We already knew, thanks to this morning's CNBC interview, that Warren Buffett has been busy buying.

He told Squawk Box that Berkshire Hathaway bought $10.7 billion of IBM common stock this year.

Now that Berkshire's 13-F third quarter filing is public, we know that new portfolio manager Todd Combs has also been doing some buying, although not at the same scale.

We also know that Buffett's purchases of IBM extended into the current quarter. The 13-F lists 57.3 million shares as of September 30. Buffett told us this morning that Berkshire owns 64 million shares of IBM, an increase of just under 7 million shares.

NEW POSITIONS

Berkshire reports new positions in five stocks, not counting IBM, as of the end of the third quarter. Since all of them are worth around $200 million, they were almost certainly bought by Combs. (Buffett repeated this morning that he doesn't personally deal with stakes that small.)

INCREASED STAKES

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