Q4 2016 Holdings
Filed 2017-02-10 | 22 holdings | $247.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| WPX Energy Inc | COM | 98212B103 | $48.1K | 3,303,877 | 19.4% |
| Barrick Gold Corp(ABX) | COM | 067901108 | $38.7K | 2,420,585 | 15.6% |
| Leucadia Natl Corp | COM | 527288104 | $16.3K | 699,465 | 6.6% |
| White Mtns INS Group LTD(WTM) | COM | G9618E107 | $14.7K | 17,589 | 5.9% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $13.5K | 17,482 | 5.4% |
| Federated Invs Inc PA(FHI) | CL B | 314211103 | $12.3K | 435,305 | 5.0% |
| Spectrum Brands Hldgs Inc | COM | 84763R101 | $12.0K | 98,470 | 4.9% |
| Hewlett Packard Enterprise C(HPE) | COM | 42824C109 | $12.0K | 519,456 | 4.8% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $11.5K | 215,904 | 4.6% |
| Staples Inc | COM | 855030102 | $11.1K | 1,231,310 | 4.5% |
| HP Inc(HPQ) | COM | 40434L105 | $10.0K | 674,349 | 4.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $9.4K | 57,576 | 3.8% |
| Alleghany Corp del(YUSD) | COM | 017175100 | $9.0K | 14,772 | 3.6% |
| Walter Invt Mgmt Corp | COM | 93317W102 | $8.7K | 1,823,063 | 3.5% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $7.6K | 9,611 | 3.1% |
| Systemax Inc | COM | 871851101 | $4.4K | 498,031 | 1.8% |
| Seritage Growth Pptys(SRG) | CL A | 81752R100 | $3.5K | 80,794 | 1.4% |
| Sears Hldgs Corp | COM | 812350106 | $2.6K | 280,397 | 1.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.0K | 16,380 | 0.4% |
| Spdr S&P 500 ETF TR(SPY)Put | PUT | 78462F103 | $692 | 2,650 | 0.3% |
| WPX Energy Inc | PFD SER A CV | 98212B202 | $507 | 7,650 | 0.2% |
| Central FD CDA LTD | CL A | 153501101 | $260 | 23,000 | 0.1% |