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 | 8,983 | 14,772 | SH | SOLE | 9,807 | 0 | 4,965 | ||
| ALPHABET INC | CAP STK CL A | 02079k305 | 7,616 | 9,611 | SH | SOLE | 9,075 | 0 | 536 | ||
| ALPHABET INC | CAP STK CL C | 02079k107 | 13,493 | 17,482 | SH | SOLE | 13,073 | 0 | 4,409 | ||
| BARRICK GOLD CORP | COM | 067901108 | 38,681 | 2,420,585 | SH | SOLE | 1,952,445 | 0 | 468,140 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 9,384 | 57,576 | SH | SOLE | 34,118 | 0 | 23,458 | ||
| FEDERATED INVS INC PA | CL B | 314211103 | 12,310 | 435,305 | SH | SOLE | 315,225 | 0 | 120,080 | ||
| HEWLETT PACKARD ENTERPRISE C | COM | 42824c109 | 12,020 | 519,456 | SH | SOLE | 453,461 | 0 | 65,995 | ||
| HP INC | COM | 40434l105 | 10,007 | 674,349 | SH | SOLE | 540,554 | 0 | 133,795 | ||
| LEUCADIA NATL CORP | COM | 527288104 | 16,263 | 699,465 | SH | SOLE | 532,595 | 0 | 166,870 | ||
| MICROSOFT CORP | COM | 594918104 | 1,018 | 16,380 | SH | SOLE | 3,625 | 0 | 12,755 | ||
| SEARS HLDGS CORP | COM | 812350106 | 2,605 | 280,397 | SH | SOLE | 233,339 | 0 | 47,058 | ||
| SPECTRUM BRANDS HLDGS INC | COM | 84763r101 | 12,046 | 98,470 | SH | SOLE | 80,125 | 0 | 18,345 | ||
| STAPLES INC | COM | 855030102 | 11,143 | 1,231,310 | SH | SOLE | 995,660 | 0 | 235,650 | ||
| SYSTEMAX INC | COM | 871851101 | 4,368 | 498,031 | SH | SOLE | 388,415 | 0 | 109,616 | ||
| VERIZON COMMUNICATIONS INC | COM | 92343v104 | 11,525 | 215,904 | SH | SOLE | 166,106 | 0 | 49,798 | ||
| WALTER INVT MGMT CORP | COM | 93317w102 | 8,660 | 1,823,063 | SH | SOLE | 1,506,490 | 0 | 316,573 | ||
| WHITE MTNS INS GROUP LTD | COM | g9618e107 | 14,705 | 17,589 | SH | SOLE | 14,279 | 0 | 3,310 | ||
| WPX ENERGY INC | COM | 98212b103 | 48,137 | 3,303,877 | SH | SOLE | 2,717,902 | 0 | 585,975 | ||
| WPX ENERGY INC | PFD SER A CV | 98212b202 | 507 | 7,650 | SH | SOLE | 1,395 | 0 | 6,255 | ||
| CENTRAL FD CDA LTD | CL A | 153501101 | 260 | 23,000 | SH | SOLE | 23,000 | 0 | 0 | ||
| SERITAGE GROWTH PPTYS | CL A | 81752r100 | 3,451 | 80,794 | SH | SOLE | 72,641 | 0 | 8,153 | ||
| SPDR S&P 500 ETF TR | PUT | 78462F103 | 692 | 2,650 | SH | Put | SOLE | 2,650 | 0 | 0 | |