28% of my total portfolio, roughly (although I think it was somewhere around 40%, at its peak, in early to mid 2009). And pretty much all of it in radio and newspaper stocks....plus a small speculative position in KDE, which I guess would be considered a "media" stock. And a small SHORT position in SALM, one of the more overpriced of the radio stocks, relatively speaking, imho. (I'm carrying it as a hedge, of sorts.)
Next largest sector is technology/telecom at 23%. (I'm including COBR in this sector; some would more accurately call it "consumer electronics.")
3rd largest sector is furniture/housewares companies (furniture is another great contrarian play) at 17%. (I'm including TUES and CPWM in this sector.)
Including the 28% in media previously mentioned, that totals nearly 70%, in just 3 sectors.
I suppose one could say I have nearly another 20% in "cyclicals" (this would consist of PFIN, TA, XJT, ALDA)....but I'm not really sure if that's a legitimate "category." (I do view all 4 of these as highly sensitive to an economic upturn...generally, from a housing and/or consumer spending scenario.)