Holdings
| FIAT CHRYSLER AUTOMOBILES N | $161.1M | 29.2% | 13,908,569 | +13,908,569 | — | New |
| GENERAL MTRS CO | $100.9M | 18.3% | 5,935,175 | +160 | +0.0% | Added |
| HORSEHEAD HLDG CORP | $100.3M | 18.1% | 6,333,296 | — | — | Held |
| C CITIGROUP INC | $68.7M | 12.4% | 1,269,000 | −151,000 | −10.6% | Reduced |
| BAC BANK OF AMERICA CORP | $56.3M | 10.2% | 3,146,000 | −1,358,000 | −30.2% | Reduced |
| GOOGLE INC | $36.3M | 6.6% | 69,000 | +69,000 | — | New |
| PKX POSCO HOLDINGS INC -SPON ADR | $19.3M | 3.5% | 301,770 | −630,864 | −67.6% | Reduced |
| WL ROSS HLDG CORP | $5.3M | 1.0% | 453,538 | +438,827 | +2983.0% | Added |
| WL ROSS HLDG CORP | $2.5M | 0.5% | 245,670 | +204,526 | +497.1% | Added |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | $1.1M | 0.2% | 7,025 | — | — | Held |
| GM GENERAL MOTORS CO | $830K | 0.2% | 23,762 | +457 | +2.0% | Added |
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.