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While T. Boone's holdings aren't doing so well this quarter, Warren Buffett's are.  Based on Berkshire's quarterly 13-F filing yesterday, his positions as they stood at the end of June are collectively up 9.06% -- pretty good compared to the S&P 500's return of just over 1% since then.  Berkshire decreased shares in Anheuser Busch (BUD) in the second quarter, added to Ingersoll-Rand (IR) and Sanofi-Aventis (SNY), and took a new position in NRG Energy (NRG).  Unfortunately, the NRG position is the one down the most this quarter at -17.9%.  Below we highlight Berkshire's holdings at the end of the second quarter as reported in its 13-F.  This only includes equities listed on US exchanges and excludes details on a stake in ConocoPhillips (COP).

Berkshireq2

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