Holdings
| AIG AMERICAN INTERNATIONAL GROUP | $1.31B | 24.5% | 23,861,480 | −27,422,416 | −53.5% | Reduced |
| BAC BANK OF AMERICA CORP | $1.18B | 22.1% | 76,754,365 | −17,550,600 | −18.6% | Reduced |
| SHLDEUR SEARS HOLDINGS CORP | $1.08B | 20.1% | 25,989,173 | −556,100 | −2.1% | Reduced |
| AMERICAN INTL GROUP INC | $534.1M | 10.0% | 24,453,614 | −18,149 | −0.1% | Reduced |
| JOE ST JOE CO | $459.3M | 8.6% | 24,748,198 | −31,200 | −0.1% | Reduced |
| LEUCADIA NATL CORP | $307.5M | 5.8% | 13,795,971 | −684,772 | −4.7% | Reduced |
| SEARS HLDGS CORP | $160.4M | 3.0% | 6,416,295 | +2,639 | +0.0% | Added |
| SRSCQ SEARS CANADA INC | $135.3M | 2.5% | 14,689,358 | +593,662 | +4.2% | Added |
| BANK AMER CORP | $79.4M | 1.5% | 13,523,749 | +1,160,321 | +9.4% | Added |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $39.9M | 0.7% | 276,300 | −4,150 | −1.5% | Reduced |
| WELLS FARGO & CO NEW | $26.5M | 0.5% | 1,295,465 | — | — | Held |
| JPMORGAN CHASE & CO | $16.6M | 0.3% | 753,300 | — | — | Held |
| LNC/WS LINCOLN NATIONAL CORP-CW19 | $9.0M | 0.2% | 181,610 | — | — | Held |
| WFC WELLS FARGO & CO | $7.8M | 0.1% | 143,600 | −6,000 | −4.0% | Reduced |
| BANK AMER CORP | $757K | 0.0% | 1,455,701 | — | — | Held |
| CNQ CANADIAN NATURAL RESOURCES | $722K | 0.0% | 23,500 | −480,100 | −95.3% | Reduced |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | $653K | 0.0% | 3 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| C CITIGROUP INC | 54,560 | $3.0M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.