My top (>2%) positions in no particular order: FRFHF, BRKB, JPM, EXOSF, DISCK, ISTB, LSXMA, NOV, TESB.BE, MKL, AAPL
In: NOV - price rise
Out:
Fixed income: 5%
Cash: 11%
Sectors
(kinda): Insurance(FRFHF, BRK, MKL): 29%, Malone/media: 14%,
Banks/financials: 8%, Oil: 5%, Tech: 3%, Various owner-operators
(not included in other categories): 15%
New positions: CBS
Positions increased:
Positions reduced:
Positions eliminated: AGXKF, PWE
Flip-flop:
Sold remaining AGXKF. Sold PWE on CEO change.
Bought initial position of CBS.
Sunday, October 9, 2016
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