The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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| COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
| VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALLEGHANY CORP DEL | COM | 017175100 | 7,659 | 12,877 | SH | SOLE | 9,377 | 0 | 3,500 | ||
| ALPHABET INC | CAP STK CL A | 02079k305 | 3,506 | 3,771 | SH | SOLE | 3,235 | 0 | 536 | ||
| ALPHABET INC | CAP STK CL C | 02079k107 | 15,886 | 17,482 | SH | SOLE | 13,073 | 0 | 4,409 | ||
| AMERICAN AIRLS GROUP INC | COM | 02376r102 | 7,221 | 143,500 | SH | SOLE | 126,300 | 0 | 17,200 | ||
| BARRICK GOLD CORP | COM | 067901108 | 33,465 | 2,103,415 | SH | SOLE | 1,635,175 | 0 | 468,240 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 11,412 | 67,379 | SH | SOLE | 43,921 | 0 | 23,458 | ||
| BUILDERS FIRSTSOURCE INC | COM | 12008r107 | 3,122 | 203,800 | SH | SOLE | 203,800 | 0 | 0 | ||
| FEDERATED INVS INC PA | CL B | 314211103 | 12,489 | 442,105 | SH | SOLE | 317,525 | 0 | 124,580 | ||
| HP INC | COM | 40434l105 | 11,770 | 673,369 | SH | SOLE | 539,574 | 0 | 133,795 | ||
| LEUCADIA NATL CORP | COM | 527288104 | 17,212 | 657,957 | SH | SOLE | 491,353 | 0 | 166,604 | ||
| SEARS HLDGS CORP | COM | 812350106 | 549 | 61,997 | SH | SOLE | 14,939 | 0 | 47,058 | ||
| SPECTRUM BRANDS HLDGS INC | COM | 84763r101 | 11,670 | 93,330 | SH | SOLE | 74,985 | 0 | 18,345 | ||
| STAPLES INC | COM | 855030102 | 7,308 | 725,710 | SH | SOLE | 574,860 | 0 | 150,850 | ||
| SYSTEMAX INC | COM | 871851101 | 9,272 | 493,191 | SH | SOLE | 386,925 | 0 | 106,266 | ||
| VERIZON COMMUNICATIONS INC | COM | 92343v104 | 9,808 | 219,604 | SH | SOLE | 166,406 | 0 | 53,198 | ||
| WHITE MTNS INS GROUP LTD | COM | g9618e107 | 7,429 | 8,553 | SH | SOLE | 6,968 | 0 | 1,585 | ||
| WPX ENERGY INC | COM | 98212b103 | 28,465 | 2,946,727 | SH | SOLE | 2,315,902 | 0 | 630,825 | ||
| WPX ENERGY INC | PFD SER A CV | 98212b202 | 226 | 4,800 | SH | SOLE | 1,395 | 0 | 3,405 | ||
| CENTRAL FD CDA LTD | CL A | 153501101 | 284 | 23,000 | SH | SOLE | 23,000 | 0 | 0 | ||
| NEW YORK REIT INC | COM | 64976l109 | 1,296 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| SPDR S&P 500 ETF TR | COM | 78462f903 | 163 | 1,650 | SH | Put | SOLE | 1,650 | 0 | 0 | |