Q1 2014 Holdings
Filed 2014-05-13 | 25 holdings | $533.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Hewlett Packard Co | COM | 428236103 | $86.0K | 2,656,396 | 16.1% |
| Walter Inv Mgmt Corp | COM | 93317W102 | $52.4K | 1,756,059 | 9.8% |
| Microsoft Corp(MSFT) | COM | 594918104 | $40.5K | 988,060 | 7.6% |
| Spectrum Brands Hldgs Inc | COM | 84763R101 | $35.9K | 450,327 | 6.7% |
| Leucadia Natl Corp | COM | 527288104 | $32.6K | 1,162,535 | 6.1% |
| Barrick Gold Corp(ABX) | COM | 067901108 | $32.0K | 1,794,690 | 6.0% |
| White Mtns Ins Group Ltd(WTM) | COM | G9618E107 | $25.8K | 42,950 | 4.8% |
| Google Inc | CL A | 38259P508 | $24.1K | 21,595 | 4.5% |
| WPX Energy Inc | COM | 98212B103 | $22.1K | 1,226,649 | 4.1% |
| Ocwen Finl Corp | COM NEW | 675746309 | $21.7K | 554,800 | 4.1% |
| Berkshire Hathaway Inc Del(BRK/B) | CL B NEW | 084670702 | $21.6K | 172,863 | 4.1% |
| Alleghany Corp Del(YUSD) | COM | 017175100 | $21.0K | 51,477 | 3.9% |
| Staples Inc | COM | 855030102 | $18.0K | 1,587,980 | 3.4% |
| Federated Invs Inc PA(FHI) | CL B | 314211103 | $15.6K | 509,730 | 2.9% |
| Sears Hldgs Corp | COM | 812350106 | $14.6K | 305,292 | 2.7% |
| Exco Resources Inc | COM | 269279402 | $13.7K | 2,445,962 | 2.6% |
| Devon Energy Corp New(DVN) | COM | 25179M103 | $12.8K | 191,250 | 2.4% |
| Systemax Inc | COM | 871851101 | $9.6K | 641,352 | 1.8% |
| Goldcorp Inc New | COM | 380956409 | $9.3K | 381,400 | 1.8% |
| Sprint Corp | COM SER 1 | 85207U105 | $9.3K | 1,010,106 | 1.7% |
| Harbinger Group Inc | COM | 41146A106 | $4.3K | 350,000 | 0.8% |
| Seacor Holdings Inc | COM | 811904101 | $4.2K | 48,100 | 0.8% |
| Deutsche Bk AG London BRH | 3X INV JAP GOV | 25154P188 | $2.8K | 168,337 | 0.5% |
| Deutsche Bk AG London BRH | INV JAP GOV BD | 25154P170 | $2.3K | 122,624 | 0.4% |
| Proshares TR | ULTSHT FTSE EURO | 74348A434 | $1.3K | 23,750 | 0.3% |