13F filing recap · Q2 2004

What did Berkshire Hathaway Inc buy in Q2 2004?

Reported stock-position changes between this filing and the previous one.

Stock value

$36.20B

Positions

Estimated turnover

1.8%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

PIRPier 1 Imports Inc$141.52Mreported value+8.00M shares CMCSKComcast Corporation$138.05Mreported value+5.00M shares

Increased positions

ASDAmerican Standard Cos., Inc$423.17Mreported value+7.27M shares+224.8%SERVServicemaster Global Holdings, Inc.$45.97Mreported value+299.3K shares+8.7%CDCOComdisco Holding Company, Inc.$38.73Mreported value+198 shares+0.0%

Reduced positions

HCAHCA Healthcare, Inc.$605.80Mreported value-910.4K shares-5.9%GCIGannett Co. Inc.$292.53Mreported value-9.0K shares-0.3%MLIMueller Industries Inc$69.09Mreported value-517.1K shares-21.1%SEESealed Air Corporation$59.30Mreported value-10.5K shares