Holdings
| HORSEHEAD HLDG CORP | $115.6M | 24.1% | 6,333,296 | — | — | Held |
| GENERAL MTRS CO | $110.2M | 22.9% | 5,935,015 | — | — | Held |
| BAC BANK OF AMERICA CORP | $74.9M | 15.6% | 4,875,000 | — | — | Held |
| PKX POSCO HOLDINGS INC -SPON ADR | $72.8M | 15.1% | 977,634 | +977,634 | — | New |
| C CITIGROUP INC | $66.9M | 13.9% | 1,420,000 | — | — | Held |
| CHKEUR CHESAPEAKE ENERGY CORP | $20.8M | 4.3% | 668,000 | −2,594,545 | −79.5% | Reduced |
| GS GOLDMAN SACHS GROUP INC | $17.9M | 3.7% | 106,863 | — | — | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $889K | 0.2% | 7,025 | — | — | Held |
| GM GENERAL MOTORS CO | $846K | 0.2% | 23,305 | — | — | 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.