| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERICAN INTL GROUP INC | 150,824 | 8,950,000 | 8.74% | ||
| 2 | THOR INDS INC COM | 95,790 | 8,113,000 | 7.93% | ||
| 3 | COPART INC | 143,840 | 7,704,000 | 7.53% | ||
| 4 | APPLE INC | 64,076 | 7,244,000 | 7.08% | ||
| 5 | OLD DOMINION FREIGHT LINE IN | 102,410 | 7,026,000 | 6.86% | ||
| 6 | BLACKROCK RES COMMODITIES | 827,808 | 6,747,000 | 6.59% | ||
| 7 | BERKSHIRE HATHAWAY INC DEL | 44,658 | 6,452,000 | 6.30% | ||
| 8 | BANK AMER CORP | 354,574 | 5,549,000 | 5.42% | ||
| 9 | PBF ENERGY INC | 235,400 | 5,329,000 | 5.21% | ||
| 10 | NEWMONT CORP | 130,740 | 5,137,000 | 5.02% | ||
| 11 | AMERICAN EXPRESS CO | 79,330 | 5,080,000 | 4.96% | ||
| 12 | SCIENCE APPLICATIONS INTL CORP COM | 72,921 | 5,059,000 | 4.94% | ||
| 13 | VEREIT | 411,500 | 4,267,000 | 4.17% | ||
| 14 | TURKCELL ILETISIM HIZMETLERI SPON ADR NEW | 524,820 | 4,230,000 | 4.13% | ||
| 15 | VECTRUS INC | 276,145 | 4,206,000 | 4.11% | ||
| 16 | LEIDOS HLDGS INC | 94,106 | 4,073,000 | 3.98% | ||
| 17 | OLD REP INTL CORP | 191,105 | 3,367,000 | 3.29% | ||
| 18 | HOWARD HUGHES CORP | 6,422 | 735,000 | 0.72% | ||
| 19 | GABELLI GLOBAL SMALL MID C | 67,990 | 735,000 | 0.72% | ||
| 20 | BBX CAP CORP | 33,401 | 689,000 | 0.67% | ||
| 21 | MORGAN STANLEY EMER MKTS DEBT COM | 51,550 | 497,000 | 0.49% | ||
| 22 | WESTERN ASSET CLAYMORE INF | 35,180 | 394,000 | 0.38% | ||
| 23 | FIRST AMERN FINL CORP | 7,965 | 313,000 | 0.31% | ||
| 24 | SEARS HLDGS CORPORATION | 16,211 | 186,000 | 0.18% | ||
| 25 | EMERGENT CAP INC | 58,300 | 171,000 | 0.17% | ||
| 26 | SEARS HLDGS CORP W EXP 1215201 | 31,399 | 107,000 | 0.10% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001332811-16-000020, filed 2016.11.14).
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.
