My top (>2%) positions in no particular order: BRKB, FB, LSXMA, EXXRF, AAPL, JPM, GOOG, MKL,
Out: FRFHF, DISCK - sold
Fixed income: 10%
(kinda): Insurance (BRK, MKL): 17%, Malone/media: 7%,
Banks/financials: 11%, Stock funds: 3%, Cars: 0%, Oil: 0%, Medical/pharma: 1%, Tech: 26%,
Various owner-operators (not included in other categories): 6%
New positions: GGG, AKREX, FSPHX, FIGFX, GISOX
Positions increased: CMCSA, ACHN, BKNG, GOOG, ICE
Positions reduced: SPCEWS
Positions eliminated: FRFHF, DISCK, CLKFF, AMCX
Bought a bunch of short-term fixed income ETFs: MINT, FLOT, BSV.
Sold FRFHF, DISCK, CLKFF, AMCX - unsure about future prospects and returns.
Sold a part of tiny position in SPCEWS as the warrants ran up hugely.
Bought tracking position in GGG.
Added to CMCSA, BKNG, GOOG, ICE although stocks are not cheap.
Added to ACHN during stock weakness.
Bought positions in AKREX, FSPHX, FIGFX, GISOX as a partial move to investing via mutual funds.