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Investment Strategies / Falling Knives
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Author: Lear ✶🐝  😊 😞
Number: of 670 
Subject: Re: Diageo
Date: 11/11/2023 3:31 AM
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I might be mistaken but I thought someone on the BRK board spotted it wasn't a new purchase as such but an existing holding in one of the insurance companies (either Gen Re or Alleghany)?

My apologies, you're right (as is the spotter on the BRK board), it was not a new purchase in May -- it was one of the holdings caught up in the change in reporting in May. The filing in May newly reported holdings of Gen Re, that were formerly reported out by New England Asset Management. This included newly reporting on the full Diageo position.
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