Holdings
| FIAT CHRYSLER AUTOMOBILES N | $88.1M | 26.1% | 13,771,930 | −13,000 | −0.1% | Reduced |
| GENERAL MTRS CO | $83.5M | 24.7% | 5,984,447 | — | — | Held |
| GOOG ALPHABET INC-CL C | $53.8M | 15.9% | 69,188 | — | — | Held |
| RACE FERRARI NV | $35.1M | 10.4% | 675,138 | −393,900 | −36.8% | Reduced |
| SRG SERITAGE GROWTH PROP- A | $26.8M | 7.9% | 529,113 | — | — | Held |
| AER AERCAP HOLDINGS NV | $24.0M | 7.1% | 624,160 | — | — | Held |
| LUV SOUTHWEST AIRLINES CO | $19.9M | 5.9% | 512,220 | +512,220 | — | New |
| BERKSHIRE HATHAWAY INC DEL | $6.8M | 2.0% | 47,400 | +47,400 | — | New |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| BRK/B BERKSHIRE HATHAWAY INC-CL B | 72,500 | $10.5M |
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.