[Buy Berkshire!]

Munger's Transacation

 

Class A Common Stock ( 1 ) 11/20/2008 S 2,000 ( 2 ) ( 2 ) See footnote 1 ( 1 ) $77,500 ( 3 ) 13,181 D

 

http://www.sec.gov/Archives/edgar/data/1067983/000118143108063602/xslF345X03/rrd224408.xml

 

[Fairfax Financial 13F]

Without the hedges, the equity portfolio value will be a tad more volatile in these tumultuous times. Below is the change in value of the top 19 positions from 12/31/08 to today. A drop of about 8.6% or 435 million.

 

12/31/08    2/17/09 Equity Positions

2,195,441 2,204,769 ODYSSEY RE HLDGS CORP

459,816 430,741 JOHNSON & JOHNSON

317,577 255,532 PFIZER INC

293,676 270,681 Kraft Foods Inc

271,289 235,719 DELL INC

234,720 211,360 Intel

195,414 130,639 General Electric

162,739 141,140 Frontier Communications

158,592 152,340 Magna International Inc

103,625 48,122 Wellsfargo

102,021 61,213 Alcoa

98,713 82,074 Burlington Northern Santa Fe

98,366 79,232 KING PHARMACEUTICALS INC

96,101 126,742 LEVEL 3 COMMUNICATIONS INC

69,019 49,127 INTERNATIONAL COAL GRP

65,074 32,740 Gannett Inc

56,892 47,434 USG CORP

42,645 34,865 Progressive Corp Ohio

36,463 28,669 OVERSTOCK COM INC DEL

 

5,058,183 4,623,137 total

              -8.60%

              -435,046

 

 

[ORH.A Today]

Thanks for the heads up! It's hard to pass up a <10% dividend with a discount from par of <40%! I bought some ORH.A today.

 

my previous id on the MSN board: masterP3250