Q2 2014 Holdings
Filed 2014-08-14 | 9 holdings | $169.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Global Indemnity PLC | SHS | G39319101 | $36.4K | 1,400,038 | 21.5% |
| American Intl Group Inc(AIG) | COM NEW | 026874784 | $31.2K | 571,664 | 18.4% |
| Boardwalk Pipeline Partners | UT LTD PARTNER | 096627104 | $26.1K | 1,411,671 | 15.4% |
| Post Hldgs Inc(POST) | COM | 737446104 | $23.3K | 458,547 | 13.8% |
| Pacific Drilling SA Luxembou | REG SHS | L7257P106 | $22.4K | 2,241,557 | 13.2% |
| SLM Corp(SLM) | COM | 78442P106 | $10.5K | 1,260,535 | 6.2% |
| American Intl Group Inc | *W EXP 01/19/202 | 026874156 | $8.8K | 329,952 | 5.2% |
| CIT Group Inc(CITUSD) | COM NEW | 125581801 | $7.8K | 169,411 | 4.6% |
| Market Vectors ETF TR | JR GOLD MINERS E | 57061R544 | $2.9K | 69,350 | 1.7% |