Subject: Chris Davis reduces BRK
Berkshire Hathaway (BRK.A) (BRK.B): The Berkshire stake is a top-five 13F position at ~5.4% of the portfolio. It has been in the portfolio since their first 13F filing in Q1 1999. Recent activity follows. The ten quarters through Q4 2024 saw a roughly two-third reduction at prices between ~$264 and ~$483. That was followed by a ~30% reduction during the last quarter at prices between ~$462 and ~$542. The stock is now at ~$509. There was a ~5% trimming this quarter. They are harvesting gains.

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