| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GLOBAL INDEMNITY PLC | 1,400,038 | 36,387,000 | 21.48% | ||
| 2 | AMERICAN INTL GROUP INC | 571,664 | 31,201,000 | 18.42% | ||
| 3 | BOARDWALK PIPELINE PARTNERS | 1,411,671 | 26,116,000 | 15.42% | ||
| 4 | POST HLDGS INC | 458,547 | 23,345,000 | 13.78% | ||
| 5 | PACIFIC DRILLING SA LUXEMBOURG REG SHS | 2,241,557 | 22,416,000 | 13.23% | ||
| 6 | SLM CORP COM | 1,260,535 | 10,475,000 | 6.18% | ||
| 7 | AMERICAN INTL GROUP INC | 329,952 | 8,777,000 | 5.18% | ||
| 8 | CIT GROUP INC | 169,411 | 7,752,000 | 4.58% | ||
| 9 | MARKET VECTORS ETF TR | 69,350 | 2,931,000 | 1.73% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001214659-14-005943, filed 2014.08.14).
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.
