| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 246,310 | 33,525,000 | 12.58% | ||
| 2 | WHITE MOUNTAINS INSURANCE GRP LTD | 30,413 | 19,919,000 | 7.47% | ||
| 3 | ALLEGHANY CORP | 35,068 | 16,438,000 | 6.17% | ||
| 4 | MARKEL CORP | 17,617 | 14,106,000 | 5.29% | ||
| 5 | WR BERKLEY | 237,464 | 12,331,000 | 4.63% | ||
| 6 | LOEWS CORP | 280,962 | 10,902,000 | 4.09% | ||
| 7 | FAIRFAX FINANCIAL HOLDINGS LTD | 21,082 | 10,415,000 | 3.91% | ||
| 8 | LEUCADIA NATIONAL CO | 411,855 | 10,000,000 | 3.75% | ||
| 9 | DEVON ENERGY CORP NEW | 106,617 | 6,343,000 | 2.38% | ||
| 10 | RPC INC | 404,267 | 5,591,000 | 2.10% | ||
| 11 | CIMAREX ENERGY | 48,951 | 5,400,000 | 2.03% | ||
| 12 | TEGNA INC | 164,330 | 5,270,000 | 1.98% | ||
| 13 | GENERAL AMERN INVS CO INC | 151,004 | 5,256,000 | 1.97% | ||
| 14 | ENTERGY CORP NEW | 36,298 | 4,961,000 | 1.86% | ||
| 15 | WESTAMERICA BANCORPORATION COM | 83,034 | 4,206,000 | 1.58% | ||
| 16 | BANK NEW YORK MELLON CORP | 90,784 | 3,810,000 | 1.43% | ||
| 17 | MICROSOFT CORP | 83,002 | 3,665,000 | 1.38% | ||
| 18 | SOURCE CAP INC | 48,246 | 3,509,000 | 1.32% | ||
| 19 | CHICAGO BRIDGE & IRON CO N V | 65,980 | 3,302,000 | 1.24% | ||
| 20 | DirectTV Com | 34,227 | 3,176,000 | 1.19% | ||
| 21 | JOHNSON & JOHNSON | 31,616 | 3,081,000 | 1.16% | ||
| 22 | COCA COLA CO | 75,379 | 2,957,000 | 1.11% | ||
| 23 | TRI POINTE HOMES INC COM | 154,951 | 2,371,000 | 0.89% | ||
| 24 | FOREST CITY ENTERPRISES A | 100,518 | 2,221,000 | 0.83% | ||
| 25 | INTERNATIONAL BUSINESS MACHS | 12,885 | 2,096,000 | 0.79% | ||
| 26 | DU PONT E I DE NEMOURS & CO | 28,414 | 1,817,000 | 0.68% | ||
| 27 | PICO HLDGS INC | 122,361 | 1,801,000 | 0.68% | ||
| 28 | ABBOTT LABS | 34,405 | 1,689,000 | 0.63% | ||
| 29 | BERKSHIRE HATHAWAY INC DEL | 8 | 1,639,000 | 0.62% | ||
| 30 | AMERICAN NATL INS CO COM | 15,746 | 1,611,000 | 0.60% | ||
| 31 | WELLS FARGO & CO NEW | 27,119 | 1,525,000 | 0.57% | ||
| 32 | SAN JUAN BASIN RTY TR | 137,124 | 1,473,000 | 0.55% | ||
| 33 | CHESAPEAKE ENERGY CORP | 130,406 | 1,457,000 | 0.55% | ||
| 34 | CHEVRON CORP NEW | 14,678 | 1,416,000 | 0.53% | ||
| 35 | LIBERTY MEDIA CORP | 39,087 | 1,403,000 | 0.53% | ||
| 36 | VANGUARD SPECIALIZED FUNDS | 17,455 | 1,372,000 | 0.51% | ||
| 37 | CNA FINL CORP | 35,078 | 1,340,000 | 0.50% | ||
| 38 | GREIF INC | 32,147 | 1,302,000 | 0.49% | ||
| 39 | BROADRIDGE FINL SOLUTIONS IN | 23,700 | 1,185,000 | 0.44% | ||
| 40 | ROYCE VALUE TR INC | 84,129 | 1,160,000 | 0.44% | ||
| 41 | APPLE INC | 9,039 | 1,134,000 | 0.43% | ||
| 42 | VODAFONE GROUP PLC NEW | 30,159 | 1,099,000 | 0.41% | ||
| 43 | BROOKFIELD ASSET MGMT INC | 30,847 | 1,077,000 | 0.40% | ||
| 44 | ROYCE MICRO CAP TR INC | 111,838 | 1,031,000 | 0.39% | ||
| 45 | DIAMOND OFFSHORE DRILLING IN | 39,742 | 1,026,000 | 0.39% | ||
| 46 | NABORS INDUSTRIES LTD | 68,987 | 995,000 | 0.37% | ||
| 47 | ATWOOD OCEANICS INC | 37,370 | 988,000 | 0.37% | ||
| 48 | WEYERHAEUSER CO | 30,680 | 966,000 | 0.36% | ||
| 49 | SCRIPPS E W CO OHIO CL A NEW | 41,033 | 938,000 | 0.35% | ||
| 50 | US BANCORP DEL | 21,591 | 937,000 | 0.35% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001221073-15-000085, filed 2015.08.10).
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.
