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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Jurgis Bekepuris who wrote (57008)	3/8/2016 1:07:24 PM
From: Paul Senior	Respond to of 78651

LBTYK. Am adding also -- a little more now to my few shares.

To: Jurgis Bekepuris who wrote (57008)	4/3/2016 11:59:12 AM
From: Jurgis Bekepuris	Read Replies (2) \| Respond to of 78651

My top (>2%) positions in no particular order: FRFHF, BRKB, JPM, LMCA, DISCK, TESB.BE, EXOSF, MKL, AAPL In: EXOSF - bought more Out: Fixed income: 3% Cash: 13% Sectors (kinda): Insurance(FRFHF, BRK, MKL): 31%, Malone/media: 13%, Banks: 5%, Oil: 7%, Tech: 3%, Various owner-operators (not included in other categories): 17% New positions: Positions increased: BRS bond, CLKFF, EXOSF, FNMAG, FMCKP, CXRX Positions reduced: PWE, Nanocap A Positions eliminated: CHK bond, X bond, BNKJF Flip-flop: With a lot of risky bonds running up, I sold the rest of X and CHK bonds. Bought a bit more of BRS bond. In oil space, sold BNKJF and most PWE. Added more CLKFF that's at least partially invested in energy companies. Added more EXOSF.