Li Lu: Top 5 Positions Make Up 94.08% Of His Portfolio (Analysis)
Li Lu’s top 5 positions make up 94.08% of his current portfolio, reflecting a highly concentrated investment style. His largest holding, Bank of America (BAC), accounts for 26.12%. Below is a detailed look at each of the top 5 positions, including shares held, value, portfolio weight, and commentary.
Bank of America Corp (BAC)
Shares: 13,846,633
Value: $577.82M
Portfolio %: 26.12%
Change in Shares: -4,234,500
% Change in Shares: -23.42%
Analysis: Li Lu trimmed his position in Bank of America significantly this quarter, but it remains his largest holding. His continued conviction suggests confidence in the bank’s long-term fundamentals and its role as a core financial holding.
Berkshire Hathaway Inc Class B (BRK.B)
Shares:…
