Q3 2013 Holdings
Filed 2013-11-13 | 44 holdings | $12.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Darling International(DAR) | COM | 237266101 | $12.2M | 577,325 | 97.4% |
| Sparton Cp | COM | 847235108 | $20.4K | 800,828 | 0.2% |
| Dawson Geophysical Company | COM | 239359102 | $16.6K | 511,170 | 0.1% |
| Cabela's | COM | 126804301 | $16.1K | 255,545 | 0.1% |
| ABB Ltd(ABJA) | ADR | 000375204 | $14.2K | 602,283 | 0.1% |
| Autoliv, Inc.(ALV) | ADR | 052800109 | $13.6K | 155,445 | 0.1% |
| Investor AB 'b' | ADR | W48102128 | $13.6K | 440,460 | 0.1% |
| National Oilwell Varco(NOVEUR) | COM | 637071101 | $13.1K | 168,270 | 0.1% |
| Koninklijke Philips Electronic(PHG) | ADR | 500472303 | $13.0K | 403,575 | 0.1% |
| International Business Machine(IBM) | COM | 459200101 | $12.8K | 69,093 | 0.1% |
| Cimarex Energy Company(XECEUR) | COM | 171798101 | $12.8K | 132,537 | 0.1% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $12.4K | 143,069 | 0.1% |
| Pfizer, Inc(PFE) | COM | 717081103 | $11.6K | 404,124 | 0.1% |
| Powell Industries(POWL) | COM | 739128106 | $11.1K | 181,186 | 0.1% |
| Resolute Energy Corporation | COM | 76116A108 | $10.5K | 1,261,200 | 0.1% |
| Merck & Co.(MRK) | COM | 58933Y105 | $10.1K | 211,304 | 0.1% |
| Helmerich & Payne Inc.(HP) | COM | 423452101 | $9.8K | 142,556 | 0.1% |
| Columbia Sportswear(COLM) | COM | 198516106 | $9.7K | 161,698 | 0.1% |
| Whiting Petroleum Corporation | COM | 966387102 | $9.7K | 161,577 | 0.1% |
| Timken Company(TKR) | COM | 887389104 | $9.5K | 158,100 | 0.1% |
| Telefonica de Espana(TELFY) | ADR | 879382208 | $9.2K | 594,600 | 0.1% |
| AZZ Incorporated(AZZ) | COM | 002474104 | $8.5K | 202,265 | 0.1% |
| Anglo American Corp. plc | ADR | 03485P102 | $8.1K | 657,615 | 0.1% |
| Nestle S.A.(NSRGY) | ADR | 641069406 | $7.6K | 108,564 | 0.1% |
| E.on SE(EONGY) | ODR | 268780103 | $7.0K | 396,350 | 0.1% |
| Banco Santander(SAN) | ADR | 05964H105 | $6.6K | 807,336 | 0.1% |
| Mesabi Trust Ctfs(MSB) | COM | 590672101 | $6.2K | 281,325 | 0.0% |
| Natus Medical Inc | COM | 639050103 | $6.0K | 420,000 | 0.0% |
| Banco Latinoamericano de Expor(BLX) | ADR | P16994132 | $5.8K | 232,732 | 0.0% |
| Berkshire Hathaway(BRK/A) | COM | 084670108 | $4.9K | 29 | 0.0% |
| Liberty Global A | COM | 530555101 | $3.0K | 38,200 | 0.0% |
| Rio Tinto plc(RIO) | ADR | 767204100 | $2.1K | 42,325 | 0.0% |
| Berkshire Hathaway Cl B | COM | 08467O702 | $2.0K | 17,395 | 0.0% |
| AT & T(T) | COM | 00206R102 | $1.4K | 41,400 | 0.0% |
| Telefonica Brasil, S.A. | ADR | 87936R106 | $1.1K | 48,625 | 0.0% |
| Telecom Argentina S.A.(TEO) | ADR | 879273209 | $776 | 43,250 | 0.0% |
| Continental Resources(CLRUSD) | COM | 212015101 | $509 | 4,750 | 0.0% |
| Exide Technologies | COM | 302051206 | $395 | 1,053,321 | 0.0% |
| Rydex Swiss Franc Currency Tru | ETF | 23129V109 | $320 | 2,950 | 0.0% |
| Gap Inc(GAP) | COM | 364760108 | $310 | 7,700 | 0.0% |
| 3M Company(MMM) | COM | 88579Y101 | $293 | 2,451 | 0.0% |
| Keweenaw Land Association(KEWL) | COM | 493026108 | $256 | 2,752 | 0.0% |
| Nordstrom(JWNUSD) | COM | 655664100 | $236 | 4,200 | 0.0% |
| Manitex International | COM | 563420108 | $138 | 12,640 | 0.0% |