My top (>2%) positions in no particular order:
BRKB, FRFHF, ISTB, JPM, EXXRF, LSXMA, DISCK, TESB.BE,
LVNTA, MKL, AAPL
In:
Out:
Fixed income: 10%
Cash: 6%
Sectors
(kinda): Insurance(FRFHF, BRK, MKL): 22%,
Malone/media: 16%, Banks/financials: 9%, Oil: 2%,
Medical/pharma: 1%, Tech: 9%, Various owner-operators (not
included in other categories): 16%
New positions: MD, Microcap N
Positions increased: BAM, BRKB, LEXEA
Positions reduced:
Positions eliminated:
Flip-flop:
Bought some MD at OKish valuation and activist involvement.
Added some BAM, BRKB and LEXEA.
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