Complete Q1 13-F Summary: The Fireworks In Berkshire's Post-Buffett Portfolio, And Everything Else

Friday was the 15th of the month 45 days after quarter end, which means we got a flood of 13F reports indicating what asset managers were long as of March 31. We will do a summary recap below of all the biggest names, but as usual we start with Berkshire due to its traditional lack of turnover and corresponding price impact of the stock of new positions or liquidations. And we should underline "traditional" because in Berkshire's first full quarter under Warren Buffett replacement Greg Abel, who took the reins at Berkshire this year after Buffett stepped down following six decades at the helm, the new CEO took a machete to no less than 14 existing position which he dumped unceremoniously. 

But first, let's look at the additions of which there were two: one big one and a much smaller one.