| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | APPLE INC | 67,778 | 9,737,000 | 7.60% | ||
| 2 | AMERICAN INTL GROUP INC | 152,185 | 9,501,000 | 7.42% | ||
| 3 | OLD REP INTL CORP | 398,598 | 8,163,000 | 6.38% | ||
| 4 | COPART INC | 124,966 | 7,739,000 | 6.04% | ||
| 5 | BANK AMER CORP | 323,306 | 7,627,000 | 5.96% | ||
| 6 | WELLS FARGO & CO NEW | 6,049 | 7,495,000 | 5.85% | ||
| 7 | BERKSHIRE HATHAWAY INC DEL | 44,893 | 7,483,000 | 5.84% | ||
| 8 | PBF ENERGY INC | 337,145 | 7,475,000 | 5.84% | ||
| 9 | SEABOARD CORP COM | 1,771 | 7,384,000 | 5.77% | ||
| 10 | MCKESSON CORP | 49,160 | 7,288,000 | 5.69% | ||
| 11 | BLACKROCK RES COMMODITIES | 831,551 | 7,151,000 | 5.59% | ||
| 12 | NEWMONT CORP | 211,750 | 6,979,000 | 5.45% | ||
| 13 | AMERICAN EXPRESS CO | 79,999 | 6,329,000 | 4.94% | ||
| 14 | OLD DOMINION FREIGHT LINE IN | 71,486 | 6,117,000 | 4.78% | ||
| 15 | LEIDOS HLDGS INC | 92,764 | 4,744,000 | 3.71% | ||
| 16 | TURKCELL ILETISIM HIZMETLERI | 528,610 | 4,377,000 | 3.42% | ||
| 17 | THOR INDS INC | 35,455 | 3,408,000 | 2.66% | ||
| 18 | VECTRUS INC | 150,521 | 3,364,000 | 2.63% | ||
| 19 | SCIENCE APPLICATNS INTL CP N | 24,079 | 1,791,000 | 1.40% | ||
| 20 | BANK AMER CORP | 1,240 | 1,482,000 | 1.16% | ||
| 21 | GABELLI GLB SML & MD CP VAL TR | 67,990 | 774,000 | 0.60% | ||
| 22 | MORGAN STANLEY EMER MKTS DEB | 49,983 | 467,000 | 0.36% | ||
| 23 | WESTERN ASSET CLYM INFL SEC IN COM SH BEN INT | 31,476 | 362,000 | 0.28% | ||
| 24 | FIRST AMERN FINL CORP | 7,875 | 309,000 | 0.24% | ||
| 25 | SPDR SER TR | 5,910 | 202,000 | 0.16% | ||
| 26 | SEARS HLDGS CORP | 16,311 | 187,000 | 0.15% | ||
| 27 | SEARS HLDGS CORP | 30,898 | 91,000 | 0.07% | ||
| 28 | EMERGENT CAP INC | 38,300 | 12,000 | 0.01% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001332811-17-000006, filed 2017.05.15).
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.
