Q2 2017 Holdings
Filed 2017-08-11 | 12 holdings | $122.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Signature BK New York N Y(SBNY) | COM | 82669G104 | $21.9K | 152,500 | 17.9% |
| Texas Capital Bancshares Inc(TCBI) | COM | 88224Q107 | $19.7K | 254,521 | 16.1% |
| American Intl Group Inc(AIG) | COM NEW | 026874784 | $19.1K | 305,000 | 15.6% |
| SVB Finl Group(SIVBEUR) | COM | 78486Q101 | $18.0K | 102,400 | 14.7% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $11.9K | 70,000 | 9.7% |
| Wells Fargo & Co New(WFC) | COM | 949746101 | $9.3K | 167,500 | 7.6% |
| Triton Intl LTD | CL A | G9078F107 | $8.4K | 250,000 | 6.8% |
| US Bancorp del(USB) | COM NEW | 902973304 | $6.2K | 120,000 | 5.1% |
| Bankunited Inc(BKU) | COM | 06652K103 | $4.6K | 137,500 | 3.8% |
| Wells Fargo & Co New | *W EXP 10/28/201 | 949746119 | $1.2K | 55,000 | 1.0% |
| American Intl Group Inc | *W EXP 01/19/202 | 026874156 | $1.2K | 55,000 | 0.9% |
| US Bancorp delCall | CALL | 902973904 | $992 | 800 | 0.8% |