Buffett Watch -- January 22, 2024

Locator: 46616BRK.

Link here.

Undated.

Seems to be current as of January 17, 2024.

Fifty-one tickers.

Percent of portfolio:

• AAPL: 48.2%
• BofA: 9.1%
• AMEX: 7.6%
• KO: 6.5%
• CVX: 4.2%
• OXY: 3.7%
• Kraft Heinz: 3.2%
• Moody's 2.6%
• Itochu: 1.4%
• Mitsui: 1.4%

All the rest below 1%.

Including:

• Atlanta Braves, BATRK, $8,858,578; 0.0% of portfolio
• Vanguard 500 Index Fund ETF, VOO, $19,131,130; 0.0%
• SPY: $19,073,540; 0.0%
• NVR: $81,173,049; 0.0%
• Lennar Corp Class B: LEN.B, $21,659,121; 0.0%