| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LEUCADIA NATIONAL CO | 666,387 | 15,493,000 | 21.71% | ||
| 2 | DEERE & CO | 141,850 | 14,616,000 | 20.48% | ||
| 3 | TERNIUM SA | 384,037 | 9,274,000 | 13.00% | ||
| 4 | CUMMINS INC | 53,300 | 7,285,000 | 10.21% | ||
| 5 | INTERNATIONAL BUSINESS MACHS | 40,300 | 6,689,000 | 9.37% | ||
| 6 | DIAMOND OFFSHORE DRILLING IN | 374,120 | 6,622,000 | 9.28% | ||
| 7 | AMERICAN EXPRESS CO | 67,200 | 4,978,000 | 6.98% | ||
| 8 | TENARIS S A | 113,500 | 4,053,000 | 5.68% | ||
| 9 | BED BATH & BEYOND INC | 57,700 | 2,345,000 | 3.29% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001679542-17-000001, filed 2017.01.24).
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.
