| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BED BATH & BEYOND INC | 57,700 | 2,277,000 | 3.09% | ||
| 2 | TENARIS S A | 113,500 | 3,875,000 | 5.27% | ||
| 3 | AMERICAN EXPRESS CO | 67,200 | 5,316,000 | 7.22% | ||
| 4 | INTERNATIONAL BUSINESS MACHS | 40,300 | 7,018,000 | 9.54% | ||
| 5 | DIAMOND OFFSHR DRILLING | 449,120 | 7,505,000 | 10.20% | ||
| 6 | CUMMINS INC | 53,300 | 8,059,000 | 10.95% | ||
| 7 | TERNIUM SA | 384,037 | 10,031,000 | 13.63% | ||
| 8 | LEUCADIA NATL CORP | 541,387 | 14,076,000 | 19.13% | ||
| 9 | DEERE & CO | 141,850 | 15,442,000 | 20.98% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001679542-17-000002, filed 2017.04.20).
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.
