The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 |
Berkshire Hathaway Hld B | Common Stock | 084670702 | 21,236,152 | 169,930 | SH | SOLE | 169,930 | 0 | 0 | ||
Berkshire Hathaway Inc. CL "A" | Common Stock | 084670108 | 2,622,901 | 14 | SH | SOLE | 14 | 0 | 0 | ||
Agnico Eagle | Common Stock | 268648102 | 453,750 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
Credit Acceptance Corporation | Common Stock | 225310101 | 11,480,318 | 80,762 | SH | SOLE | 80,762 | 0 | 0 | ||
D R Horton Inc | Common Stock | 23331A109 | 7,506,055 | 346,700 | SH | SOLE | 346,700 | 0 | 0 | ||
Range Resources Corp Com | Common Stock | 75281A109 | 5,169,861 | 62,310 | SH | SOLE | 62,310 | 0 | 0 | ||
Novagold Resources Inc New | Common Stock | 66987E206 | 740,050 | 205,000 | SH | SOLE | 205,000 | 0 | 0 | ||
ETFS Metal Securities Austrailia LTD Redeemable Pref SHS | Common Stock | Q3635T113 | 341,081 | 2,672 | SH | SOLE | 2,672 | 0 | 0 | ||
Vodaphone Group Plc ADR | Common Stock | 92857W209 | 557,377 | 15,142 | SH | SOLE | 15,142 | 0 | 0 | ||
Maxim Integrated Products | Common Stock | 57772K101 | 2,036,880 | 61,500 | SH | SOLE | 61,500 | 0 | 0 | ||
Lazard Ltd Pfd | Common Stock | G54050102 | 6,355,266 | 134,960 | SH | SOLE | 134,960 | 0 | 0 | ||
Canadian Natural Resources | Common Stock | 136385101 | 3,600,641 | 93,840 | SH | SOLE | 93,840 | 0 | 0 | ||
Duluth Metals | Common Stock | 26443R100 | 17,400 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
Johnson & Johnson | Common Stock | 478160104 | 2,930,201 | 29,830 | SH | SOLE | 29,830 | 0 | 0 | ||
Textura Corporation | Common Stock | 883211104 | 11,313,063 | 448,753 | SH | SOLE | 448,753 | 0 | 0 | ||
Goldcorp Inc. | Common Stock | 380956409 | 2,229,149 | 91,060 | SH | SOLE | 91,060 | 0 | 0 | ||
Ford Motor Company | Common Stock | 345370860 | 234,000 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
Rice Energy | Common Stock | 762760106 | 2,348,631 | 88,997 | SH | SOLE | 88,997 | 0 | 0 | ||
Silver Springs Networks Inc | Common Stock | 82817Q103 | 621,335 | 35,750 | SH | SOLE | 35,750 | 0 | 0 | ||
Enterprise Prods Partners LP | Common Stock | 293792107 | 3,716,656 | 53,585 | SH | SOLE | 53,585 | 0 | 0 | ||
Portfolio Recovery As. | Common Stock | 73640Q105 | 1,128,270 | 19,500 | SH | SOLE | 19,500 | 0 | 0 | ||
SPDR Gold Trust | Common Stock | 78463V107 | 3,500,388 | 28,318 | SH | SOLE | 28,318 | 0 | 0 | ||
Petaquilla Minerals LTD | Common Stock | 716013107 | 6,961 | 31,640 | SH | SOLE | 31,640 | 0 | 0 | ||
Transdigm Group Inc. | Common Stock | 893641100 | 1,041,750 | 5,625 | SH | SOLE | 5,625 | 0 | 0 | ||
Kinger Morgan, Inc. | Common Stock | 49456B101 | 3,573,900 | 110,000 | SH | SOLE | 110,000 | 0 | 0 | ||
Dunkin Brands Group IN | Common Stock | 265504100 | 3,360,555 | 66,970 | SH | SOLE | 66,970 | 0 | 0 | ||
Sprott Physical Gold Trust | Common Stock | 85207H104 | 845,598 | 79,250 | SH | SOLE | 79,250 | 0 | 0 | ||
New Gold, Inc. | Common Stock | 664535106 | 1,199,260 | 245,750 | SH | SOLE | 245,750 | 0 | 0 | ||
Exxon Mobil Corporation | Common Stock | 30231G102 | 1,158,192 | 11,857 | SH | SOLE | 11,857 | 0 | 0 | ||
KB Home | Common Stock | 48666K109 | 807,025 | 47,500 | SH | SOLE | 47,500 | 0 | 0 | ||
Schlumberger | Common Stock | 806857108 | 1,852,500 | 19,000 | SH | SOLE | 19,000 | 0 | 0 | ||
American International Group | Common Stock | 026874784 | 5,581,366 | 111,605 | SH | SOLE | 111,605 | 0 | 0 | ||
STAG Industrial Inc. | Common Stock | 85254J102 | 2,271,425 | 94,250 | SH | SOLE | 94,250 | 0 | 0 |