Holdings
| FIAT CHRYSLER AUTOMOBILES N | $111.1M | 32.2% | 13,785,930 | −1,990 | −0.0% | Reduced |
| GENERAL MTRS CO | $81.8M | 23.7% | 5,986,448 | — | — | Held |
| RACE FERRARI NV | $53.1M | 15.4% | 1,277,192 | +1,277,192 | — | New |
| GOOG ALPHABET INC-CL C | $51.5M | 14.9% | 69,188 | — | — | Held |
| SRG SERITAGE GROWTH PROP- A | $26.5M | 7.7% | 530,653 | +530,653 | — | New |
| WL ROSS HLDG CORP | $10.4M | 3.0% | 990,534 | +95,160 | +10.6% | Added |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $10.3M | 3.0% | 72,506 | −14,500 | −16.7% | Reduced |
| WL ROSS HLDG CORP | $360K | 0.1% | 35,890 | −211,980 | −85.5% | Reduced |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| HORSEHEAD HLDG CORP | 6,333,296 | $13.0M |
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.