| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 4,125,531 | 522,127,000 | 15.89% | ||
| 2 | BERKSHIRE HATHAWAY INC DEL | 1,913 | 363,280,000 | 11.06% | ||
| 3 | WELLS FARGO & CO NEW | 4,389,249 | 230,699,000 | 7.02% | ||
| 4 | CARMAX | 2,449,400 | 127,393,000 | 3.88% | ||
| 5 | Chemtura Corp. | 4,626,450 | 120,889,000 | 3.68% | ||
| 6 | BERKSHIRE HATHAWAY INC DEL | 940,000 | 118,966,000 | 3.62% | Call | |
| 7 | ABERCROMBIE FITCH CO | 2,567,300 | 111,036,000 | 3.38% | Put | |
| 8 | LYONDELLBASELL INDUSTRIES N | 1,071,100 | 104,593,000 | 3.18% | ||
| 9 | MICRON TECHNOLOGY INC | 3,081,200 | 101,526,000 | 3.09% | ||
| 10 | Walgreens | 1,268,600 | 94,041,000 | 2.86% | ||
| 11 | CANADIAN NAT RES LTD | 1,488,400 | 68,332,000 | 2.08% | ||
| 12 | SCHLUMBERGER LTD | 565,500 | 66,701,000 | 2.03% | ||
| 13 | TJX COS INC NEW | 1,223,500 | 65,029,000 | 1.98% | ||
| 14 | AMERICAN EXPRESS CO | 644,400 | 61,134,000 | 1.86% | ||
| 15 | SPDR GOLD TR | 463,368 | 59,330,000 | 1.81% | ||
| 16 | DELTA AIRLINES INC DEL | 1,524,200 | 59,017,000 | 1.80% | ||
| 17 | HORNBECK OFFSHORE SVCS IN | 1,224,286 | 57,443,000 | 1.75% | ||
| 18 | KAPSTONE PAPER & PACKAGING CRP COM | 1,502,570 | 49,780,000 | 1.51% | ||
| 19 | HCA HOLDINGS INC | 796,900 | 44,929,000 | 1.37% | ||
| 20 | RYMAN HOSPITALITY PPTYS INC | 903,400 | 43,499,000 | 1.32% | ||
| 21 | MORGAN STANLEY | 1,288,200 | 41,648,000 | 1.27% | ||
| 22 | Lamar Advertising Co A | 760,400 | 40,301,000 | 1.23% | ||
| 23 | CONOCOPHILLIPS | 457,500 | 39,221,000 | 1.19% | ||
| 24 | SOUTHWEST AIRLS CO | 1,453,200 | 39,033,000 | 1.19% | ||
| 25 | VODAFONE GROUP PLC NEW | 1,120,167 | 37,402,000 | 1.14% | ||
| 26 | ISHARES TR | 300,000 | 35,643,000 | 1.08% | Call | |
| 27 | HALLIBURTON | 451,700 | 32,075,000 | 0.98% | ||
| 28 | EXXON MOBIL CORP | 316,250 | 31,840,000 | 0.97% | ||
| 29 | FIDELITY NATIONAL FINANCIAL IN | 960,600 | 31,469,000 | 0.96% | ||
| 30 | WAL-MART STORES INC | 416,200 | 31,244,000 | 0.95% | ||
| 31 | CISCO SYS INC | 1,204,700 | 29,937,000 | 0.91% | ||
| 32 | PHILLIPS 66 | 369,737 | 29,738,000 | 0.90% | ||
| 33 | VANTIV INC | 863,400 | 29,028,000 | 0.88% | ||
| 34 | EXPRESS SCRIPTS HLDG CO | 400,000 | 27,732,000 | 0.84% | Put | |
| 35 | PETSMART | 350,000 | 20,930,000 | 0.64% | Put | |
| 36 | NAVIOS MARITIME HOLDINGS INC | 1,907,000 | 19,299,000 | 0.59% | ||
| 37 | AUTODESK | 331,200 | 18,673,000 | 0.57% | ||
| 38 | AXIALL CORPORATION | 371,400 | 17,556,000 | 0.53% | ||
| 39 | COSTCO WHSL CORP NEW | 143,000 | 16,468,000 | 0.50% | ||
| 40 | GENCORP INC | 813,400 | 15,536,000 | 0.47% | ||
| 41 | GOLDMAN SACHS GROUP INC | 90,300 | 15,120,000 | 0.46% | ||
| 42 | PetroLogistics LP (PDH) | 1,044,814 | 15,004,000 | 0.46% | ||
| 43 | ASA GOLD AND PRECIOUS MTLS L | 981,796 | 14,383,000 | 0.44% | ||
| 44 | HARLEY DAVIDSON INC | 200,000 | 13,970,000 | 0.43% | Call | |
| 45 | SUNCOR ENERGY INC NEW | 304,600 | 12,985,000 | 0.40% | ||
| 46 | FIRST SOLAR INC | 160,000 | 11,370,000 | 0.35% | Put | |
| 47 | INTERNATIONAL BANCSHARES COR | 403,600 | 10,897,000 | 0.33% | ||
| 48 | FORD MTR CO DEL | 611,700 | 10,546,000 | 0.32% | ||
| 49 | LABORATORY CORP AMER HLDGS | 100,000 | 10,240,000 | 0.31% | Call | |
| 50 | LL FLOORING HOLDINGS INC COM | 125,200 | 9,509,000 | 0.29% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000877338-14-000005, filed 2014.08.13).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
