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		<nameOfIssuer>3M CO </nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>88579Y101</cusip>
		<value>790</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3600</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>3600</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>ABB LTD</nameOfIssuer>
		<titleOfClass>SPONSORED ADR</titleOfClass>
		<cusip>000375204</cusip>
		<value>415</value>
		<shrsOrPrnAmt>
			<sshPrnamt>17500</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>17500</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>ACADIA HEALTHCARE COMP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>00404A109</cusip>
		<value>5032</value>
		<shrsOrPrnAmt>
			<sshPrnamt>128443</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>119123</Shared>
			<None>9320</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>AETNA INC NEW </nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>00817Y108</cusip>
		<value>2262</value>
		<shrsOrPrnAmt>
			<sshPrnamt>13385</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>13385</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>AIR PRODS &amp; CHEMS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>009158106</cusip>
		<value>1225</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7703</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>7703</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>ALBEMARLE CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>012653101</cusip>
		<value>232</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2500</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>2500</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>ALCOA CORP </nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>013872106</cusip>
		<value>301</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6702</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>6702</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ALIBABA GROUP HLDG LTD</nameOfIssuer>
		<titleOfClass>SPONSORED ADS</titleOfClass>
		<cusip>01609W102</cusip>
		<value>227</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1236</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>1236</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ALLEGHANY CORP DEL </nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>017175100</cusip>
		<value>1019</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1659</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>1659</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>ALLERGAN PLC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>G0177J108</cusip>
		<value>1521</value>
		<shrsOrPrnAmt>
			<sshPrnamt>9035</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>9035</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ALPHABET INC</nameOfIssuer>
		<titleOfClass>CAP STK CL A</titleOfClass>
		<cusip>02079K305</cusip>
		<value>9765</value>
		<shrsOrPrnAmt>
			<sshPrnamt>9415</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>8430</Shared>
			<None>985</None>
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	<infoTable>
		<nameOfIssuer>ALPHABET INC</nameOfIssuer>
		<titleOfClass>CAP STK CL C</titleOfClass>
		<cusip>02079K107</cusip>
		<value>8178</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7926</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>6163</Shared>
			<None>1763</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>ALPS ETF TR</nameOfIssuer>
		<titleOfClass>ALERIAN MLP</titleOfClass>
		<cusip>00162Q866</cusip>
		<value>948</value>
		<shrsOrPrnAmt>
			<sshPrnamt>101185</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>74345</Shared>
			<None>26840</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ALTABA INC </nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>021346101</cusip>
		<value>5803</value>
		<shrsOrPrnAmt>
			<sshPrnamt>78378</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>78378</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>AMAZON COM INC </nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>023135106</cusip>
		<value>1067</value>
		<shrsOrPrnAmt>
			<sshPrnamt>737</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>737</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>AMBER RD INC </nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>02318Y108</cusip>
		<value>974</value>
		<shrsOrPrnAmt>
			<sshPrnamt>109453</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>108203</Shared>
			<None>1250</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>AMERICAN AXLE &amp; MFG HLDGS IN</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>024061103</cusip>
		<value>31866</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2093714</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>2008925</Shared>
			<None>84789</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>AMERICAN EXPRESS CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>025816109</cusip>
		<value>742</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7952</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>7952</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>AMERICAN INTL GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>026874784</cusip>
		<value>187394</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3443473</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>3370306</Shared>
			<None>73167</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>AMERICAN TOWER CORP NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>03027X100</cusip>
		<value>778</value>
		<shrsOrPrnAmt>
			<sshPrnamt>5350</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>5350</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>AMERIGAS PARTNERS L P UNIT L P</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>030975106</cusip>
		<value>260</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6500</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>0</Shared>
			<None>6500</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ANADARKO PETE CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>032511107</cusip>
		<value>9046</value>
		<shrsOrPrnAmt>
			<sshPrnamt>149746</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>117886</Shared>
			<None>31860</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ANHEUSER BUSCH INBEV SA/NV</nameOfIssuer>
		<titleOfClass>SPONSORED ADR</titleOfClass>
		<cusip>03524A108</cusip>
		<value>440</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>4000</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>APOLLO INVT CORP </nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>03761U106</cusip>
		<value>3693</value>
		<shrsOrPrnAmt>
			<sshPrnamt>707433</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>693703</Shared>
			<None>13730</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>APPLE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>037833100</cusip>
		<value>149873</value>
		<shrsOrPrnAmt>
			<sshPrnamt>893268</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>855695</Shared>
			<None>37573</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>APTIV PLC</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G6095L109</cusip>
		<value>340</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>4000</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>AQUA METALS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>03837J101</cusip>
		<value>144</value>
		<shrsOrPrnAmt>
			<sshPrnamt>55500</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>55500</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>ARAMARK</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>03852U106</cusip>
		<value>1009</value>
		<shrsOrPrnAmt>
			<sshPrnamt>25500</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>25500</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ARMSTRONG WORLD INDS INC NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>04247X102</cusip>
		<value>1030</value>
		<shrsOrPrnAmt>
			<sshPrnamt>18298</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>0</Shared>
			<None>18298</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ARRIS INTL INC</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G0551A103</cusip>
		<value>266</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>10000</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ASPEN INSURANCE HOLDINGS LTD</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G05384105</cusip>
		<value>1674</value>
		<shrsOrPrnAmt>
			<sshPrnamt>37314</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>37314</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>AT&amp;T INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>00206R102</cusip>
		<value>231824</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6502782</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>6292801</Shared>
			<None>209981</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ATHENE HLDG LTD</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>G0684D107</cusip>
		<value>72489</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1516181</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>1489440</Shared>
			<None>26741</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ATKORE INTL GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>047649108</cusip>
		<value>31898</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1606949</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>1569973</Shared>
			<None>36976</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>AURINIA PHARMACEUTICALS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>05156V102</cusip>
		<value>52</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>10000</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>AVALONBAY CMNTYS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>053484101</cusip>
		<value>609</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3700</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>2700</Shared>
			<None>1000</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>AVANGRID INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>05351W103</cusip>
		<value>250</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4885</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>4885</Shared>
			<None>0</None>
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		<nameOfIssuer>AXALTA COATING SYS LTD</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>G0750C108</cusip>
		<value>226</value>
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			<sshPrnamt>7500</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>7500</Shared>
			<None>0</None>
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		<nameOfIssuer>AXIS CAPITAL HOLDINGS LTD</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G0692U109</cusip>
		<value>360</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6247</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
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			<Sole>0</Sole>
			<Shared>6247</Shared>
			<None>0</None>
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		<nameOfIssuer>BWX TECHNOLOGIES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>05614L100</cusip>
		<value>44</value>
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			<sshPrnamt>10000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>10000</Shared>
			<None>0</None>
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		<nameOfIssuer>BAKER HUGHES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>05722G100</cusip>
		<value>936</value>
		<shrsOrPrnAmt>
			<sshPrnamt>33700</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>33700</Shared>
			<None>0</None>
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		<nameOfIssuer>BANK AMER CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>060505104</cusip>
		<value>142032</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4735984</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>4656480</Shared>
			<None>79504</None>
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		<nameOfIssuer>BANK OF NY MELLON CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>064058100</cusip>
		<value>34459</value>
		<shrsOrPrnAmt>
			<sshPrnamt>668716</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>667041</Shared>
			<None>1675</None>
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		<nameOfIssuer>BANKUNITED INC </nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>06652K103</cusip>
		<value>4363</value>
		<shrsOrPrnAmt>
			<sshPrnamt>109130</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>109130</Shared>
			<None>0</None>
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		<nameOfIssuer>BARRICK GOLD CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>067901108</cusip>
		<value>9064</value>
		<shrsOrPrnAmt>
			<sshPrnamt>728065</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>535080</Shared>
			<None>192985</None>
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		<nameOfIssuer>BAXTER INTL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>071813109</cusip>
		<value>3888</value>
		<shrsOrPrnAmt>
			<sshPrnamt>59783</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>59783</Shared>
			<None>0</None>
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		<nameOfIssuer>BECTON DICKINSON &amp; CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>075887109</cusip>
		<value>13490</value>
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			<sshPrnamt>62250</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>60250</Shared>
			<None>2000</None>
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		<nameOfIssuer>BERKSHIRE HATHAWAY INC </nameOfIssuer>
		<titleOfClass>CL B NEW</titleOfClass>
		<cusip>084670702</cusip>
		<value>4478</value>
		<shrsOrPrnAmt>
			<sshPrnamt>22450</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>12700</Shared>
			<None>9750</None>
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		<nameOfIssuer>BIO RAD LABS INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>090572207</cusip>
		<value>3412</value>
		<shrsOrPrnAmt>
			<sshPrnamt>13642</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>13457</Shared>
			<None>185</None>
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		<nameOfIssuer>BIOAMBER INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>09072Q106</cusip>
		<value>1</value>
		<shrsOrPrnAmt>
			<sshPrnamt>16800</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>16800</Shared>
			<None>0</None>
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		<nameOfIssuer>BIOGEN IDEC INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>09062X103</cusip>
		<value>1021</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3728</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>0</Shared>
			<None>3728</None>
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		<nameOfIssuer>BLACKSTONE GROUP L P</nameOfIssuer>
		<titleOfClass>COM UNIT LTD</titleOfClass>
		<cusip>09253U108</cusip>
		<value>5552</value>
		<shrsOrPrnAmt>
			<sshPrnamt>173769</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>163204</Shared>
			<None>10565</None>
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		<nameOfIssuer>BOARDWALK PIPELINE PARTNERS</nameOfIssuer>
		<titleOfClass>UT LTD PARTNER</titleOfClass>
		<cusip>096627104</cusip>
		<value>1054</value>
		<shrsOrPrnAmt>
			<sshPrnamt>103887</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>103887</Shared>
			<None>0</None>
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		<nameOfIssuer>BP PLC</nameOfIssuer>
		<titleOfClass>SPONSORED ADR</titleOfClass>
		<cusip>055622104</cusip>
		<value>0</value>
		<shrsOrPrnAmt>
			<sshPrnamt>14419</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>14419</Shared>
			<None>0</None>
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		<nameOfIssuer>BRIGHT HORIZONS FAM SOL IN D</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>109194100</cusip>
		<value>711</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7130</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>7130</Shared>
			<None>0</None>
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		<nameOfIssuer>BROOKDALE SR LIVING INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>112463104</cusip>
		<value>5910</value>
		<shrsOrPrnAmt>
			<sshPrnamt>880785</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>660770</Shared>
			<None>220015</None>
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		<nameOfIssuer>BROOKFIELD ASSET MGMT INC</nameOfIssuer>
		<titleOfClass>CL A LTD VT SH</titleOfClass>
		<cusip>112585104</cusip>
		<value>819</value>
		<shrsOrPrnAmt>
			<sshPrnamt>21000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>21000</Shared>
			<None>0</None>
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		<nameOfIssuer>BROOKS AUTOMATION INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>114340102</cusip>
		<value>251</value>
		<shrsOrPrnAmt>
			<sshPrnamt>9260</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>9260</Shared>
			<None>0</None>
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		<nameOfIssuer>BUNGE LIMITED</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>G16962105</cusip>
		<value>1290</value>
		<shrsOrPrnAmt>
			<sshPrnamt>17443</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>17443</Shared>
			<None>0</None>
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		<nameOfIssuer>BWX TECHNOLOGIES INC COM</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>05605H100</cusip>
		<value>254</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
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			<Shared>4000</Shared>
			<None>0</None>
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		<nameOfIssuer>CADENCE BANCORPORATION</nameOfIssuer>
		<titleOfClass> CL A</titleOfClass>
		<cusip>12739A100</cusip>
		<value>238</value>
		<shrsOrPrnAmt>
			<sshPrnamt>8750</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>8750</Shared>
			<None>0</None>
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		<nameOfIssuer>CANADIAN NATL RY CO </nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>136375102</cusip>
		<value>1141</value>
		<shrsOrPrnAmt>
			<sshPrnamt>15600</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>15600</Shared>
			<None>0</None>
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		<nameOfIssuer>CAPITAL SR LIVING CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>140475104</cusip>
		<value>2311</value>
		<shrsOrPrnAmt>
			<sshPrnamt>215003</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>215003</Shared>
			<None>0</None>
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		<nameOfIssuer>CATERPILLAR INC DEL</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>149123101</cusip>
		<value>13731</value>
		<shrsOrPrnAmt>
			<sshPrnamt>93167</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>73960</Shared>
			<None>19207</None>
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		<nameOfIssuer>CBRE GROUP INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>12504L109</cusip>
		<value>260</value>
		<shrsOrPrnAmt>
			<sshPrnamt>5513</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>5513</Shared>
			<None>0</None>
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		<nameOfIssuer>CBS CORP NEW</nameOfIssuer>
		<titleOfClass>CL B</titleOfClass>
		<cusip>124857202</cusip>
		<value>1234</value>
		<shrsOrPrnAmt>
			<sshPrnamt>24019</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>24019</Shared>
			<None>0</None>
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		<nameOfIssuer>CHANNELADVISOR CORP COM</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>159179100</cusip>
		<value>207</value>
		<shrsOrPrnAmt>
			<sshPrnamt>22778</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>22778</Shared>
			<None>0</None>
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		<nameOfIssuer>CHENIERE ENERGY INC </nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>16411R208</cusip>
		<value>2833</value>
		<shrsOrPrnAmt>
			<sshPrnamt>53007</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>52732</Shared>
			<None>275</None>
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		<nameOfIssuer>CHUBB CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>H1467J104</cusip>
		<value>60507</value>
		<shrsOrPrnAmt>
			<sshPrnamt>442400</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>434969</Shared>
			<None>7431</None>
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		<nameOfIssuer>CIGNA CORPORATION</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>125509109</cusip>
		<value>50972</value>
		<shrsOrPrnAmt>
			<sshPrnamt>303878</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>297043</Shared>
			<None>6835</None>
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		<nameOfIssuer>CITIGROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>172967424</cusip>
		<value>271094</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4016205</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>3803915</Shared>
			<None>212290</None>
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		<nameOfIssuer>CNA FINL CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>126117100</cusip>
		<value>1715</value>
		<shrsOrPrnAmt>
			<sshPrnamt>34750</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>34750</Shared>
			<None>0</None>
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		<nameOfIssuer>COCA COLA CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>191216100</cusip>
		<value>21184</value>
		<shrsOrPrnAmt>
			<sshPrnamt>487782</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>386535</Shared>
			<None>101247</None>
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		<nameOfIssuer>COLONY NORTHSTAR INC</nameOfIssuer>
		<titleOfClass>CL A COM</titleOfClass>
		<cusip>19625W104</cusip>
		<value>56</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>10000</Shared>
			<None>0</None>
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		<nameOfIssuer>COMCAST CORP NEW</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>20030N101</cusip>
		<value>61866</value>
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			<sshPrnamt>1810522</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
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			<Sole>0</Sole>
			<Shared>1713577</Shared>
			<None>96945</None>
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		<nameOfIssuer>CONOCOPHILLIPS</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>20825C104</cusip>
		<value>286</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4822</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>1000</Shared>
			<None>3822</None>
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		<nameOfIssuer>CORNING INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>219350105</cusip>
		<value>156693</value>
		<shrsOrPrnAmt>
			<sshPrnamt>5620258</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>5329484</Shared>
			<None>290774</None>
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		<nameOfIssuer>COTT CORP QUE</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>22163N106</cusip>
		<value>18460</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1254055</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>1186122</Shared>
			<None>67933</None>
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		<nameOfIssuer>COVANTA HLDG CORP </nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>22282E102</cusip>
		<value>50425</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3477103</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>2548041</Shared>
			<None>929062</None>
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		<nameOfIssuer>CRANE CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>224399105</cusip>
		<value>216</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2331</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>2331</Shared>
			<None>0</None>
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		<nameOfIssuer>CRAY INC </nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>225223304</cusip>
		<value>364</value>
		<shrsOrPrnAmt>
			<sshPrnamt>17582</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>17582</Shared>
			<None>0</None>
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		<nameOfIssuer>CRESUD S A C I F Y A</nameOfIssuer>
		<titleOfClass>SPONSORED ADR</titleOfClass>
		<cusip>226406106</cusip>
		<value>296</value>
		<shrsOrPrnAmt>
			<sshPrnamt>14700</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>14700</Shared>
			<None>0</None>
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		<nameOfIssuer>CROWN CASTLE INTL CORP NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>22822V101</cusip>
		<value>219</value>
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			<sshPrnamt>2000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>2000</Shared>
			<None>0</None>
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		<nameOfIssuer>CUMMINS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>231021106</cusip>
		<value>664</value>
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			<sshPrnamt>4095</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>4000</Shared>
			<None>95</None>
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		<nameOfIssuer>CVS HEALTH CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>126650100</cusip>
		<value>505</value>
		<shrsOrPrnAmt>
			<sshPrnamt>8110</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>8110</Shared>
			<None>0</None>
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		<nameOfIssuer>DEERE &amp; CO </nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>244199105</cusip>
		<value>266</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1710</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>0</Shared>
			<None>1710</None>
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		<nameOfIssuer>DELL TECHNOLOGIES INC</nameOfIssuer>
		<titleOfClass>COM CL V</titleOfClass>
		<cusip>24703L103</cusip>
		<value>3846</value>
		<shrsOrPrnAmt>
			<sshPrnamt>52528</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>52528</Shared>
			<None>0</None>
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		<nameOfIssuer>DELTA AIR LINES INC DEL</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>247361702</cusip>
		<value>3362</value>
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			<sshPrnamt>61335</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>41195</Shared>
			<None>20140</None>
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		<nameOfIssuer>DESTINATION MATERNITY CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>25065D100</cusip>
		<value>1616</value>
		<shrsOrPrnAmt>
			<sshPrnamt>50820</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>50820</Shared>
			<None>0</None>
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		<nameOfIssuer>DEVON ENERGY CORP NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>25179M103</cusip>
		<value>16955</value>
		<shrsOrPrnAmt>
			<sshPrnamt>125206</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>124606</Shared>
			<None>600</None>
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	<infoTable>
		<nameOfIssuer>DIAGEO P L C</nameOfIssuer>
		<titleOfClass>SPON ADR NEW</titleOfClass>
		<cusip>25243Q205</cusip>
		<value>203</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>6000</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>DISCOVERY COMMUNICATNS NEW</nameOfIssuer>
		<titleOfClass>COM SER C</titleOfClass>
		<cusip>25470F302</cusip>
		<value>487</value>
		<shrsOrPrnAmt>
			<sshPrnamt>24941</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>24941</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>DISH NETWORK CORP </nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>25470M109</cusip>
		<value>10925</value>
		<shrsOrPrnAmt>
			<sshPrnamt>288334</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>217624</Shared>
			<None>70710</None>
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		<nameOfIssuer>DISNEY WALT CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>254687106</cusip>
		<value>59057</value>
		<shrsOrPrnAmt>
			<sshPrnamt>587985</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>563041</Shared>
			<None>24944</None>
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		<nameOfIssuer>DOLLAR TREE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>256746108</cusip>
		<value>8189</value>
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			<sshPrnamt>86291</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>56581</Shared>
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		<nameOfIssuer>DOWDUPONT INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>26078J100</cusip>
		<value>232077</value>
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			<sshPrnamt>3642705</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>3437455</Shared>
			<None>205250</None>
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		<nameOfIssuer>DR PEPPER SNAPPLE GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>26138E109</cusip>
		<value>2873</value>
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			<sshPrnamt>24272</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>23877</Shared>
			<None>395</None>
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		<nameOfIssuer>DREYFUS HIGH YIELD STRATEGIE</nameOfIssuer>
		<titleOfClass>SH BEN INT</titleOfClass>
		<cusip>26200S101</cusip>
		<value>96</value>
		<shrsOrPrnAmt>
			<sshPrnamt>30000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
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			<Shared>0</Shared>
			<None>30000</None>
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		<nameOfIssuer>EATON CORP PLC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>G29183103</cusip>
		<value>223334</value>
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			<sshPrnamt>2794825</sshPrnamt>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
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			<Shared>2657381</Shared>
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		<nameOfIssuer>EDISON INTL</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>281020107</cusip>
		<value>208</value>
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			<sshPrnamt>3264</sshPrnamt>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>3264</Shared>
			<None>0</None>
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		<nameOfIssuer>ELECTRUM SPL ACQUISITION COR</nameOfIssuer>
		<titleOfClass>UNIT 99/99/9999</titleOfClass>
		<cusip>G3105C104</cusip>
		<value>5570</value>
		<shrsOrPrnAmt>
			<sshPrnamt>536586</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>438521</Shared>
			<None>98065</None>
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		<nameOfIssuer>EMERSON ELEC CO </nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>291011104</cusip>
		<value>489</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7165</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>7165</Shared>
			<None>0</None>
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		<nameOfIssuer>ENERGY TRANSFER EQUITY LP UNIT</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>29278N103</cusip>
		<value>661</value>
		<shrsOrPrnAmt>
			<sshPrnamt>40767</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>36492</Shared>
			<None>4275</None>
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		<nameOfIssuer>ENTERCOM COMMUNICATIONS CORP</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>293639100</cusip>
		<value>191</value>
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			<sshPrnamt>19752</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>19457</Shared>
			<None>295</None>
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		<nameOfIssuer>EOG RES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>26875P101</cusip>
		<value>58284</value>
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			<sshPrnamt>553659</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>553659</Shared>
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		<nameOfIssuer>EQUIFAX INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>294429105</cusip>
		<value>1840</value>
		<shrsOrPrnAmt>
			<sshPrnamt>15620</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>15330</Shared>
			<None>290</None>
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		<nameOfIssuer>EVOLENT HEALTH INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>30050B101</cusip>
		<value>221</value>
		<shrsOrPrnAmt>
			<sshPrnamt>15500</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>15500</Shared>
			<None>0</None>
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		<nameOfIssuer>EXXON MOBIL CORP </nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>30231G102</cusip>
		<value>2665</value>
		<shrsOrPrnAmt>
			<sshPrnamt>35716</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>35716</Shared>
			<None>0</None>
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		<nameOfIssuer>FACEBOOK INC </nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>30303M102</cusip>
		<value>674</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4220</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>3620</Shared>
			<None>600</None>
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	<infoTable>
		<nameOfIssuer>FARMER BROS CO </nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>307675108</cusip>
		<value>6001</value>
		<shrsOrPrnAmt>
			<sshPrnamt>198721</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>192181</Shared>
			<None>6540</None>
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		<nameOfIssuer>FEDEX CORP </nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>31428X106</cusip>
		<value>2662</value>
		<shrsOrPrnAmt>
			<sshPrnamt>11085</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>11085</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>FGL HLDGS</nameOfIssuer>
		<titleOfClass>ORD SHS</titleOfClass>
		<cusip>G3402M102</cusip>
		<value>865</value>
		<shrsOrPrnAmt>
			<sshPrnamt>85206</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>85206</Shared>
			<None>0</None>
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		<nameOfIssuer>FIDELITY NATIONAL FINANCIAL</nameOfIssuer>
		<titleOfClass>FNF GROUP COM</titleOfClass>
		<cusip>31620R303</cusip>
		<value>509</value>
		<shrsOrPrnAmt>
			<sshPrnamt>12715</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>12715</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>FIDELITY NATL INFORMATION SV</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>31620M106</cusip>
		<value>578</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>6000</Shared>
			<None>0</None>
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		<nameOfIssuer>FIREEYE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>31816Q101</cusip>
		<value>169</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>10000</Shared>
			<None>0</None>
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		<nameOfIssuer>FIRST DATA CORP NEW</nameOfIssuer>
		<titleOfClass>COM CL A</titleOfClass>
		<cusip>32008D106</cusip>
		<value>240</value>
		<shrsOrPrnAmt>
			<sshPrnamt>15000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>15000</Shared>
			<None>0</None>
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		<nameOfIssuer>FLOWSERVE CORP </nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>34354P105</cusip>
		<value>369</value>
		<shrsOrPrnAmt>
			<sshPrnamt>8527</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>8527</Shared>
			<None>0</None>
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		<nameOfIssuer>FLUIDIGM CORP DEL </nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>34385P108</cusip>
		<value>56738</value>
		<shrsOrPrnAmt>
			<sshPrnamt>9715408</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>9333209</Shared>
			<None>382199</None>
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		<nameOfIssuer>FOOT LOCKER INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>344849104</cusip>
		<value>417</value>
		<shrsOrPrnAmt>
			<sshPrnamt>9158</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>9158</Shared>
			<None>0</None>
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		<nameOfIssuer>FOREST CITY RLTY TR INC  </nameOfIssuer>
		<titleOfClass>COM CL A</titleOfClass>
		<cusip>345605109</cusip>
		<value>14483</value>
		<shrsOrPrnAmt>
			<sshPrnamt>714866</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>612716</Shared>
			<None>102150</None>
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		<nameOfIssuer>FUELCELL ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>35952H502</cusip>
		<value>4157</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2402628</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>1961077</Shared>
			<None>441551</None>
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		<nameOfIssuer>GATX CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>361448103</cusip>
		<value>319</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4662</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>4662</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>GCI LIBERTY INC</nameOfIssuer>
		<titleOfClass>COM CLASS A</titleOfClass>
		<cusip>36164V305</cusip>
		<value>865</value>
		<shrsOrPrnAmt>
			<sshPrnamt>16371</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>16371</Shared>
			<None>0</None>
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		<nameOfIssuer>GENERAL AMER INVS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>368802104</cusip>
		<value>792</value>
		<shrsOrPrnAmt>
			<sshPrnamt>23661</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>0</Shared>
			<None>23661</None>
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	<infoTable>
		<nameOfIssuer>GENERAL ELECTRIC CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>369604103</cusip>
		<value>95513</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7085522</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>6910669</Shared>
			<None>174853</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>GENERAL MLS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>370334104</cusip>
		<value>328</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7290</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>7290</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>GENERAL MTRS CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>37045V100</cusip>
		<value>185805</value>
		<shrsOrPrnAmt>
			<sshPrnamt>5112972</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>4930365</Shared>
			<None>182607</None>
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	<infoTable>
		<nameOfIssuer>GENUINE PARTS CO </nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>372460105</cusip>
		<value>386</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4293</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>4293</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>GOLAR LNG LTD BERMUDA</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G9456A100</cusip>
		<value>12654</value>
		<shrsOrPrnAmt>
			<sshPrnamt>462495</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>333600</Shared>
			<None>128895</None>
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	<infoTable>
		<nameOfIssuer>GOLDCORP INC CMN</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>380956409</cusip>
		<value>138</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>10000</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>GOLDMAN SACHS GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>38141G104</cusip>
		<value>378</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1500</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>1000</Shared>
			<None>500</None>
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	<infoTable>
		<nameOfIssuer>GOODYEAR TIRE &amp; RUBR CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>382550101</cusip>
		<value>33331</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1253989</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>1202814</Shared>
			<None>51175</None>
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	<infoTable>
		<nameOfIssuer>GREAT LAKES DREDGE &amp; DOCK CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>390607109</cusip>
		<value>170</value>
		<shrsOrPrnAmt>
			<sshPrnamt>37000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>37000</Shared>
			<None>0</None>
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		<nameOfIssuer>GREAT PLAINS ENERGY INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>391164100</cusip>
		<value>320</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10044</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>10044</Shared>
			<None>0</None>
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		<nameOfIssuer>HANESBRANDS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>410345102</cusip>
		<value>185</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10050</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>0</Shared>
			<None>10050</None>
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		<nameOfIssuer>HARTFORD FINL SVCS GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>416515104</cusip>
		<value>258</value>
		<shrsOrPrnAmt>
			<sshPrnamt>5000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>5000</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>HAYMAKER ACQUISITION CORP</nameOfIssuer>
		<titleOfClass>COM CLASS A</titleOfClass>
		<cusip>420870107</cusip>
		<value>479</value>
		<shrsOrPrnAmt>
			<sshPrnamt>50000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>50000</Shared>
			<None>0</None>
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		<nameOfIssuer>HESS CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>42809H107</cusip>
		<value>151283</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2988611</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>2745700</Shared>
			<None>242911</None>
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		<nameOfIssuer>HESS MIDSTREAM PARTNERS LP</nameOfIssuer>
		<titleOfClass>UNIT LTD PR INT</titleOfClass>
		<cusip>428104103</cusip>
		<value>1126</value>
		<shrsOrPrnAmt>
			<sshPrnamt>59141</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>59141</Shared>
			<None>0</None>
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		<nameOfIssuer>HOME DEPOT INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>437076102</cusip>
		<value>1202</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6742</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>6742</Shared>
			<None>0</None>
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		<nameOfIssuer>HONEYWELL INTL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>438516106</cusip>
		<value>1127</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7800</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>7800</Shared>
			<None>0</None>
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		<nameOfIssuer>HRG GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>40434J100</cusip>
		<value>376</value>
		<shrsOrPrnAmt>
			<sshPrnamt>22776</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>22776</Shared>
			<None>0</None>
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		<nameOfIssuer>HUNTINGTON BANCSHARES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>446150104</cusip>
		<value>5736</value>
		<shrsOrPrnAmt>
			<sshPrnamt>379881</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>368696</Shared>
			<None>11185</None>
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		<nameOfIssuer>II VI INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>902104108</cusip>
		<value>307</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7500</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>7500</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>ILG INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>44967H101</cusip>
		<value>925</value>
		<shrsOrPrnAmt>
			<sshPrnamt>29728</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>29728</Shared>
			<None>0</None>
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		<nameOfIssuer>ILLUMINA INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>452327109</cusip>
		<value>473</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>2000</Shared>
			<None>0</None>
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		<nameOfIssuer>INDUSTREA ACQUISITION CORP</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>45579J104</cusip>
		<value>357</value>
		<shrsOrPrnAmt>
			<sshPrnamt>36411</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>36411</Shared>
			<None>0</None>
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		<nameOfIssuer>INOVIO PHARMACEUTICALS INC</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>45773H201</cusip>
		<value>97</value>
		<shrsOrPrnAmt>
			<sshPrnamt>20500</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>20500</Shared>
			<None>0</None>
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		<nameOfIssuer>INTEL CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>458140100</cusip>
		<value>219212</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4209145</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>4044650</Shared>
			<None>164495</None>
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	<infoTable>
		<nameOfIssuer>INTL PAPER CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>460146103</cusip>
		<value>59966</value>
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			<sshPrnamt>1122329</sshPrnamt>
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		<investmentDiscretion>OTR</investmentDiscretion>
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			<Shared>1051724</Shared>
			<None>70605</None>
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		<nameOfIssuer>INTERNATIONAL BUSINESS MACHS</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>459200101</cusip>
		<value>14298</value>
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			<sshPrnamt>93191</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
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			<Sole>0</Sole>
			<Shared>79951</Shared>
			<None>13240</None>
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		<nameOfIssuer>IQIYI INC</nameOfIssuer>
		<titleOfClass>SPONSORED ADS</titleOfClass>
		<cusip>46267X108</cusip>
		<value>233</value>
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			<sshPrnamt>15000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
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			<Sole>0</Sole>
			<Shared>15000</Shared>
			<None>0</None>
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		<nameOfIssuer>IRIDIUM COMMUNICATIONS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>46269C102</cusip>
		<value>253</value>
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			<sshPrnamt>22500</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>22500</Shared>
			<None>0</None>
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		<nameOfIssuer>ISHARES TR</nameOfIssuer>
		<titleOfClass>MSCI EAFE ETF</titleOfClass>
		<cusip>464287465</cusip>
		<value>589</value>
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			<sshPrnamt>8450</sshPrnamt>
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		<investmentDiscretion>OTR</investmentDiscretion>
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			<Sole>0</Sole>
			<Shared>8450</Shared>
			<None>0</None>
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		<nameOfIssuer>JBG SMITH PPTYS</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>46590V100</cusip>
		<value>348</value>
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			<sshPrnamt>10313</sshPrnamt>
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		<investmentDiscretion>OTR</investmentDiscretion>
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			<Sole>0</Sole>
			<Shared>10313</Shared>
			<None>0</None>
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		<nameOfIssuer>JOHNSON &amp; JOHNSON</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>478160104</cusip>
		<value>54641</value>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>397157</Shared>
			<None>29230</None>
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		<nameOfIssuer>JOHNSON CTLS INTL PLC</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G51502105</cusip>
		<value>721</value>
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			<sshPrnamt>20466</sshPrnamt>
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		<investmentDiscretion>OTR</investmentDiscretion>
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			<Sole>0</Sole>
			<Shared>20466</Shared>
			<None>0</None>
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		<nameOfIssuer>JP MORGAN CHASE &amp; CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>46625H100</cusip>
		<value>140779</value>
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			<sshPrnamt>1280161</sshPrnamt>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>1223269</Shared>
			<None>56892</None>
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		<nameOfIssuer>KAMAN CORP COM</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>483548103</cusip>
		<value>10432</value>
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			<sshPrnamt>167939</sshPrnamt>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>162819</Shared>
			<None>5120</None>
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		<nameOfIssuer>KAPSTONE PAPER &amp; PACK COM</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>48562P103</cusip>
		<value>1801</value>
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			<sshPrnamt>52500</sshPrnamt>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>52500</Shared>
			<None>0</None>
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		<nameOfIssuer>KINDER MORGAN INC DEL </nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>49456B101</cusip>
		<value>5608</value>
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			<sshPrnamt>372360</sshPrnamt>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>340190</Shared>
			<None>32170</None>
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		<nameOfIssuer>KKR &amp; CO L P DEL </nameOfIssuer>
		<titleOfClass>COM UNITS</titleOfClass>
		<cusip>48248M102</cusip>
		<value>18733</value>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
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			<Shared>898486</Shared>
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		<nameOfIssuer>LABORATORY CORP AMER HLDGS</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>50540R409</cusip>
		<value>3421</value>
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		<investmentDiscretion>OTR</investmentDiscretion>
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			<Shared>21000</Shared>
			<None>150</None>
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		<nameOfIssuer>LADDER CAP CORP</nameOfIssuer>
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		<cusip>505743104</cusip>
		<value>2053</value>
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			<sshPrnamt>136158</sshPrnamt>
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		<investmentDiscretion>OTR</investmentDiscretion>
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			<Sole>0</Sole>
			<Shared>136158</Shared>
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		<nameOfIssuer>LAMAR ADVERTISING CO NEW</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>512816109</cusip>
		<value>388</value>
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			<sshPrnamt>6095</sshPrnamt>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>3385</Shared>
			<None>2710</None>
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		<nameOfIssuer>LANDCADIA HLDGS INC</nameOfIssuer>
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		<cusip>51476W107</cusip>
		<value>294</value>
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			<sshPrnamt>29249</sshPrnamt>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>29249</Shared>
			<None>0</None>
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		<nameOfIssuer>LEGG MASON INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>524901105</cusip>
		<value>791</value>
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			<sshPrnamt>19464</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>18999</Shared>
			<None>465</None>
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		<nameOfIssuer>LEUCADIA NATL CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>527288104</cusip>
		<value>557</value>
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			<sshPrnamt>24500</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>24500</Shared>
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		<nameOfIssuer>LIBERTY BROADBAND CORP</nameOfIssuer>
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		<cusip>530307107</cusip>
		<value>563</value>
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			<sshPrnamt>6642</sshPrnamt>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
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			<Shared>6642</Shared>
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		<nameOfIssuer>LIBERTY BROADBAND CORP</nameOfIssuer>
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		<cusip>530307305</cusip>
		<value>1476</value>
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		<investmentDiscretion>OTR</investmentDiscretion>
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			<Shared>17222</Shared>
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		<nameOfIssuer>LIBERTY GLOBAL PLC</nameOfIssuer>
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		<cusip>G5480U104</cusip>
		<value>751</value>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
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			<Shared>23977</Shared>
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		<nameOfIssuer>LIBERTY GLOBAL PLC</nameOfIssuer>
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		<value>2471</value>
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			<sshPrnamt>81191</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
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			<Shared>81191</Shared>
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		<nameOfIssuer>LIBERTY LATIN AMERICA LTD</nameOfIssuer>
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		<cusip>G9001E128</cusip>
		<value>2036</value>
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		<investmentDiscretion>OTR</investmentDiscretion>
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			<Shared>106634</Shared>
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		<nameOfIssuer>LIBERTY MEDIA CORP DELAWARE</nameOfIssuer>
		<titleOfClass>COM A SIRIUSXM</titleOfClass>
		<cusip>531229409</cusip>
		<value>2510</value>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
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			<Shared>61078</Shared>
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		<nameOfIssuer>LIBERTY MEDIA CORP DELAWARE</nameOfIssuer>
		<titleOfClass>COM C BRAVES GRP</titleOfClass>
		<cusip>531229888</cusip>
		<value>203</value>
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			<sshPrnamt>8878</sshPrnamt>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>8878</Shared>
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		<nameOfIssuer>LIBERTY MEDIA CORP DELAWARE</nameOfIssuer>
		<titleOfClass>COM C SIRIUSXM</titleOfClass>
		<cusip>531229607</cusip>
		<value>2160</value>
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			<sshPrnamt>52886</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
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			<Shared>52886</Shared>
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		<nameOfIssuer>LIBERTY MEDIA CORP DELAWARE</nameOfIssuer>
		<titleOfClass>COM SER C FRMLA</titleOfClass>
		<cusip>531229854</cusip>
		<value>406</value>
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			<sshPrnamt>13161</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
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		<nameOfIssuer>LIVE NATION ENTERTAINMENT IN</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>538034109</cusip>
		<value>1644</value>
		<shrsOrPrnAmt>
			<sshPrnamt>39010</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>39010</Shared>
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		<nameOfIssuer>LOEWS CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>540424108</cusip>
		<value>11051</value>
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			<sshPrnamt>222211</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>221161</Shared>
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		<nameOfIssuer>LOWES COS INC </nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>548661107</cusip>
		<value>29232</value>
		<shrsOrPrnAmt>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>333123</Shared>
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		<nameOfIssuer>LYONDELLBASELL INDUSTRIES N</nameOfIssuer>
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		<cusip>N53745100</cusip>
		<value>224</value>
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			<sshPrnamt>2120</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
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			<Shared>1505</Shared>
			<None>615</None>
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		<nameOfIssuer>MACQUARIE INFRASTRUCTURE COR</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>55608B105</cusip>
		<value>7958</value>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
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			<Shared>145284</Shared>
			<None>70201</None>
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		<nameOfIssuer>MACYS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>55616P104</cusip>
		<value>266</value>
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			<sshPrnamt>8943</sshPrnamt>
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		<investmentDiscretion>OTR</investmentDiscretion>
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			<Shared>8943</Shared>
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		<nameOfIssuer>MADISON SQUARE GARDEN CO NEW</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>55825T103</cusip>
		<value>208</value>
		<shrsOrPrnAmt>
			<sshPrnamt>847</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
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			<Shared>847</Shared>
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		<nameOfIssuer>MARATHON OIL CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>565849106</cusip>
		<value>436</value>
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			<sshPrnamt>27000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
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			<Shared>27000</Shared>
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		<nameOfIssuer>MARRIOTT INTL INC NEW</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>571903202</cusip>
		<value>268</value>
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			<sshPrnamt>1968</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>1968</Shared>
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		<nameOfIssuer>MARSH &amp; MCLENNAN COS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>571748102</cusip>
		<value>7016</value>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>84648</Shared>
			<None>300</None>
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		<nameOfIssuer>MATLIN &amp; PARTNERS ACQUISITIO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>57682V106</cusip>
		<value>271</value>
		<shrsOrPrnAmt>
			<sshPrnamt>27643</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>27643</Shared>
			<None>0</None>
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		<nameOfIssuer>MEDTRONIC PLC</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G5960L103</cusip>
		<value>2707</value>
		<shrsOrPrnAmt>
			<sshPrnamt>33750</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>32735</Shared>
			<None>1015</None>
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		<nameOfIssuer>MELCO RESORT ENTERTAIN ADR</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>585464100</cusip>
		<value>290</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>10000</Shared>
			<None>0</None>
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		<nameOfIssuer>MERCK &amp; CO INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>58933Y105</cusip>
		<value>118864</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2182199</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>2133823</Shared>
			<None>48376</None>
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		<nameOfIssuer>MICROSOFT CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>594918104</cusip>
		<value>49632</value>
		<shrsOrPrnAmt>
			<sshPrnamt>543788</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>458738</Shared>
			<None>85050</None>
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		<nameOfIssuer>MONSANTO CO NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>61166W101</cusip>
		<value>7691</value>
		<shrsOrPrnAmt>
			<sshPrnamt>65908</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>62248</Shared>
			<None>3660</None>
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		<nameOfIssuer>MORGAN STANLEY</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>617446448</cusip>
		<value>80540</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1492581</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>1492581</Shared>
			<None>0</None>
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		<nameOfIssuer>MURPHY OIL CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>626717102</cusip>
		<value>262</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10128</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>10128</Shared>
			<None>0</None>
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		<nameOfIssuer>NAVIGATOR HOLDINGS LTD</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>Y62132108</cusip>
		<value>129</value>
		<shrsOrPrnAmt>
			<sshPrnamt>11000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>11000</Shared>
			<None>0</None>
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		<nameOfIssuer>NEOPHOTONICS CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>64051T100</cusip>
		<value>137</value>
		<shrsOrPrnAmt>
			<sshPrnamt>20000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>20000</Shared>
			<None>0</None>
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		<nameOfIssuer>NEW SR INVT GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>648691103</cusip>
		<value>3360</value>
		<shrsOrPrnAmt>
			<sshPrnamt>410792</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>410792</Shared>
			<None>0</None>
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		<nameOfIssuer>NEW YORK REIT INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>64976L208</cusip>
		<value>744</value>
		<shrsOrPrnAmt>
			<sshPrnamt>34601</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>34601</Shared>
			<None>0</None>
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		<nameOfIssuer>NEW YORK TIMES CO</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>650111107</cusip>
		<value>2668</value>
		<shrsOrPrnAmt>
			<sshPrnamt>110721</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>110721</Shared>
			<None>0</None>
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		<nameOfIssuer>NOKIA CORP</nameOfIssuer>
		<titleOfClass>SPONSORED ADR</titleOfClass>
		<cusip>654902204</cusip>
		<value>192151</value>
		<shrsOrPrnAmt>
			<sshPrnamt>35128148</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>34170239</Shared>
			<None>957909</None>
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	<infoTable>
		<nameOfIssuer>NOMAD HLDGS LTD</nameOfIssuer>
		<titleOfClass>USD ORD SHS</titleOfClass>
		<cusip>G6564A105</cusip>
		<value>600</value>
		<shrsOrPrnAmt>
			<sshPrnamt>38096</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>38096</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>NORTHERN TR CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>665859104</cusip>
		<value>20094</value>
		<shrsOrPrnAmt>
			<sshPrnamt>194846</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>149673</Shared>
			<None>45173</None>
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		<nameOfIssuer>NOVAGOLD RESOURCES</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>66987E206</cusip>
		<value>4262</value>
		<shrsOrPrnAmt>
			<sshPrnamt>984303</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>805321</Shared>
			<None>178982</None>
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		<nameOfIssuer>NOVELION THERAPEUTICS </nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>67001K202</cusip>
		<value>177</value>
		<shrsOrPrnAmt>
			<sshPrnamt>50695</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>50695</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>NRG ENERGY INC </nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>629377508</cusip>
		<value>1515</value>
		<shrsOrPrnAmt>
			<sshPrnamt>49626</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>7285</Shared>
			<None>42341</None>
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		<nameOfIssuer>NUANCE COMMUNICATIONS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>67020Y100</cusip>
		<value>433</value>
		<shrsOrPrnAmt>
			<sshPrnamt>27500</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>27500</Shared>
			<None>0</None>
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		<nameOfIssuer>NXP SEMICONDUCTORS N V </nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>N6596X109</cusip>
		<value>20517</value>
		<shrsOrPrnAmt>
			<sshPrnamt>175363</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>149988</Shared>
			<None>25375</None>
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		<nameOfIssuer>NXSTAGE MEDICAL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>67072V103</cusip>
		<value>712</value>
		<shrsOrPrnAmt>
			<sshPrnamt>28643</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>28643</Shared>
			<None>0</None>
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		<nameOfIssuer>O REILLY AUTOMOTIVE INC NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>67103H107</cusip>
		<value>439</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1776</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>1776</Shared>
			<None>0</None>
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		<nameOfIssuer>OCCIDENTAL PETE CORP DEL</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>674599105</cusip>
		<value>201939</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3108664</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>3027482</Shared>
			<None>81182</None>
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		<nameOfIssuer>ORACLE CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>68389X105</cusip>
		<value>8021</value>
		<shrsOrPrnAmt>
			<sshPrnamt>175330</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>96940</Shared>
			<None>78390</None>
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		<nameOfIssuer>PAVMED INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>70387R106</cusip>
		<value>115</value>
		<shrsOrPrnAmt>
			<sshPrnamt>70050</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>70050</Shared>
			<None>0</None>
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		<nameOfIssuer>PAYPAL HLDGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>70450Y103</cusip>
		<value>766</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10098</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>10098</Shared>
			<None>0</None>
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		<nameOfIssuer>PENNEY J C INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>708160106</cusip>
		<value>97</value>
		<shrsOrPrnAmt>
			<sshPrnamt>32000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>32000</Shared>
			<None>0</None>
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		<nameOfIssuer>PENSARE ACQUISITION CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>70957E105</cusip>
		<value>292</value>
		<shrsOrPrnAmt>
			<sshPrnamt>29998</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>29998</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>PENTAIR PLC</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G7S00T104</cusip>
		<value>479</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7034</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>6557</Shared>
			<None>477</None>
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		<nameOfIssuer>PEPSICO INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>713448108</cusip>
		<value>408</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3737</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>3737</Shared>
			<None>0</None>
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		<nameOfIssuer>PERKINELMER INC </nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>714046109</cusip>
		<value>636</value>
		<shrsOrPrnAmt>
			<sshPrnamt>8400</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>8400</Shared>
			<None>0</None>
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		<nameOfIssuer>PFIZER INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>717081103</cusip>
		<value>251661</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7091049</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>6645509</Shared>
			<None>445540</None>
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		<nameOfIssuer>PG&amp;E CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>69331C108</cusip>
		<value>50562</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1151016</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>1097751</Shared>
			<None>53265</None>
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		<nameOfIssuer>PIMCO ETF TR</nameOfIssuer>
		<titleOfClass>ENHAN SHRT MA AC</titleOfClass>
		<cusip>72201R833</cusip>
		<value>3300</value>
		<shrsOrPrnAmt>
			<sshPrnamt>32495</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>32495</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>PINNACLE FOODS INC DEL </nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>72348P104</cusip>
		<value>162276</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2999554</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>2929212</Shared>
			<None>70342</None>
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	<infoTable>
		<nameOfIssuer>PITNEY BOWES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>724479100</cusip>
		<value>5002</value>
		<shrsOrPrnAmt>
			<sshPrnamt>459325</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>240360</Shared>
			<None>218965</None>
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	<infoTable>
		<nameOfIssuer>POST HLDGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>737446104</cusip>
		<value>183302</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2419503</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>2381072</Shared>
			<None>38431</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PPL CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>69351T106</cusip>
		<value>693</value>
		<shrsOrPrnAmt>
			<sshPrnamt>24508</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>20153</Shared>
			<None>4355</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PRAXAIR INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>74005P104</cusip>
		<value>255</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1766</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>1766</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PROCTER &amp; GAMBLE CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>742718109</cusip>
		<value>774</value>
		<shrsOrPrnAmt>
			<sshPrnamt>9760</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>8235</Shared>
			<None>1525</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PROLOGIS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>74340W103</cusip>
		<value>1424</value>
		<shrsOrPrnAmt>
			<sshPrnamt>22600</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>22600</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PULSE BIOSCIENCES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>74587B101</cusip>
		<value>203</value>
		<shrsOrPrnAmt>
			<sshPrnamt>15000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>15000</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>QUEST DIAGNOSTICS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>74834L100</cusip>
		<value>301</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>3000</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>RAYTHEON CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>755111507</cusip>
		<value>966</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4475</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>4475</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>REVANCE THERAPEUTICS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>761330109</cusip>
		<value>277</value>
		<shrsOrPrnAmt>
			<sshPrnamt>9000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>9000</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SABAN CAP ACQUISITION CORP</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>78516C106</cusip>
		<value>608</value>
		<shrsOrPrnAmt>
			<sshPrnamt>61117</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>61117</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>SCHLUMBERGER LTD</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>806857108</cusip>
		<value>1288</value>
		<shrsOrPrnAmt>
			<sshPrnamt>19884</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>19884</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>SCOTTS MIRACLE GRO CO</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>810186106</cusip>
		<value>829</value>
		<shrsOrPrnAmt>
			<sshPrnamt>9663</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>9663</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>SEAGATE TECHNOLOGY PLC</nameOfIssuer>
		<titleOfClass>SHS</titleOfClass>
		<cusip>G7945M107</cusip>
		<value>2382</value>
		<shrsOrPrnAmt>
			<sshPrnamt>40704</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>38409</Shared>
			<None>2295</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>SEALED AIR CORP NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>81211K100</cusip>
		<value>300</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7013</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>7013</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SELECT SECTOR SPDR TR</nameOfIssuer>
		<titleOfClass>SBI INT-FINL</titleOfClass>
		<cusip>81369Y605</cusip>
		<value>248</value>
		<shrsOrPrnAmt>
			<sshPrnamt>9000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>5000</Shared>
			<None>4000</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SERITAGE GROWTH PPTYS</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>81752R100</cusip>
		<value>427</value>
		<shrsOrPrnAmt>
			<sshPrnamt>12000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>12000</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SIRIUS XM HOLDINGS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>82968B103</cusip>
		<value>1127</value>
		<shrsOrPrnAmt>
			<sshPrnamt>180647</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>180647</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SL GREEN RLTY CORP </nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>78440X101</cusip>
		<value>5116</value>
		<shrsOrPrnAmt>
			<sshPrnamt>52836</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>52601</Shared>
			<None>235</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SODASTREAM INTERNATIONAL LTD</nameOfIssuer>
		<titleOfClass>USD SHS</titleOfClass>
		<cusip>M9068E105</cusip>
		<value>459</value>
		<shrsOrPrnAmt>
			<sshPrnamt>5000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>5000</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SPDR GOLD TRUST</nameOfIssuer>
		<titleOfClass>GOLD SHS</titleOfClass>
		<cusip>78463V107</cusip>
		<value>7963</value>
		<shrsOrPrnAmt>
			<sshPrnamt>63304</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>63304</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>SPDR SERIES TRUST S&amp;P RETAIL E</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>78464A714</cusip>
		<value>310</value>
		<shrsOrPrnAmt>
			<sshPrnamt>7000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>7000</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SPDR SERIES TRUST</nameOfIssuer>
		<titleOfClass>S&amp;P BK ETF</titleOfClass>
		<cusip>78464A797</cusip>
		<value>316</value>
		<shrsOrPrnAmt>
			<sshPrnamt>6600</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>6600</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SUMMIT MATLS INC</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>86614U100</cusip>
		<value>42491</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1403276</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>1343843</Shared>
			<None>59433</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>SUNTRUST BKS</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>867914103</cusip>
		<value>2026</value>
		<shrsOrPrnAmt>
			<sshPrnamt>29777</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>29777</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>TE CONNECTIVITY LTD</nameOfIssuer>
		<titleOfClass>REG SHS</titleOfClass>
		<cusip>H84989104</cusip>
		<value>300</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>3000</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TEAM INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>878155100</cusip>
		<value>635</value>
		<shrsOrPrnAmt>
			<sshPrnamt>46212</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>46212</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>TECK RESOURCES LTD</nameOfIssuer>
		<titleOfClass>CL B</titleOfClass>
		<cusip>878742204</cusip>
		<value>2004</value>
		<shrsOrPrnAmt>
			<sshPrnamt>77800</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>38020</Shared>
			<None>39780</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TEJON RANCH CO</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>879080109</cusip>
		<value>8907</value>
		<shrsOrPrnAmt>
			<sshPrnamt>385413</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>383553</Shared>
			<None>1860</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TELADOC INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>87918A105</cusip>
		<value>403</value>
		<shrsOrPrnAmt>
			<sshPrnamt>10000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>10000</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TEMPLETON DRAGON FD INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>88018T101</cusip>
		<value>270</value>
		<shrsOrPrnAmt>
			<sshPrnamt>12150</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>12150</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>TEXTRON INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>883203101</cusip>
		<value>60991</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1034266</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>1009790</Shared>
			<None>24476</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>THERMO FISHER SCIENTIFIC INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>883556102</cusip>
		<value>10709</value>
		<shrsOrPrnAmt>
			<sshPrnamt>51871</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>31941</Shared>
			<None>19930</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>TIFFANY &amp; CO NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>886547108</cusip>
		<value>1256</value>
		<shrsOrPrnAmt>
			<sshPrnamt>12858</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>8636</Shared>
			<None>4222</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>TIME WARNER INC</nameOfIssuer>
		<titleOfClass>COM NEW</titleOfClass>
		<cusip>887317303</cusip>
		<value>19807</value>
		<shrsOrPrnAmt>
			<sshPrnamt>209417</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>150944</Shared>
			<None>58473</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>TPG PACE ENERGY HLDGS CORP</nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>872656103</cusip>
		<value>3201</value>
		<shrsOrPrnAmt>
			<sshPrnamt>316663</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>178920</Shared>
			<None>137743</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TRAVELERS COMPANIES INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>89417E109</cusip>
		<value>1830</value>
		<shrsOrPrnAmt>
			<sshPrnamt>13176</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>13176</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TREEHOUSE FOODS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>89469A104</cusip>
		<value>156122</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4079486</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>3992353</Shared>
			<None>87133</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>TWENTY FIRST CENTY FOX </nameOfIssuer>
		<titleOfClass>CL A</titleOfClass>
		<cusip>90130A101</cusip>
		<value>203</value>
		<shrsOrPrnAmt>
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		<nameOfIssuer>TWENTY FIRST CENTY FOX INC</nameOfIssuer>
		<titleOfClass>CL B</titleOfClass>
		<cusip>90130A200</cusip>
		<value>850</value>
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		<investmentDiscretion>OTR</investmentDiscretion>
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		<nameOfIssuer>ULTRA PETROLEUM CORP</nameOfIssuer>
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		<cusip>903914208</cusip>
		<value>71</value>
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		<investmentDiscretion>OTR</investmentDiscretion>
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			<Shared>17000</Shared>
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		<nameOfIssuer>UNILEVER N V</nameOfIssuer>
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		<cusip>904784709</cusip>
		<value>353</value>
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			<sshPrnamt>6266</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
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			<Shared>4511</Shared>
			<None>1755</None>
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		<nameOfIssuer>UNITEDHEALTH GROUP INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>91324P102</cusip>
		<value>717</value>
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		<investmentDiscretion>OTR</investmentDiscretion>
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			<Shared>3350</Shared>
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		<nameOfIssuer>UNITED PARCEL SERVCE INC </nameOfIssuer>
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		<cusip>911312106</cusip>
		<value>356</value>
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		<investmentDiscretion>OTR</investmentDiscretion>
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		<nameOfIssuer>UNITED TECHNOLOGIES CORP</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>913017109</cusip>
		<value>39726</value>
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		<nameOfIssuer>UNIVERSAL HEALTH SVCS INC</nameOfIssuer>
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		<cusip>913903100</cusip>
		<value>1204</value>
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		<investmentDiscretion>OTR</investmentDiscretion>
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		<nameOfIssuer>VAIL RESORTS INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>91879Q109</cusip>
		<value>712</value>
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		<investmentDiscretion>OTR</investmentDiscretion>
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			<Shared>3210</Shared>
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		<nameOfIssuer>VANGUARD INTL EQUITY INDEX F</nameOfIssuer>
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		<cusip>922042775</cusip>
		<value>598</value>
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		<nameOfIssuer>VANGUARD SPECIALIZED PORTFOL</nameOfIssuer>
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		<cusip>921908844</cusip>
		<value>2375</value>
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		<investmentDiscretion>OTR</investmentDiscretion>
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		<nameOfIssuer>VANTAGE ENERGY ACQUISI COM CL </nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
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		<value>606</value>
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		<nameOfIssuer>VERIZON COMMUNICATIONS INC</nameOfIssuer>
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		<cusip>92343V104</cusip>
		<value>1148</value>
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		<investmentDiscretion>OTR</investmentDiscretion>
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		<nameOfIssuer>VISA INC</nameOfIssuer>
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		<value>345</value>
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		<investmentDiscretion>OTR</investmentDiscretion>
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		<nameOfIssuer>VORNADO RLTY TR</nameOfIssuer>
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		<cusip>929042109</cusip>
		<value>21075</value>
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		<investmentDiscretion>OTR</investmentDiscretion>
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		<nameOfIssuer>VOYA FINL INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>929089100</cusip>
		<value>40316</value>
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		<investmentDiscretion>OTR</investmentDiscretion>
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		<nameOfIssuer>WALMART INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>931142103</cusip>
		<value>233</value>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
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			<Shared>2620</Shared>
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		<nameOfIssuer>WALGREENS BOOTS ALLIANCE INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>931427108</cusip>
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		<investmentDiscretion>OTR</investmentDiscretion>
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			<Shared>3600</Shared>
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		<nameOfIssuer>WALKER &amp; DUNLOP INC</nameOfIssuer>
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		<cusip>93148P102</cusip>
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		<investmentDiscretion>OTR</investmentDiscretion>
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		<nameOfIssuer>WATSCO INC</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>942622200</cusip>
		<value>452</value>
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		<investmentDiscretion>OTR</investmentDiscretion>
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		<nameOfIssuer>WELLS FARGO &amp; CO NEW</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>949746101</cusip>
		<value>426</value>
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		<investmentDiscretion>OTR</investmentDiscretion>
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		<nameOfIssuer>WERNER ENTERPRISES INC COM</nameOfIssuer>
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		<cusip>950755108</cusip>
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		<investmentDiscretion>OTR</investmentDiscretion>
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		<nameOfIssuer>WESTERN ASSET GLB HI INCOME</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
		<cusip>95766B109</cusip>
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		<investmentDiscretion>OTR</investmentDiscretion>
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		<nameOfIssuer>WEYERHAEUSER CO</nameOfIssuer>
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		<investmentDiscretion>OTR</investmentDiscretion>
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		<nameOfIssuer>WHIRLPOOL CORP</nameOfIssuer>
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		<investmentDiscretion>OTR</investmentDiscretion>
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		<nameOfIssuer>WILLIAMS COS INC DEL</nameOfIssuer>
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		<cusip>969457100</cusip>
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		<investmentDiscretion>OTR</investmentDiscretion>
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		<nameOfIssuer>WMIH CORP</nameOfIssuer>
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		<investmentDiscretion>OTR</investmentDiscretion>
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		<nameOfIssuer>WSTRN ASSET CLY INF OP COM</nameOfIssuer>
		<titleOfClass>COM</titleOfClass>
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		<investmentDiscretion>OTR</investmentDiscretion>
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		<nameOfIssuer>XEROX CORP</nameOfIssuer>
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		<investmentDiscretion>OTR</investmentDiscretion>
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		<nameOfIssuer>COMMUNITY HEALTH SYS INC NEW</nameOfIssuer>
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		<investmentDiscretion>OTR</investmentDiscretion>
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		<nameOfIssuer>PENSARE ACQUISITION CORP</nameOfIssuer>
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		<cusip>70957E121</cusip>
		<value>15</value>
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		<investmentDiscretion>OTR</investmentDiscretion>
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		<nameOfIssuer>ALTA MESA RES INC</nameOfIssuer>
		<titleOfClass>*W EXP 03/28/202</titleOfClass>
		<cusip>02133L117</cusip>
		<value>76</value>
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		<investmentDiscretion>OTR</investmentDiscretion>
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		<nameOfIssuer>AMERICAN INTL GROUP INC</nameOfIssuer>
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		<cusip>026874156</cusip>
		<value>444</value>
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		<investmentDiscretion>OTR</investmentDiscretion>
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		<nameOfIssuer>BANK AMER CORP</nameOfIssuer>
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		<cusip>060505146</cusip>
		<value>454</value>
		<shrsOrPrnAmt>
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		<investmentDiscretion>OTR</investmentDiscretion>
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		<nameOfIssuer>ELECTRUM SPL ACQUISITION COR</nameOfIssuer>
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		<cusip>G3105C112</cusip>
		<value>216</value>
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		<investmentDiscretion>OTR</investmentDiscretion>
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		<nameOfIssuer>FGL HLDGS</nameOfIssuer>
		<titleOfClass>*W EXP 11/30/202</titleOfClass>
		<cusip>G3402M110</cusip>
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		<nameOfIssuer>GTY TECHNOLOGY HOLDINGS INC</nameOfIssuer>
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		<cusip>G4182A128</cusip>
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		<nameOfIssuer>HAYMAKER ACQUISITION CORP</nameOfIssuer>
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		<cusip>420870115</cusip>
		<value>21</value>
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			<sshPrnamt>25000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>25000</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>INDUSTREA ACQUISITION CORP</nameOfIssuer>
		<titleOfClass>*W EXP 08/01/202</titleOfClass>
		<cusip>45579J112</cusip>
		<value>20</value>
		<shrsOrPrnAmt>
			<sshPrnamt>36411</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>36411</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>LANDCADIA HLDGS INC</nameOfIssuer>
		<titleOfClass>*W EXP 06/01/202</titleOfClass>
		<cusip>51476W115</cusip>
		<value>29</value>
		<shrsOrPrnAmt>
			<sshPrnamt>39315</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>39315</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>MATLIN &amp; PARTNERS ACQUISITIO</nameOfIssuer>
		<titleOfClass>*W EXP 05/28/202</titleOfClass>
		<cusip>57682V114</cusip>
		<value>14</value>
		<shrsOrPrnAmt>
			<sshPrnamt>28600</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>28600</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>PAVMED INC</nameOfIssuer>
		<titleOfClass>*W EXP 01/29/202</titleOfClass>
		<cusip>70387R114</cusip>
		<value>16</value>
		<shrsOrPrnAmt>
			<sshPrnamt>36871</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>36871</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PENSARE ACQUISITION CORP</nameOfIssuer>
		<titleOfClass>*W EXP 07/27/202</titleOfClass>
		<cusip>70957E113</cusip>
		<value>7</value>
		<shrsOrPrnAmt>
			<sshPrnamt>14999</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>14999</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>SABAN CAP ACQUISITION CORP</nameOfIssuer>
		<titleOfClass>*W EXP 09/21/202</titleOfClass>
		<cusip>78516C114</cusip>
		<value>45</value>
		<shrsOrPrnAmt>
			<sshPrnamt>34576</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>34576</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SIMPLY GOOD FOODS CO</nameOfIssuer>
		<titleOfClass>*W EXP 07/07/202</titleOfClass>
		<cusip>82900L110</cusip>
		<value>1021</value>
		<shrsOrPrnAmt>
			<sshPrnamt>287579</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>242023</Shared>
			<None>45556</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TPG PACE ENERGY HLDGS CORP</nameOfIssuer>
		<titleOfClass>*W EXP 99/99/999</titleOfClass>
		<cusip>872656111</cusip>
		<value>221</value>
		<shrsOrPrnAmt>
			<sshPrnamt>119536</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>73625</Shared>
			<None>45911</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>VANTAGE ENERGY ACQUISITION</nameOfIssuer>
		<titleOfClass>*W EXP 04/12/202</titleOfClass>
		<cusip>92211L113</cusip>
		<value>30</value>
		<shrsOrPrnAmt>
			<sshPrnamt>20643</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>20643</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>WILLSCOT CORP</nameOfIssuer>
		<titleOfClass>*W EXP 09/10/202</titleOfClass>
		<cusip>971375118</cusip>
		<value>54</value>
		<shrsOrPrnAmt>
			<sshPrnamt>32057</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>32057</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FEDERAL STR ACQUISITION CORP</nameOfIssuer>
		<titleOfClass>UNIT 99/99/9999</titleOfClass>
		<cusip>31421V206</cusip>
		<value>867</value>
		<shrsOrPrnAmt>
			<sshPrnamt>84700</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>84700</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ONE MADISON CORP</nameOfIssuer>
		<titleOfClass>UNIT 99/99/9999</titleOfClass>
		<cusip>G6772P118</cusip>
		<value>300</value>
		<shrsOrPrnAmt>
			<sshPrnamt>30000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>OTR</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>30000</Shared>
			<None>0</None>
		</votingAuthority>
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</informationTable>
