| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WALTER INVT MGMT CORP | 2,504,847 | 40,704,000 | 15.77% | ||
| 2 | WPX ENERGY INC | 4,190,349 | 27,740,000 | 10.74% | ||
| 3 | BARRICK GOLD CORP | 3,673,810 | 23,365,000 | 9.05% | ||
| 4 | Hewlett Packard Co | 693,289 | 17,755,000 | 6.88% | ||
| 5 | WHITE MTNS INS GROUP LTD | 22,804 | 17,041,000 | 6.60% | ||
| 6 | LEUCADIA NATIONAL CO | 715,485 | 14,496,000 | 5.61% | ||
| 7 | ALLEGHANY CORP | 27,787 | 13,007,000 | 5.04% | ||
| 8 | FEDERATED HERMES INC CL B | 441,625 | 12,763,000 | 4.94% | ||
| 9 | SPECTRUM BRANDS HLDGS INC | 135,965 | 12,442,000 | 4.82% | ||
| 10 | STAPLES INC | 1,029,510 | 12,076,000 | 4.68% | ||
| 11 | ALPHABET INC C NON VOTING SHAR | 19,238 | 11,705,000 | 4.53% | ||
| 12 | VERIZON COMMUNICATIONS | 244,850 | 10,653,000 | 4.13% | ||
| 13 | GOOGLE INC CL A | 16,150 | 10,310,000 | 3.99% | ||
| 14 | SEARS HLDGS CORPORATION | 398,527 | 9,007,000 | 3.49% | ||
| 15 | HRG GROUP INC | 481,800 | 5,652,000 | 2.19% | ||
| 16 | BERKSHIRE HATHAWAY INC DEL | 35,596 | 4,642,000 | 1.80% | ||
| 17 | WPX ENERGY INC | 124,220 | 4,487,000 | 1.74% | ||
| 18 | Systemax Inc | 556,381 | 4,167,000 | 1.61% | ||
| 19 | SERITAGE GROWTH PPTYS | 81,494 | 3,036,000 | 1.18% | ||
| 20 | MICROSOFT CORP | 57,210 | 2,532,000 | 0.98% | ||
| 21 | GOLDCORP INC NEW | 37,000 | 463,000 | 0.18% | ||
| 22 | CENTRAL FD CDA LTD | 10,000 | 106,000 | 0.04% | ||
| 23 | EXCO RESOURCES INC | 44,700 | 34,000 | 0.01% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-15-007630, filed 2015.11.13).
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.
