My top (>2%) positions in no particular order: BRKB, FB, JPM, LSXMA, EXXRF, DISCK, FRFHF, MKL, AAPL
Fixed income: 2%
(kinda): Insurance (FRFHF, BRK, MKL): 19%, Malone/media: 9%,
Banks/financials: 12%, Cars: 0%, Oil: 0%, Medical/pharma: 1%, Tech: 22%,
Various owner-operators (not included in other categories): 7%
Positions increased: GOOG, YY, KKR
Positions reduced: IPOAU
Positions eliminated: SODI, QRTEA
Sold remainder of SODI.
Sold QRTEA on weak results.
Flip-flopped out of BRFRF with positive-wash.
some IPOAU on the plans to merge with Virgin Galactic. Kept the
remainder for fun ... and maybe good place in queue and discounted
tickets for spaceflight ;).
Added more GOOG, YY, KKR.