| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HOWARD HUGHES CORP | 40,396 | 6,059,000 | 11.65% | ||
| 2 | BERKSHIRE HATHAWAY INC DEL | 31,132 | 4,301,000 | 8.27% | ||
| 3 | AIR PRODS & CHEMS INC | 30,912 | 4,024,000 | 7.74% | ||
| 4 | AMERICAN INTL GROUP INC | 73,650 | 3,979,000 | 7.65% | ||
| 5 | PLATFORM SPECIALTY PRODS COR | 130,615 | 3,268,000 | 6.28% | ||
| 6 | MICRON TECHNOLOGY INC | 94,215 | 3,228,000 | 6.21% | ||
| 7 | AVIS BUDGET GROUP | 58,713 | 3,223,000 | 6.20% | ||
| 8 | SODASTREAM INTERNATIONAL LTD USD SHS | 96,198 | 2,837,000 | 5.45% | ||
| 9 | SPARK NETWORKS INC | 548,119 | 2,543,000 | 4.89% | ||
| 10 | Hertz Global Holdings, Inc. | 96,890 | 2,460,000 | 4.73% | ||
| 11 | BOEING CO | 18,219 | 2,321,000 | 4.46% | ||
| 12 | GOLDMAN SACHS GROUP INC | 11,914 | 2,187,000 | 4.20% | ||
| 13 | CITIGROUP INC | 41,419 | 2,146,000 | 4.13% | ||
| 14 | DELTA AIRLINES INC DEL | 59,189 | 2,140,000 | 4.11% | ||
| 15 | NETFLIX INC | 4,260 | 1,922,000 | 3.69% | ||
| 16 | JETBLUE AIRWAYS CORP | 169,845 | 1,804,000 | 3.47% | ||
| 17 | MAGICJACK VOCALTEC LTD SHS | 154,954 | 1,526,000 | 2.93% | ||
| 18 | UNITED CONTINENTAL H | 23,266 | 1,089,000 | 2.09% | ||
| 19 | AMERICAN AIRLS GROUP INC | 27,074 | 961,000 | 1.85% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-14-005663, filed 2014.11.05).
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.