Q4 2013 Holdings
Filed 2014-02-04 | 20 holdings | $61.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $7.3K | 60,638 | 11.9% |
| Berkshire Hathaway Inc. Class B(BRK/B) | CL B NEW | 084670702 | $5.8K | 48,822 | 9.4% |
| American Intl Group, Inc. CMN(AIG) | COM NEW | 026874784 | $5.6K | 110,217 | 9.2% |
| Hertz Global Holdings Inc. | COM | 42805T105 | $3.9K | 134,765 | 6.3% |
| AIR Products & Chemicals Inc.(APD) | COM | 009158106 | $3.6K | 32,505 | 5.9% |
| Deckers Outdoor Corp(DECK) | COM | 243537107 | $3.5K | 41,119 | 5.7% |
| Avis Budget Corp(CAR) | COM | 053774105 | $3.3K | 80,924 | 5.3% |
| Promotora de Informaciones S | ADR CL B CONV | 74343G303 | $3.2K | 1,112,714 | 5.2% |
| Goldman Sachs Group Inc(GS) | COM | 38141G104 | $3.0K | 16,780 | 4.8% |
| Citigroup Inc(C) | COM NEW | 172967424 | $2.9K | 55,650 | 4.7% |
| Boeing Company(BA) | COM | 097023105 | $2.7K | 20,000 | 4.4% |
| Netflix Inc.(NFLX) | COM | 64110L106 | $2.4K | 6,535 | 3.9% |
| Spark Networks Inc. | COM | 84651P100 | $2.4K | 387,919 | 3.9% |
| Boeing Company(BA)Call | COM | 097023105 | $2.4K | 17,500 | 3.9% |
| Micron Technology Inc.(MU) | COM | 595112103 | $2.2K | 100,000 | 3.5% |
| Iridium Communications Inc.(IRDM) | COM | 46269C102 | $2.2K | 346,224 | 3.5% |
| Delta AIR Lines Inc.(DAL) | COM | 247361702 | $2.1K | 75,000 | 3.4% |
| Magicjack Vocaltec Ltd. | SHS | M6787E101 | $2.0K | 165,000 | 3.2% |
| American Airlines Group Inc.(AAL) | COM NEW | 02376R102 | $682 | 27,000 | 1.1% |
| Promotora de Informaciones S | ADR CL A SHS | 74343G204 | $448 | 204,624 | 0.7% |