Q1 2015 Holdings
Filed 2015-05-15 | 12 holdings | $109.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| American Intl Group Inc(AIG) | COM NEW | 026874784 | $17.3K | 316,500 | 15.8% |
| Wells Fargo & Co New(WFC) | COM | 949746101 | $16.6K | 305,000 | 15.1% |
| Bankunited Inc(BKU) | COM | 06652K103 | $12.8K | 390,000 | 11.6% |
| Texas Capital Bancshares Inc(TCBI) | COM | 88224Q107 | $11.4K | 235,000 | 10.4% |
| State STR Corp(STT) | COM | 857477103 | $10.7K | 145,000 | 9.7% |
| US Bancorp del(USB) | COM NEW | 902973304 | $10.5K | 240,000 | 9.5% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $10.1K | 70,000 | 9.2% |
| SVB Finl Group(SIVBEUR) | COM | 78486Q101 | $8.3K | 65,500 | 7.6% |
| Signature BK New York N Y(SBNY) | COM | 82669G104 | $6.6K | 51,100 | 6.0% |
| Wells Fargo & Co New | *W | 949746119 | $3.1K | 152,000 | 2.8% |
| American Intl Group Inc | *W | 026874156 | $2.2K | 100,000 | 2.0% |
| American Intl Group IncCall | CALL | 026874904 | $137 | 200 | 0.1% |