ALLERGAN INC COM 018490102 491 2900 SH SOLE 2900 0 0 ALLIANCEBERNSTEIN INCOME FUN COM 01881E101 337 44800 SH SOLE 40820 0 3980 AMERICAN INTL GROUP INC COM NEW 026874784 24465 448235 SH SOLE 438490 0 9745 BABCOX AND WILCOX CO NEW COM 05615F102 1628 50142 SH SOLE 50142 0 0 BAKER HUGHES INC COM 057224107 491 6600 SH SOLE 6600 0 0 BANK OF AMERICA CORPORATION COM 060505104 21005 1366639 SH SOLE 1335689 0 30950 BANK OF AMERICA CORPORATION *W EXP 01/16/201 060505146 69 10000 SH SOLE 10000 0 0 BANK OF AMERICA CORPORATION *W EXP 10/28/201 060505153 68 91200 SH SOLE 91200 0 0 BLYTH INC COM NEW 09643P207 989 127140 SH SOLE 127140 0 0 BP PLC SPONSORED ADR 055622104 18112 343349 SH SOLE 335599 0 7750 BROOKFIELD MTG OPP INC FD IN COM 112792106 214 12150 SH SOLE 11350 0 800 CHESAPEAKE ENERGY CORP COM 165167107 22800 733580 SH SOLE 716850 0 16730 CONOCOPHILLIPS COM 20825C104 301 3510 SH SOLE 3510 0 0 EATON VANCE NATL MUN OPPORT COM SHS 27829L105 212 10600 SH SOLE 9900 0 700 EBIX INC COM NEW 278715206 22226 1553190 SH SOLE 1520140 0 33050 EXELIS INC COM 30162A108 18649 1098275 SH SOLE 1076175 0 22100 FIRST AMERN FINL CORP COM 31847R102 2569 92460 SH SOLE 92460 0 0 GANNETT INC COM 364730101 1472 47000 SH SOLE 47000 0 0 GENERAL ELECTRIC CO COM 369604103 18062 687303 SH SOLE 673113 0 14190 GETTY RLTY CORP NEW COM 374297109 11369 595840 SH SOLE 580200 0 15640 BLOCK H AND R INC COM 093671105 10949 326630 SH SOLE 318630 0 8000 HARVARD BIOSCIENCE INC COM 416906105 1527 335500 SH SOLE 335500 0 0 HOWARD HUGHES CORP COM 44267D107 3741 23703 SH SOLE 23703 0 0 IMPERIAL HLDGS INC COM 452834104 2398 351550 SH SOLE 351550 0 0 KCG HLDGS INC CL A 48244B100 460 38743 SH SOLE 38743 0 0 LANDS END INC NEW COM 51509F105 4158 123825 SH SOLE 121374 0 2451 LAYNE CHRISTENSEN CO COM 521050104 666 50071 SH SOLE 50071 0 0 LEIDOS HLDGS INC COM 525327102 11439 298365 SH SOLE 292451 0 5914 MBIA INC COM 55262C100 1296 117369 SH SOLE 117369 0 0 MGIC INVT CORP WIS COM 552848103 1594 172506 SH SOLE 172506 0 0 MIDWAY GOLD CORP COM 598153104 191 212100 SH SOLE 212100 0 0 MORGAN STANLEY EMER MKTS DEB COM 61744H105 248 24400 SH SOLE 24400 0 0 MOTOROLA SOLUTIONS INC COM NEW 620076307 18308 275025 SH SOLE 268765 0 6260 NAVIENT CORP COM 63938C108 16177 913450 SH SOLE 893110 0 20340 NEW YORK TIMES CO CL A 650111107 2239 147176 SH SOLE 147176 0 0 NEWMONT MINING CORP COM 651639106 13718 539227 SH SOLE 527917 0 11310 OLD REP INTL CORP COM 680223104 22730 1374240 SH SOLE 1347420 0 26820 PENGROWTH ENERGY CORP COM 70706P104 17264 2404450 SH SOLE 2355650 0 48800 POPULAR INC COM NEW 733174700 1623 47493 SH SOLE 47493 0 0 POST HLDGS INC COM 737446104 2121 41670 SH SOLE 41670 0 0 SANOFI RIGHT 12/31/2020 80105N113 37 74700 SH SOLE 74700 0 0 SCIENCE APPLICATNS INTL CP N COM 808625107 7677 173854 SH SOLE 170492 0 3362 SEALED AIR CORP NEW COM 81211K100 19786 579050 SH SOLE 566640 0 12410 SEARS HLDGS CORP COM 812350106 16432 411200 SH SOLE 403030 0 8170 SILVER BAY RLTY TR CORP COM 82735Q102 12577 770635 SH SOLE 754605 0 16030 TURKCELL ILETISIM HIZMETLERI SPON ADR NEW 900111204 23190 1486535 SH SOLE 1454215 0 32320 WESTERN ASSET CLYM INFL OPP COM 95766R104 213 17300 SH SOLE 16200 0 1100