My top (>2%) positions in no particular order: FRFHF, BRKB, JPM, EXOSF, DISCK, ISTB, LSXMA, TESB.BE, MKL, AAPL
Fixed income: 5%
(kinda): Insurance(FRFHF, BRK, MKL): 29%, Malone/media: 13%,
Banks/financials: 8%, Oil: 6%, Tech: 3%, Various owner-operators (not
included in other categories): 15%
New positions: MCO, BRS 2022 bond
Positions eliminated: PSHZF, SEDG
Not much activity.
In fixed income, bought some BRS 2022 bond
Bought initial position in MCO.
After long thinking sold PSHZF position.
SEDG as competitive position became unclear with TSLA planning to
compete inhouse. They still might do well and might be bought out by