Q1 2015 Holdings
Filed 2015-05-14 | 27 holdings | $327.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Walter Inv Mgmt Corp | COM | 93317W102 | $43.5K | 2,694,682 | 13.3% |
| WPX Energy Inc | COM | 98212B103 | $41.3K | 3,777,349 | 12.6% |
| Barrick Gold Corp(ABX) | COM | 067901108 | $24.7K | 2,255,130 | 7.5% |
| Staples Inc | COM | 855030102 | $24.1K | 1,479,160 | 7.4% |
| Hewlett Packard Co | COM | 428236103 | $23.4K | 751,586 | 7.2% |
| White Mtns Ins Group Ltd(WTM) | COM | G9618E107 | $22.9K | 33,521 | 7.0% |
| Leucadia Natl Corp | COM | 527288104 | $19.0K | 853,668 | 5.8% |
| Federated Invs Inc PA(FHI) | CL B | 314211103 | $16.8K | 496,740 | 5.1% |
| Alleghany Corp Del(YUSD) | COM | 017175100 | $16.8K | 34,452 | 5.1% |
| Spectrum Brands Hldgs Inc | COM | 84763R101 | $13.5K | 150,515 | 4.1% |
| Google Inc | CL A | 38259P508 | $11.6K | 20,990 | 3.6% |
| Sears Hldgs Corp | COM | 812350106 | $11.6K | 279,842 | 3.5% |
| Google Inc | CL C | 38259P706 | $11.5K | 21,005 | 3.5% |
| HRG Group Inc | COM | 40434J100 | $8.0K | 638,251 | 2.4% |
| Systemax Inc | COM | 871851101 | $7.7K | 630,327 | 2.4% |
| Berkshire Hathaway Inc Del(BRK/B) | CL B NEW | 084670702 | $6.7K | 46,111 | 2.0% |
| Market Vectors ETF Tr | GOLD MINER ETF | 57060U100 | $4.8K | 265,300 | 1.5% |
| Microsoft Corp(MSFT) | COM | 594918104 | $3.9K | 95,985 | 1.2% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $3.6K | 73,150 | 1.1% |
| Deutsche Bk AG London BRH | DB 3X INV JAP GOV | 25154P188 | $2.6K | 168,337 | 0.8% |
| Deutsche Bk AG London BRH | DB INV JAP GOV BD | 25154P170 | $2.2K | 122,624 | 0.7% |
| Sears Hldgs Corp | W EXP 12/15/201 | 812350155 | $1.8K | 70,310 | 0.5% |
| Exco Resources Inc | COM | 269279402 | $1.7K | 932,886 | 0.5% |
| Ocwen Finl Corp | COM NEW | 675746309 | $1.7K | 200,000 | 0.5% |
| Spdr S&P 500 ETF TR(SPY)Put | TR UNIT | 78462F103 | $1.3K | 4,350 | 0.4% |
| Goldcorp Inc New | COM | 380956409 | $883 | 48,750 | 0.3% |
| Market Vectors ETF TrCall | GOLD MINER ETF | 57060U100 | $29 | 590 | 0.0% |