Warren Buffett's Stock Holdings Hanging in There; IRM, PG, KO, COST, WPO Gain

Below we highlight the stocks owned by Warren Buffett's Berkshire Hathaway as of March 31, 2007.  We also include their performance since the 7/19 S&P 500 top to see how his positions have fared throughout the current correction.  As shown, a non-weighted average of each stock's performance is right inline with the S&P 500's decline of -7.69%.  His financial and industrial holdings have been hurt the most, while his consumer stocks such as COST, PG, KO, WPO have actually seen slight gains.  IRM has performed the best since 7/19 with a gain of 12.5%.

Comments

[Bruce]

If it was averaged on a weighted basis, wouldn't it look even better? If Coke is 15+ percent of his portfolio, Procter & Gamble 10+%, Washington Post 2%, then 27+% of his portfolio actually rose. Other large holdings (JNJ, Wesco, etc.) fell only a little.
He is probably trouncing the averages (and has lots of cash and AAA credit to buy cheap).
(All figures from Stockpikr)