Q2 2020 Holdings
Filed 2020-07-29 | 153 holdings | $6.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $1.7M | 4,143 | 27.8% |
| Conocophillips(COP) | COM | 20825C104 | $936.0K | 22,287 | 15.0% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $721.0K | 2,379 | 11.5% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $646.0K | 13,857 | 10.3% |
| Corning Inc(GLW) | COM | 219350105 | $392.0K | 15,144 | 6.3% |
| Corteva Inc(CTVA) | COM | 22052L104 | $343.0K | 12,809 | 5.5% |
| Ambac Finl Group Inc(OSG) | COM NEW | 023139884 | $302.0K | 21,100 | 4.8% |
| Daily Journal Corp(DJCO) | COM | 233912104 | $240.0K | 889 | 3.8% |
| Brighthouse Finl Inc(BHF) | COM | 10922N103 | $222.0K | 7,976 | 3.6% |
| Antero Resources Corp(AR) | COM | 03674X106 | $199.0K | 78,331 | 3.2% |
| Cars COM Inc(CARS) | COM | 14575E105 | $181.0K | 31,417 | 2.9% |
| Cleveland Cliffs Inc(CLF) | COM | 185899101 | $72.0K | 13,120 | 1.2% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $43.8K | 245,330 | 0.7% |
| White Mtns INS Group LTD(WTM) | COM | G9618E107 | $23.2K | 26,160 | 0.4% |
| Alleghany Corp del(YUSD) | COM | 017175100 | $17.8K | 36,438 | 0.3% |
| Berkley W R Corp(WRB) | COM | 084423102 | $17.7K | 309,491 | 0.3% |
| Markel Corp(MKL) | COM | 570535104 | $16.7K | 18,133 | 0.3% |
| Enstar Group Limited | SHS | G3075P101 | $13.5K | 88,361 | 0.2% |
| Loews Corp(L) | COM | 540424108 | $11.5K | 336,316 | 0.2% |
| Fairfax Finl Hldgs LTD SUB VTG(FRFHF) | Stock | 303901102 | $10.5K | 34,126 | 0.2% |
| Jefferies Finl Group Inc(JEF) | COM | 47233W109 | $10.1K | 647,213 | 0.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $9.9K | 48,708 | 0.2% |
| Bank New York Mellon Corp(BK) | COM | 064058100 | $3.7K | 95,469 | 0.1% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $3.0K | 21,251 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $2.9K | 7,910 | 0.0% |
| General Amern Invs Inc(GAM) | COM | 368802104 | $2.9K | 89,656 | 0.0% |
| Westamerica Bancorporation(WABC) | COM | 957090103 | $2.6K | 44,824 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $2.4K | 26,724 | 0.0% |
| Broadridge Finl Solutions in(BR) | COM | 11133T103 | $2.4K | 19,005 | 0.0% |
| Amerco(UHAL) | COM | 023586100 | $2.1K | 6,972 | 0.0% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $1.9K | 7 | 0.0% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $1.8K | 15,638 | 0.0% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $1.6K | 47,422 | 0.0% |
| Mohawk Inds Inc(MHK) | COM | 608190104 | $1.5K | 15,040 | 0.0% |
| Source Cap Inc | COM | 836144105 | $1.5K | 45,351 | 0.0% |
| Centurylink Inc(CTLEUR) | COM | 156700106 | $1.5K | 148,950 | 0.0% |
| Lennar Corp(LEN/B) | CL B | 526057302 | $1.5K | 32,100 | 0.0% |
| NVR Inc(NVR) | COM | 62944T105 | $1.4K | 443 | 0.0% |
| Canadian NAT RES LTD(CNQ) | COM | 136385101 | $1.4K | 79,068 | 0.0% |
| Emerson Elec Co(EMR) | COM | 291011104 | $1.3K | 21,655 | 0.0% |
| RPC Inc(RES) | COM | 749660106 | $1.3K | 431,660 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $1.3K | 5,340 | 0.0% |
| NOW Inc(DNOW) | COM | 67011P100 | $1.2K | 143,400 | 0.0% |
| Brookfield Asset Mgmt Inc | CL A LTD VT SH | 112585104 | $1.2K | 36,887 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $1.1K | 6,513 | 0.0% |
| Royce Value TR Inc(RVT) | COM | 780910105 | $1.1K | 89,613 | 0.0% |
| Istar Inc | COM | 45031U101 | $1.1K | 89,020 | 0.0% |
| Pico Hldgs Inc | COM NEW | 693366205 | $1.1K | 128,937 | 0.0% |
| Cable One Inc(CABO) | COM | 12685J105 | $1.0K | 575 | 0.0% |
| Tegna Inc(TGNA) | COM | 87901J105 | $1.0K | 91,330 | 0.0% |