Q1 2018 Holdings
Filed 2018-05-11 | 26 holdings | $160.9K | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2018-05-21) | 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 | 58,577 | 7.3% |
| Seaboard Corp(SEB) | COM | 811543107 | $11.4K | 2,677 | 7.1% |
| Bank Amer Corp(BAC) | COM | 060505104 | $11.2K | 372,531 | 6.9% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $10.7K | 110,421 | 6.7% |
| Aptiv PLC(APTV) | SHS | G6095L109 | $10.2K | 119,932 | 6.3% |
| Old Dominion Fght Lines Inc(ODFL) | COM | 679580100 | $9.8K | 66,380 | 6.1% |
| DXC Technology Co(DXC) | COM | 23355L106 | $9.1K | 90,742 | 5.7% |
| Old REP Intl Corp(ORI) | COM | 680223104 | $8.9K | 414,700 | 5.5% |
| Seritage Growth Pptys(SRG) | CL A | 81752R100 | $8.3K | 232,499 | 5.1% |
| Discovery Communicatns New(DISCKUSD) | COM SER C | 25470F302 | $8.2K | 417,570 | 5.1% |
| American Intl Group Inc(AIG) | COM NEW | 026874784 | $8.1K | 148,024 | 5.0% |
| Newmont Mining Corp(NEM) | COM | 651639106 | $8.0K | 204,741 | 5.0% |
| Apple Inc(AAPL) | COM | 037833100 | $7.9K | 46,893 | 4.9% |
| American Express Co(AXP) | COM | 025816109 | $7.3K | 77,779 | 4.5% |
| Mckesson Corp(MCK) | COM | 58155Q103 | $7.1K | 50,259 | 4.4% |
| Copart Inc.(CPRT) | COM | 217204106 | $7.0K | 136,734 | 4.3% |
| KAR Auction Svcs Inc(OPLN) | COM | 48238T109 | $6.9K | 126,390 | 4.3% |
| NOW Inc.(DNOW) | COM | 67011P100 | $3.0K | 291,905 | 1.9% |
| Spdr Series Trust(SPSB) | PORTFOLIO SHORT | 78464A474 | $2.0K | 65,315 | 1.2% |
| Science Applications Intl CP N(SAIC) | COM | 808625107 | $1.7K | 22,125 | 1.1% |
| Bank Amer Corp(BAC) | 7.25% CNV PFD L | 060505682 | $1.6K | 1,222 | 1.0% |
| First Amern Finl Corp(FAF) | COM | 31847R102 | $452 | 7,700 | 0.3% |
| Western Asset Clym Infl SEC(XWIAX) | COM SH BEN INT | 95766Q106 | $336 | 29,126 | 0.2% |
| Gabelli GLB SML & MD CP VAL(GGZ) | COM | 36249W104 | $206 | 17,228 | 0.1% |
| MRC Global Inc(37M) | COM | 55345K103 | $189 | 11,510 | 0.1% |
| Sears Hldgs Corp | *W EXP 12/15/2019 | 812350155 | $10 | 29,710 | 0.0% |