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CompanyMarketPercentage of Company OwnedPercentage of PortfolioSincep/ncav

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$143,108

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cash (Mar 31, 2013)$49,08934.30short end T-bills

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NYSE:WFC422,549,545Wells Fargo & Co$20,6128.0214.4019902012+FinancialBankBuffett

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NYSE:KO400,000,000The Coca-Cola Company$16,0729.0811.231988Consumer StaplesBeverageCoca-Cola

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NYSE:IBM67,517,896International Business Machines Corp.$13,3026.489.3020112012+Technology

.

151,610,700American Express Company$13,04514.319.121964FinancialFinancial Services (Div.)Salad oil scandal

.

NYSE:PG52,793,078The Procter & Gamble Company$4,2681.952.9819892012-Consumer StaplesHousehold ProductsGillette

.

KRFT58,800,000Kraft Foods Inc.$3,3019.862.3120072012-Consumer StaplesFood ProcessingBuffett

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39,037,142Wal-Mart Stores, Inc$3,0011.212.1020052009+Consumer-CyclicalRetail Store

.

NYSE:USB61,264,601US Bancorp.$2,5123.361.7620062012-FinancialBank (Midwest)

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29,433,326Moody's Corporation$2,22313.771.5520002010-

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DTV29,555,600DirecTV$2,21513.831.5520112012+

.

NYSE:COP24,123,911ConocoPhillips$1,7601.971.2320062012-EnergyPetroleum (Integrated)

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NYSE:PSX27,163,918Phillips 66$2,1374.791.4920122012+EnergyPetroleum (Integrated)

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1,727,765The Washington Post Company$1,08123.280.761973

.

NYSE:WTM1,724,200White Mountains Insurance$1,01927.930.7120052005+Financial

.

5,363,821M&T Bank Corporation$6464.080.4519992010-Financial

.

5,254,000Costco Wholesale Corp.$5891.190.411998-2010-

.

NYSE:BK19,633,915The Bank of New York Mellon Corporation$6531.730.4620122012+FinancialBank

.

VIAB7,607,200Viacom$6261.740.4420122012+Consumer-CyclicalEntertainmentTodd Combs or Ted Weschler

.

NYSE:GM15,000,000General Motors$5000.940.3520122012+Todd Combs or Ted Weschler

.

17,072,192USG Corp.$52012.380.3620062006+Joint Plan of Reorganization

.

NYSE:KMX8,000,000Carmax Inc.$3473.610.2420072010-Graham bargain11.61

.

NYSE:DE4,000,000Deere & Co.$3692.900.262012Todd Combs or Ted Weschler

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NYSE:NOV4,186,800National-Oilwell Varco, Inc.$3380.980.2420122012+EnergyOilfield Services/Equipment

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4,235,818Torchmark Corp.$3274.790.231998-2006+Financial

.

3,947,554POSCO$3021.270.2120062006+Graham bargainshares?

.

NYSE:RSG8,300,000Republic Services$2852.310.2020092010+

.

NYSE:V1,555,459Visa$3170.010.2220112012-

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NYSE:PCP1,248,901Precision Castparts Corp.$3080.860.222012Todd Combs or Ted Weschler

.

NYSE:MA405,000MasterCard$290.030.0220112011+Todd Combs?

.

8,000,000Iron Mountain Inc.$2104.180.1520012010+

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NYSE:HD2,757,898The Home Depot, Inc$2090.200.1520052009-

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NYSE:SNY4,063,675Sanofi-Aventis$2090.150.1520062010+

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NYSE:NRG6,000,000NRG Energy$1941.840.1420082009-

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VRSK1,563,434Verisk Analytics$890.940.0620112012-

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1,510,500GlaxoSmithKline$790.060.0620072007+

.

NYSE:GD812,700General Dynamics Corp.$870.010.0620112011+

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NYSE:GCI2,200,000Gannett Co., Inc.$570.970.0419942010-

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NYSE:JNJ492,000Johnson & Johnson$490.020.0320062012-HealthcareMedical Supplies

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DVA2,700,000DaVita$440.030.0320112011+Todd Combs?

.

LMCA1,700,000Liberty Media (Capital)$280.020.0220112011+Todd Combs?

.

NYSE:WBC1,600,000Wabco Holdings$260.020.022012Todd Combs or Ted Weschler

.

588,900General Electric Co.$150.010.0120062012-

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CDCO1,218,199Comdisco Holdings Company, Inc.$630.240.00

.

NYSE:UPS59,400United Parcel Service, Inc.$60.010.0020062012-

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NYSE:LEE1,600,000Lee Enterprises$62.990.0020122012+

.

NYSE:IRIngersoll-Rand Co. Ltd.$00.000.0020062012-Graham bargain?

.

NYSE:DGDollar General$00.000.0020112012-Todd Combs?

.

NYSE:CVSCVS Caremark$00.000.0020112012-

.

INTCIntel$00.000.0020112012-

.

NYSE:XOMExxon Mobil$00.000.0020092011-

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Nike Inc.$00.000.001998-2010-Graham defensiveLouis Simpson

.

NSRGYNestlé$00.000.0020092010-

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NYSE:NLCNalco Holding Company$00.000.0020082010-

.

Lowe's Companies Inc.$00.000.0020052010-

.

Comcast Corp.$00.000.0020042010-

.

NYSE:BDXBecton Dickinson$00.000.0020092010-

.

Bank of America Corporation$00.000.0020072010-Louis Simpson

.

Zenith National1998-2005-

.

Western Union Co.20062007-

.

WellPoint Inc.20072010-HealthcareMedical Services

.

NYSE:UNHUnitedhealth Group, Inc.20062010-HealthcareMedical Services

.

Union Pacific Corp.20062009-one of the two securities with BNSF

.

Tyco International Ltd.20052007-

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Travelers Group Inc.19971998-

.

NYSE:TRVTravelers20092010-

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The Walt Disney Company19961999-

.

SunTrust Banks Inc.1998-2010-2.44% of Coca-Cola

.

Servicemaster Co.20032007-

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Sealed Air20002006-

.

PNC Bank Corporation19941995-

.

Pier 1 Imports Inc.20042007-Graham defensive

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PetroChina Company Limited20022007-

.

Norfolk Southern Corp.20062009-

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Mueller Industries Inc.20002006-Graham defensive

.

McDonald's Corporation19961997-

.

Lexmark International Inc.20052006-Graham offensive, declining income

.

Hospital Corporation of America20032004-

.

H&R Block, Inc.20012007-

.

Guinness PLC (now Diageo)19911994-

.

GAP20002006-

.

Freddie Mac19882000-

.

Fiserv20102010-

.

First Data Corp.1998-2007-split from AXP

.

NYSE:ETNEaton20082009-

.

NYSE:CEGConstellation Energy2009-

.

Automatic Data20022004-

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Ameriprise Financial, Inc.20052008-split from AXP

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