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

To: Jurgis Bekepuris who wrote (57254)	6/6/2016 12:43:26 AM
From: Jurgis Bekepuris	3 Recommendations Recommended By Gottfried Spekulatius Wizhi Read Replies (2) \| Respond to of 78655

My top (>2%) positions in no particular order: FRFHF, BRKB, JPM, LSXMA, DISCK, ISTB, TESB.BE, EXOSF, MKL, AAPL In: ISTB - bought Out: Fixed income: 4% Cash: 12% Sectors (kinda): Insurance(FRFHF, BRK, MKL): 29%, Malone/media: 13%, Banks: 6%, Oil: 5%, Tech: 3%, Various owner-operators (not included in other categories): 17% New positions: Nanocap F, SEDG, ISTB, SRLN, JLL Positions increased: MCESF, EXOSF, BAM Positions reduced: Positions eliminated: CXRX, KRSL Flip-flop: Put some cash into ISTB and SRLN for fixed income. Sold KRSL - buyout - had only a small position, never increased it. Sold CXRX - decided that risk might be higher than I thought. Bought small positions in SEDG and JLL - seem to be cheap. Increased positions in MCESF, EXOSF, BAM.