Tuesday, April 4, 2017

Portfolio overview - March 2017

My top (>2%) positions in no particular order: BRKB, FRFHF, Fannie/Freddie prefs, JPM, LSXMA, EXXRF, DISCK, ISTB, TESB.BE, MKL, AAPL
Out: NOV - sold

Fixed income: 5%
Cash: 16%
Sectors (kinda): Insurance(FRFHF, BRK, MKL): 23%, Malone/media: 15%, Banks/financials: 8%, Oil: 2%, Tech: 5%, Various owner-operators (not included in other categories): 17%

New positions: WBMD, Nanocap E
Positions increased: LVNTA, LILA
Positions reduced: LBRDA, NOV, SPND, FRMO, Nanocap B
Positions eliminated:

Further reduced NOV and SPND positions.
Sold a bit of FRMO.

Swapped most LBRDA into LVNTA.
Added a bit of LILA.

Bought a position in WBMD. Company is selling itself with activist on board.

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