Michael Dell's Msd Capital Stock Picks, Berkshire Hathaway's Portfolio, New Investments, & Sold Out Holdings as of June 30, 2013

Company Name Symbol 6/30/13 Mrkt Value ('000) Portfolio Weight 6/30 #Shares 6/30 Price 3/31/13 #Shares 3/31 Price Change in investment Pct Change of #Shares
ASBURY AUTOMOTIVE GROUP INC ABG 125,829 22.35% 3,137,873 40.10 3,137,873 36.69 No change 0.00%
DELPHI AUTOMOTIVE PLC DLPH 78,560 13.96% 1,549,817 50.69 1,799,817 44.40 Reduce -13.89%
DINEEQUITY INC DIN 162,007 28.78% 2,352,356 68.87 2,352,356 68.79 No change 0.00%
ENERGY XXI LIMITED EXXI 8,981 1.60% 405,000 22.18 495,385 27.22 Reduce -18.25%
FUTUREFUEL CORP FF 4,208 0.75% 296,959 14.17 1,283,525 12.15 Reduce -76.86%
PVH CORP PVH 99,553 17.69% 796,108 125.05 777,108 106.81 Add 2.44%
SUNSTONE HOTEL INVESTORS INC SHO 13,312 2.36% 1,101,953 12.08 875,353 12.31 Add 25.89%
WEX INC WXS 70,440 12.51% 918,387 76.70 868,387 78.50 Add 5.76%
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