Q1 2020 Holdings
Filed 2020-05-15 | 24 holdings | $99.3K | 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 | $9.3K | 50,623 | 9.3% |
| Newmont Mining Corp(NEM) | COM | 651639106 | $8.6K | 190,862 | 8.7% |
| Seaboard Corp(SEB) | COM | 811543107 | $7.4K | 2,636 | 7.5% |
| Mckesson Corp(MCK) | COM | 58155Q103 | $7.2K | 53,001 | 7.2% |
| American Express Co(AXP) | COM | 025816109 | $6.8K | 79,539 | 6.9% |
| Joyy Inc(JOYY) | ADS REPSTG COM A | 46591M109 | $6.1K | 115,044 | 6.2% |
| Wells Fargo Co New(WFC) | PERP PFD CNV A | 949746804 | $6.0K | 4,670 | 6.0% |
| TJX COX Inc New(TJX) | COM | 872540109 | $5.9K | 122,484 | 5.9% |
| Old REP Intl Corp(ORI) | COM | 680223104 | $5.7K | 375,542 | 5.8% |
| Alphabet Inc | CAP STK CL C | 0207OK305 | $5.6K | 4,822 | 5.6% |
| Apple Inc(AAPL) | COM | 037833100 | $5.4K | 21,396 | 5.5% |
| YUM Brands Inc(YUM) | COM | 988498101 | $5.2K | 76,016 | 5.2% |
| Amerco(UHAL) | COM | 023586100 | $4.9K | 16,785 | 4.9% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $4.3K | 47,645 | 4.3% |
| Bank Amer Corp(BAC) | COM | 060505104 | $2.8K | 131,744 | 2.8% |
| Spdr Series Trust(SPSB) | PORTFOLIO SHORT | 78464A474 | $2.0K | 66,494 | 2.0% |
| Change Healthcare Inc(CHNGUSD) | COM | 15912K100 | $1.6K | 159,858 | 1.6% |
| Science Applications Intl CP N(SAIC) | COM | 808625107 | $1.5K | 19,945 | 1.5% |
| Bank Amer Corp(BAC) | 7.25% CNV PFD L | 060505682 | $1.4K | 1,133 | 1.4% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $682 | 11,857 | 0.7% |
| Ishares TR(TIP) | TIPS BD ETF | 464287176 | $310 | 2,625 | 0.3% |
| First Amern Finl Corp(FAF) | COM | 31847R102 | $296 | 6,970 | 0.3% |
| Western Asset Clym Infl SEC(XWIAX) | COM SH BEN INT | 95766Q106 | $231 | 21,993 | 0.2% |
| Gabelli GLB SML & MD CP VAL(GGZ) | COM | 36249W104 | $79 | 10,858 | 0.1% |