Q2 2019 Holdings
Filed 2019-08-14 | 37 holdings | $5.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cadiz Inc.(CDZI) | COM | 127537207 | $4.7M | 417,800 | 88.4% |
| Acacia Research(ACTG) | COM | 003881307 | $237.0K | 80,000 | 4.5% |
| Corteva(CTVA) | COM | 22052L104 | $219.0K | 7,400 | 4.1% |
| Kennedy-Wilson Hldgs(KW) | COM | 489398107 | $89.7K | 4,363,000 | 1.7% |
| White Mtns Ins Group Ltd(WTM) | COM | G9618E107 | $26.4K | 25,840 | 0.5% |
| Berkshire Hathaway Inc.(BRK/A) | CL A | 084670108 | $15.6K | 49 | 0.3% |
| Berkshire Hathaway Inc.(BRK/B) | CL B | 084670702 | $13.0K | 60,900 | 0.2% |
| Cons Tomoka Land Co-Florida(CTOUSD) | COM | 210226106 | $2.4K | 40,500 | 0.0% |
| Goldman Sachs Group Inc(GS) | COM | 38141G104 | $2.1K | 10,390 | 0.0% |
| Alphabet Inc(GOOG) | COM | 02079K107 | $1.9K | 1,740 | 0.0% |
| Apple Computer Inc(AAPL) | COM | 037833100 | $1.3K | 6,650 | 0.0% |
| Alphabet Inc(GOOGL) | COM | 02079K305 | $1.3K | 1,155 | 0.0% |
| Proshares Short S&P 500 | SHORT S&P 500 NE | 74347B425 | $1.2K | 43,395 | 0.0% |
| Citigoup Inc.(C) | COM | 172967424 | $980 | 14,000 | 0.0% |
| Energy Recovery Inc.(ERII) | COM | 29270J100 | $850 | 81,581 | 0.0% |
| Jefferies Financial Group Inc.(JEF) | COM | 47233W109 | $587 | 30,500 | 0.0% |
| Du Pont E I De Nemours & Co(DD) | COM | 26614N102 | $556 | 7,400 | 0.0% |
| Proshares Short Dow 30(DOG) | PSHS SHORT DOW 30 | 74347B235 | $538 | 10,060 | 0.0% |
| McDermott Intl Inc | COM | 580037703 | $534 | 55,300 | 0.0% |
| Enerplus Resources Fund(ERFGBP) | COM | 292766102 | $441 | 58,600 | 0.0% |
| Occidental Petrolium(OXY) | COM | 674599105 | $392 | 7,800 | 0.0% |
| Dow Chemical(DOW) | COM | 260557103 | $365 | 7,400 | 0.0% |
| JPMorgan Chase & Co.(JPM) | COM | 46625H100 | $335 | 3,000 | 0.0% |
| Kinder Morgan, Inc.(KMI) | COM | 49456B101 | $267 | 12,800 | 0.0% |
| Oshkosh Corp.(OSK) | COM | 688239201 | $267 | 3,194 | 0.0% |
| Taylor Devices Inc(TAYD) | COM | 877163105 | $262 | 24,505 | 0.0% |
| Gilead Sciences(GILD) | COM | 375558103 | $236 | 3,500 | 0.0% |
| Reading International Inc(RDI) | CL A | 755408101 | $227 | 17,464 | 0.0% |
| Nucor Corp(NUE) | COM | 670346105 | $204 | 3,700 | 0.0% |
| Polymet Mining Corp. | COM | 731916102 | $183 | 425,000 | 0.0% |
| Diamond Offshore Drilling(DOEUR) | COM | 25271C102 | $157 | 17,700 | 0.0% |
| Blackberry LTD | COM | 09228FAF0 | $86 | 11,500 | 0.0% |
| Trovagene Inc | COM | 897238606 | $50 | 20,000 | 0.0% |
| Opko Health Inc(OPK) | COM | 68375N103 | $44 | 18,000 | 0.0% |
| Obsidian Energy LTD | COM | 674482104 | $27 | 22,428 | 0.0% |
| Innodata Isogen Inc(INOD) | COM | 457642205 | $22 | 24,000 | 0.0% |
| Fuel Tech Inc.(FTEK) | COM | 359523107 | $21 | 15,000 | 0.0% |