| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HOWARD HUGHES CORP | 50,425 | 7,817,000 | 13.05% | ||
| 2 | PLATFORM SPECIALTY PRODS COR | 271,140 | 6,957,000 | 11.62% | ||
| 3 | READING INTERNATIONAL INC | 371,106 | 4,991,000 | 8.33% | ||
| 4 | AIR PRODS & CHEMS INC | 29,728 | 4,497,000 | 7.51% | ||
| 5 | JETBLUE AIRWAYS CORP | 225,110 | 4,333,000 | 7.24% | ||
| 6 | AVIS BUDGET GROUP | 71,971 | 4,247,000 | 7.09% | ||
| 7 | MICRON TECHNOLOGY INC | 137,130 | 3,720,000 | 6.21% | ||
| 8 | DELTA AIRLINES INC DEL | 81,950 | 3,684,000 | 6.15% | ||
| 9 | BERKSHIRE HATHAWAY INC DEL | 23,288 | 3,361,000 | 5.61% | ||
| 10 | SPARK NETWORKS INC | 761,709 | 3,077,000 | 5.14% | ||
| 11 | SODASTREAM INTERNATIONAL LTD USD SHS | 151,705 | 3,074,000 | 5.13% | ||
| 12 | Hertz Global Holdings, Inc. | 138,493 | 3,003,000 | 5.01% | ||
| 13 | GOLDMAN SACHS GROUP INC | 13,692 | 2,574,000 | 4.30% | ||
| 14 | MAGICJACK VOCALTEC LTD SHS | 338,014 | 2,312,000 | 3.86% | ||
| 15 | AMERICAN AIRLS GROUP INC | 42,428 | 2,239,000 | 3.74% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-15-003062, filed 2015.05.06).
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.