| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BUILDERS FIRSTSOURCE | 175,000 | 2,014,000 | 1.39% | ||
| 2 | JPMorgan Chase & Co. Warrants Exp 10/28/18 | 100,000 | 2,463,000 | 1.70% | ||
| 3 | FORTIVE CORP | 50,000 | 2,545,000 | 1.75% | ||
| 4 | LIBERTY MEDIA CORP DEL | 150,193 | 2,610,000 | 1.80% | ||
| 5 | TIER REIT INC | 200,000 | 3,088,000 | 2.13% | ||
| 6 | LIBERTY GLOBAL PLC | 250,000 | 8,260,000 | 5.69% | ||
| 7 | YAHOO INC | 200,000 | 8,620,000 | 5.94% | ||
| 8 | FLEETCOR TECHNOLOGIES INC | 50,000 | 8,687,000 | 5.99% | ||
| 9 | LIBERTY BROADBAND-C | 132,660 | 9,483,000 | 6.53% | ||
| 10 | CONTINENTAL BLDG PRODS INC COM | 525,000 | 11,020,000 | 7.59% | ||
| 11 | STEWART INFORMATION SVCS COR | 260,000 | 11,557,000 | 7.96% | ||
| 12 | ISHARES GOLD TRUST | 1,200,000 | 15,228,000 | 10.49% | ||
| 13 | WELLS FARGO & CO NEW | 13,000 | 17,021,000 | 11.73% | ||
| 14 | INTERACTIVE BROKERS GROUP IN | 600,000 | 21,162,000 | 14.58% | ||
| 15 | ALPHABET INC | 27,500 | 21,375,000 | 14.73% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-16-020737, 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.
