Mar. 26 at 12:23 PM
$BRK.A
$BRK.B
$STEW $JPM $YUM
SRH Total Return Fund a cheap way to get exposure to Berkshire, Barron's reports
Total Return (STEW), a closed-end fund controlled by a billionaire investor in Berkshire Hathaway (BRK.A), is an inexpensive way to get exposure to Berkshire and other blue-chip stocks, Barron's Andrew Barry reports. The
$2.1B in SRH Total Return fund has roughly 41% of is assets in Berkshire stock, while its holdings in JPMorgan (JPM), Yum! (YUM), and Enterprise Products (EPD) account for another 24%, Barry writes. The fund's controlling shareholder is Stewart Horejsi, whose family owns nearly half the stock, he adds.
