Holdings
| FIAT CHRYSLER AUTOMOBILES N | $109.2M | 31.5% | 11,971,930 | −1,800,000 | −13.1% | Reduced |
| GENERAL MTRS CO | $95.7M | 27.6% | 5,578,837 | −405,610 | −6.8% | Reduced |
| GOOG ALPHABET INC-CL C | $53.4M | 15.4% | 69,188 | — | — | Held |
| AER AERCAP HOLDINGS NV | $27.9M | 8.1% | 671,685 | +47,525 | +7.6% | Added |
| RACE FERRARI NV | $23.2M | 6.7% | 398,138 | −277,000 | −41.0% | Reduced |
| SRG SERITAGE GROWTH PROP- A | $22.6M | 6.5% | 529,113 | — | — | Held |
| LUV SOUTHWEST AIRLINES CO | $15.0M | 4.3% | 300,975 | −211,245 | −41.2% | Reduced |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 47,400 | $6.8M |
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.