Q4 2013 Holdings
Filed 2014-02-12 | 26 holdings | $2.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Blackberry Ltd(BB) | COM | 09228F103 | $2.2M | 300,000 | 82.2% |
| Hewlett Packard Co | COM | 428236103 | $74.3K | 2,656,396 | 2.7% |
| Spectrum Brands Holdings Inc | COM | 84763R101 | $46.7K | 662,311 | 1.7% |
| Walter Inv Mgmt Corp | COM | 93317W102 | $39.4K | 1,113,259 | 1.4% |
| Microsoft Corp(MSFT) | COM | 594918104 | $37.0K | 988,060 | 1.4% |
| Leucadia Natl Corp | COM | 527288104 | $33.8K | 1,193,185 | 1.2% |
| Barrick Gold Corp(ABX) | COM | 067901108 | $29.9K | 1,694,050 | 1.1% |
| Google Inc Cl A | CL A | 38259P508 | $25.4K | 22,700 | 0.9% |
| White Mountains Ins Group Ltd(WTM) | COM | G9618E107 | $22.3K | 36,955 | 0.8% |
| Berkshire Hathaway Inc Cl B(BRK/B) | CL B NEW | 084670702 | $20.5K | 173,128 | 0.8% |
| WPX Energy Inc | COM | 98212B103 | $19.1K | 937,349 | 0.7% |
| Staples Inc | COM | 855030102 | $18.9K | 1,192,330 | 0.7% |
| Alleghany Corp(YUSD) | COM | 017175100 | $17.8K | 44,627 | 0.7% |
| Federated Investors Inc PA Cl(FHI) | CL B | 314211103 | $14.7K | 509,730 | 0.5% |
| Sears Holdings Corp | COM | 812350106 | $14.4K | 293,142 | 0.5% |
| Devon Energy Corp(DVN) | COM | 25179M103 | $11.8K | 191,250 | 0.4% |
| Sprint Corp Ser 1 | COM SER 1 | 85207U105 | $10.9K | 1,010,106 | 0.4% |
| Goldcorp Inc | COM | 380956409 | $8.0K | 368,750 | 0.3% |
| Exco Resources Inc | COM | 269279402 | $8.0K | 1,503,888 | 0.3% |
| Systemax Inc | COM | 871851101 | $7.2K | 641,352 | 0.3% |
| Republic Services Inc(RSG) | COM | 760759100 | $6.9K | 208,690 | 0.3% |
| Seacor Holdings Inc | COM | 811904101 | $6.6K | 72,461 | 0.2% |
| Harbinger Group Inc | COM | 41146A106 | $4.1K | 350,000 | 0.2% |
| Deutsche Bank AG 3X Inv Japan | 3X INV JAP GOV | 25154P188 | $2.6K | 149,487 | 0.1% |
| Deutsche Bank AG Inv Jap Govt | INV JAP GOV BD | 25154P170 | $2.0K | 103,624 | 0.1% |
| ProShares UltraShort Ftse Euro | ULTRASHORT EUROP | 74348A301 | $1.4K | 95,000 | 0.1% |