Holdings
| AIG AMERICAN INTERNATIONAL GROUP | $4.13B | 48.9% | 84,931,830 | −1,217,035 | −1.4% | Reduced |
| BAC BANK OF AMERICA CORP | $1.38B | 16.3% | 99,696,715 | −1,251,900 | −1.2% | Reduced |
| SHLDEUR SEARS HOLDINGS CORP | $1.24B | 14.7% | 20,758,173 | +365,200 | +1.8% | Added |
| LEUCADIA NATL CORP | $506.8M | 6.0% | 18,604,766 | −60,233 | −0.3% | Reduced |
| JOE ST JOE CO | $490.7M | 5.8% | 25,010,633 | −7,300 | −0.0% | Reduced |
| AMERICAN INTL GROUP INC | $459.8M | 5.4% | 24,261,438 | −17,677 | −0.1% | Reduced |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $81.3M | 1.0% | 716,125 | −10,400 | −1.4% | Reduced |
| BANK OF AMERICA CORPORATION | $60.3M | 0.7% | 9,904,428 | — | — | Held |
| CHKEUR CHESAPEAKE ENERGY CORP | $20.6M | 0.2% | 794,400 | −9,400 | −1.2% | Reduced |
| WELLS FARGO & CO NEW | $18.9M | 0.2% | 1,346,665 | — | — | Held |
| GNW GENWORTH FINANCIAL INC | $13.7M | 0.2% | 1,071,500 | −3,700 | −0.3% | Reduced |
| JPMORGAN CHASE & CO | $12.6M | 0.1% | 753,300 | — | — | Held |
| HARTFORD FINL SVCS GROUP INC | $12.4M | 0.1% | 553,900 | — | — | Held |
| LNC/WS LINCOLN NATIONAL CORP-CW19 | $6.7M | 0.1% | 205,810 | — | — | Held |
| WFC WELLS FARGO & CO | $6.2M | 0.1% | 149,600 | −1,800 | −1.2% | Reduced |
| C CITIGROUP INC | $2.6M | 0.0% | 54,560 | −2,800 | −4.9% | Reduced |
| LNC LINCOLN NATIONAL CORP | $1.9M | 0.0% | 44,400 | −1,200 | −2.6% | Reduced |
| HIG HARTFORD INSURANCE GROUP INC | $1.6M | 0.0% | 52,000 | −1,300 | −2.4% | Reduced |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | $1.0M | 0.0% | 6 | — | — | Held |
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.