My top (>2%) positions in no particular order: BRKB, FRFHF, LSXMA, ISTB, JPM, EXXRF, DISCK, FB, BRS bond, MKL, AAPL
Fixed income: 10%
(kinda): Insurance(FRFHF, BRK, MKL):
22%, Malone/media: 17%, Banks/financials: 9%,
Cars: 1%, Oil: 2%, Medical/pharma: 1%, Tech: 12%, Various
owner-operators (not included in other
New positions: WBA, FDX, Nanocap P
Positions increased: BRKB, NPSNY, BAC
Only few purchases this month.
Added to BRKB, NPSNY, BAC at attractive prices.
initial positions in WBA and FDX. Both seem to be good companies with
good managements trading at cheapish valuations. AMZN is one of the
risks. Trade war is a possible risk for FDX since it has ~40%