Q2 2013 Holdings
Filed 2013-08-14 | 24 holdings | $397.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Hewlett Packard Co | COM | 428236103 | $60.2K | 2,426,416 | 15.2% |
| Spectrum Brands Hldgs Inc | COM | 84763R101 | $39.8K | 700,351 | 10.0% |
| Leucadia Natl Corp | COM | 527288104 | $30.5K | 1,165,026 | 7.7% |
| Microsoft Corp(MSFT) | COM | 594918104 | $30.0K | 867,760 | 7.5% |
| Walter Invt Mgmt Corp | COM | 93317W102 | $28.8K | 851,669 | 7.3% |
| Sprint Nextel Corp | COM SER 1 | 852061100 | $24.4K | 3,473,650 | 6.1% |
| Barrick Gold Corp(ABX) | COM | 067901108 | $24.1K | 1,528,020 | 6.1% |
| Google Inc | CL A | 38259P508 | $20.1K | 22,775 | 5.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $19.5K | 173,888 | 4.9% |
| Staples Inc | COM | 855030102 | $18.9K | 1,192,330 | 4.8% |
| White Mtns INS Group LTD(WTM) | COM | G9618E107 | $15.8K | 27,518 | 4.0% |
| Federated Invs Inc PA(FHI) | CL B | 314211103 | $14.0K | 511,920 | 3.5% |
| Alleghany Corp del(YUSD) | COM | 017175100 | $13.2K | 34,477 | 3.3% |
| Sears Hldgs Corp | COM | 812350106 | $11.0K | 261,442 | 2.8% |
| WPX Energy Inc | COM | 98212B103 | $10.4K | 548,874 | 2.6% |
| Exco Reseources Group | COM | 269279402 | $9.6K | 1,251,542 | 2.4% |
| Republic Svcs Inc(RSG) | COM | 760759100 | $7.1K | 208,690 | 1.8% |
| Seacor Hldgs Corp | COM | 811904101 | $6.0K | 72,338 | 1.5% |
| Systemax in | COM | 871851101 | $5.6K | 594,799 | 1.4% |
| ProShares UltraShort Msci Euro | ULTRASHORT EUROP | 74348A301 | $2.3K | 95,000 | 0.6% |
| Dell Inc | COM | 24702R101 | $2.1K | 160,000 | 0.5% |
| Deutsche Bank AG 3X Inv Japan | INV JAP GOV BD | 25154P188 | $1.6K | 84,727 | 0.4% |
| Deutsche Bank AG Inv Jap Govt | 3X INV JAP GOV | 25154P170 | $1.4K | 73,074 | 0.4% |
| ERA Group Inc(ERA1USD) | COM | 26885G109 | $803 | 30,700 | 0.2% |