Subject: Chris Davis Advisors sold BRK
The Berkshire stake is the second largest 13F position at 9.25% of the portfolio. It has been in the portfolio since their first 13F filing in Q1 1999. Recent activity follows. The last ten quarters saw a roughly two-third reduction at prices between ~$264 and ~$483. This quarter also saw minor trimming. The stock is now at ~$512. They are harvesting gains.

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