13F: Update on Buffett, Paulson and Soros

Warren Buffett disclosed in a 13F filing that it sold out of its position in Exxon Mobil and added to stakes in IBM and Intel. Berkshire also disclosed new positions in Class-A shares of Liberty Media and DaVita, a San Francisco-based provider of kidney dialysis treatment. The filing, which displays Berkshire’s portfolio as of 12/31/11, showed increased stakes in CVS Caremark, Directv Group DTV, Verisk Analytics and Visa.

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Billionaire investor John Paulson sold off his position in Bank of America and Citigroup. Last quarter, Paulson reported owning 64.3 million shares of BAC and 25.1 million shares of Citi. Paulson also reduced his stake in Wells Fargo to 3.5 million shares from 23.8 million in the last quarter, and SunTrust Banks to 11.6 million shares from 30.4 million last quarter. He also trimmed his holdings in the SPDR Gold Trust to 17.3 million shares from 20.3 million last quarter. Paulson also sold off his remaining 15.2 million stake in Hewlett-Packard.

Billionaire investor George Soros reported decreased stakes in Apple and the SPDR Gold Trust, but boosted ownership in Google and Yahoo. Soros lowered his holdings in Apple by more than 222,000 shares to 95,000 for the quarter ended on 12/31/11. The stake is now valued at $38.5 million. The fund also cut its stake in the SPDR Gold Trust by nearly 228,000 shares to 85,450 shares. Ownership in Google climbed by 258,774 shares to 259,900 shares, while the stake in Yahoo climbed by 622,600 to 710,000 shares.

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