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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: rnam ✧  😊 😞
Number: of 15062 
Subject: Chris Davis Funds slashed BRK stake
Date: 05/14/2024 12:27 AM
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No. of Recommendations: 6
The Berkshire stake is the largest 13F position at ~9.5% of the portfolio. It has been in the portfolio since their first 13F filing in Q1 1999. Recent activity follows. The last two years saw a ~55% reduction at prices between ~$264 and ~$421. The stock is now at ~$411.

https://seekingalpha.com/article/4692931-tracking-...

Chris Davis has been on the BOD of Berkshire for the last 2.5 years, during which time BRK stake slashed to less than half. Though BRK is still the largest stake, this is quite surprising.
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Author: ppant ✸  😊 😞
Number: of 15062 
Subject: Re: Chris Davis Funds slashed BRK stake
Date: 05/14/2024 1:18 AM
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No. of Recommendations: 4
Not sure about the extent to which he is involved in this fund but his personal holdings as reported in the proxy are unchanged at a reasonably healthy 56600 B share equivalents for the last 3 years ( approx $23m at today's price).
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