| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BARRICK GOLD CORP | 2,763,185 | 58,994,000 | 20.25% | ||
| 2 | WPX ENERGY INC | 4,487,624 | 41,780,000 | 14.34% | ||
| 3 | WHITE MTNS INS GROUP LTD | 22,709 | 19,121,000 | 6.56% | ||
| 4 | SPECTRUM BRANDS HLDGS INC | 135,680 | 16,188,000 | 5.56% | ||
| 5 | LEUCADIA NATIONAL CO | 913,215 | 15,826,000 | 5.43% | ||
| 6 | HP INC | 1,244,599 | 15,620,000 | 5.36% | ||
| 7 | ALLEGHANY CORP | 27,527 | 15,128,000 | 5.19% | ||
| 8 | VERIZON COMMUNICATIONS | 263,234 | 14,699,000 | 5.05% | ||
| 9 | ALPHABET INC | 19,898 | 13,771,000 | 4.73% | ||
| 10 | STAPLES INC | 1,531,910 | 13,205,000 | 4.53% | ||
| 11 | FEDERATED HERMES INC CL B | 435,805 | 12,542,000 | 4.31% | ||
| 12 | HEWLETT PACKARD ENTERPRISE COM | 604,049 | 11,036,000 | 3.79% | ||
| 13 | BERKSHIRE HATHAWAY INC DEL | 66,396 | 9,613,000 | 3.30% | ||
| 14 | WALTER INVT MGMT CORP | 2,509,283 | 6,926,000 | 2.38% | ||
| 15 | ALAPHABET INC | 9,616 | 6,765,000 | 2.32% | ||
| 16 | SEARS HLDGS CORPORATION | 395,477 | 5,382,000 | 1.85% | ||
| 17 | Systemax Inc | 552,733 | 4,715,000 | 1.62% | ||
| 18 | SERITAGE GROWTH PPTYS | 80,894 | 4,032,000 | 1.38% | ||
| 19 | MICROSOFT CORP | 55,510 | 2,840,000 | 0.98% | ||
| 20 | WPX ENERGY INC | 38,320 | 1,769,000 | 0.61% | ||
| 21 | SPDR S&P 500 ETF TR | 3,200 | 1,009,000 | 0.35% | Put | |
| 22 | CENTRAL FD CDA LTD | 18,000 | 250,000 | 0.09% | ||
| 23 | EXCO RESOURCES INC | 44,700 | 58,000 | 0.02% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-16-016513, filed 2016.08.11).
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.
