| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WALTER INVT MGMT CORP | 2,535,101 | 57,978,000 | 18.41% | ||
| 2 | WPX ENERGY INC | 3,542,499 | 43,502,000 | 13.81% | ||
| 3 | BARRICK GOLD CORP | 2,326,380 | 24,799,000 | 7.87% | ||
| 4 | Hewlett Packard Co | 786,086 | 23,590,000 | 7.49% | ||
| 5 | STAPLES INC | 1,225,260 | 18,759,000 | 5.96% | ||
| 6 | WHITE MTNS INS GROUP LTD | 28,436 | 18,624,000 | 5.91% | ||
| 7 | LEUCADIA NATIONAL CO | 756,185 | 18,360,000 | 5.83% | ||
| 8 | FEDERATED HERMES INC CL B | 441,690 | 14,792,000 | 4.70% | ||
| 9 | SPECTRUM BRANDS HLDGS INC | 136,255 | 13,897,000 | 4.41% | ||
| 10 | ALLEGHANY CORP | 29,522 | 13,839,000 | 4.39% | ||
| 11 | SEARS HLDGS CORPORATION | 399,352 | 10,663,000 | 3.39% | ||
| 12 | GOOGLE INC CL A | 18,825 | 10,166,000 | 3.23% | ||
| 13 | ALPHABET INC C NON VOTING SHAR | 18,879 | 9,827,000 | 3.12% | ||
| 14 | HRG GROUP INC | 638,251 | 8,297,000 | 2.63% | ||
| 15 | BERKSHIRE HATHAWAY INC DEL | 35,611 | 4,847,000 | 1.54% | ||
| 16 | Systemax Inc | 559,663 | 4,835,000 | 1.53% | ||
| 17 | Mkt Vect Gold Miners | 230,000 | 4,085,000 | 1.30% | ||
| 18 | VERIZON COMMUNICATIONS | 61,100 | 2,848,000 | 0.90% | ||
| 19 | DEUTSCHE BK AG LONDON BRH | 168,337 | 2,582,000 | 0.82% | ||
| 20 | MICROSOFT CORP | 57,735 | 2,549,000 | 0.81% | ||
| 21 | DEUTSCHE BK AG LONDON BRH | 122,624 | 2,238,000 | 0.71% | ||
| 22 | EXCO RESOURCES INC | 932,886 | 1,101,000 | 0.35% | ||
| 23 | SEARS HLDGS CORP W EXP 1215201 | 64,610 | 1,012,000 | 0.32% | ||
| 24 | SPDR S&P 500 ETF TR | 1,925 | 917,000 | 0.29% | Put | |
| 25 | GOLDCORP INC NEW | 48,750 | 790,000 | 0.25% | ||
| 26 | Mkt Vect Gold Miners | 960 | 99,000 | 0.03% | Call |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-15-005165, filed 2015.08.12).
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.
