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A rough guess of T & T ports. Anyone know for sure these should be in other groupings?

Looks like combined, they are responsible for 13% ($33.8B) of the Berkshire's Equity holdings (ignoring the big cash balance of Warren's). Thats the second column. The last column is the percent of the T & T port for each position. You can double it to get the rough estimate of what percent each of them has in each stock for their own port. So, DVA is 15.9% of their combined portfolio but 31.82% of Ted's port. Rough numbers as I am not sure I have them grouped right.

If I have them grouped right, not likely, and they are both fully invested, again not likely, it looks like Tod might be out performing Ted at the moment. $17.6B to $16.2B

I might prefer Tod's portfolio and I might wager that Tod (54) might be CEO after Greg (63). But maybe they are too close in age for that to happen in Tod lives and works a long time.

        	                        % of                     % of                  
position                               BRK port	 Value	        T+T port
Ted?
DVA - DaVita HealthCare Partners	2.08	$5,375,746,000	15.91%
SIRI - SiriusXM Holdings Inc	        1.04	$2,700,365,000	7.99%
STZ - Constellation Brands	        0.85	$2,203,892,000	6.52%
KR - Kroger Co.	                        1.31	$3,384,500,000	10.02%
LLYVK - Liberty Media Corp. Ser-C-Live  0.29	$743,930,000	2.20%
CHTR - Charter Communications	        0.28	$731,259,000	2.16%
LLYVA - Liberty Media Corp. Ser-A-Live	0.13	$335,298,000	0.99%
FWONK - Liberty Media Corp Formula One	0.12	$316,115,000	0.94%
NVR - NVR Inc.	                        0.03	$80,500,000	0.24%
DEO - Diageo ADR	                0.01	$23,866,000	0.07%
LEN.B - Lennar Corp. CL B	        0.01	$16,641,000	0.05%
LILA - Liberty LiLAC Group A	        0.01	$16,652,000	0.05%
BATRK - Atlanta Braves HoldingsSeries C	0	$8,948,000	0.03%
LILAK - Liberty LiLAC Group C	        0	$7,974,000	0.02%  ~48%

Tod?
VRSN - Verisign Inc.	                1.3	$3,373,902,000	9.99%
V - Visa Inc.	                        1.12	$2,907,928,000	8.61%
MA - Mastercard Inc.	                0.84	$2,185,162,000	6.47%
AMZN - Amazon.com Inc.	                0.74	$1,902,600,000	5.63%
AON - Aon Plc	                        0.63	$1,636,269,000	4.84%
COF - Capital One Financial	        0.5	$1,281,995,000	3.79%
DPZ - Dominos Pizza Inc.	        0.47	$1,204,041,000	3.56%
ALLY - Ally Financial Inc.	        0.41	$1,057,629,000	3.13%
TMUS - T-Mobile US Inc.	                0.4	$1,035,674,000	3.07%
LPX - Louisiana-Pacific Corp.	        0.2	$521,048,000	1.54%
POOL - Pool Corp.	                0.18	$466,065,000	1.38%
HEI.A - HEICO Corp. CL A	        0.09	$245,166,000	0.73%
JEF - Jefferies Financial Group Inc.	0.01	$23,226,000	0.07%   ~52%

Total	                               13.05%	$33,786,391,000	100.00%  

But maybe they are too close in age for that to happen in Tod lives and works a long time.

change to

But maybe they are too close in age for that to happen if Greg lives and works a long time.

Looks like combined, they are responsible for 13% ($33.8B) of the Berkshire's Equity holding

Just keep in mind that much of the capital Ted and Todd manage for Berkshire isn't actually "Berkshire's" money in the traditional sense, in that it isn't part of Berkshire shareholders' portfolio and doesn't show up in the primary financial statements.

Ted and Todd manage a significant portion of the equity portfolio (maybe the entire equity portion?) of the many pension funds at Berkshire subsidiaries. I haven't looked into it in a long time, but I would imagine Berkshire pension funds are in pretty good shape. Realistic expectations and a higher allocation to equities is how I remembered it breaking with the traditional approach.

Wikipedia says as of 2019 Ted managed $13B of equity port and $8B of pension funds. No idea if that is true or not. If so, they probably have lots of non-equities too.

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