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Author: rationalwalk Big red star, 1000 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 210430  
Subject: Re: Western Union - Combs Date: 11/15/2012 5:44 PM
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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:

http://www.dataroma.com/m/activity.php?sym=WU&typ=a

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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