By Dr. David Kass After the market closed on February 17, 2015, Berkshire Hathaway (BRK.A, BRK.B) reported its equity holdings of U.S. based companies in its SEC 13F filing for the quarter ending December 31, 2014. This report revealed numerous changes to Berkshire’s portfolio. The three largest were: (1) Warren Buffett sold his $4 billion investment in Exxon Mobil (XOM), (2) Mr. Buffett added $1 billion (+9%) to his holding in International Business Machines (IBM) ($12 billion), and (3) Todd Combs (Fortune Magazine October 27, 2014) added about $800 million to his position in Deere (DE) ($1.5 billion). Berkshire also added to…
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