Q2 2017 Holdings
Filed 2017-07-06 | 9 holdings | $7.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cummins Inc(CMI) | COM | 231021106 | $7.7M | 47,600 | 99.1% |
| Deere & Co(DE) | COM | 244199105 | $13.6K | 110,350 | 0.2% |
| Leucadia Natl Corp | COM | 527288104 | $13.1K | 500,387 | 0.2% |
| Diamond Offshore Drilling(DOEUR) | COM | 25271C102 | $13.0K | 1,204,455 | 0.2% |
| Ternium SA(TX) | SPON ADR | 880890108 | $8.6K | 306,037 | 0.1% |
| Markel Corp(MKL) | COM | 570535104 | $7.7K | 7,850 | 0.1% |
| American Express Co(AXP) | COM | 025816109 | $5.4K | 63,600 | 0.1% |
| Tenaris S A(TS) | SPONSORED ADR | 88031M109 | $3.4K | 108,500 | 0.0% |
| BED Bath & Beyond Inc(BBBYEUR) | COM | 075896100 | $1.8K | 57,700 | 0.0% |