My top (>2%) positions in no particular order: FRFHF, BRKB, Fannie/Freddie prefs, JPM, LSXMA, EXXRF, DISCK, NOV, ISTB, TESB.BE, MKL, AAPL
Fixed income: 5%
(kinda): Insurance(FRFHF, BRK, MKL): 24%, Malone/media:
14%, Banks/financials: 8%, Oil: 4%, Tech: 3%, Various
owner-operators (not included in other categories): 16%
New positions: Microcap H, Nanocap I, ODET.FR
Positions increased: LSXMA,
Positions reduced: SPND, LBRDA, Nanocap B
Stocks are mostly expensive.
Sold some SPND.
Sold some LBRDA on Charter/Verizon merger speculation.
Swapped LBTYA to LBTYK
Bought some LSXMA.
Bought initial position in ODET.FR, one of Bollore companies.