My top (>2%) positions in no particular order: FRFHF, JPM, BRKB, LMCA, STRZA, TESB.BE, SFY bonds, SFTBY, FRMO, MKL, LBTYA/K, GDWN.L
Fixed income: ~10%
(including BRKB and FRFHF): 23%, Malone/media: 12%, Banks: 6%, Oil
9%, Tech 2%, Various owner-operators (not included in other
New positions: CNSWF, Nanocap A, MU, BNKJF
Positions increased: BRKB
Positions reduced: DRAGF, BAC
Happy Independence Day!
Not much happened this month.
sold most DRAGF after it accepted buyout offer from parent company.
Sold some BAC on price rise and not high conviction in their business
Opened exploratory positions in CNSWF - great
management, but expensive; BNKJF - replacing DRAGF in my oil basket; MU -
large price drop while I believe that its business will work fine
Added a bit of BRKB - the price seems attractive.