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 | 7,930 | 12,902 | SH | SOLE | 9,402 | 0 | 3,500 | ||
| ALPHABET INC | CAP STK CL A | 02079k305 | 6,029 | 7,111 | SH | SOLE | 6,575 | 0 | 536 | ||
| ALPHABET INC | CAP STK CL C | 02079k107 | 14,502 | 17,482 | SH | SOLE | 13,073 | 0 | 4,409 | ||
| AMERICAN AIRLS GROUP INC | COM | 02376r102 | 6,034 | 142,650 | SH | SOLE | 125,450 | 0 | 17,200 | ||
| BARRICK GOLD CORP | COM | 067901108 | 41,504 | 2,185,585 | SH | SOLE | 1,717,445 | 0 | 468,140 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 9,592 | 57,549 | SH | SOLE | 34,091 | 0 | 23,458 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008r107 | 1,490 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| FEDERATED INVS INC PA | CL B | 314211103 | 11,674 | 443,205 | SH | SOLE | 318,625 | 0 | 124,580 | ||
| HP INC | COM | 40434l105 | 12,057 | 674,349 | SH | SOLE | 540,554 | 0 | 133,795 | ||
| LEUCADIA NATL CORP | COM | 527288104 | 18,186 | 699,465 | SH | SOLE | 532,595 | 0 | 166,870 | ||
| SEARS HLDGS CORP | COM | 812350106 | 3,222 | 280,397 | SH | SOLE | 233,339 | 0 | 47,058 | ||
| SPECTRUM BRANDS HLDGS INC | COM | 84763r101 | 13,688 | 98,470 | SH | SOLE | 80,125 | 0 | 18,345 | ||
| STAPLES INC | COM | 855030102 | 10,799 | 1,231,310 | SH | SOLE | 995,660 | 0 | 235,650 | ||
| SYSTEMAX INC | COM | 871851101 | 5,523 | 498,031 | SH | SOLE | 388,415 | 0 | 109,616 | ||
| VERIZON COMMUNICATIONS INC | COM | 92343v104 | 10,525 | 215,904 | SH | SOLE | 166,106 | 0 | 49,798 | ||
| WALTER INVT MGMT CORP | COM | 93317w102 | 1,449 | 1,342,078 | SH | SOLE | 1,127,984 | 0 | 214,094 | ||
| WHITE MTNS INS GROUP LTD | COM | g9618e107 | 7,534 | 8,563 | SH | SOLE | 6,978 | 0 | 1,585 | ||
| WPX ENERGY INC | COM | 98212b103 | 40,499 | 3,024,577 | SH | SOLE | 2,440,902 | 0 | 583,675 | ||
| WPX ENERGY INC | PFD SER A CV | 98212b202 | 291 | 4,800 | SH | SOLE | 1,395 | 0 | 3,405 | ||
| CENTRAL FD CDA LTD | CL A | 153501101 | 296 | 23,000 | SH | SOLE | 23,000 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | CALL | 78462f903 | 312 | 1,250 | SH | Put | SOLE | 1,250 | 0 | 0 | |