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 |
|
||||||||||||||||
| 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 | 13,215 | 34,477 | SH | SOLE | 28,092 | 0 | 6,385 | ||
| BARRICK GOLD CORP | COM | 067901108 | 24,051 | 1,528,020 | SH | SOLE | 1,276,650 | 0 | 251,370 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 19,462 | 173,888 | SH | SOLE | 119,080 | 0 | 54,808 | ||
| DELL INC | COM | 24702r101 | 2,132 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| ERA GROUP INC | COM | 26885g109 | 803 | 30,700 | SH | SOLE | 30,700 | 0 | 0 | ||
| EXCO RESEOURCES GROUP | COM | 269279402 | 9,562 | 1,251,542 | SH | SOLE | 1,251,542 | 0 | 0 | ||
| FEDERATED INVS INC PA | CL B | 314211103 | 14,032 | 511,920 | SH | SOLE | 339,550 | 0 | 172,370 | ||
| GOOGLE INC | CL A | 38259p508 | 20,050 | 22,775 | SH | SOLE | 15,668 | 0 | 7,107 | ||
| HEWLETT PACKARD CO | COM | 428236103 | 60,175 | 2,426,416 | SH | SOLE | 1,946,235 | 0 | 480,181 | ||
| LEUCADIA NATL CORP | COM | 527288104 | 30,547 | 1,165,026 | SH | SOLE | 925,347 | 0 | 239,679 | ||
| MICROSOFT CORP | COM | 594918104 | 29,977 | 867,760 | SH | SOLE | 691,950 | 0 | 175,810 | ||
| REPUBLIC SVCS INC | COM | 760759100 | 7,083 | 208,690 | SH | SOLE | 181,660 | 0 | 27,030 | ||
| SEACOR HLDGS CORP | COM | 811904101 | 6,008 | 72,338 | SH | SOLE | 62,323 | 0 | 10,015 | ||
| SEARS HLDGS CORP | COM | 812350106 | 11,001 | 261,442 | SH | SOLE | 231,349 | 0 | 30,093 | ||
| SPECTRUM BRANDS HLDGS INC | COM | 84763r101 | 39,829 | 700,351 | SH | SOLE | 581,406 | 0 | 118,945 | ||
| SPRINT NEXTEL CORP | COM SER 1 | 852061100 | 24,385 | 3,473,650 | SH | SOLE | 2,816,030 | 0 | 657,620 | ||
| STAPLES INC | COM | 855030102 | 18,922 | 1,192,330 | SH | SOLE | 1,157,880 | 0 | 34,450 | ||
| SYSTEMAX IN | COM | 871851101 | 5,597 | 594,799 | SH | SOLE | 412,903 | 0 | 181,896 | ||
| WALTER INVT MGMT CORP | COM | 93317w102 | 28,795 | 851,669 | SH | SOLE | 670,017 | 0 | 181,652 | ||
| WHITE MTNS INS GROUP LTD | COM | g9618e107 | 15,821 | 27,518 | SH | SOLE | 22,343 | 0 | 5,175 | ||
| WPX ENERGY INC | COM | 98212b103 | 10,396 | 548,874 | SH | SOLE | 548,874 | 0 | 0 | ||
| Deutsche Bank AG 3X Inv Japan | INV JAP GOV BD | 25154p188 | 1,584 | 84,727 | SH | SOLE | 84,727 | 0 | 0 | ||
| Deutsche Bank AG Inv Jap Govt | 3X INV JAP GOV | 25154p170 | 1,428 | 73,074 | SH | SOLE | 73,074 | 0 | 0 | ||
| ProShares UltraShort MSCI Euro | ULTRASHORT EUROP | 74348a301 | 2,271 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||