Warren Buffet's Berkshire Hathaway (BRK.B) discloses updated portfolio positions in 13F filing: New SIRI LUV MON positions
Highlights from 2016 Q4 filing as compared to 2016 Q3 filing:
- New positions in: SIRI (~166.64 mln shares), LUV (~43.2 mln), MON (~8.04 mln)
- Increased positions in: DAL (to ~60.03 mln shares from ~6.33 mln shares), AAPL (to ~57.36 mln from ~15.23 mln), UAL (to ~28.95 mln from ~4.53 mln), AAL (to ~45.54 mln from ~21.77 mln)
- Maintained positions in: WFC (~479.7 mln shares), KO (~400 mln shares), KHC (~325.63 mln shares), AXP (~151.61 mln shares), USB (~85.06 mln shares), IBM (~81.23 mln shares), PSX (~80.69 mln shares)
- Closed positions in: DE (from ~21.09 mln shares), KMI (from ~20 mln), FWONK (from ~3.19 mln), DNOW (from ~1.83 mln),FWON.A (from ~1.3 mln), LEE (from ~0.09 mln)
- Decreased positions in: VZ (to ~0 mln shares from ~15 mln shares), WMT (to ~1.39 mln from ~12.97 mln)