Subject: Re: Annual Letter?
I miss it.

Yes! I miss it too. I assume it is gone for good and is for the benefit of our future managers or perhaps a few positions were moving up the list that he wasn't thrilled to publicize for the first time just yet so he casually omitted the list for one year and it will return... I won't hold my breath.

I will report here when the Q4 NAIC filings are posted to see if there are any insights into previously undisclosed positions.