Subject: Re: BHE-BYD update
22.66m HK:1211 shares were worth about $825m on 9/30

I think you are spot on; pretty sure BYD is gone from BHE portfolio during October. Berkshire 10-Q stated that they paid off the $600mm promissory note early in October 2024, which lends even more credence to the theory that BYD was sold completely and after-tax proceeds of that sale were used to pay off the Scott estate.