Q4 2017 Holdings
Filed 2018-01-26 | 9 holdings | $65.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Diamond Offshore Drilling(DOEUR) | COM | 25271C102 | $16.1K | 868,455 | 24.5% |
| Deere & Co(DE) | COM | 244199105 | $10.5K | 66,850 | 15.9% |
| Leucadia Natl Corp | COM | 527288104 | $9.7K | 367,962 | 14.8% |
| Markel Corp(MKL) | COM | 570535104 | $8.6K | 7,550 | 13.1% |
| Loews Corp(L) | COM | 540424108 | $7.3K | 146,500 | 11.1% |
| American Express Co(AXP) | COM | 025816109 | $5.2K | 52,500 | 7.9% |
| Tenaris S A(TS) | SPONSORED ADR | 88031M109 | $3.2K | 99,800 | 4.8% |
| Ternium SA(TX) | SPON ADR | 880890108 | $2.8K | 90,201 | 4.3% |
| BED Bath & Beyond Inc(BBBYEUR) | COM | 075896100 | $2.4K | 107,700 | 3.6% |