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Warren Buffett

Warren Buffett Berkshire Hathaway

AUM $263B
1-Year Est. Return 16.68%
 

Warren Buffett is one of the world’s most renowned investors and business magnates, often referred to as the “Oracle of Omaha”. As the chairman and CEO of Berkshire Hathaway, he has spent decades building his fortune and reputation through value investing, a strategy focused on purchasing undervalued companies with strong fundamentals.

This Fund
S&P 500
This Quarter Est. Return
+0.25%
1 Year Est. Return
+16.68%
3 Year Est. Return
+59.22%
5 Year Est. Return
+100.95%
10 Year Est. Return
+340.48%
AUM
$110B
AUM Growth
+$2.44B
Cap. Flow
+$2.58B
Cap. Flow %
2.35%
Top 10 Hldgs %
79.95%
Holding
48
New
1
Increased
3
Reduced
3
Closed
1

Top Buys

Rank Stock Value
1
PSX icon
Phillips 66
PSX
+$1.76B
2
AXTA icon
Axalta
AXTA
+$660M
3
CHTR icon
Charter Communications
CHTR
+$456M
4
USB icon
US Bancorp
USB
+$56.4M

Top Sells

Rank Stock Value
1
VIAB
Viacom Inc. Class B
VIAB
+$177M
2
NOV icon
NOV
NOV
+$98.9M
3
CBI
Chicago Bridge & Iron Nv
CBI
+$71.5M
4
WBC
WABCO HOLDINGS INC.
WBC
+$10.8M

Sector Composition

Rank Sector Weight
1 Financials 45.89%
2 Consumer Staples 22.56%
3 Technology 15.2%
4 Communication Services 3.8%
5 Industrials 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LBTYA icon
26
Liberty Global Class A
LBTYA
$3.48B
$559M 0.51%
12,540,306
– –
MA icon
27
Mastercard
MA
$492B
$489M 0.45%
5,229,756
– –
WBC
28
DELISTED
WABCO HOLDINGS INC.
WBC
$467M 0.43%
3,777,195
-86,000
-2% -$10.8M
CBI
29
DELISTED
Chicago Bridge & Iron Nv
CBI
$467M 0.43%
9,326,921
-1,374,189
-13% -$71.5M
LBTYK icon
30
Liberty Global Class C
LBTYK
$3.4B
$372M 0.34%
9,081,558
– –
GL icon
31
Globe Life
GL
$14.1B
$370M 0.34%
6,353,727
– –
VIAB
32
DELISTED
Viacom Inc. Class B
VIAB
$365M 0.33%
5,646,721
-2,618,358
-32% -$177M
QSR icon
33
Restaurant Brands International
QSR
$25.6B
$322M 0.29%
8,438,225
– –
FWONK icon
34
Liberty Media Series C
FWONK
$25.7B
$287M 0.26%
11,302,222
– –
GE icon
35
GE Aerospace
GE
$382B
$281M 0.26%
2,208,793
– –
TFCFA
36
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
$203M 0.19%
6,228,097
– –
SNY icon
37
Sanofi
SNY
$104B
$193M 0.18%
3,905,875
– –
FWONA icon
38
Liberty Media Series A
FWONA
$23.4B
$144M 0.13%
5,949,240
– –
GHC icon
39
Graham Holdings Company
GHC
$4.97B
$116M 0.11%
178,037
– –
VRSK icon
40
Verisk Analytics
VRSK
$23.6B
$114M 0.1%
1,563,434
– –
MEG
41
DELISTED
Media General, Inc
MEG
$76.8M 0.07%
4,646,220
– –
DNOW icon
42
DNOW Inc
DNOW
$3.01B
$36.3M 0.03%
1,825,569
– –
JNJ icon
43
Johnson & Johnson
JNJ
$626B
$31.9M 0.03%
327,100
– –
MDLZ icon
44
Mondelez International
MDLZ
$78.9B
$23.8M 0.02%
578,000
– –
KRFT
45
DELISTED
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
$16.4M 0.02%
192,666
– –
UPS icon
46
United Parcel Service
UPS
$88.8B
$5.76M 0.01%
59,400
– –
LEE icon
47
Lee Enterprises
LEE
$181M
$296K ﹤0.01%
8,886
– –
NOV icon
48
NOV
NOV
$7.49B
– –
-1,978,895
Closed -$98.9M
1
2

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Warren Buffett's Q2 2015 Portfolio in Review

As of Q2 2015, Warren Buffett held 48 positions worth $110B, up 2.3% from $107B the previous quarter. Its ten largest holdings account for 80% of the portfolio.

Trading was light in Q2 2015: portfolio turnover was 4.2%. Warren Buffett opened 1 new position and exited 1, leaving the 48-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 46% of assets, up from 46% a quarter earlier, followed by Consumer Staples and Technology.

  • Warren Buffett's largest Q2 2015 buy was Axalta: 20,000,000 shares worth $662M.
  • Warren Buffett added most to Phillips 66 in Q2 2015, an estimated $1.76B increase.
  • Warren Buffett's biggest Q2 2015 reduction was Viacom Inc. Class B, cutting an estimated $177M.
  • Warren Buffett fully exited NOV in Q2 2015, selling an estimated $98.9M.
  • Warren Buffett's ten largest holdings make up 80% of its $110B portfolio in Q2 2015.
  • Warren Buffett opened 1 new position and closed 1 in Q2 2015.
  • Warren Buffett's portfolio value rose 2.3% quarter-over-quarter to $110B.

Based on Berkshire Hathaway's 13F filing for Q2 2015, filed 14 Aug 2015.