| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TEXAS PAC LD TR SUB CTF PROP I T | 122,090 | 23,495,000 | 7.02% | ||
| 2 | CHICAGO BRIDGE & IRON CO N V | 249,155 | 14,414,000 | 4.31% | ||
| 3 | DISNEY WALT CO | 155,607 | 13,854,000 | 4.14% | ||
| 4 | DirectTV Com | 150,115 | 12,988,000 | 3.88% | ||
| 5 | LINCOLN ELEC HLDGS INC | 186,739 | 12,910,000 | 3.86% | ||
| 6 | MICROSOFT CORP | 269,235 | 12,482,000 | 3.73% | ||
| 7 | PFIZER INC | 419,924 | 12,417,000 | 3.71% | ||
| 8 | SYMETRA FINANCIAL INC | 485,950 | 11,337,000 | 3.39% | ||
| 9 | JOHNSON & JOHNSON | 98,819 | 10,533,000 | 3.15% | ||
| 10 | VERIZON COMMUNICATIONS INC | 210,237 | 10,510,000 | 3.14% | ||
| 11 | COSTAMARE INC | 461,056 | 10,125,000 | 3.03% | ||
| 12 | ANADARKO PETR | 92,277 | 9,361,000 | 2.80% | ||
| 13 | BERKSHIRE HATHAWAY INC DEL | 65,970 | 9,113,000 | 2.72% | ||
| 14 | CONOCOPHILLIPS | 115,672 | 8,851,000 | 2.65% | ||
| 15 | BOEING CO | 68,332 | 8,704,000 | 2.60% | ||
| 16 | VULCAN MATLS CO | 138,554 | 8,345,000 | 2.49% | ||
| 17 | CHESAPEAKE ENERGY CORP | 338,558 | 7,783,000 | 2.33% | ||
| 18 | SPDR GOLD TR | 66,257 | 7,700,000 | 2.30% | ||
| 19 | KANSAS CITY SOUTHERN | 59,050 | 7,157,000 | 2.14% | ||
| 20 | BERKSHIRE HATHAWAY INC DEL | 34 | 7,035,000 | 2.10% | ||
| 21 | COMPASS MINERALS INTL INC | 82,992 | 6,995,000 | 2.09% | ||
| 22 | CEMEX SAB DE CV | 512,270 | 6,680,000 | 2.00% | ||
| 23 | CONAGRA BRANDS | 200,668 | 6,630,000 | 1.98% | ||
| 24 | CHEVRON CORP NEW | 51,292 | 6,120,000 | 1.83% | ||
| 25 | CONSTELLIUM HOLDCO | 241,895 | 5,953,000 | 1.78% | ||
| 26 | CATO CORP NEW CL A | 168,559 | 5,809,000 | 1.74% | ||
| 27 | PLUM CREEK TIMBER | 145,661 | 5,682,000 | 1.70% | ||
| 28 | LEUCADIA NATIONAL CO | 234,960 | 5,601,000 | 1.67% | ||
| 29 | GENCORP INC | 339,025 | 5,414,000 | 1.62% | ||
| 30 | FREEPORT-MCMORAN INC | 159,747 | 5,216,000 | 1.56% | ||
| 31 | L-3 COMMUNICATIONS HLDGS INC | 36,415 | 4,330,000 | 1.29% | ||
| 32 | ST JOE CO | 209,422 | 4,174,000 | 1.25% | ||
| 33 | CANADIAN NATL RY CO | 56,695 | 4,023,000 | 1.20% | ||
| 34 | NESTLE SA SPONSORED ADR REPSTG | 52,980 | 3,895,000 | 1.16% | ||
| 35 | THERMO FISHER SCIENTIFIC INC | 24,220 | 2,948,000 | 0.88% | ||
| 36 | YAMANA GOLD INC | 490,610 | 2,944,000 | 0.88% | ||
| 37 | PROCTER AND GAMBLE CO | 33,982 | 2,846,000 | 0.85% | ||
| 38 | MCDONALDS CORP | 22,878 | 2,169,000 | 0.65% | ||
| 39 | WINNEBAGO INDS INC COM | 98,450 | 2,143,000 | 0.64% | ||
| 40 | PEPSICO INC | 22,625 | 2,106,000 | 0.63% | ||
| 41 | DOMINION ENERGY INC | 23,050 | 1,593,000 | 0.48% | ||
| 42 | CISCO SYS INC | 62,125 | 1,564,000 | 0.47% | ||
| 43 | WAL-MART STORES INC | 20,355 | 1,557,000 | 0.47% | ||
| 44 | MEDTRONIC INC | 21,563 | 1,336,000 | 0.40% | ||
| 45 | OCCIDENTAL PETE CORP DEL | 12,740 | 1,225,000 | 0.37% | ||
| 46 | EXXON MOBIL CORP | 12,975 | 1,220,000 | 0.36% | ||
| 47 | INVESTORS REAL ESTATE TR | 152,160 | 1,172,000 | 0.35% | ||
| 48 | INTEL CORP | 33,025 | 1,150,000 | 0.34% | ||
| 49 | SPDR S&P 500 ETF TR | 5,485 | 1,081,000 | 0.32% | ||
| 50 | VALEANT PHARMACEUTICALS INTL | 7,660 | 1,005,000 | 0.30% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000870156-14-000053, filed 2014.10.03).
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.
