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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A) ❤
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Author: EarlyRetiree ✺  😊 😞
Number: of 15055 
Subject: Re: PayTM sold
Date: 11/25/2023 2:56 PM
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Right from the start in late 2011, DVA was a huge position as a percentage of Ted's AUM back then. (Around 20% IIRC).
It was largely established at prices around half of today's or a bit higher, hence it is absolutely no huge winner so far.

See ownership history here:
https://dataroma.com/m/hist/hist.php?f=BRK&s=DVA

To be fair, I don't think Ted was looking for a large outperformance in DVA. The position is in one of BRK's pension funds, not in the main equity portfolio. Ted probably wanted a reliable, solid long-term performer and this is what he got.
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