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Stocks B / Berkshire Hathaway


Subject:  Re: Western Union - Combs Date:  11/15/2012  5:44 PM
Author:  rationalwalk Number:  195873 of 226520

It looks like Tom Gayner sold his entire position in Western Union based on the latest 13-F. Here's recent activity in the stock from dataroma:

It wasn't a large position for Markel but it was a stock that he was accumulating for several quarters until selling the entire position in Q3.

Either we will see Berkshire with a significant WU position when the next 13-F comes out or Combs must have changed his mind regarding the sustainability of the company's moat.
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