FYI, 巴菲特手里持有的现金截至16年9月底为85B, 为历年来最高的。
https://ycharts.com/companies/BRK.A/cash_on_hand
大选后买了12B的股票的话,应该还有73B现金。
根据云开雾散太阳出的链接,Berkshire 持有的股票截至至2016年9.30 为102.5B
Filings detailing Berkshire’s stock holdings at the end of December aren’t due until next month. As of Sept. 30, the company had an equity portfolio valued at $102.5 billion
所以估计现在BRK持有股票postion: ~114.5B
现金:73B
仓位貌似不高。