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Letters and positions

23 letters by 10 managers whose 13F filings are tracked, naming 21 listed companies. Beside each company, the manager’s reported position in the quarter ending on or before the letter and in the quarter after it.

Shown because the letter names the company. A letter is commentary; it is not a record of why a position changed.

Manager
AllBerkshire Hathaway IncElliott Investment Management LPGAMCO Investors IncJana PartnersMarkel Group IncPershing Square Capital Management LPSachem Head Capital Management LPStarboard Value LPThird Point LLCTrian Fund Management LP
Role
AllSubject of the letterMentionedThe writer’s own company

Berkshire Hathaway Inc

How to read this

A letter appears here only when its record names the company. The before figure is the manager’s 13F at the last quarter end on or before the letter’s date; the after figure is the next quarter end. A 13F shows the long US-listed equity book at a quarter end, filed up to 45 days later, and large books are listed to their largest positions. A company that is not among a manager’s listed positions may still be held below that range, through another security, or not at all: the filing cannot say which.

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