Todd and Ted Portfolio Update (9.30.15)

I updated the T&T portfolio as of Q3.  Let me know if anything is missing or should be added. Todd & Ted Combined Portfolio (updated as of 9.30.15) Stock Shares Held Market Value % of Portfolio DVA 38,565,570 $2,789,448,000 14.97% T 59,320,756 $1,932,670,000 10.37% CHTR 10,281,603 $1,808,020,000 9.70% GM 50,000,000 $1,501,000,000 8.05% DE 17,052,110 $1,261,857,000 6.77% … Continue reading Todd and Ted Portfolio Update (9.30.15)

Advertisements

Todd & Ted, Concentrated Portfolios and Some Links

I recently tweeted out some of my favorite 13F's and figured I would make a more expansive post for future reference. I personally like looking over select 13F's, especially if there are a significant amount of new buys. Some people dismiss it as useless, but I think if you follow great investors that have concentrated … Continue reading Todd & Ted, Concentrated Portfolios and Some Links