To me there was one very dramatic change in the portfolio of Berkshire Hathaway and that was that Warren apparently decided to sell off Washington Post now that the family owner decided to sell his part and Warren I guess had no interest to be a co-owner with Jeff Bezos. That investment have served Berkshire Hathaway well for many, many years and Warren was with certainty emotionally attached to the company due to his past and due to him honouring the deal he made many years ago with the most sophisticated woman he had ever met with not buying any more shares. You can read all about that in The Snowball by Alice Schroeder.
There were some new additions to the stock portfolio and those were:
Goldman Sachs - This one is well known since some time that they decided to swap the debt for stocks. Warren always makes nice deals! Goldman Sachs is a financial institute with their tentacles all over the world and especially inside the American government. I do not like Goldman Sachs and their dealings since they are frequently either in the dark gray-zone or deep into the black-zone and always seem to get away with it due to their tentacles... but only my personal opinion.
Graham Holdings - An educational and media directed company with local TV stations etc.
Liberty Global - An international cable company with strongest focus in Europe and currently expanding into South America.
Here is the link to Berkshire Hathaway Q3 2013.
Conclusion: Three completely new stock were added and three companies were kicked out! In six companies they continued to add stocks and in five stocks they have started to decrease their positions.
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