| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WALTER INVT MGMT CORP | 2,555,083 | 36,333,000 | 14.12% | ||
| 2 | BARRICK GOLD CORP (USD) | 3,237,585 | 23,893,000 | 9.28% | ||
| 3 | WPX ENERGY INC | 3,913,449 | 22,463,000 | 8.73% | ||
| 4 | WHITE MTNS INS GROUP LTD | 22,709 | 16,505,000 | 6.41% | ||
| 5 | SPECTRUM BRANDS HLDGS INC | 135,680 | 13,812,000 | 5.37% | ||
| 6 | ALPHABET INC. CLASS C | 17,633 | 13,381,000 | 5.20% | ||
| 7 | LEUCADIA NATIONAL CORP | 768,015 | 13,356,000 | 5.19% | ||
| 8 | ALLEGHANY CORP DEL | 27,527 | 13,156,000 | 5.11% | ||
| 9 | FEDERATED INVESTORS INC CL B | 436,705 | 12,512,000 | 4.86% | ||
| 10 | STAPLES INC | 1,294,010 | 12,254,000 | 4.76% | ||
| 11 | VERIZON COMMUNICATN | 243,262 | 11,244,000 | 4.37% | ||
| 12 | ALPHABET INC. CLASS A | 14,329 | 11,148,000 | 4.33% | ||
| 13 | HEWLETT PACKARD ENTE | 689,399 | 10,479,000 | 4.07% | ||
| 14 | Hp Inc | 868,499 | 10,283,000 | 4.00% | ||
| 15 | SEARS HLDGS CORP | 395,477 | 8,131,000 | 3.16% | ||
| 16 | BERKSHIRE HATHAWAY INC DEL CL B NEW | 57,131 | 7,544,000 | 2.93% | ||
| 17 | HRG GROUP INC | 481,800 | 6,533,000 | 2.54% | ||
| 18 | SYSTEMAX INC | 552,733 | 4,754,000 | 1.85% | ||
| 19 | SERITAGE GROWTH PPTYS | 80,894 | 3,254,000 | 1.26% | ||
| 20 | MICROSOFT CORP | 55,510 | 3,080,000 | 1.20% | ||
| 21 | WPX ENERGY INC | 38,320 | 1,204,000 | 0.47% | ||
| 22 | GOLDCORP INC NEW | 91,800 | 1,061,000 | 0.41% | ||
| 23 | SEACOR HOLDINGS INC | 14,320 | 753,000 | 0.29% | ||
| 24 | CENTRAL FD CDA LTD | 18,000 | 180,000 | 0.07% | ||
| 25 | EXCO RESOURCES INC | 44,700 | 55,000 | 0.02% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-16-009906, filed 2016.02.12).
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.
