Subject: Re: Random contrarian takes
TSM/MKL/HPQ/PARA- I don't know if all of these were his.

Were any of them his? I always assumed not. $2-3bn isn't really his style--that's the rule of thumb that he himself stated.


Of that list, TSM, HPQ and PARA were Warren's positions. We don't know about Markel but it sounded like Gaynor had talked to someone at Berkshire and knew of the reason they sold but wasn't going to share it. Gaynor did not say it was Buffett that had bought some MKL, and the position was small and short-lived, so I assume it was Ted or Todd.