Q3 2017 Holdings
Filed 2017-11-03 | 11 holdings | $129.9K | 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 | $23.7K | 185,000 | 18.2% |
| Texas Capital Bancshares Inc(TCBI) | COM | 88224Q107 | $22.2K | 258,500 | 17.1% |
| SVB Finl Group(SIVBEUR) | COM | 78486Q101 | $19.8K | 105,750 | 15.2% |
| American Intl Group Inc(AIG) | COM NEW | 026874784 | $18.7K | 305,000 | 14.4% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $12.8K | 70,000 | 9.9% |
| Triton Intl LTD | CL A | G9078F107 | $10.0K | 300,000 | 7.7% |
| Wells Fargo & Co New(WFC) | COM | 949746101 | $9.4K | 170,000 | 7.2% |
| US Bancorp del(USB) | COM NEW | 902973304 | $5.9K | 110,000 | 4.5% |
| Bankunited Inc(BKU) | COM | 06652K103 | $5.1K | 142,500 | 3.9% |
| Wells Fargo & Co New | *W EXP 10/28/201 | 949746119 | $1.3K | 58,500 | 1.0% |
| American Intl Group Inc | *W EXP 01/19/202 | 026874156 | $1.1K | 55,000 | 0.8% |