The 12 Stocks Warren Buffett and Berkshire Hathaway Just Bought and Sold

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Today's the day -- the day we get to see what Warren Buffett is buying or selling for Berkshire Hathaway .

Here's the scoop from Berkshire Hathaway's latest 13F filing.


Potential Buffett sightings
Generally, investment decisions by Buffett are marked by billion-dollar transaction sizes.

This quarter, Berkshire added to only three of its largest holdings. The purchases aren't of the scale you normally see from Buffett, however, and could very well be the product of Todd Combs and Ted Weschler.

Stock

Shares purchased

Change in shares owned

IBM

233,100

<1%

Wal-Mart

8,568,679

17%

US Bancorp

705,796

<1%

Source: SEC filings

The remaining positions transactions are smaller in size, and thus can be safely attributed to Ted Weschler and Todd Combs.

Stock

Shares purchased or sold

Change in shares owned

DirecTV

Sold 2,000,000

-5%

DaVita

Bought 1,159,858

3%

General Motors

Sold 10,000,000

-25%

Phillips 66

Sold 17,422,615*

-64%

VeriSign Inc.

Bought 724,134

6%

Verizon Communications  

Bought 11,022,743

New position

Liberty Global Class A 

Bought 4,398,683

149%

Liberty Global Class B

Bought 7,346,968

New position

Starz

Sold 2,622,340

-57%

* Phillips 66 shares were likely reduced in a transaction to swap Berkshire's stake in the company for full ownership of Phillips 66's pipeline services business.

Still on the hunt
Warren Buffett wasn't particularly active in the first quarter, following a shift in the business toward acquisitions of whole businesses, not publicly traded stocks. 

Buffett's partner, Charlie Munger, explained how Berkshire Hathaway's portfolio is changing at the latest shareholders meeting:

What's happening is that the owned businesses are becoming a bigger and bigger percent of Berkshire. Earlier we had a bigger percent ownership of common stocks. Now the private companies are worth way more than the stocks. And I would guess that will continue.

Buffett, it seems, is still on the hunt for elephants. Changes in Berkshire's largest holdings were mundane, at best -- evidence that Buffett may be looking for a big acquisition than to acquire a few more million shares of another public company.

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The article The 12 Stocks Warren Buffett and Berkshire Hathaway Just Bought and Sold originally appeared on Fool.com.

Jordan Wathen has no position in any stocks mentioned. The Motley Fool recommends Berkshire Hathaway, DirecTV, General Motors, and Liberty Global. The Motley Fool owns shares of Berkshire Hathaway and International Business Machines. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

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