Subject: Re: 13-F out
But how does he get to a GOOGL position of $4.3B, versus, say, $8.5B for KHC or $12.5B for OXY? Any insights?

If Alphabet is indeed Buffett's pick, he may not be finished buying, although he probably would have requested (and received) temporary secrecy from the SEC if that were the case. So maybe it's a Ted or Todd pick. Perhaps Greg will reveal this in May 2026.