This was in my opinion an active month for Berkshire Hathaway with plenty of changes in their stock portfolio with the addition of two new companies (one a spin-off though...), one company was kicked out and one is very close to be sold out. I guess that will be the case in the next quarter report.
The new companies were:
Charter Communications - Which is yet another TV streaming and on demand provider that also offers internet and voice.
Now Inc - A distribution company for oil and gas which was a spin-off from their National Oilwell Varco holding. Since the spin-off they have started to decrease their holding in National Oilwell Varco so without the distribution net it seems as if Varco has already reached its value. It will be interesting to see if they keep the Now Inc holding or quickly dumps it.
For the previous report Berkshire Hathaway: Warren Buffett Q1 2014 please click on this link.
Conclusion: Their holding in Starz went all the way to zero and the company was kicked out. Their ConocoPhillips holding has decreased to being only around 10% of what it previously were so my guess is in the next report it will be out. The internet / streaming fiddling continues this time with the new company Charter Communications and a decrease of their holding in DirectTV. After starting to sell off General Motors it became by the look of things so cheap again that they once again bought more shares in it.
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