


Leadership and Continuity
With Greg Abel overseeing non-insurance operations and Todd Combs and Ted Weschler
managing significant portions of the equity portfolio, Berkshire ensures continuity in its
disciplined approach to capital.
Key Insights
Continuous monitoring of SEC Form 13F filings reveals a disciplined approach to capital,
where the team is willing to wait years for the right opportunity. The turnover rate is
exceptionally low compared to standard hedge funds, reflecting a 'buy and hold' mindset.
"Our favorite holding period is forever." — A guiding principle of the Berkshire
investment framework.
Equity Investment Portfolio Analysis
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