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Ted Weschler

Berkshire investment manager (joined 2012)

About this page

Ted Weschler runs a portion of Berkshire's equity book, but his positions are not separately disclosed— they are filed inside Berkshire Hathaway's 13F-HR with everything else. For the full live portfolio see the Berkshire 13F page.

The picks below are attributed to Weschler by Buffett (in shareholder letters or annual-meeting Q&A) or by well-sourced reporting. Per-manager allocation sizes are not publicly disclosed.

Attributed picks

  • $DVADaVita

    Weschler's signature idea — a position he started building at Peninsula Capital pre-Berkshire and rolled into Berkshire's book after joining. Buffett has repeatedly credited DVA to Weschler personally.

  • $AAPLApple Inc.

    Weschler (with Combs) initiated the position in Q1 2016. Buffett later scaled the holding into Berkshire's largest equity position; the original pitch is attributed to the two managers.

  • $LSXMKLiberty Sirius XM

    Liberty-tracker structure ideas are widely attributed to Weschler — he held LSXMK / LSXMA personally before BRK built the position.

  • $VRSNVeriSign

    Long-standing position consistent with Weschler's pre-Berkshire portfolio at Peninsula Capital.

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