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 | 2,427 | 4,380 | SH | SOLE | 880 | 0 | 3,500 | ||
| ALPHABET INC | CAP STK CL A | 02079k305 | 2,962 | 3,042 | SH | SOLE | 2,700 | 0 | 342 | ||
| ALPHABET INC | CAP STK CL C | 02079k107 | 15,577 | 16,241 | SH | SOLE | 12,705 | 0 | 3,536 | ||
| AMERICAN AIRLS GROUP INC | COM | 02376r102 | 6,810 | 143,400 | SH | SOLE | 126,200 | 0 | 17,200 | ||
| BARRICK GOLD CORP | COM | 067901108 | 33,006 | 2,051,365 | SH | SOLE | 1,583,125 | 0 | 468,240 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 12,332 | 67,269 | SH | SOLE | 43,811 | 0 | 23,458 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008r107 | 3,666 | 203,800 | SH | SOLE | 203,800 | 0 | 0 | ||
| DILLARDS INC | CL A | 254067101 | 1,121 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| FEDERATED INVS INC PA | CL B | 314211103 | 13,117 | 441,655 | SH | SOLE | 317,075 | 0 | 124,580 | ||
| HP INC | COM | 40434l105 | 13,428 | 672,759 | SH | SOLE | 538,964 | 0 | 133,795 | ||
| LEUCADIA NATL CORP | COM | 527288104 | 13,282 | 526,034 | SH | SOLE | 381,530 | 0 | 144,504 | ||
| MACYS INC | COM | 55616p104 | 1,309 | 60,000 | SH | SOLE | 60,000 | 0 | 0 | ||
| OAKTREE CAP GROUP LLC | UNIT CL A | 674001201 | 3,818 | 81,150 | SH | SOLE | 52,050 | 0 | 29,100 | ||
| SEARS HLDGS CORP | COM | 812350106 | 426 | 58,297 | SH | SOLE | 14,939 | 0 | 43,358 | ||
| SPECTRUM BRANDS HLDGS INC | COM | 84763r101 | 8,817 | 83,240 | SH | SOLE | 64,895 | 0 | 18,345 | ||
| SYSTEMAX INC | COM | 871851101 | 10,711 | 405,272 | SH | SOLE | 314,606 | 0 | 90,666 | ||
| VERIZON COMMUNICATIONS INC | COM | 92343v104 | 10,857 | 219,384 | SH | SOLE | 166,186 | 0 | 53,198 | ||
| WHITE MTNS INS GROUP LTD | COM | g9618e107 | 7,326 | 8,548 | SH | SOLE | 6,963 | 0 | 1,585 | ||
| WPX ENERGY INC | COM | 98212b103 | 33,886 | 2,946,627 | SH | SOLE | 2,315,802 | 0 | 630,825 | ||
| WPX ENERGY INC | PFD SER A CV | 98212b202 | 256 | 4,800 | SH | SOLE | 1,395 | 0 | 3,405 | ||
| CENTRAL FD CDA LTD | CL A | 153501101 | 291 | 23,000 | SH | SOLE | 23,000 | 0 | 0 | ||
| NEW YORK REIT INC | COM | 64976l109 | 2,271 | 289,300 | SH | SOLE | 255,250 | 0 | 34,050 | ||