Warren Buffett. We could jot down the nearly endless list of descriptives that would just begin to protray his followers' feelings towards him. But it's time consuming, so let's just put this as a constant: He's The Man. We know.
Warren Buffett. We could jot down the nearly endless list of descriptives that would just begin to protray his followers' feelings towards him. But it's time consuming, so let's just put this as a constant: He's The Man. We know.
But let's just explore this a bit further. Ordinary investors follow every step Warren Buffett makes. But so do the seasoned professional money managers. They even invest their clients' funds in Berkshire Hathaway stock. Everybody knows that if they had invested $1000 with Warren Buffett back in the day, they would have been a zillionaire today. We can't go back in time and invest in Warren Buffett's investment vehicle, Berkshire Hathaway stock, but we can invest today. But does it make sense to invest in BRK today? Can Warren Buffett generate alpha today, like other smaller hedge fund managers like David Einhorn, Bill Ackman, or Dan Loeb?
| Fund Name: | Berkshire Hathaway |
| Manager | Warren Buffett |
| Portfolio Value | $66,151,587,000 |
| Change This QTR | +1.12% |
| No. | Security | Ticker | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|---|
| 1.) | KO | 200,000,000 | $13,994,002 |  |
21.15% | |
| 2.) | IBM | 63,905,931 | $11,751,023 | +11% |
17.76% | |
| 3.) | WFC | 383,703,628 | $10,574,872 | +6% |
15.98% | |
| 4.) | AXP | 151,610,700 | $7,151,476 | |
10.81% | |
| 5.) | PG | 76,766,036 | $5,121,062 | |
7.74% | |
| 6.) | KFT | 87,034,713 | $3,251,616 | -3% |
4.91% | |
| 7.) | WMT | 39,037,142 | $2,332,860 | |
3.52% | |
| 8.) | COP | 29,100,937 | $2,120,585 | |
3.2% | |
| 9.) | JNJ | 29,018,127 | $1,903,009 | -23% |
2.87% | |
| 10.) | USB | 69,039,426 | $1,867,516 | |
2.82% | |
| 11.) | MCO | 28,415,250 | $957,025 | |
1.44% | |
| 12.) | DTV | 20,348,400 | $870,098 | +379% |
1.31% | |
| 13.) | WPO | 1,727,765 | $651,039 | |
0.98% | |
| 14.) | MTB | 5,382,040 | $410,865 | |
0.62% | |
| 15.) | COST | 4,333,363 | $361,056 | |
0.54% | |
| 16.) | CVS | 7,106,500 | $289,803 | +26% |
0.43% | |
| 17.) | V | 2,865,008 | $290,884 | +25% |
0.43% | |
| 18.) | INTC | 11,495,000 | $278,754 | +23% |
0.42% | |
| 19.) | GD | 3,877,122 | $257,480 | +27% |
0.38% | |
| 20.) | DVA | 2,684,500 | $203,512 |  |
0.3% |
