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

All Berkshire Hathaway Inc Elliott Investment Management LP GAMCO Investors Inc Jana Partners Markel Group Inc Pershing Square Capital Management LP Sachem Head Capital Management LP Starboard Value LP Third Point LLC Trian Fund Management LP

Role

All Subject of the letter Mentioned The writer’s own company

Berkshire Hathaway Inc

Berkshire Hathaway's 2008 letter to shareholders27 Feb 2009 · Shareholder letter
- COP ConocoPhillips · Mentioned
  Before the letter
  31 Dec 2008 (Q4 2008 13F): no Berkshire Hathaway Inc filing for this quarter is on file.
  After the letter
  31 Mar 2009 (Q1 2009 13F): no Berkshire Hathaway Inc filing for this quarter is on file.
- GS Goldman Sachs · Mentioned
  Before the letter
  31 Dec 2008 (Q4 2008 13F): no Berkshire Hathaway Inc filing for this quarter is on file.
  After the letter
  31 Mar 2009 (Q1 2009 13F): no Berkshire Hathaway Inc filing for this quarter is on file.
- GE General Electric · Mentioned
  Before the letter
  31 Dec 2008 (Q4 2008 13F): no Berkshire Hathaway Inc filing for this quarter is on file.
  After the letter
  31 Mar 2009 (Q1 2009 13F): no Berkshire Hathaway Inc filing for this quarter is on file.

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.

Every letter in the catalogue →Back to the 13F Explorer →

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Illustrative figures. Default values are plausible starting points chosen so a model has somewhere to begin. They are not data, not a view on any company, and not calibrated to anything. Outputs move with whatever you type in.

Third-party data. Where live figures appear they come from third parties, including public filings and market feeds. They may be delayed, incomplete, restated, mis-tagged at source or simply wrong, and their providers do not endorse or verify this page. Every figure links to where it came from. Check it there before relying on it. Past performance is not a guide to future performance.

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