| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WALTER INVT MGMT CORP | 2,694,682 | 43,519,000 | 13.29% | ||
| 2 | WPX ENERGY INC | 3,777,349 | 41,286,000 | 12.61% | ||
| 3 | BARRICK GOLD CORP | 2,255,130 | 24,716,000 | 7.55% | ||
| 4 | STAPLES INC | 1,479,160 | 24,088,000 | 7.35% | ||
| 5 | Hewlett Packard Co | 751,586 | 23,419,000 | 7.15% | ||
| 6 | WHITE MTNS INS GROUP LTD | 33,521 | 22,946,000 | 7.01% | ||
| 7 | LEUCADIA NATIONAL CO | 853,668 | 19,028,000 | 5.81% | ||
| 8 | FEDERATED HERMES INC CL B | 496,740 | 16,835,000 | 5.14% | ||
| 9 | ALLEGHANY CORP | 34,452 | 16,778,000 | 5.12% | ||
| 10 | SPECTRUM BRANDS HLDGS INC | 150,515 | 13,480,000 | 4.12% | ||
| 11 | GOOGLE INC CL A | 20,990 | 11,643,000 | 3.55% | ||
| 12 | SEARS HLDGS CORPORATION | 279,842 | 11,580,000 | 3.54% | ||
| 13 | ALPHABET INC C NON VOTING SHAR | 21,005 | 11,511,000 | 3.51% | ||
| 14 | HRG GROUP INC | 638,251 | 7,965,000 | 2.43% | ||
| 15 | Systemax Inc | 630,327 | 7,703,000 | 2.35% | ||
| 16 | BERKSHIRE HATHAWAY INC DEL | 46,111 | 6,655,000 | 2.03% | ||
| 17 | Mkt Vect Gold Miners | 265,300 | 4,839,000 | 1.48% | ||
| 18 | MICROSOFT CORP | 95,985 | 3,902,000 | 1.19% | ||
| 19 | VERIZON COMMUNICATIONS | 73,150 | 3,557,000 | 1.09% | ||
| 20 | DEUTSCHE BK AG LONDON BRH | 168,337 | 2,562,000 | 0.78% | ||
| 21 | DEUTSCHE BK AG LONDON BRH | 122,624 | 2,230,000 | 0.68% | ||
| 22 | SEARS HLDGS CORP W EXP 1215201 | 70,310 | 1,758,000 | 0.54% | ||
| 23 | EXCO RESOURCES INC | 932,886 | 1,707,000 | 0.52% | ||
| 24 | OCWEN FINL CORP | 200,000 | 1,650,000 | 0.50% | ||
| 25 | SPDR S&P 500 ETF TR | 4,350 | 1,267,000 | 0.39% | Put | |
| 26 | GOLDCORP INC NEW | 48,750 | 883,000 | 0.27% | ||
| 27 | Mkt Vect Gold Miners | 590 | 29,000 | 0.01% | Call |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-15-003261, filed 2015.05.14).
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.
