Q3 2017 Holdings
Filed 2017-10-12 | 10 holdings | $6.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cummins Inc(CMI) | COM | 231021106 | $6.5M | 38,800 | 99.0% |
| Diamond Offshore Drilling(DOEUR) | COM | 25271C102 | $15.9K | 1,096,455 | 0.2% |
| Leucadia Natl Corp | COM | 527288104 | $11.9K | 472,387 | 0.2% |
| Deere & Co(DE) | COM | 244199105 | $10.7K | 85,350 | 0.2% |
| Markel Corp(MKL) | COM | 570535104 | $8.1K | 7,550 | 0.1% |
| Loews Corp(L) | COM | 540424108 | $6.7K | 140,000 | 0.1% |
| American Express Co(AXP) | COM | 025816109 | $4.7K | 52,500 | 0.1% |
| Ternium SA(TX) | SPON ADR | 880890108 | $3.1K | 100,201 | 0.0% |
| Tenaris S A(TS) | SPONSORED ADR | 88031M109 | $2.8K | 99,800 | 0.0% |
| BED Bath & Beyond Inc(BBBYEUR) | COM | 075896100 | $2.5K | 107,700 | 0.0% |