Q4 2017 Holdings
Filed 2018-02-14 | 27 holdings | $158.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $11.7K | 59,035 | 7.4% |
| Bank Amer Corp(BAC) | COM | 060505104 | $11.1K | 375,911 | 7.0% |
| Aptiv PLC(APTV) | SHS | G6095L109 | $10.2K | 119,827 | 6.4% |
| Seaboard Corp(SEB) | COM | 811543107 | $9.9K | 2,234 | 6.2% |
| American Intl Group Inc(AIG) | COM NEW | 026874784 | $9.2K | 154,679 | 5.8% |
| Old REP Intl Corp(ORI) | COM | 680223104 | $8.9K | 417,665 | 5.6% |
| Discovery Communicatns New(DISCKUSD) | COM SER C | 25470F302 | $8.8K | 417,290 | 5.6% |
| Old Dominion Fght Lines Inc(ODFL) | COM | 679580100 | $8.8K | 67,125 | 5.6% |
| DXC Technology Co(DXC) | COM | 23355L106 | $8.6K | 90,762 | 5.4% |
| Apple Inc(AAPL) | COM | 037833100 | $8.2K | 48,363 | 5.2% |
| Mckesson Corp(MCK) | COM | 58155Q103 | $7.9K | 50,589 | 5.0% |
| American Express Co(AXP) | COM | 025816109 | $7.9K | 79,193 | 5.0% |
| Wells Fargo Co New(WFC) | PERP PFD CNV A | 949746804 | $7.9K | 6,004 | 5.0% |
| Copart Inc.(CPRT) | COM | 217204106 | $7.8K | 180,916 | 4.9% |
| Newmont Mining Corp(NEM) | COM | 651639106 | $7.8K | 206,911 | 4.9% |
| Turkcell Iletisim Hizmetleri(TKC) | SPON ADR NEW | 900111204 | $5.3K | 516,440 | 3.3% |
| Seritage Growth Pptys(SRG) | CL A | 81752R100 | $4.4K | 109,385 | 2.8% |
| NOW Inc.(DNOW) | COM | 67011P100 | $3.3K | 296,270 | 2.1% |
| BBX Cap Corp New(BBX1EUR) | CL A | 05491N104 | $3.2K | 404,076 | 2.0% |
| PBF Energy Inc(PBF) | CL A | 69318G106 | $2.1K | 58,164 | 1.3% |
| Science Applications Intl CP N(SAIC) | COM | 808625107 | $1.7K | 22,573 | 1.1% |
| Bank Amer Corp(BAC) | 7.25% CNV PFD L | 060505682 | $1.6K | 1,231 | 1.0% |
| Gabelli GLB SML & MD CP VAL(GGZ) | COM | 36249W104 | $948 | 74,376 | 0.6% |
| First Amern Finl Corp(FAF) | COM | 31847R102 | $432 | 7,700 | 0.3% |
| Western Asset Clym Infl SEC(XWIAX) | COM SH BEN INT | 95766Q106 | $343 | 29,126 | 0.2% |
| MRC Global Inc(37M) | COM | 55345K103 | $195 | 11,510 | 0.1% |
| Sears Hldgs Corp | *W EXP 12/15/2019 | 812350155 | $10 | 29,990 | 0.0% |