“ Then there are Todd Combs, 53, and Ted Weschler, 61, who now run about 10% of Berkshire’s equity investments and probably will run the entire portfolio. Berkshire doesn’t say which stocks in the equity portfolio are run by Combs and Weschler, but Berkshire watchers think that many of the smaller holdings—under $4 billion—are theirs. These include Charter Communications , DaVita, Liberty Sirius XM , Amazon.com, Snowflake, Visa, and Mastercard. Buffett hasn’t commented on their performance relative to the market since 2019—when he said they were slightly behind it since joining the company more than a decade ago. We estimate that both are probably lagging behind the market since their tenures began, given the underperformance of some of their rumored holdings in recent years.“We

Berkshire Hathaway FAQ

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