| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WPX ENERGY INC | 4,099,724 | 54,075,000 | 18.08% | ||
| 2 | BARRICK GOLD CORP | 2,811,835 | 49,826,000 | 16.65% | ||
| 3 | WHITE MTNS INS GROUP LTD | 22,709 | 18,848,000 | 6.30% | ||
| 4 | LEUCADIA NATIONAL CO | 913,015 | 17,384,000 | 5.81% | ||
| 5 | HP INC | 1,006,799 | 15,636,000 | 5.23% | ||
| 6 | ALPHABET INC | 19,888 | 15,459,000 | 5.17% | ||
| 7 | ALLEGHANY CORP | 27,522 | 14,450,000 | 4.83% | ||
| 8 | HEWLETT PACKARD ENTERPRISE COM | 603,949 | 13,740,000 | 4.59% | ||
| 9 | VERIZON COMMUNICATIONS | 263,204 | 13,681,000 | 4.57% | ||
| 10 | SPECTRUM BRANDS HLDGS INC | 98,470 | 13,558,000 | 4.53% | ||
| 11 | STAPLES INC | 1,531,610 | 13,095,000 | 4.38% | ||
| 12 | FEDERATED HERMES INC CL B | 435,305 | 12,898,000 | 4.31% | ||
| 13 | WALTER INVT MGMT CORP | 2,579,606 | 10,473,000 | 3.50% | ||
| 14 | BERKSHIRE HATHAWAY INC DEL | 66,356 | 9,586,000 | 3.20% | ||
| 15 | ALAPHABET INC | 9,616 | 7,732,000 | 2.58% | ||
| 16 | Systemax Inc | 600,412 | 4,755,000 | 1.59% | ||
| 17 | SEARS HLDGS CORPORATION | 395,107 | 4,528,000 | 1.51% | ||
| 18 | SERITAGE GROWTH PPTYS | 80,894 | 4,100,000 | 1.37% | ||
| 19 | WPX ENERGY INC | 38,320 | 2,351,000 | 0.79% | ||
| 20 | MICROSOFT CORP | 31,580 | 1,819,000 | 0.61% | ||
| 21 | SPDR S&P 500 ETF TR | 3,580 | 879,000 | 0.29% | ||
| 22 | CENTRAL FD CDA LTD | 18,000 | 249,000 | 0.08% | ||
| 23 | EXCO RESOURCES INC | 42,650 | 46,000 | 0.02% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-16-020659, filed 2016.11.14).
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.
