Buffett boosts stake in GM, Chicago Bridge, dumps Gannett, Mondelez, Kraft

Berkshire Hathaway (BRK.A, BRK.B) files its Q2 13-F.

Key increases: GM +60%. CBI +46%. VRSN +33%. BK +30%. USB +27%. NOV +18%.

Key decreases: CGI -100% (sold all). MDLZ -91%. KRFT -87%. MCO -12%. GSK -2%.

New: $23M stake in DISH. $524M stake in SU.

From other sites
Comments (4)
  • Michael Fitzsimmons
    , contributor
    Comments (11653) | Send Message
    Looks like the average purchase price of SU was ~$29.49/share.
    SU looks set up for a great Q3:


    15 Aug 2013, 07:04 AM Reply Like
  • ChuckXX
    , contributor
    Comments (1860) | Send Message
    I remember going to some of the annual meetings and Buffet would always say "my favorite holding period is forever". I guess not so much anymore.
    15 Aug 2013, 07:55 AM Reply Like
  • Michael Bryant
    , contributor
    Comments (7212) | Send Message
    Guess time to buy (GM). Don't know about (CBI). More a commodities play. (VRSN) is a good dividend stock. High cash flow. (DISH) is better than (DTV) in my opinion. Better deals and channels.


    (SU) seems to be hitting resistance at the $35 level. http://yhoo.it/1a7O5XQ;c=
    15 Aug 2013, 08:12 AM Reply Like
  • Waxcat2
    , contributor
    Comments (5) | Send Message
    With due respect to the Oracle of Omaha,I have better places to put my investment dollar than GM.I do like BK,Bank of New York Mellon,a solid play I've held awhile.I am overweight energy,ie:refiners,pro... pipelines,but thats where the money is.Its what fuels an economy,a staple that business and the public must regularly buy along with food.If any cash is left over,then one can buy,"widgets".
    15 Aug 2013, 08:51 PM Reply Like
DJIA (DIA) S&P 500 (SPY)
ETF Screener: Search and filter by asset class, strategy, theme, performance, yield, and much more
ETF Performance: View ETF performance across key asset classes and investing themes
ETF Investing Guide: Learn how to build and manage a well-diversified, low cost ETF portfolio
ETF Selector: An explanation of how to select and use ETFs