AT&T INC COM 00206R102 39409 1227300 SH SOLE 1 1073100 0 154200 CITIGROUP INC COM NEW 172967424 15726 235000 SH SOLE 1 235000 0 0 CLIPPER RLTY INC COM 18885T306 2391 280000 SH SOLE 1 280000 0 0 HRG GROUP INC COM 40434J100 20332 1553250 SH SOLE 1 1397300 0 155950 JEFFERIES FINL GROUP INC COM 47233W109 1501 66000 SH SOLE 0 0 66000 OAKTREE CAP GROUP LLC UNIT CL A 674001201 7358 181000 SH SOLE 1 181000 0 0 SEARS HLDGS CORP COM 812350106 41305 17428147 SH SOLE 1 13151621 0 4276526 SEARS HLDGS CORP *W EXP 12/15/201 812350155 835 5566341 SH SOLE 1 4185997 0 1380344 SPECTRUM BRANDS HLDGS INC COM 84763R101 19874 243500 SH SOLE 1 218800 0 24700 ST JOE CO COM 790148100 492622 27444119 SH SOLE 1 24723335 0 2720784 VISTA OUTDOOR INC COM 928377100 78307 5055300 SH SOLE 1 4464100 0 591200 VISTRA ENERGY CORP COM 92840M102 24547 1037500 SH SOLE 1 910000 0 127500