| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LEUCADIA NATIONAL CO | 697,887 | 12,094,000 | 16.89% | ||
| 2 | DEERE & CO | 148,450 | 12,030,000 | 16.80% | ||
| 3 | TERNIUM SA | 417,037 | 7,949,000 | 11.10% | ||
| 4 | DIAMOND OFFSHORE DRILLING IN | 319,120 | 7,764,000 | 10.85% | ||
| 5 | INTERNATIONAL BUSINESS MACHS | 44,000 | 6,678,000 | 9.33% | ||
| 6 | CUMMINS INC | 56,000 | 6,297,000 | 8.80% | ||
| 7 | AMERICAN EXPRESS CO | 67,200 | 4,083,000 | 5.70% | ||
| 8 | AMERICAS CAR MART INC COM | 143,861 | 4,063,000 | 5.68% | ||
| 9 | TENARIS S A | 119,500 | 3,446,000 | 4.81% | ||
| 10 | POSCO | 75,393 | 3,355,000 | 4.69% | ||
| 11 | BED BATH & BEYOND INC | 57,700 | 2,494,000 | 3.48% | ||
| 12 | GOLDMAN SACHS GROUP INC | 9,000 | 1,337,000 | 1.87% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001679542-16-000001, filed 2016.08.02).
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.
