Q1 2017 Holdings
Filed 2017-05-05 | 155 holdings | $1.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $747.0K | 21,934 | 70.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $46.5K | 281,584 | 4.4% |
| White Mtns INS Group LTD(WTM) | COM | G9618E107 | $26.0K | 30,251 | 2.4% |
| Alleghany Corp del(YUSD) | COM | 017175100 | $23.2K | 38,036 | 2.2% |
| Markel Corp(MKL) | COM | 570535104 | $17.4K | 17,988 | 1.6% |
| Berkley W R Corp(WRB) | COM | 084423102 | $15.4K | 225,997 | 1.4% |
| Loews Corp(L) | COM | 540424108 | $14.0K | 299,569 | 1.3% |
| Leucadia Natl Corp | COM | 527288104 | $12.1K | 475,494 | 1.1% |
| Enstar Group Limited | SHS | G3075P101 | $11.9K | 61,054 | 1.1% |
| Fairfax Financial Hldgs LTD(FRFHF) | COM | 303901102 | $9.4K | 20,498 | 0.9% |
| RPC Inc(RES) | COM | 749660106 | $7.2K | 397,655 | 0.7% |
| Cimarex Energy Co(XECEUR) | COM | 171798101 | $5.6K | 48,171 | 0.5% |
| Microsoft Corp(MSFT) | COM | 594918104 | $5.2K | 76,675 | 0.5% |
| General Amern Invs Inc(GAM) | COM | 368802104 | $4.9K | 144,468 | 0.5% |
| Westamerica Bancorporation(WABC) | COM | 957090103 | $4.4K | 79,812 | 0.4% |
| Bank New York Mellon Corp(BK) | COM | 064058100 | $4.1K | 86,640 | 0.4% |
| Tegna Inc(TGNA) | COM | 87901J105 | $4.0K | 158,810 | 0.4% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $3.8K | 30,465 | 0.4% |
| Devon Energy Corp New(DVN) | COM | 25179M103 | $3.7K | 94,341 | 0.3% |
| TRI Pointe Group Inc(TPH) | COM | 87265H109 | $2.9K | 232,260 | 0.3% |
| Forest City Rlty TR Inc | COM CL A | 345605109 | $2.8K | 123,916 | 0.3% |
| Chicago Bridge & Iron Co N V | COM | 167250109 | $2.5K | 82,558 | 0.2% |
| Source Cap Inc | COM | 836144105 | $2.4K | 62,177 | 0.2% |
| International Business Machs(IBM) | COM | 459200101 | $2.3K | 14,320 | 0.2% |
| DU Pont E I de Nemours & Co | COM | 263534109 | $2.2K | 28,148 | 0.2% |
| CNA Finl Corp(CNA) | COM | 126117100 | $2.2K | 48,160 | 0.2% |
| Helmerich & Payne Inc(HP) | COM | 423452101 | $2.2K | 35,850 | 0.2% |
| Boardwalk Pipeline Partners | UT LTD PARTNER | 096627104 | $2.2K | 118,775 | 0.2% |
| Pico Hldgs Inc | COM NEW | 693366205 | $2.1K | 128,592 | 0.2% |
| Coca Cola Co(KO) | COM | 191216100 | $2.0K | 47,200 | 0.2% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $2.0K | 8 | 0.2% |
| Vanguard Specialized Portfol(VIG) | DIV APP ETF | 921908844 | $2.0K | 21,567 | 0.2% |
| Consolidated Tomoka LD Co(CTOUSD) | COM | 210226106 | $2.0K | 36,331 | 0.2% |
| Greif Inc(GEF/B) | CL B | 397624206 | $1.9K | 27,557 | 0.2% |
| Chevron Corp New(CVX) | COM | 166764100 | $1.7K | 15,875 | 0.2% |
| American Natl INS Co(ANATUSD) | COM | 028591105 | $1.7K | 14,171 | 0.2% |
| Broadridge Finl Solutions in(BR) | COM | 11133T103 | $1.6K | 23,370 | 0.2% |
| Emerson Elec Co(EMR) | COM | 291011104 | $1.6K | 27,098 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $1.5K | 10,223 | 0.1% |
| Abbott Labs(ABT) | COM | 002824100 | $1.4K | 32,400 | 0.1% |
| AT&T Inc(T) | COM | 00206R102 | $1.3K | 33,857 | 0.1% |
| Wells Fargo & Co New(WFC) | COM | 949746101 | $1.3K | 24,602 | 0.1% |
| Conocophillips(COP) | COM | 20825C104 | $1.3K | 27,472 | 0.1% |
| Sabine Royalty TR(SBR) | UNIT BEN INT | 785688102 | $1.3K | 34,260 | 0.1% |
| Royce Micro-Cap TR Inc(RMT) | COM | 780915104 | $1.3K | 145,920 | 0.1% |
| Amerco(UHAL) | COM | 023586100 | $1.2K | 3,201 | 0.1% |
| Royce Value TR Inc(RVT) | COM | 780910105 | $1.2K | 79,170 | 0.1% |
| Amgen Inc(AMGN) | COM | 031162100 | $1.1K | 6,992 | 0.1% |
| Monmouth Real Estate Invt Co | CL A | 609720107 | $1.1K | 74,675 | 0.1% |
| US Bancorp del(USB) | COM NEW | 902973304 | $1.1K | 21,591 | 0.1% |