Berkshire 13-F

[Parsad]

No BAC added Ericoploy!     Cheers!

http://www.sec.gov/Archives/edgar/data/1067983/000119312512060928/d289257d13fhr.txt

[racemize]

there's no fast way to determine the changes is there?  Just compare the two 13Fs?

[ERICOPOLY]

-1

[Grenville]

there's no fast way to determine the changes is there?  Just compare the two 13Fs?

http://www.nasdaq.com/reference/ownership.stm

Pretty good, takes a few days to get updated after 13F's come out.

[Parsad]

They bought alot of Wells, DirectTV and DaVita.  Sold JNJ and some Kraft.  Excludes any confidential filings, so BAC could still be in those.  Cheers!

[PlanMaestro]

Mohnish sold 70% of BAC. Not sure why he thinks that WFC is safer (because cheaper is not)

[tombgrt]

there's no fast way to determine the changes is there?  Just compare the two 13Fs?

http://www.nasdaq.com/reference/ownership.stm

Pretty good, takes a few days to get updated after 13F's come out.

Datorama normally is very fast.

http://www.dataroma.com/m/m_activity.php?m=brk&typ=a

[PlanMaestro]

Mohnish sold 70% of BAC. Not sure why he thinks that WFC is safer (because cheaper is not)

Now I get, he bought another equal 5% position in Citibank

[Parsad]

Looks like he sold BAC to buy C, WFC, DTV and TEX.  The TEX looks like a very smart move, as it is up even higher than BAC year to date.  Not so much the C, WFC and DTV.  Interesting that he was into DTV as well!  Cheers! 

[DCG]

I'm sure DTV was largely Weschler. DTV is pretty cheap, and I've been looking at it recently as well.

I used to work for DTV (in their Denver corporate office) and think it is a very well run compan, and I've owned shares of it in the past. The company generates a lot of cash, but also has a lot of debt, and.their moat iis their stronghold on business accounts.

Edit: sorry, I meant Weschler, not Combs.