| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 274,558 | 44,747,000 | 5.31% | ||
| 2 | UNIT CORP COM | 1,624,589 | 43,653,000 | 5.18% | ||
| 3 | ALLEGHENY TECHNOLOGIES INC | 2,603,616 | 41,476,000 | 4.92% | ||
| 4 | Oil and Gas Exploration SPDR | 983,420 | 40,733,000 | 4.83% | ||
| 5 | DISCOVERY C | 1,492,465 | 39,968,000 | 4.74% | ||
| 6 | COLFAX CORP | 1,079,277 | 38,778,000 | 4.60% | ||
| 7 | ATWOOD OCEANICS INC | 2,640,107 | 34,665,000 | 4.11% | ||
| 8 | WELLS FARGO & CO NEW | 628,705 | 34,648,000 | 4.11% | ||
| 9 | ENSTAR GROUP LIMITED COM | 160,160 | 31,664,000 | 3.76% | ||
| 10 | ERA GROUP INC COM | 1,630,820 | 27,675,000 | 3.28% | ||
| 11 | VANECK ETF TRUST | 836,160 | 26,381,000 | 3.13% | ||
| 12 | LAYNE CHRISTENSEN CO | 2,291,067 | 24,904,000 | 2.96% | ||
| 13 | DMC GLOBAL INC | 1,355,762 | 21,489,000 | 2.55% | ||
| 14 | APACHE CORP | 336,237 | 21,341,000 | 2.53% | ||
| 15 | PICO HLDGS INC | 1,354,080 | 20,514,000 | 2.43% | ||
| 16 | CERNER CORP | 394,505 | 18,688,000 | 2.22% | ||
| 17 | SEABRIDGE GOLD INC | 2,193,072 | 17,874,000 | 2.12% | ||
| 18 | ORION GROUP HLDGS INC COM | 1,591,105 | 15,831,000 | 1.88% | ||
| 19 | INTERNATIONAL BUSINESS MACHS | 91,338 | 15,161,000 | 1.80% | ||
| 20 | HALLIBURTON | 262,085 | 14,176,000 | 1.68% | ||
| 21 | VANECK ETF TRUST | 661,105 | 13,830,000 | 1.64% | ||
| 22 | PIONEER ENERGY SVCS CORP COM | 2,011,291 | 13,777,000 | 1.64% | ||
| 23 | ENSCO PLC | 1,405,189 | 13,658,000 | 1.62% | ||
| 24 | LIBERTY M SIRIUSXM C | 387,820 | 13,155,000 | 1.56% | ||
| 25 | EMERSON ELEC CO | 225,706 | 12,583,000 | 1.49% | ||
| 26 | DEVON ENERGY CORP NEW | 270,489 | 12,353,000 | 1.47% | ||
| 27 | MCKESSON CORP | 82,958 | 11,651,000 | 1.38% | ||
| 28 | SCHLUMBERGER LTD | 129,292 | 10,854,000 | 1.29% | ||
| 29 | CENCORA | 134,837 | 10,543,000 | 1.25% | ||
| 30 | OCCIDENTAL PETE CORP DEL | 142,070 | 10,120,000 | 1.20% | ||
| 31 | ISHARES INC | 518,519 | 10,101,000 | 1.20% | ||
| 32 | MANITOWOC INC COM | 1,568,333 | 9,379,000 | 1.11% | ||
| 33 | MAXWELL TECHNOLOGIES INC | 1,735,951 | 8,888,000 | 1.05% | ||
| 34 | ATKORE INTL GROUP INC COM | 366,075 | 8,753,000 | 1.04% | ||
| 35 | AGNICO EAGLE MINES LTD | 205,232 | 8,620,000 | 1.02% | ||
| 36 | CARDINAL HEALTH INC | 115,802 | 8,334,000 | 0.99% | ||
| 37 | STOCK MNG INC | 31,584,470 | 8,307,000 | 0.99% | ||
| 38 | LIBERTY BRAVES GR C | 369,027 | 7,598,000 | 0.90% | ||
| 39 | SYNALLOY CP DEL | 634,968 | 6,953,000 | 0.83% | ||
| 40 | CVS HEALTH CORP | 86,945 | 6,861,000 | 0.81% | ||
| 41 | DAWSON GEOPHYSICAL CO NEW | 779,996 | 6,271,000 | 0.74% | ||
| 42 | LIBERTY MEDIA CORP SERIES C | 197,849 | 6,199,000 | 0.74% | ||
| 43 | POWELL INDS INC COM | 132,157 | 5,154,000 | 0.61% | ||
| 44 | ALLIANCE DATA SYSTEM | 19,233 | 4,395,000 | 0.52% | ||
| 45 | DIAMOND OFFSHORE DRILLING IN | 244,697 | 4,331,000 | 0.51% | ||
| 46 | INTERGROUP CORP | 150,457 | 4,048,000 | 0.48% | ||
| 47 | READING INTERNATIONAL INC | 187,628 | 3,115,000 | 0.37% | ||
| 48 | MURPHY OIL | 87,380 | 2,720,000 | 0.32% | ||
| 49 | PHI NON VTNG | 146,436 | 2,639,000 | 0.31% | ||
| 50 | ARDMORE SHIPPING CORP | 352,453 | 2,608,000 | 0.31% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-17-001673, filed 2017.02.09).
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.
