My top (>2%) positions in no particular order: BRKB, FRFHF, LSXMA, JPM, EXXRF, TESB.BE, LVNTA, LILA, ISTB, Fannie/Freddie prefs, MKL, AAPL
Out: DISCK - price drop
Fixed income: 8%
(kinda): Insurance(FRFHF, BRK, MKL): 23%,
Malone/media: 16%, Banks/financials: 9%, Oil: 2%,
Medical/pharma: 1%, Tech: 8%, Various owner-operators (not
included in other categories): 16%
New positions: Nanocap L, VEEV
Positions increased: DISCK, NPSNY, NTES, MSGN,
Added DISCK and MSGN as stocks continued to drop.
Added NPSNY and NTES.
Initial tracking position of VEEV. Not a value stock.