| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 367,288 | 49,992,000 | 5.66% | ||
| 2 | WELLS FARGO & CO NEW | 822,320 | 46,247,000 | 5.24% | ||
| 3 | DISCOVERY C | 1,413,462 | 43,930,000 | 4.98% | ||
| 4 | CHICAGO BRIDGE & IRON CO N V | 876,152 | 43,843,000 | 4.97% | ||
| 5 | ENSTAR GROUP LIMITED COM | 270,494 | 41,913,000 | 4.75% | ||
| 6 | MARKEL CORP | 47,335 | 37,900,000 | 4.29% | ||
| 7 | JACOBS ENGR GROUP INC | 820,184 | 33,316,000 | 3.77% | ||
| 8 | ERA GROUP INC COM | 1,297,510 | 26,573,000 | 3.01% | ||
| 9 | LAYNE CHRISTENSEN CO | 2,875,286 | 25,734,000 | 2.92% | ||
| 10 | ATWOOD OCEANICS INC | 901,591 | 23,838,000 | 2.70% | ||
| 11 | COLFAX CORP | 500,766 | 23,110,000 | 2.62% | ||
| 12 | DIAMOND OFFSHORE DRILLING IN | 893,175 | 23,053,000 | 2.61% | ||
| 13 | RANDGOLD RES LTD | 334,717 | 22,409,000 | 2.54% | ||
| 14 | LIBERTY MEDIA CORP | 612,001 | 21,971,000 | 2.49% | ||
| 15 | US BANCORP DEL | 492,199 | 21,361,000 | 2.42% | ||
| 16 | GENERAL MTRS CO | 589,411 | 19,645,000 | 2.23% | ||
| 17 | AGNICO EAGLE MINES LTD | 682,586 | 19,365,000 | 2.19% | ||
| 18 | AVID TECHNOLOGY INC | 1,398,501 | 18,656,000 | 2.11% | ||
| 19 | ENSCO PLC | 831,281 | 18,513,000 | 2.10% | ||
| 20 | APACHE CORP | 299,342 | 17,251,000 | 1.95% | ||
| 21 | MARKET VECTORS ETF TR | 685,961 | 16,566,000 | 1.88% | ||
| 22 | DAVITA INC | 190,716 | 15,156,000 | 1.72% | ||
| 23 | ALLEGHENY TECHNOLOGIES INC | 496,775 | 15,003,000 | 1.70% | ||
| 24 | ORION GROUP HLDGS INC COM | 2,056,222 | 14,846,000 | 1.68% | ||
| 25 | HALLIBURTON | 323,071 | 13,915,000 | 1.58% | ||
| 26 | POST HLDGS INC | 256,355 | 13,825,000 | 1.57% | ||
| 27 | MAXWELL TECHNOLOGIES INC | 2,107,005 | 12,579,000 | 1.43% | ||
| 28 | STOCK MNG INC | 20,079,834 | 11,747,000 | 1.33% | ||
| 29 | LOEWS CORP | 284,500 | 10,956,000 | 1.24% | ||
| 30 | SEABRIDGE GOLD INC | 1,777,095 | 10,858,000 | 1.23% | ||
| 31 | COMPANIA DE MINAS BUENAVENTU | 1,025,875 | 10,649,000 | 1.21% | ||
| 32 | UNIT CORP COM | 386,413 | 10,480,000 | 1.19% | ||
| 33 | POWELL INDS INC COM | 287,057 | 10,096,000 | 1.14% | ||
| 34 | PICO HLDGS INC | 650,585 | 9,577,000 | 1.09% | ||
| 35 | YAMANA GOLD INC | 3,132,575 | 9,398,000 | 1.06% | ||
| 36 | SYNALLOY CP DEL | 646,816 | 8,861,000 | 1.00% | ||
| 37 | WHITE MOUNTAINS INSURANCE GRP LTD | 13,310 | 8,717,000 | 0.99% | ||
| 38 | EMERSON ELEC CO | 152,817 | 8,471,000 | 0.96% | ||
| 39 | GREAT LAKES DREDGE & DOCK CO | 1,363,333 | 8,125,000 | 0.92% | ||
| 40 | ELDORADO GOLD CORP NEW | 1,936,041 | 8,015,000 | 0.91% | ||
| 41 | NEXSTAR MEDIA GROUP INC | 137,713 | 7,712,000 | 0.87% | ||
| 42 | Dynamic Materials | 698,018 | 7,678,000 | 0.87% | ||
| 43 | TIDEWATER INC COM | 327,779 | 7,450,000 | 0.84% | ||
| 44 | Key Energy Services Inc | 3,601,001 | 6,482,000 | 0.73% | ||
| 45 | COCA COLA CO | 122,491 | 4,805,000 | 0.54% | ||
| 46 | KINROSS GOLD CORP | 1,549,305 | 3,594,000 | 0.41% | ||
| 47 | TOTAL S A | 61,270 | 3,013,000 | 0.34% | ||
| 48 | ASA GOLD AND PRECIOUS MTLS L | 301,470 | 2,927,000 | 0.33% | ||
| 49 | CLOUD PEAK ENERGY INC COM | 539,400 | 2,514,000 | 0.28% | ||
| 50 | INTERGROUP CORP | 127,892 | 2,490,000 | 0.28% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-15-005284, filed 2015.08.14).
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.
