Q1 2017 Holdings
Filed 2017-05-11 | 21 holdings | $1.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $1.5M | 100,000 | 87.1% |
| Barrick Gold Corp(ABX) | COM | 067901108 | $41.5K | 2,185,585 | 2.4% |
| WPX Energy Inc | COM | 98212B103 | $40.5K | 3,024,577 | 2.4% |
| Leucadia Natl Corp | COM | 527288104 | $18.2K | 699,465 | 1.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $14.5K | 17,482 | 0.8% |
| Spectrum Brands Hldgs Inc | COM | 84763R101 | $13.7K | 98,470 | 0.8% |
| HP Inc(HPQ) | COM | 40434L105 | $12.1K | 674,349 | 0.7% |
| Federated Invs Inc PA(FHI) | CL B | 314211103 | $11.7K | 443,205 | 0.7% |
| Staples Inc | COM | 855030102 | $10.8K | 1,231,310 | 0.6% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $10.5K | 215,904 | 0.6% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $9.6K | 57,549 | 0.6% |
| Alleghany Corp del(YUSD) | COM | 017175100 | $7.9K | 12,902 | 0.5% |
| White Mtns INS Group LTD(WTM) | COM | G9618E107 | $7.5K | 8,563 | 0.4% |
| American Airls Group Inc(AAL) | COM | 02376R102 | $6.0K | 142,650 | 0.4% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $6.0K | 7,111 | 0.4% |
| Systemax Inc | COM | 871851101 | $5.5K | 498,031 | 0.3% |
| Sears Hldgs Corp | COM | 812350106 | $3.2K | 280,397 | 0.2% |
| Walter Invt Mgmt Corp | COM | 93317W102 | $1.4K | 1,342,078 | 0.1% |
| Spdr S&P 500 ETF TRPut | CALL | 78462F903 | $312 | 1,250 | 0.0% |
| Central FD CDA LTD | CL A | 153501101 | $296 | 23,000 | 0.0% |
| WPX Energy Inc | PFD SER A CV | 98212B202 | $291 | 4,800 | 0.0% |