Berkshire Hathaway's Stealth Top Ten Holding

Here's the most recent published list of Berkshire Hathaway's top investment holdings:

Company       % of Port
-------       ---------
Apple         14.63
Wells Fargo   14.54
Kraft Heinz   13.24
Bank of Amer  10.48
Coca Cola      9.60
Amer Express   7.87
Phillips 66    4.27
US Bancorp     2.44

Over the past few years, Berkshire has been making a number of smaller investments in John Malone's media empire companies. (These positions are usually attributed to Ted Weschler by the financial media, though nobody knows for sure.) Each one is small, but they add up when you put them together. While Buffett's style is to roll every subsidiary up into a huge conglomerate, Malone's style is to break his empire apart into many smaller, publicly-traded entities.

Company             % of Port
-------             ---------
Charter Comm        1.49
Liberty SiriusXM C  0.64
Sirius XM Holdings  0.39
Liberty Global A    0.38
Liberty SiriusXM A  0.31
Liberty Global C    0.13
Liberty Lilac A     0.03
Liberty Lilac C     0.01
                    ----
Total               3.38

Technically, Sirius XM (SIRI) might not be on the list of Malone companies, but Liberty SiriusXM controls 69% of SiriusXM, so I'm counting it.

If there was one John Malone company the way there is one Warren Buffett company, it would make up 3.38% of Berkshire Hathaway's portfolio, making it the eighth largest holding.