Q4 2019 Holdings
Filed 2020-02-13 | 57 holdings | $5.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Lennar Corp.(LEN) | COM | 526057104 | $49.5K | 881,440 | 1.0% |
| Lennar Corp(LEN/B) | CL B | 526057302 | $50.5K | 1,130,388 | 1.0% |
| Tidewater Inc.(TDW) | COM | 88642R109 | $53.1K | 2,754,611 | 1.0% |
| Brookfield Asset Mgmt. CL A | CL A LTD VT SH | 112585104 | $62.2K | 1,075,748 | 1.2% |
| Weyerhaeuser Company(WY) | COM | 962166104 | $79.9K | 2,644,843 | 1.6% |
| Five Point Holdings LLC(FPH) | COM | 33833Q106 | $81.4K | 11,713,323 | 1.6% |
| Cullen Frost Bankers, Inc.(CFR) | COM | 229899109 | $4.1M | 42,331 | 80.4% |