My top (>2%) positions in no particular order: FRFHF, BRKB, JPM, LMCA, DISCK, TESB.BE, EXOSF, MKL, AAPL
In: EXOSF - bought more
Fixed income: 3%
(kinda): Insurance (FRFHF, BRK, MKL): 31%, Malone/media: 13%, Banks:
5%, Oil: 7%, Tech: 3%, Various owner-operators (not included in
other categories): 17%
Positions increased: BRS bond, CLKFF, EXOSF, FNMAG, FMCKP, CXRX
Positions reduced: PWE, Nanocap A
Positions eliminated: CHK bond, X bond, BNKJF
With a lot of risky bonds running up, I sold the rest of X and CHK bonds. Bought a bit more of BRS bond.
In oil space, sold BNKJF and most PWE. Added more CLKFF that's at least partially invested in energy companies.
Added more EXOSF.