The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALLEGHANY CORP DEL | COM | 017175100 | 14,450 | 27,522 | SH | SOLE | 22,507 | 0 | 5,015 | ||
| ALPHABET INC | CAP STK CL A | 02079k305 | 7,732 | 9,616 | SH | SOLE | 9,080 | 0 | 536 | ||
| ALPHABET INC | CAP STK CL C | 02079k107 | 15,459 | 19,888 | SH | SOLE | 15,464 | 0 | 4,424 | ||
| BARRICK GOLD CORP | COM | 067901108 | 49,826 | 2,811,835 | SH | SOLE | 2,409,295 | 0 | 402,540 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 9,586 | 66,356 | SH | SOLE | 42,853 | 0 | 23,503 | ||
| EXCO RESOURCES INC | COM | 269279402 | 46 | 42,650 | SH | SOLE | 29,350 | 0 | 13,300 | ||
| FEDERATED INVS INC PA | CL B | 314211103 | 12,898 | 435,305 | SH | SOLE | 315,225 | 0 | 120,080 | ||
| HEWLETT PACKARD ENTERPRISE C | COM | 42824c109 | 13,740 | 603,949 | SH | SOLE | 537,554 | 0 | 66,395 | ||
| HP INC | COM | 40434l105 | 15,636 | 1,006,799 | SH | SOLE | 857,604 | 0 | 149,195 | ||
| LEUCADIA NATL CORP | COM | 527288104 | 17,384 | 913,015 | SH | SOLE | 745,095 | 0 | 167,920 | ||
| MICROSOFT CORP | COM | 594918104 | 1,819 | 31,580 | SH | SOLE | 7,480 | 0 | 24,100 | ||
| SEARS HLDGS CORP | COM | 812350106 | 4,528 | 395,107 | SH | SOLE | 347,499 | 0 | 47,608 | ||
| SPECTRUM BRANDS HLDGS INC | COM | 84763r101 | 13,558 | 98,470 | SH | SOLE | 80,125 | 0 | 18,345 | ||
| STAPLES INC | COM | 855030102 | 13,095 | 1,531,610 | SH | SOLE | 1,294,410 | 0 | 237,200 | ||
| SYSTEMAX INC | COM | 871851101 | 4,755 | 600,412 | SH | SOLE | 489,196 | 0 | 111,216 | ||
| VERIZON COMMUNICATIONS INC | COM | 92343v104 | 13,681 | 263,204 | SH | SOLE | 221,156 | 0 | 42,048 | ||
| WALTER INVT MGMT CORP | COM | 93317w102 | 10,473 | 2,579,606 | SH | SOLE | 2,256,055 | 0 | 323,551 | ||
| WHITE MTNS INS GROUP LTD | COM | g9618e107 | 18,848 | 22,709 | SH | SOLE | 19,379 | 0 | 3,330 | ||
| WPX ENERGY INC | COM | 98212b103 | 54,075 | 4,099,724 | SH | SOLE | 3,510,149 | 0 | 589,575 | ||
| WPX ENERGY INC | PFD SER A CV | 98212b202 | 2,351 | 38,320 | SH | SOLE | 32,065 | 0 | 6,255 | ||
| CENTRAL FD CDA LTD | CL A | 153501101 | 249 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
| SERITAGE GROWTH PPTYS | CL A | 81752r100 | 4,100 | 80,894 | SH | SOLE | 72,641 | 0 | 8,253 | ||
| SPDR S&P 500 ETF TR | PUT | 78462F103 | 879 | 3,580 | SH | SOLE | 3,580 | 0 | 0 | ||