| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 310,267 | 40,968,000 | 5.59% | ||
| 2 | DISCOVERY C | 1,614,924 | 40,728,000 | 5.56% | ||
| 3 | GENERAL MTRS CO | 1,160,085 | 39,454,000 | 5.38% | ||
| 4 | CHICAGO BRIDGE & IRON CO N V | 941,241 | 36,699,000 | 5.01% | ||
| 5 | WELLS FARGO & CO NEW | 673,824 | 36,629,000 | 5.00% | ||
| 6 | ENSTAR GROUP LIMITED COM | 220,711 | 33,115,000 | 4.52% | ||
| 7 | MARKEL CORP | 30,375 | 26,832,000 | 3.66% | ||
| 8 | US BANCORP DEL | 593,730 | 25,334,000 | 3.46% | ||
| 9 | AVID TECHNOLOGY INC | 3,328,921 | 24,268,000 | 3.31% | ||
| 10 | DAVITA INC | 339,549 | 23,670,000 | 3.23% | ||
| 11 | SEABRIDGE GOLD INC | 2,633,826 | 21,834,000 | 2.98% | ||
| 12 | Oil and Gas Exploration SPDR | 711,382 | 21,498,000 | 2.93% | ||
| 13 | JACOBS ENGR GROUP INC | 507,060 | 21,271,000 | 2.90% | ||
| 14 | UNIT CORP COM | 1,726,992 | 21,069,000 | 2.88% | ||
| 15 | COLFAX CORP | 782,385 | 18,269,000 | 2.49% | ||
| 16 | MARKET VECTORS ETF TR | 940,182 | 18,061,000 | 2.46% | ||
| 17 | ALLEGHENY TECHNOLOGIES INC | 1,550,726 | 17,446,000 | 2.38% | ||
| 18 | RANDGOLD RES LTD | 279,764 | 17,326,000 | 2.36% | ||
| 19 | LIBERTY MEDIA CORP | 437,027 | 16,642,000 | 2.27% | ||
| 20 | AGNICO EAGLE MINES LTD | 626,577 | 16,466,000 | 2.25% | ||
| 21 | PICO HLDGS INC | 1,424,634 | 14,702,000 | 2.01% | ||
| 22 | APACHE CORP | 317,831 | 14,134,000 | 1.93% | ||
| 23 | EMERSON ELEC CO | 282,217 | 13,498,000 | 1.84% | ||
| 24 | MAXWELL TECHNOLOGIES INC | 1,882,413 | 13,440,000 | 1.83% | ||
| 25 | LAYNE CHRISTENSEN CO | 2,492,298 | 13,109,000 | 1.79% | ||
| 26 | YAMANA GOLD INC | 7,025,449 | 13,067,000 | 1.78% | ||
| 27 | ERA GROUP INC COM | 1,108,194 | 12,356,000 | 1.69% | ||
| 28 | STOCK MNG INC | 30,189,136 | 12,073,000 | 1.65% | ||
| 29 | ATWOOD OCEANICS INC | 1,175,741 | 12,028,000 | 1.64% | ||
| 30 | HALLIBURTON | 295,835 | 10,070,000 | 1.37% | ||
| 31 | ENSCO PLC | 650,426 | 10,010,000 | 1.37% | ||
| 32 | ISHARES INC | 425,434 | 8,432,000 | 1.15% | ||
| 33 | ORION GROUP HLDGS INC COM | 1,986,108 | 8,282,000 | 1.13% | ||
| 34 | POWELL INDS INC COM | 280,571 | 7,303,000 | 1.00% | ||
| 35 | Dynamic Materials | 928,604 | 6,491,000 | 0.89% | ||
| 36 | Vaneck Vectors Gold | 319,765 | 4,387,000 | 0.60% | ||
| 37 | SYNALLOY CP DEL | 533,424 | 3,670,000 | 0.50% | ||
| 38 | INTERGROUP CORP | 139,457 | 3,555,000 | 0.49% | ||
| 39 | ELDORADO GOLD CORP NEW | 1,136,485 | 3,375,000 | 0.46% | ||
| 40 | COCA COLA CO | 59,705 | 2,565,000 | 0.35% | ||
| 41 | KINROSS GOLD CORP | 1,369,906 | 2,493,000 | 0.34% | ||
| 42 | COMPANIA DE MINAS BUENAVENTU | 492,325 | 2,107,000 | 0.29% | ||
| 43 | READING INTERNATIONAL INC | 157,670 | 2,067,000 | 0.28% | ||
| 44 | Key Energy Services Inc | 3,296,708 | 1,589,000 | 0.22% | ||
| 45 | PIONEER ENERGY SVCS CORP COM | 642,821 | 1,395,000 | 0.19% | ||
| 46 | GOLDCORP INC NEW | 105,568 | 1,220,000 | 0.17% | ||
| 47 | SPDR SER TR | 27,000 | 1,132,000 | 0.15% | ||
| 48 | SUPERIOR INDS INTL INC COM | 61,095 | 1,125,000 | 0.15% | ||
| 49 | WHITE MOUNTAINS INSURANCE GRP LTD | 1,504 | 1,093,000 | 0.15% | ||
| 50 | DIAMOND OFFSHORE DRILLING IN | 48,028 | 1,013,000 | 0.14% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-16-009929, filed 2016.02.16).
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.
