Holdings
| FIAT CHRYSLER AUTOMOBILES N | $225.1M | 42.0% | 13,800,220 | −108,349 | −0.8% | Reduced |
| GENERAL MTRS CO | $117.6M | 22.0% | 5,986,470 | +51,295 | +0.9% | Added |
| HORSEHEAD HLDG CORP | $80.2M | 15.0% | 6,333,296 | — | — | Held |
| PKX POSCO HOLDINGS INC -SPON ADR | $53.8M | 10.0% | 983,680 | +681,910 | +226.0% | Added |
| GOOGLE INC | $37.8M | 7.1% | 69,000 | — | — | Held |
| WL ROSS HLDG CORP | $15.6M | 2.9% | 1,485,188 | +1,031,650 | +227.5% | Added |
| WL ROSS HLDG CORP | $3.1M | 0.6% | 310,386 | +64,716 | +26.3% | Added |
| C CITIGROUP INC | $2.7M | 0.5% | 53,000 | −1,216,000 | −95.8% | Reduced |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| BAC BANK OF AMERICA CORP | 3,146,000 | $56.3M |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 7,025 | $1.1M |
| GM GENERAL MOTORS CO | 23,762 | $830K |
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.