Q1 2018 Holdings
Filed 2018-04-17 | 9 holdings | $61.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Diamond Offshore Drilling(DOEUR) | COM | 25271C102 | $13.5K | 920,455 | 22.0% |
| Markel Corp(MKL) | COM | 570535104 | $8.8K | 7,550 | 14.4% |
| Leucadia Natl Corp | COM | 527288104 | $8.4K | 367,962 | 13.6% |
| Loews Corp(L) | COM | 540424108 | $7.8K | 156,000 | 12.6% |
| Deere & Co(DE) | COM | 244199105 | $7.7K | 49,350 | 12.5% |
| American Express Co(AXP) | COM | 025816109 | $4.9K | 52,500 | 8.0% |
| BED Bath & Beyond Inc(BBBYEUR) | COM | 075896100 | $4.0K | 192,700 | 6.6% |
| Tenaris S A(TS) | SPONSORED ADR | 88031M109 | $3.5K | 99,800 | 5.6% |
| Ternium SA(TX) | SPON ADR | 880890108 | $2.9K | 90,201 | 4.8% |