Largest holding: Berkshire Hathaway
Percentage of portfolio: 32.5 percent (as of 9/30/2012)
“If you think you have pretty much a sure thing, there’s almost no limit as to what you should put into it,” says manager Steven Check. “We wouldn’t take such a big position in probably any other company, but we feel very comfortable with it in this case.”
Read more about BCIFX.