Subject: T & T port
A rough guess of T & T ports. Anyone know for sure these should be in other groupings?
Looks like combined, they are responsible for 13% ($33.8B) of the Berkshire's Equity holdings (ignoring the big cash balance of Warren's). Thats the second column. The last column is the percent of the T & T port for each position. You can double it to get the rough estimate of what percent each of them has in each stock for their own port. So, DVA is 15.9% of their combined portfolio but 31.82% of Ted's port. Rough numbers as I am not sure I have them grouped right.
If I have them grouped right, not likely, and they are both fully invested, again not likely, it looks like Tod might be out performing Ted at the moment. $17.6B to $16.2B
I might prefer Tod's portfolio and I might wager that Tod (54) might be CEO after Greg (63). But maybe they are too close in age for that to happen in Tod lives and works a long time.
% of % of
position BRK port Value T+T port
Ted?
DVA - DaVita HealthCare Partners 2.08 $5,375,746,000 15.91%
SIRI - SiriusXM Holdings Inc 1.04 $2,700,365,000 7.99%
STZ - Constellation Brands 0.85 $2,203,892,000 6.52%
KR - Kroger Co. 1.31 $3,384,500,000 10.02%
LLYVK - Liberty Media Corp. Ser-C-Live 0.29 $743,930,000 2.20%
CHTR - Charter Communications 0.28 $731,259,000 2.16%
LLYVA - Liberty Media Corp. Ser-A-Live 0.13 $335,298,000 0.99%
FWONK - Liberty Media Corp Formula One 0.12 $316,115,000 0.94%
NVR - NVR Inc. 0.03 $80,500,000 0.24%
DEO - Diageo ADR 0.01 $23,866,000 0.07%
LEN.B - Lennar Corp. CL B 0.01 $16,641,000 0.05%
LILA - Liberty LiLAC Group A 0.01 $16,652,000 0.05%
BATRK - Atlanta Braves HoldingsSeries C 0 $8,948,000 0.03%
LILAK - Liberty LiLAC Group C 0 $7,974,000 0.02% ~48%
Tod?
VRSN - Verisign Inc. 1.3 $3,373,902,000 9.99%
V - Visa Inc. 1.12 $2,907,928,000 8.61%
MA - Mastercard Inc. 0.84 $2,185,162,000 6.47%
AMZN - Amazon.com Inc. 0.74 $1,902,600,000 5.63%
AON - Aon Plc 0.63 $1,636,269,000 4.84%
COF - Capital One Financial 0.5 $1,281,995,000 3.79%
DPZ - Dominos Pizza Inc. 0.47 $1,204,041,000 3.56%
ALLY - Ally Financial Inc. 0.41 $1,057,629,000 3.13%
TMUS - T-Mobile US Inc. 0.4 $1,035,674,000 3.07%
LPX - Louisiana-Pacific Corp. 0.2 $521,048,000 1.54%
POOL - Pool Corp. 0.18 $466,065,000 1.38%
HEI.A - HEICO Corp. CL A 0.09 $245,166,000 0.73%
JEF - Jefferies Financial Group Inc. 0.01 $23,226,000 0.07% ~52%
Total 13.05% $33,786,391,000 100.00%