Q2 2018 Holdings
Filed 2018-07-17 | 7 holdings | $54.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Diamond Offshore Drilling(DOEUR) | COM | 25271C102 | $14.8K | 708,267 | 27.3% |
| Markel Corp(MKL) | COM | 570535104 | $8.2K | 7,550 | 15.1% |
| Loews Corp(L) | COM | 540424108 | $7.2K | 149,800 | 13.4% |
| Jefferies Financial Group Inc(JEF) | COM | 47233W109 | $7.2K | 315,962 | 13.3% |
| Deere & Co(DE) | COM | 244199105 | $6.8K | 48,350 | 12.5% |
| BED Bath & Beyond Inc(BBBYEUR) | COM | 075896100 | $6.6K | 333,000 | 12.3% |
| American Express Co(AXP) | COM | 025816109 | $3.4K | 34,500 | 6.2% |