Holdings
| HORSEHEAD HLDG CORP | $106.5M | 23.0% | 6,333,296 | — | — | Held |
| GENERAL MTRS CO | $103.3M | 22.3% | 5,935,015 | +5,486 | +0.1% | Added |
| BAC BANK OF AMERICA CORP | $83.8M | 18.1% | 4,875,000 | −2,526,000 | −34.1% | Reduced |
| CHKEUR CHESAPEAKE ENERGY CORP | $83.6M | 18.0% | 3,262,545 | −5,600 | −0.2% | Reduced |
| C CITIGROUP INC | $67.6M | 14.6% | 1,420,000 | −140,000 | −9.0% | Reduced |
| GS GOLDMAN SACHS GROUP INC | $17.5M | 3.8% | 106,863 | — | — | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $878K | 0.2% | 7,025 | +7,025 | — | New |
| GM GENERAL MOTORS CO | $802K | 0.2% | 23,305 | +23,305 | — | New |
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.