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 | 2,710 | 4,410 | SH | SOLE | 910 | 0 | 3,500 | ||
| ALPHABET INC | CAP STK CL A | 02079k305 | 355 | 342 | SH | SOLE | 0 | 0 | 342 | ||
| ALPHABET INC | CAP STK CL C | 02079k107 | 12,697 | 12,306 | SH | SOLE | 8,770 | 0 | 3,536 | ||
| AMERICAN AIRLS GROUP INC | COM | 02376r102 | 6,770 | 130,300 | SH | SOLE | 113,100 | 0 | 17,200 | ||
| BARRICK GOLD CORP | COM | 067901108 | 20,311 | 1,631,420 | SH | SOLE | 1,117,680 | 0 | 513,740 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 11,982 | 60,064 | SH | SOLE | 36,591 | 0 | 23,473 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008r107 | 2,841 | 143,200 | SH | SOLE | 143,200 | 0 | 0 | ||
| FEDERATED INVS INC PA | CL B | 314211103 | 9,645 | 288,761 | SH | SOLE | 168,181 | 0 | 120,580 | ||
| GOLDCORP INC NEW | COM | 380956409 | 138 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| HP INC | COM | 40434l105 | 9,518 | 434,219 | SH | SOLE | 287,024 | 0 | 147,195 | ||
| LEUCADIA NATL CORP | COM | 527288104 | 12,349 | 543,301 | SH | SOLE | 366,797 | 0 | 176,504 | ||
| MACYS INC | COM | 55616p104 | 3,569 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| OAKTREE CAP GROUP LLC | UNIT CL A | 674001201 | 3,946 | 99,650 | SH | SOLE | 65,250 | 0 | 34,400 | ||
| SEARS HLDGS CORP | COM | 812350106 | 105 | 39,182 | SH | SOLE | 10,239 | 0 | 28,943 | ||
| SPECTRUM BRANDS HLDGS INC | COM | 84763r101 | 8,709 | 83,985 | SH | SOLE | 60,815 | 0 | 23,170 | ||
| SYSTEMAX INC | COM | 871851101 | 6,375 | 223,299 | SH | SOLE | 161,583 | 0 | 61,716 | ||
| VERIZON COMMUNICATIONS INC | COM | 92343v104 | 7,361 | 153,934 | SH | SOLE | 100,736 | 0 | 53,198 | ||
| WHITE MTNS INS GROUP LTD | COM | g9618e107 | 4,475 | 5,441 | SH | SOLE | 3,856 | 0 | 1,585 | ||
| WPX ENERGY INC | COM | 98212b103 | 27,568 | 1,865,212 | SH | SOLE | 1,290,787 | 0 | 574,425 | ||
| SPROTT PHYSICAL GOLD & SILVE | TR UNIT | 85208r101 | 304 | 23,000 | SH | SOLE | 23,000 | 0 | 0 | ||
| HESS MIDSTREAM PARTNERS LP | UNIT LTD PR INT | 428104103 | 850 | 44,622 | SH | SOLE | 35,872 | 0 | 8,750 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 661 | 950 | SH | Put | SOLE | 950 | 0 | 0 | |
| WPX ENERGY INC | PFD SER A CV | 98212b202 | 42 | 660 | SH | SOLE | 0 | 0 | 660 | ||