Q1 2014 Holdings
Filed 2014-05-09 | 143 holdings | $2.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cross Timbers RTY TR(CRT) | TR UNIT | 22757R109 | $590.0K | 18,924 | 23.7% |
| Corning Inc(GLW) | COM | 219350105 | $547.0K | 26,290 | 22.0% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $510.0K | 22,746 | 20.5% |
| Conocophillips(COP) | COM | 20825C104 | $340.0K | 4,836 | 13.7% |
| Daily Journal Corp(DJCO) | COM | 233912104 | $266.0K | 1,538 | 10.7% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $30.4K | 243,545 | 1.2% |
| White Mtns INS Group LTD(WTM) | COM | G9618E107 | $16.1K | 26,836 | 0.6% |
| Alleghany Corp del(YUSD) | COM | 017175100 | $13.5K | 35,545 | 0.5% |
| Loews Corp(L) | COM | 540424108 | $11.0K | 247,687 | 0.4% |
| Markel Corp(MKL) | COM | 570535104 | $10.1K | 16,938 | 0.4% |
| Fairfax Financial Hldgs Ltd(FRFHF) | COM | 303901102 | $10.1K | 23,275 | 0.4% |
| Berkley W R Corp(WRB) | COM | 084423102 | $9.8K | 236,191 | 0.4% |
| Leucadia Natl Corp | COM | 527288104 | $8.7K | 312,425 | 0.4% |
| RPC Inc(RES) | COM | 749660106 | $8.3K | 408,360 | 0.3% |
| Cimarex Energy Co(XECEUR) | COM | 171798101 | $7.1K | 59,421 | 0.3% |
| Devon Energy Corp New(DVN) | COM | 25179M103 | $6.9K | 103,103 | 0.3% |
| General Amern Invs Inc(GAM) | COM | 368802104 | $5.4K | 154,386 | 0.2% |
| Westamerica Bancorporation(WABC) | COM | 957090103 | $4.6K | 84,971 | 0.2% |
| Gannett Inc | COM | 364730101 | $4.6K | 165,580 | 0.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $3.5K | 84,918 | 0.1% |
| Bank New York Mellon Corp(BK) | COM | 064058100 | $3.3K | 92,184 | 0.1% |
| Coca Cola Co(KO) | COM | 191216100 | $2.9K | 75,885 | 0.1% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $2.9K | 29,684 | 0.1% |
| Source Cap Inc | COM | 836144105 | $2.7K | 39,711 | 0.1% |
| Directv | COM | 25490A309 | $2.6K | 34,037 | 0.1% |
| Pico Hldgs Inc | COM NEW | 693366205 | $2.4K | 94,012 | 0.1% |
| SAN Juan Basin RTY TR(SJT) | UNIT BEN INT | 798241105 | $2.2K | 127,239 | 0.1% |
| Diamond Offshore Drilling in(DOEUR) | COM | 25271C102 | $1.9K | 39,557 | 0.1% |
| DU Pont E I de Nemours & Co | COM | 263534109 | $1.9K | 28,414 | 0.1% |
| Nabors Industries LTD(NBR) | SHS | G6359F103 | $1.9K | 76,677 | 0.1% |
| Noble Corp PLC | SHS USD | G65431101 | $1.8K | 56,225 | 0.1% |
| Atwood Oceanics Inc | COM | 050095108 | $1.8K | 34,745 | 0.1% |
| Forest City Enterprises Inc | CL A | 345550107 | $1.7K | 90,072 | 0.1% |
| Chevron Corp New(CVX) | COM | 166764100 | $1.7K | 13,928 | 0.1% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $1.5K | 8 | 0.1% |
| Abbott Labs(ABT) | COM | 002824100 | $1.5K | 38,664 | 0.1% |
| Ensco PLC | SHS CLASS A | G3157S106 | $1.5K | 28,092 | 0.1% |
| Liberty Media Corp Delaware | CL A | 531229102 | $1.4K | 11,079 | 0.1% |
| Royce Value TR Inc(RVT) | COM | 780910105 | $1.3K | 84,673 | 0.1% |
| Patterson UTI Energy Inc(PTEN) | COM | 703481101 | $1.3K | 41,500 | 0.1% |
| Weyerhaeuser Co(WY) | COM | 962166104 | $1.3K | 43,150 | 0.1% |
| Wells Fargo & Co New(WFC) | COM | 949746101 | $1.3K | 25,138 | 0.1% |
| American Natl INS Co(ANATUSD) | COM | 028591105 | $1.2K | 10,623 | 0.0% |
| Royce Micro-Cap TR Inc(RMT) | COM | 780915104 | $1.2K | 95,486 | 0.0% |
| Vodafone Group PLC New(VOD) | SPNSR ADR NO PAR | 92857W308 | $1.1K | 31,222 | 0.0% |
| Helmerich & Payne Inc(HP) | COM | 423452101 | $1.1K | 10,500 | 0.0% |
| Axiall Corp | COM | 05463D100 | $1.0K | 22,735 | 0.0% |
| CNA Finl Corp(CNA) | COM | 126117100 | $979 | 22,909 | 0.0% |
| US Bancorp del(USB) | COM NEW | 902973304 | $925 | 21,591 | 0.0% |
| Broadridge Finl Solutions in(BR) | COM | 11133T103 | $914 | 24,600 | 0.0% |