Q1 2015 Holdings
Filed 2015-05-13 | 67 holdings | $170.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Spdr Gold Trust(GLD) | GOLD SHS | 78463V107 | $54.8K | 481,968 | 0.0% |
| Lyondellbasell Industries N(LYB) | SHS - A - | N53745100 | $57.2K | 651,600 | 0.0% |
| Micron Technology Inc(MU) | COM | 595112103 | $62.9K | 2,317,669 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B)Call | CL B NEW | 084670702 | $72.2K | 500,000 | 0.0% |
| Valeant Pharmaceuticals Intl | COM | 91911K102 | $79.0K | 397,900 | 0.0% |
| TJX COS Inc New(TJX) | COM | 872540109 | $85.7K | 1,223,500 | 0.1% |
| Express Scripts Hldg CoPut | COM | 30219G108 | $107.6K | 1,240,000 | 0.1% |
| Amazon COM Inc(AMZN)Put | COM | 023135106 | $111.6K | 300,000 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $148.3K | 398,600 | 0.1% |
| Wells Fargo & Co New(WFC) | COM | 949746101 | $214.6K | 3,944,149 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $340.9K | 2,362,444 | 0.2% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $416.1K | 1,913 | 0.2% |
| Coeur MNG Inc(CDE) | COM NEW | 192108504 | $6.8M | 1,450,000 | 4.0% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $20.3M | 134,200 | 11.9% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $23.4M | 850,600 | 13.7% |
| Conocophillips(COP) | COM | 20825C104 | $26.8M | 429,900 | 15.7% |
| Carmax Inc(KMX) | COM | 143130102 | $90.5M | 1,311,500 | 53.0% |