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.


I did some work on this and confirmed that Buffett was still buying additional shares of the Japanese trading companies (sogo shosha) in November and December of 2022. So these companies moving up the list of the 15th largest holdings might have been what prompted him to (hopefully) omit the chart this year. Here's hoping it comes back next year. I can't post files or images here, but the purchases are detailed in National Indemnity's year-end NAIC filings (which include foreign securities not included in the 13-Fs)