The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
| 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 | COM | 017175100 | 13,156 | 27,527 | SH | SOLE | 22,512 | 0 | 5,015 | ||
| ALPHABET INC CAP STOCK CL A | CL A | 02079k305 | 11,148 | 14,329 | SH | SOLE | 12,059 | 0 | 2,270 | ||
| ALPHABET INC CAP STOCK CL C | CL C | 02079k107 | 13,381 | 17,633 | SH | SOLE | 13,109 | 0 | 4,524 | ||
| BARRICK GOLD CORP | COM | 067901108 | 23,893 | 3,237,585 | SH | SOLE | 2,809,645 | 0 | 427,940 | ||
| BERKSHIRE HATHAWAY INC CL B | CL B NEW | 084670702 | 7,544 | 57,131 | SH | SOLE | 33,893 | 0 | 23,238 | ||
| EXCO RESOURCES INC | COM | 269279402 | 55 | 44,700 | SH | SOLE | 31,400 | 0 | 13,300 | ||
| FEDERATED INVESTORS INC PA CL | CL B | 314211103 | 12,512 | 436,705 | SH | SOLE | 315,725 | 0 | 120,980 | ||
| GOLDCORP INC | COM | 380956409 | 1,061 | 91,800 | SH | SOLE | 91,800 | 0 | 0 | ||
| HEWLETT PACKARD ENTERPRISE CO | COM | 42824c109 | 10,479 | 689,399 | SH | SOLE | 590,254 | 0 | 99,145 | ||
| HP INC | COM | 40434l105 | 10,283 | 868,499 | SH | SOLE | 732,554 | 0 | 135,945 | ||
| HRG GROUP INC | COM | 40434j100 | 6,533 | 481,800 | SH | SOLE | 481,800 | 0 | 0 | ||
| LEUCADIA NATL CORP | COM | 527288104 | 13,356 | 768,015 | SH | SOLE | 616,595 | 0 | 151,420 | ||
| MICROSOFT CORP | COM | 594918104 | 3,080 | 55,510 | SH | SOLE | 12,560 | 0 | 42,950 | ||
| SEACOR HOLDINGS INC | COM | 811904101 | 753 | 14,320 | SH | SOLE | 14,320 | 0 | 0 | ||
| SEARS HOLDINGS CORP | COM | 812350106 | 8,131 | 395,477 | SH | SOLE | 347,869 | 0 | 47,608 | ||
| SPECTRUM BRANDS HOLDINGS INC | COM | 84763r101 | 13,812 | 135,680 | SH | SOLE | 107,615 | 0 | 28,065 | ||
| STAPLES INC | COM | 855030102 | 12,254 | 1,294,010 | SH | SOLE | 1,094,310 | 0 | 199,700 | ||
| SYSTEMAX INC | COM | 871851101 | 4,754 | 552,733 | SH | SOLE | 441,517 | 0 | 111,216 | ||
| VERIZON COMMUNICATIONS INC | COM | 92343v104 | 11,244 | 243,262 | SH | SOLE | 201,150 | 0 | 42,112 | ||
| WALTER INV MGMT CORP | COM | 93317w102 | 36,333 | 2,555,083 | SH | SOLE | 2,231,532 | 0 | 323,551 | ||
| WHITE MOUNTAINS INS GROUP LTD | COM | g9618e107 | 16,505 | 22,709 | SH | SOLE | 19,369 | 0 | 3,340 | ||
| WPX ENERGY INC | COM | 98212b103 | 22,463 | 3,913,449 | SH | SOLE | 3,382,099 | 0 | 531,350 | ||
| WPX ENERGY INC PFD SER ACV | PFD SER A CV | 98212b202 | 1,204 | 38,320 | SH | SOLE | 32,065 | 0 | 6,255 | ||
| CENTRAL FUND CDA LTD CL A | CL A | 153501101 | 180 | 18,000 | SH | SOLE | 18,000 | 0 | 0 | ||
| SERITAGE GROWTH PROPERTIES CL | CL A | 81752r100 | 3,254 | 80,894 | SH | SOLE | 72,641 | 0 | 8,253 | ||