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巴菲特持股，1977--1989

(2019-11-14 19:41:21)
标签：

股票

1977
No. of Shares  Company                                     Cost      Market
-------------  -------                                   --------   --------
                                                          
    220,000    Capital Cities Communications, Inc...    $ 10,909   $ 13,228  (大都会,传媒)
  1,986,953    Government Employees Insurance
                  Company Convertible Preferred ........   19,417     33,033 
  1,294,308    Government Employees Insurance
                  Company Common Stock .................    4,116     10,516
    592,650    The Interpublic Group of Companies, Inc.     4,531     17,187  (埃培智,广告和营销服务)
    324,580    Kaiser Aluminum & Chemical Corporation ...   11,218      9,981 (凯撒铝业化学公司)
  1,305,800    Kaiser Industries, Inc. .................      778      6,039
    226,900    Knight-Ridder Newspapers, Inc. ..........    7,534      8,736 (奈特-里德报系)
    170,800    Ogilvy & Mather International, Inc. .....    2,762      6,960 (奥美广告)
    934,300    The Washington Post Company Class B .....   10,628     33,401
                                                         --------   --------
               Total ................................... $ 71,893   $139,081
               All Other Holdings ......................   34,996     41,992
                                                         --------   --------
               Total Equities .......................... $106,889   $181,073
                                                         ========   ========

1978

持仓变动:大都会传媒变成了ABC,有合并吗?奥美不见了,多了SAFECO.
No. of
Shares      Company                                     Cost       Market
----------  -------                                  ----------  ----------
                                                         (000s omitted)
  246,450   American Broadcasting Companies, Inc. ... $  6,082    $  8,626 (ABC)
1,294,308   Government Employees Insurance Company
               Common Stock .........................    4,116       9,060
1,986,953   Government Employees Insurance Company
               Convertible Preferred ................   19,417      28,314
  592,650   Interpublic Group of Companies, Inc. ....    4,531      19,039
1,066,934   Kaiser Aluminum and Chemical Corporation    18,085      18,671
  453,800   Knight-Ridder Newspapers, Inc. ..........    7,534      10,267
  953,750   SAFECO Corporation ......................   23,867      26,467 (汽车保险公司)
  934,300   The Washington Post Company .............   10,628      43,445
                                                     ----------  ----------
            Total ................................... $ 94,260    $163,889
            All Other Holdings ......................   39,506      57,040
                                                     ----------  ----------
            Total Equities .......................... $133,766    $220,929
                                                     ==========  ==========

1979

持仓变动:增加了2个报纸,一个食品股,一个制造业股,一个石油股.奥美重新出现.
No. of Sh.  Company                                     Cost       Market
----------  -------                                  ----------  ----------
                                                         (000s omitted)
  289,700   Affiliated Publications, Inc. ........... $  2,821    $  8,800   (报纸,拥有波士顿环球报,1年3倍多,还是之前没公布?)
  112,545   Amerada Hess ............................    2,861       5,487  (阿美拉达赫斯,石油)
  246,450   American Broadcasting Companies, Inc. ...    6,082       9,673
5,730,114   GEICO Corp. (Common Stock) ..............   28,288      68,045
  328,700   General Foods, Inc. .....................   11,437      11,053  (通用食品)
1,007,500   Handy & Harman ..........................   21,825      38,537  (好像生产钎焊合金)
  711,180   Interpublic Group of Companies, Inc. ....    4,531      23,736
1,211,834   Kaiser Aluminum & Chemical Corp. ........   20,629      23,328
  282,500   Media General, Inc. .....................    4,545       7,345 (报纸出版商)
  391,400   Ogilvy & Mather International ...........    3,709       7,828
  953,750   SAFECO Corporation ......................   23,867      35,527
1,868,000   The Washington Post Company .............   10,628      39,241
  771,900   F. W. Woolworth Company .................   15,515      19,394 (美国的一元店)
                                                     ----------  ----------
            Total ................................... $156,738    $297,994
            All Other Holdings ......................   28,675      38,686
                                                     ----------  ----------
            Total Equities .......................... $185,413    $336,680
                                                     ==========  ==========

1980

持仓变动:a类增仓了食品,铝业,钢铁,制造业工具;b类五花八门.少了石油.
No. of Shares                                            Cost       Market
-------------                                         ----------  ----------
                                                          (000s omitted)
  434,550 (a)  Affiliated Publications, Inc. ......... $  2,821    $ 12,222
  464,317 (a)  Aluminum Company of America ...........   25,577      27,685 (美国铝业)
  475,217 (b)  Cleveland-Cliffs Iron Company .........   12,942      15,894 (钢铁公司)
1,983,812 (b)  General Foods, Inc. ...................   62,507      59,889
7,200,000 (a)  GEICO Corporation .....................   47,138     105,300
2,015,000 (a)  Handy & Harman ........................   21,825      58,435
  711,180 (a)  Interpublic Group of Companies, Inc. ..    4,531      22,135
1,211,834 (a)  Kaiser Aluminum & Chemical Corp. ......   20,629      27,569
  282,500 (a)  Media General .........................    4,545       8,334
  247,039 (b)  National Detroit Corporation ..........    5,930       6,299 (制造工具)
  881,500 (a)  National Student Marketing ............    5,128       5,895 (全国学生营销公司??)
  391,400 (a)  Ogilvy & Mather Int抣. Inc. ...........    3,709       9,981
  370,088 (b)  Pinkerton抯, Inc. .....................   12,144      16,489 (安全顾问公司?)
  245,700 (b)  R. J. Reynolds Industries .............    8,702      11,228 (雷诺工业公司)
1,250,525 (b)  SAFECO Corporation ....................   32,062      45,177
  151,104 (b)  The Times Mirror Company ..............    4,447       6,271 (镜报公司)
1,868,600 (a)  The Washington Post Company ...........   10,628      42,277
  667,124 (b)  E W Woolworth Company .................   13,583      16,511 (可能也是一元店)
                                                      ----------  ----------
                                                       $298,848    $497,591
               All Other Common Stockholdings ........   26,313      32,096
                                                      ----------  ----------
               Total Common Stocks ................... $325,161    $529,687
                                                      ==========  ==========

(a) All owned by Berkshire or its insurance subsidiaries.
(b) Blue Chip and/or Wesco own shares of these companies.  All
    numbers represent Berkshire抯 net interest in the larger
    gross holdings of the group.
 

 
1981
持仓变动:大幅增持了雷诺工业,减少了一些报纸和一些杂七杂八
No. of Shares                                            Cost       Market
-------------                                         ----------  ----------
                                                          (000s omitted)
  451,650 (a)  Affiliated Publications, Inc. ........  $  3,297    $ 14,114
  703,634 (a)  Aluminum Company of America ..........    19,359      18,031
  420,441 (a)  Arcata Corporation
                 (including common equivalents) .....    14,076      15,136 (??)
  475,217 (b)  Cleveland-Cliffs Iron Company ........    12,942      14,362
  441,522 (a)  GATX Corporation .....................    17,147      13,466  (出租油及汽油储存室)
2,101,244 (b)  General Foods, Inc. ..................    66,277      66,714
7,200,000 (a)  GEICO Corporation ....................    47,138     199,800
2,015,000 (a)  Handy & Harman .......................    21,825      36,270
  711,180 (a)  Interpublic Group of Companies, Inc.       4,531      23,202
  282,500 (a)  Media General ........................     4,545      11,088
  391,400 (a)  Ogilvy & Mather International Inc. ...     3,709      12,329
  370,088 (b)  Pinkerton抯, Inc. ....................    12,144      19,675
1,764,824 (b)  R. J. Reynolds Industries, Inc. ......    76,668      83,127
  785,225 (b)  SAFECO Corporation ...................    21,329      31,016
1,868,600 (a)  The Washington Post Company ..........    10,628      58,160
                                                      ----------  ----------
                                                       $335,615    $616,490
All Other Common Stockholdings ......................    16,131      22,739
                                                      ----------  ----------
Total Common Stocks .................................  $351,746    $639,229
                                                      ==========  ==========

1982
持仓变动,铝业,钢铁等均没了,大幅增仓雷诺工业,新入时代
No. of Shares
or Share Equiv.                                          Cost       Market 
---------------                                       ----------  ----------
                                                          (000s omitted)
   460,650 (a)   Affiliated Publications, Inc. ......  $  3,516    $ 16,929
   908,800 (c)   Crum & Forster .....................    47,144      48,962 (保险公司)
 2,101,244 (b)   General Foods, Inc. ................    66,277      83,680
 7,200,000 (a)   GEICO Corporation ..................    47,138     309,600
 2,379,200 (a)   Handy & Harman .....................    27,318      46,692
   711,180 (a)   Interpublic Group of Companies, Inc.     4,531      34,314
   282,500 (a)   Media General ......................     4,545      12,289
   391,400 (a)   Ogilvy & Mather Int抣. Inc. ........     3,709      17,319
 3,107,675 (b)   R. J. Reynolds Industries ..........   142,343     158,715
 1,531,391 (a)   Time, Inc. .........................    45,273      79,824 (时代)
 1,868,600 (a)   The Washington Post Company ........    10,628     103,240
                                                      ----------  ----------
                                                       $402,422    $911,564
                 All Other Common Stockholdings .....    21,611      34,058
                                                      ----------  ----------                                                       
                 Total Common Stocks                   $424,033    $945,622
                                                      ==========  ==========

1983
持仓变动:大幅增仓通用食品,雷诺工业,减仓时代
No. of Shares                                        Cost        Market
-------------                                     ----------   ----------
                                                      (000s omitted)
    690,975    Affiliated Publications, Inc. ....  $  3,516     $  26,603
  4,451,544    General Foods Corporation(a) .....   163,786       228,698
  6,850,000    GEICO Corporation ................    47,138       398,156
  2,379,200    Handy & Harman ...................    27,318        42,231
    636,310    Interpublic Group of Companies, Inc.   4,056        33,088
    197,200    Media General ....................     3,191        11,191
    250,400    Ogilvy & Mather International ....     2,580        12,833
  5,618,661    R. J. Reynolds Industries, Inc.(a)   268,918       314,334
    901,788    Time, Inc. .......................    27,732        56,860
  1,868,600    The Washington Post Company ......    10,628       136,875
                                                  ----------   ----------
                                                   $558,863    $1,287,869
               All Other Common Stockholdings ...     7,485        18,044
                                                  ----------   ----------
               Total Common Stocks ..............  $566,348    $1,305,913
                                                  ==========   ==========

1984
持仓变动:雷诺工业,奥美没了,报纸少了,通用食品少了;多了石油,制造,时代加了.
No. of Shares                                           Cost       Market
-------------                                        ----------  ----------
                                                         (000s omitted)
    690,975    Affiliated Publications, Inc. .......  $  3,516    $  32,908
    740,400    American Broadcasting Companies, Inc.    44,416       46,738
  3,895,710    Exxon Corporation ...................   173,401      175,307 (埃克森)
  4,047,191    General Foods Corporation ...........   149,870      226,137
  6,850,000    GEICO Corporation ...................    45,713      397,300
  2,379,200    Handy & Harman ......................    27,318       38,662
    818,872    Interpublic Group of Companies, Inc.      2,570       28,149
    555,949    Northwest Industries                     26,581       27,242 (西北工业公司)
  2,553,488    Time, Inc. ..........................    89,327      109,162
  1,868,600    The Washington Post Company .........    10,628      149,955
                                                     ----------  ----------
                                                      $573,340   $1,231,560
               All Other Common Stockholdings           11,634       37,326
                                                     ----------  ----------
               Total Common Stocks                    $584,974   $1,268,886
                                                     ==========  ==========

1985
持仓变动:首次大幅降低总体仓位,累积获利没减少多少,长期持有股新高;可能股市处于高位了,前几年很多是瞎忙活.剩下的应该是老巴最得意的门徒了.
No. of Shares                                           Cost       Market
-------------                                        ----------  ----------
                                                         (000s omitted)
  1,036,461    Affiliated Publications, Inc. .......   $ 3,516    $  55,710
    900,800    American Broadcasting Companies, Inc.    54,435      108,997
  2,350,922    Beatrice Companies, Inc. ............   106,811      108,142 (食品)
  6,850,000    GEICO Corporation ...................    45,713      595,950
  2,379,200    Handy & Harman ......................    27,318       43,718
    847,788    Time, Inc. ..........................    20,385       52,669
  1,727,765    The Washington Post Company .........     9,731      205,172
                                                     ----------  ----------
                                                       267,909    1,170,358
               All Other Common Stockholdings ......     7,201       27,963
                                                     ----------  ----------
               Total Common Stocks                    $275,110   $1,198,321
                                                     ==========  ==========

1986
持仓变动:卖出了波士顿环球报10-20倍股,大举买入大都会/ABC.可能涨得太快了,除了非卖品(很少),卖差不多了.但是投入资金又多了.
No. of Shares                                      Cost       Market
-------------                                   ----------  ----------
                                                    (000s omitted)
  2,990,000    Capital Cities/ABC, Inc. .......  $515,775   $  801,694
  6,850,000    GEICO Corporation ..............    45,713      674,725
  2,379,200    Handy & Harman .................    27,318       46,989
    489,300    Lear Siegler, Inc. .............    44,064       44,587 (美军飞机非标准件提供保障)
  1,727,765    The Washington Post Company ....     9,731      269,531
                                                ----------  ----------
                                                  642,601    1,837,526
               All Other Common Stockholdings      12,763       36,507
                                                ----------  ----------
               Total Common Stocks ............  $655,364   $1,874,033

1987
持仓变动:继续卖,卖空了.无所事事,取100W美元回来慢慢数吧.
No. of Shares                                          Cost       Market
-------------                                       ----------  ----------
                                                        (000s omitted)
  3,000,000    Capital Cities/ABC, Inc. ...........  $517,500   $1,035,000
  6,850,000    GEICO Corporation ..................    45,713      756,925
  1,727,765    The Washington Post Company ........     9,731      323,092


1988
持仓变动:巴非特的最大牌明星出现了,同时伴随着某个海市蜃楼股.行情不错,市值一直在增加,老巴可能有点后悔卖早了??
   Shares   Company                                    Cost       Market
   ------   -------                                 ----------  ----------
                                                        (000s omitted)
 3,000,000  Capital Cities/ABC, Inc. ..............  $517,500   $1,086,750
14,172,500  The Coca-Cola Company .................   592,540      632,448  (地球人都知道)
 2,400,000  Federal Home Loan Mortgage
               Corporation Preferred* .............    71,729      121,200  (大名鼎鼎的房地美)
 6,850,000  GEICO Corporation .....................    45,713      849,400
 1,727,765  The Washington Post Company ...........     9,731      364,126

*Although  nominally a preferred stock, this security is
 financially equivalent to a common stock.

1989
持仓变动:继续大口喝可乐,数钱的日子真好.
  Shares    Company                                      Cost       Market
  ------    -------                                   ----------  ----------
                                                          (000s omitted)
 3,000,000  Capital Cities/ABC, Inc. ................ $  517,500  $1,692,375
23,350,000  The Coca-Cola Co. .......................  1,023,920   1,803,787
 2,400,000  Federal Home Loan Mortgage Corp. ........     71,729     161,100
 6,850,000  GEICO Corp. .............................     45,713   1,044,625
 1,727,765  The Washington Post Company .............      9,731     486,366

     This list of companies is the same as last year's and in
only one case has the number of shares changed: Our holdings of
Coca-Cola increased from 14,172,500 shares at the end of 1988 to
23,350,000

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