| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LEUCADIA NATIONAL CO | 697,887 | 13,288,000 | 20.08% | ||
| 2 | DEERE & CO | 148,450 | 12,670,000 | 19.15% | ||
| 3 | TERNIUM SA | 402,037 | 7,892,000 | 11.93% | ||
| 4 | CUMMINS INC | 56,000 | 7,176,000 | 10.84% | ||
| 5 | DIAMOND OFFSHORE DRILLING IN | 384,120 | 6,764,000 | 10.22% | ||
| 6 | INTERNATIONAL BUSINESS MACHS | 42,500 | 6,751,000 | 10.20% | ||
| 7 | AMERICAN EXPRESS CO | 67,200 | 4,303,000 | 6.50% | ||
| 8 | TENARIS S A | 119,500 | 3,394,000 | 5.13% | ||
| 9 | BED BATH & BEYOND INC | 57,700 | 2,487,000 | 3.76% | ||
| 10 | GOLDMAN SACHS GROUP INC | 9,000 | 1,451,000 | 2.19% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001679542-16-000002, filed 2016.10.19).
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.
