There are two regions of France that can legally call their service "value investing." The Quant region produces a service that uses statistical factors in index funds. The Berkshire region uses the term to describe a bottoms-up analytical style. The services are very different.
For example, the Berkshire region's service, which uses value as an analytical style, currently includes ~251 million Apple shares that have a total value of ~US$92 billion. https://www.cnbc.com/berkshire-hathaway-portfolio/
The Berkshire public stock portfolio is currently valued at ~$230 billion. The 251 million Apple shares represent 40% of the value of the Berkshire portfolio.

The 5.8% interest owned by Berkshire in Apple is 21% of the BRK market cap of $440 billion. https://www.cnbc.com/berkshire-hathaway-portfolio/
4/ Since the value of AAPL has more than doubled to $78.5B since it was purchased: "it seems to me that it would be prudent for [Mr. Buffett] to be peeling out of some stock." Doug Kass. Feb. 20, 2020

Buffett: "As Mae West said, 'Too much of a good thing can be wonderful'."
5/ Charlie Munger: “If you buy a business just because it’s undervalued then you have to worry about selling it when it reaches its intrinsic value. That’s hard. But if you can buy a few great companies then you can sit on your ass … that’s a good thing.”
6/ Berkshire had $137B in cash at the end of March, up from about $127B at the end of 2019. More cash has accumulated since then.

If you add an estimated $145B in cash it probably has now to the $92B in Apple stock, that's $237B or ~54% of the BRK market capitalization.
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