Holdings
| HORSEHEAD HLDG CORP | $104.7M | 25.3% | 6,333,296 | — | — | Held |
| GENERAL MTRS CO | $85.8M | 20.7% | 5,935,015 | — | — | Held |
| BAC BANK OF AMERICA CORP | $76.8M | 18.6% | 4,504,000 | −371,000 | −7.6% | Reduced |
| C CITIGROUP INC | $73.6M | 17.8% | 1,420,000 | — | — | Held |
| PKX POSCO HOLDINGS INC -SPON ADR | $70.8M | 17.1% | 932,634 | −45,000 | −4.6% | Reduced |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $970K | 0.2% | 7,025 | — | — | Held |
| GM GENERAL MOTORS CO | $744K | 0.2% | 23,305 | — | — | Held |
| WL ROSS HLDG CORP | $407K | 0.1% | 41,144 | +41,144 | — | New |
| WL ROSS HLDG CORP | $157K | 0.0% | 14,711 | +14,711 | — | New |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| CHKEUR CHESAPEAKE ENERGY CORP | 668,000 | $20.8M |
| GS GOLDMAN SACHS GROUP INC | 106,863 | $17.9M |
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.