skanjete Posted February 19, 2014 Share Posted February 19, 2014 Does anyone has a clear view on the portfolio's of respectively Todd Combs & Ted Wechsler. I tried to put something together and came to the following : Todd : - DirecTV - Chicago Bridge & Iron - National Oilwell Varco - Verisign - Precision Castparts - Suncor - Wabco? - Visa - Deere - Mastercard - Verisk Ted Wechsler : - DaVita - DirecTV - GM - LMCA - Viacom - Liberty Global? - Liberty Starz - Media General & Lee enterprises : has something to do with the acquisition of the 60+ local newspapers? Then there are 3 holdings in the Berkshire portfolio that date back historically, but where there have been additional investments. But in view of the size of the additional investments, I'm not sure if they are Buffett's decisions : - US Bancorp - Bank of New York - USG corp Does anyone has a view on this? Link to comment Share on other sites More sharing options...
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