＜バークシャーハサウェイ歴代ポートフォリオ（1977年～1980年）＞※出典：バフェットの手紙
※上場株式のみ
| 1977年 | | | |
| 取得コスト
(千ドル) | 時価
(千ドル) | % |
| The Washington Post Company Class B | 10,628 | 33,401 | 18.45% |
| GEICO (Convertible Preferred) | 19,417 | 33,033 | 18.24% |
| The Interpublic Group of Companies | 4,531 | 17,187 | 9.49% |
| Capital Cities Communications | 10,909 | 13,228 | 7.31% |
| GEICO (Common Stock) | 4,116 | 10,516 | 5.81% |
| Kaiser Aluminum& Chemical Corporation | 11,218 | 9,981 | 5.51% |
| Knight-Ridder Newspapers | 7,534 | 8,736 | 4.82% |
| Ogilvy & Mather International | 2,762 | 6,960 | 3.84% |
| Kaiser Industries | 778 | 6,039 | 3.34% |
| All Other Holdings | 34,996 | 41,992 | 23.19% |
| | | |
| Total Equities | 106,889 | 181,073 | 100.00% |
| | | |
| 1978年 | | | |
| 取得コスト
(千ドル) | 時価
(千ドル) | % |
| The Washington Post Company | 10,628 | 43,445 | 19.66% |
| GEICO (Convertible Preferred) | 19,417 | 28,314 | 12.82% |
| SAFECO Corporation | 23,867 | 26,467 | 11.98% |
| Interpublic Group of Companies | 4,531 | 19,039 | 8.62% |
| Kaiser Aluminum and Chemical Corporation | 18,085 | 18,671 | 8.45% |
| Knight-Ridder Newspapers | 7,534 | 10,267 | 4.65% |
| GEICO (Common Stock) | 4,116 | 9,060 | 4.10% |
| American Broadcasting Companies | 6,082 | 8,626 | 3.90% |
| All Other Holdings | 39,506 | 57,040 | 25.82% |
| | | |
| Total Equities | 133,766 | 220,929 | 100.00% |
| | | |
| 1979年 | | | |
| 取得コスト
(千ドル) | 時価
(千ドル) | % |
| GEICO Corp. (Common Stock) | 28,288 | 68,045 | 20.21% |
| The Washington Post Company | 10,628 | 39,241 | 11.66% |
| Handy & Harman | 21,825 | 38,537 | 11.45% |
| SAFECO Corporation | 23,867 | 35,527 | 10.55% |
| Interpublic Group of Companies | 4,531 | 23,736 | 7.05% |
| Kaiser Aluminum & Chemical Corp | 20,629 | 23,328 | 6.93% |
| F. W. Woolworth Company | 15,515 | 19,394 | 5.76% |
| General Foods | 11,437 | 11,053 | 3.28% |
| American Broadcasting Companies | 6,082 | 9,673 | 2.87% |
| Affiliated Publications | 2,821 | 8,800 | 2.61% |
| Ogilvy & Mather International | 3,709 | 7,828 | 2.33% |
| Media General | 4,545 | 7,345 | 2.18% |
| Amerada Hess | 2,861 | 5,487 | 1.63% |
| All Other Holdings | 28,675 | 38,686 | 11.49% |
| | | |
| Total Equities | 185,413 | 336,680 | 100.00% |
| | | |
| 1980年 | | | |
| 取得コスト
(千ドル) | 時価
(千ドル) | % |
| GEICO Corporation | 47,138 | 105,300 | 19.88% |
| General Foods | 62,507 | 59,889 | 11.31% |
| Handy & Harman | 21,825 | 58,435 | 11.03% |
| SAFECO Corporation | 32,062 | 45,177 | 8.53% |
| The Washington Post Company | 10,628 | 42,277 | 7.98% |
| Aluminum Company of America | 25,577 | 27,685 | 5.23% |
| Kaiser Aluminum & Chemical Corp | 20,629 | 27,569 | 5.20% |
| Interpublic Group of Companies | 4,531 | 22,135 | 4.18% |
| E W Woolworth Company | 13,583 | 16,511 | 3.12% |
| Pinkerton’s | 12,144 | 16,489 | 3.11% |
| Cleveland-Cliffs Iron Company | 12,942 | 15,894 | 3.00% |
| Affiliated Publications | 2,821 | 12,222 | 2.31% |
| R J Reynolds Industries | 8,702 | 11,228 | 2.12% |
| Ogilvy & Mather Int’l | 3,709 | 9,981 | 1.88% |
| Media General | 4,545 | 8,334 | 1.57% |
| National Detroit Corporation | 5,930 | 6,299 | 1.19% |
| The Times Mirror Company | 4,447 | 6,271 | 1.18% |
| National Student Marketing | 5,128 | 5,895 | 1.11% |
| All Other Common Stockholdings | 26,313 | 32,096 | 6.06% |
| | | |
| Total Common Stocks | 325,161 | 529,687 | 100.00% |
＜円グラフ＞
＜一言コメント＞1970年代ポートフォリオの主力はなんといってもGEICOとWashington Postです（ちなみにGEICOは現在は100%子会社化してますね）。当時は保険と新聞に注目していたことがわかります。
以上
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