My top (>2%) positions in no particular order: BRKB, FRFHF, LSXMA, JPM, EXXRF, LVNTA, LILA, DISCK, TESB.BE, ISTB, Fannie/Freddie prefs, MKL, AAPL
In: LILA - bought more
Fixed income: 8%
(kinda): Insurance(FRFHF, BRK, MKL): 23%,
Malone/media: 17%, Banks/financials: 8%, Oil: 2%, Tech:
7%, Various owner-operators (not included in other
Positions increased: LILA, NTES, LTRPA, NPSND, CLKFF, LBTYK, NNI
Positions reduced: Microcap G
Positions eliminated: FRMO
Not much interesting.
Sold the rest of FRMO.
Added LILA, LTRPA, LBTYK in Liberty universe.
Added NTES and NPSND (position in Tencent) in Chinese tech.
Spent part of the CLKFF special dividend to add shares.
Added some NNI.