 |
0 |
| AMERICAN EXPRESS CO |
14,857,849 |
151,610,700 |
715,604 |
0 |
| US BANCORP DEL |
5,036,709 |
100,693,874 |
448,898 |
9,846,153 |
| MOSANTO CO NEW |
4,207,677 |
24,669,778 |
1,994,052 |
5,699,644 |
| PHILLIPS 66 |
3,900,471 |
34,729,514 |
-482,104 |
-10,960,378 |
| BANK OF NEW YORK MELLON CORP |
3,494,685 |
64,800,376 |
289,961 |
2,608,928 |
| DELTA AIR LINES INC DEL |
3,154,005 |
63,665,840 |
216,224 |
10,066,483 |
| GOLDMAN SACHS GROUP INC |
2,923,543 |
13,254,490 |
163,279 |
2,294,971 |
| SOUTHWEST AIRLS CO |
2,877,132 |
56,547,399 |
147,198 |
8,887,943 |
| DAVITA HEALTHCARE PARTNERS I |
2,677,993 |
38,565,570 |
134,979 |
0 |
| CHARTER COMMUNICATIONS INC N |
2,200,303 |
7,504,185 |
-358,819 |
-718,688 |
| LIBERTY MEDIA CORP DELAWARE |
2,079,748 |
45,951,345 |
198,920 |
0 |
| GENERAL MTRS CO |
2,024,908 |
51,393,611 |
207,909 |
1,393,611 |
| UNITED CONTL HLDGS INC |
1,860,714 |
26,684,542 |
-64,019 |
-1,021,421 |
| VERISIGN INC |
1,779,966 |
12,952,745 |
244,288 |
0 |
| AMERICAN AIRLS GROUP INC |
1,696,812 |
44,700,000 |
-693,347 |
-1,300,000 |
| U S G CORP |
1,681,767 |
39,002,016 |
105,306 |
0 |
| VISA INC |
1,398,998 |
10,562,460 |
135,517 |
0 |
| TEVA PHARMACEUTICAL INDS LTD |
1,051,823 |
43,249,295 |
358,999 |
2,709,585 |
| MASTERCARD INC |
969,778 |
4,934,756 |
105,406 |
0 |
| SIRIUS XM HLDGS INC |
933,690 |
137,915,729 |
73,096 |
0 |
| M & T BK CORP |
915,754 |
5,382,040 |
-76,480 |
0 |
| COSTCO WHSL CORP NEW |
905,586 |
4,333,363 |
89,050 |
0 |
| LIBERTY GLOBAL PLC |
740,547 |
27,137,968 |
-53,063 |
9,963,592 |
| AXALTA COATING SYS LTD |
735,441 |
24,264,000 |
31,289 |
940,000 |
| SYNCHRONY FINL |
694,404 |
20,803,000 |
-3,120 |
0 |
| TORCHMARK CORP |
517,257 |
6,353,727 |
-17,537 |
0 |
| STORE CAP CORP |
510,234 |
18,621,674 |
48,044 |
0 |
| RESTAURANT BRANDS INTL INC |
508,825 |
8,438,225 |
28,521 |
0 |
| SANOFI |
148,078 |
3,701,012 |
-259 |
0 |
| WAL MART STORES INC |
119,354 |
1,393,513 |
-4,627 |
0 |
| LIBERTY LATIN AMERICA LTD |
76,792 |
3,998,874 |
-524 |
0 |
| JOHNSON & JOHNSON |
39,690 |
327,100 |
-2,228 |
0 |
| PROCTER & GAMBLE CO |
24,620 |
315,400 |
-385 |
0 |
| MONDELEZ INTL INC |
23,698 |
578,000 |
-422 |
0 |
| UNITED PARCEL SERVICE INC |
6,310 |
59,400 |
93 |
0 |
| VERIZON COMMUNICATIONS INC |
47 |
928 |
3 |
0 |
| MOODYS CORP |
0 |
0 |
-3,979,236 |
-24,669,778 |
| VERISK ANALYTICS INC |
0 |
0 |
-29,617 |
-284,778 |
Udi Aloni, Founder of FUNDER
Warren Buffett and Udi Aloni
