My top (>2%) positions in no particular order: BRKB, FRFHF, LSXMA, ISTB, JPM, EXXRF, DISCK, FB, BRS bond, MKL, AAPL
Fixed income: 9%
(kinda): Insurance(FRFHF, BRK, MKL): 23%, Malone/media: 16%,
Banks/financials: 9%, Cars: 1%, Oil: 2%, Medical/pharma: 1%, Tech:
14%, Various owner-operators (not included in other categories): 12%
New positions: NLSN, SHOP
Positions increased: NPSNY, FB, IBKR
Positions reduced: Nanocap P
Positions eliminated: BYDDF
BYDDF position. Not comfortable with Arsenal scandal and LA electric
bus story. I am not sure the company is as well managed and upstanding
as Buffett and Munger claim.
Bought new position in NLSN based on valuation and activist involvement.
Bought tracking position in SHOP.
Added to NPSNY, FB at lower prices. Added a bit to IBKR position.