Q4 2018 Holdings
Filed 2019-02-11 | 154 holdings | $7.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Conocophillips(COP) | COM | 20825C104 | $1.6M | 25,649 | 22.8% |
| Cross Timbers RTY TR(CRT) | TR UNIT | 22757R109 | $1.4M | 130,483 | 20.3% |
| Cars COM Inc(CARS) | COM | 14575E105 | $884.0K | 41,103 | 12.6% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $693.0K | 16,000 | 9.9% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $505.0K | 2,479 | 7.2% |
| Corning Inc(GLW) | COM | 219350105 | $463.0K | 15,320 | 6.6% |
| Brighthouse Finl Inc(BHF) | COM | 10922N103 | $367.0K | 12,033 | 5.2% |
| Antero RES Corp(AR) | COM | 03674X106 | $348.0K | 37,011 | 5.0% |
| Americas CAR Mart Inc(CRMT) | COM | 03062T105 | $220.0K | 3,030 | 3.1% |
| Daily Journal Corp(DJCO) | COM | 233912104 | $208.0K | 889 | 3.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $53.4K | 261,436 | 0.8% |
| White Mtns INS Group LTD(WTM) | COM | G9618E107 | $24.3K | 28,385 | 0.3% |
| Alleghany Corp del(YUSD) | COM | 017175100 | $23.9K | 38,381 | 0.3% |
| Markel Corp(MKL) | COM | 570535104 | $16.5K | 15,892 | 0.2% |
| W R Berkley Corporation(WRB) | COM | 084423102 | $15.7K | 212,183 | 0.2% |
| Loews Corp(L) | COM | 540424108 | $14.9K | 326,863 | 0.2% |
| Enstar Group Limited | SHS | G3075P101 | $11.9K | 71,172 | 0.2% |
| Fairfax Finl Hldgs LTD SUB VTG(FRFHF) | Stock | 303901102 | $11.8K | 26,727 | 0.2% |
| Jefferies Finl Group Inc(JEF) | COM | 47233W109 | $9.7K | 561,276 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $6.0K | 59,289 | 0.1% |
| RPC Inc(RES) | COM | 749660106 | $4.1K | 418,948 | 0.1% |
| Bank New York Mellon Corp(BK) | COM | 064058100 | $4.1K | 86,540 | 0.1% |
| Westamerica Bancorporation(WABC) | COM | 957090103 | $3.5K | 62,233 | 0.0% |
| General Amern Invs Inc(GAM) | COM | 368802104 | $3.1K | 110,449 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $3.1K | 24,279 | 0.0% |
| Cimarex Energy Co(XECEUR) | COM | 171798101 | $2.6K | 42,604 | 0.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $2.4K | 8 | 0.0% |
| NOW Inc(DNOW) | COM | 67011P100 | $2.4K | 207,561 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $2.3K | 47,568 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $2.2K | 30,570 | 0.0% |
| Mohawk Inds Inc(MHK) | COM | 608190104 | $2.1K | 17,535 | 0.0% |
| Dowdupont Inc | COM | 26078J100 | $2.0K | 38,130 | 0.0% |
| Schwab Charles Corp New(SCHW) | COM | 808513105 | $2.0K | 47,335 | 0.0% |
| Source Cap Inc | COM | 836144105 | $1.9K | 58,972 | 0.0% |
| Helmerich & Payne Inc(HP) | COM | 423452101 | $1.8K | 38,330 | 0.0% |
| Broadridge Finl Solutions in(BR) | COM | 11133T103 | $1.8K | 19,090 | 0.0% |
| Vanguard Group(VIG) | DIV APP ETF | 921908844 | $1.7K | 17,289 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $1.7K | 10,589 | 0.0% |
| Amerco(UHAL) | COM | 023586100 | $1.7K | 5,056 | 0.0% |
| Consolidated Tomoka LD Co(CTOUSD) | COM | 210226106 | $1.6K | 30,140 | 0.0% |
| American Natl INS Co(ANATUSD) | COM | 028591105 | $1.5K | 12,088 | 0.0% |
| California RES Corp(CRCEUR) | COM NEW | 13057Q206 | $1.5K | 89,967 | 0.0% |
| CNA Finl Corp(CNA) | COM | 126117100 | $1.5K | 33,256 | 0.0% |
| Emerson Elec Co(EMR) | COM | 291011104 | $1.5K | 24,485 | 0.0% |
| Tegna Inc(TGNA) | COM | 87901J105 | $1.4K | 133,005 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $1.4K | 12,888 | 0.0% |
| Sabine Royalty TR(SBR) | UNIT BEN INT | 785688102 | $1.4K | 37,484 | 0.0% |
| Pico Hldgs Inc | COM NEW | 693366205 | $1.3K | 144,238 | 0.0% |
| Tidewater Inc New(TDW) | COM | 88642R109 | $1.2K | 62,960 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $1.2K | 41,196 | 0.0% |