Q4 2015 Holdings
Filed 2016-02-12 | 25 holdings | $257.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Walter INV Mgmt Corp | COM | 93317W102 | $36.3K | 2,555,083 | 14.1% |
| Barrick Gold Corp(ABX) | COM | 067901108 | $23.9K | 3,237,585 | 9.3% |
| WPX Energy Inc | COM | 98212B103 | $22.5K | 3,913,449 | 8.7% |
| White Mountains INS Group LTD(WTM) | COM | G9618E107 | $16.5K | 22,709 | 6.4% |
| Spectrum Brands Holdings Inc | COM | 84763R101 | $13.8K | 135,680 | 5.4% |
| Alphabet Inc Cap Stock CL C(GOOG) | CL C | 02079K107 | $13.4K | 17,633 | 5.2% |
| Leucadia Natl Corp | COM | 527288104 | $13.4K | 768,015 | 5.2% |
| Alleghany Corp(YUSD) | COM | 017175100 | $13.2K | 27,527 | 5.1% |
| Federated Investors Inc PA CL(FHI) | CL B | 314211103 | $12.5K | 436,705 | 4.9% |
| Staples Inc | COM | 855030102 | $12.3K | 1,294,010 | 4.8% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $11.2K | 243,262 | 4.4% |
| Alphabet Inc Cap Stock CL A(GOOGL) | CL A | 02079K305 | $11.1K | 14,329 | 4.3% |
| Hewlett Packard Enterprise Co(HPE) | COM | 42824C109 | $10.5K | 689,399 | 4.1% |
| HP Inc(HPQ) | COM | 40434L105 | $10.3K | 868,499 | 4.0% |
| Sears Holdings Corp | COM | 812350106 | $8.1K | 395,477 | 3.2% |
| Berkshire Hathaway Inc CL B(BRK/B) | CL B NEW | 084670702 | $7.5K | 57,131 | 2.9% |
| HRG Group Inc | COM | 40434J100 | $6.5K | 481,800 | 2.5% |
| Systemax Inc | COM | 871851101 | $4.8K | 552,733 | 1.8% |
| Seritage Growth Properties CL(SRG) | CL A | 81752R100 | $3.3K | 80,894 | 1.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $3.1K | 55,510 | 1.2% |
| WPX Energy Inc PFD SER ACV | PFD SER A CV | 98212B202 | $1.2K | 38,320 | 0.5% |
| Goldcorp Inc | COM | 380956409 | $1.1K | 91,800 | 0.4% |
| Seacor Holdings Inc | COM | 811904101 | $753 | 14,320 | 0.3% |
| Central Fund CDA LTD CL A | CL A | 153501101 | $180 | 18,000 | 0.1% |
| Exco Resources Inc | COM | 269279402 | $55 | 44,700 | 0.0% |