Bruce Berkowitz - Fairholme Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    10
Portfolio value:    $1,514,192,261
Holdings Activity Buys Sells    History
History Stock Activity ▼ Share change % change to portfolio
Q1 2026
☰ PGR - Progressive Corp. Add 159.38% 40,800 0.53
☰ BRK.A - Berkshire Hathaway CL A Add 100.00% 1 0.05
☰ BRK.B - Berkshire Hathaway CL B Add 5.08% 2,440 0.08
☰ OZK - Bank OZK Add 0.83% 7,600 0.02
☰ EPD - Enterprise Products Partners LP Add 0.10% 5,400 0.01
☰ KHC - Kraft Heinz Co. Buy 105,300 0.16
☰ HOMB - Home Bancshares Inc. Buy 12,100 0.02
Q4 2025
☰ PGR - Progressive Corp. Buy 25,600 0.41
☰ CF - Cf Inds Hldgs Inc Buy 54,700 0.30
☰ TGT - Target Corp. Buy 23,000 0.16
☰ NRP - Natural Resource Partners Buy 12,000 0.09
Q2 2025
☰ OZK - Bank OZK Add 45.15% 285,150 1.09
☰ OXY - Occidental Petroleum Add 27.26% 14,800 0.05
Q1 2025
☰ OXY - Occidental Petroleum Add 503.33% 45,300 0.18
☰ EPD - Enterprise Products Partners LP Add 0.03% 1,500 0.00
☰ FANG - Diamondback Energy Inc. Buy 4,000 0.05
☰ CNR - Core Natural Resources Inc. Buy 5,000 0.03
Q4 2024
☰ EPD - Enterprise Products Partners LP Add 0.05% 2,500 0.01
☰ ET - Energy Transfer LP Buy 852,900 1.41
☰ OXY - Occidental Petroleum Buy 9,000 0.04
☰ EOG - EOG Resources Buy 2,000 0.02
Q3 2024
☰ WRB - W.R. Berkley Corp. Add 109.33% 136,550 0.53
☰ OZK - Bank OZK Add 19.06% 104,552 0.31
☰ BRK.B - Berkshire Hathaway CL B Add 0.24% 120 0.00
☰ EPD - Enterprise Products Partners LP Add 0.15% 8,100 0.02
Q2 2024
☰ OZK - Bank OZK Add 69.04% 224,050 0.66
☰ BRK.B - Berkshire Hathaway CL B Add 2.03% 994 0.03
☰ EPD - Enterprise Products Partners LP Add 0.03% 1,700 0.00
Q1 2024
☰ OZK - Bank OZK Add 533.79% 273,300 0.83
☰ EPD - Enterprise Products Partners LP Add 4.38% 228,200 0.44
Q4 2023
☰ BRK.B - Berkshire Hathaway CL B Add 139.81% 71,685 1.64
☰ EPD - Enterprise Products Partners LP Add 2.85% 144,200 0.24
Q3 2023
☰ EPD - Enterprise Products Partners LP Add 14.75% 651,000 1.27
☰ OZK - Bank OZK Buy 147,500 0.39
☰ HOMB - Home Bancshares Inc. Buy 103,400 0.15
Q2 2023
☰ BRK.B - Berkshire Hathaway CL B Add 10.67% 6,355 0.16
☰ EPD - Enterprise Products Partners LP Add 5.51% 230,400 0.46
☰ WRB - W.R. Berkley Corp. Buy 131,200 0.59
☰ CMA - Comerica Inc Buy 61,700 0.20
☰ KEY - KeyCorp Buy 257,900 0.18
☰ USB - U.S. Bancorp Buy 73,600 0.18
Q1 2023
☰ EPD - Enterprise Products Partners LP Add 0.97% 40,000 0.09
☰ MMP - Magellan Midstream Prtnrs LP Buy 28,600 0.13
Q4 2022
☰ EPD - Enterprise Products Partners LP Add 6.70% 260,000 0.52
Q3 2022
☰ BRK.B - Berkshire Hathaway CL B Add 97.72% 48,200 1.25
☰ EPD - Enterprise Products Partners LP Add 8.07% 290,000 0.67
☰ WBA - Walgreens Boots Alliance Inc Add 7.25% 5,000 0.02
☰ CMC - Commercial Metals Add 3.79% 86,800 0.30
Q2 2022
☰ BABA - Alibaba Group Holdings Add 98.90% 8,100 0.07
☰ C - Citigroup Inc. Add 20.31% 29,700 0.11
☰ EPD - Enterprise Products Partners LP Add 11.41% 368,000 0.74
☰ CMC - Commercial Metals Add 10.44% 216,600 0.59
☰ BRK.B - Berkshire Hathaway CL B Add 0.35% 170 0.00
☰ DHI - D.R. Horton Buy 71,000 0.39
☰ WFG - West Fraser Timber Co Ltd Buy 11,000 0.07
Q1 2022
☰ C - Citigroup Inc. Add 631.00% 126,200 0.39
☰ WBA - Walgreens Boots Alliance Inc Add 187.50% 45,000 0.12
☰ EPD - Enterprise Products Partners LP Add 52.41% 1,108,900 1.66
☰ CMC - Commercial Metals Add 17.10% 302,900 0.73
☰ INTC - Intel Corp. Add 11.57% 61,000 0.18
☰ SAFM - Sanderson Farms Inc Buy 7,000 0.08
Q4 2021
☰ CMC - Commercial Metals Add 56.74% 641,300 1.52
☰ EPD - Enterprise Products Partners LP Add 32.79% 522,500 0.75
☰ INTC - Intel Corp. Add 25.99% 108,800 0.37
☰ ORI - Old Republic International Add 13.59% 45,000 0.07
☰ KMI - Kinder Morgan Add 12.38% 115,700 0.12
☰ ET - Energy Transfer LP Add 1.24% 18,500 0.01
☰ LYB - LyondellBasell Industries Buy 40,500 0.24
☰ DOW - Dow Inc. Buy 31,700 0.12
☰ C - Citigroup Inc. Buy 20,000 0.08
☰ WBA - Walgreens Boots Alliance Inc Buy 24,000 0.08
Q3 2021
☰ EPD - Enterprise Products Partners LP Add 2,024.53% 1,518,400 2.65
☰ INTC - Intel Corp. Add 165.78% 261,100 1.12
☰ CMC - Commercial Metals Add 102.51% 572,100 1.40
☰ ET - Energy Transfer LP Add 44.69% 460,000 0.36
☰ KMI - Kinder Morgan Add 40.12% 267,700 0.36
☰ ORI - Old Republic International Add 37.33% 90,000 0.17
☰ ENB - Enbridge Inc. Add 9.84% 35,000 0.11
☰ WMB - Williams Cos. Add 8.86% 27,000 0.06
☰ NTR - Nutrien Ltd. Buy 20,000 0.10
Q2 2021
☰ AAPL - Apple Inc. Add 230.05% 9,800 0.10
☰ VST - Vistra Corp. Add 12.17% 60,000 0.09
☰ ENB - Enbridge Inc. Add 4.10% 14,000 0.04
☰ CMC - Commercial Metals Buy 558,100 1.35
☰ INTC - Intel Corp. Buy 157,500 0.70
☰ BABA - Alibaba Group Holdings Buy 10,580 0.19
☰ EPD - Enterprise Products Partners LP Buy 75,000 0.14
Q1 2021
☰ ENB - Enbridge Inc. Add 33.05% 84,900 0.26
☰ CVS - CVS Health Corp. Add 32.31% 35,900 0.22
☰ ET - Energy Transfer LP Add 31.39% 245,900 0.16
☰ KMI - Kinder Morgan Add 5.57% 35,200 0.05
☰ T - AT&T Inc. Add 2.60% 10,100 0.03
☰ VST - Vistra Corp. Buy 492,900 0.72
☰ WMB - Williams Cos. Buy 304,700 0.60
☰ VZ - Verizon Communications Buy 76,900 0.37
☰ TRP - TC Energy Buy 60,600 0.23
Q4 2020
☰ KMI - Kinder Morgan Add 221.46% 435,400 0.48
☰ ET - Energy Transfer LP Add 203.25% 525,000 0.26
☰ T - AT&T Inc. Add 69.37% 159,200 0.37
☰ CNQ - Canadian Natural Resources Add 63.61% 184,800 0.36
☰ BAC - Bank of America Corp. Add 43.30% 146,100 0.36
☰ WES - Western Midstream Partners L Add 3.07% 16,600 0.02
☰ CINF - Cincinnati Finl Corp Buy 96,700 0.68
☰ ENB - Enbridge Inc. Buy 256,900 0.67
☰ CVS - CVS Health Corp. Buy 111,100 0.61
☰ ORI - Old Republic International Buy 379,100 0.60
☰ MO - Altria Group Inc. Buy 54,200 0.18
☰ EPD - Enterprise Products Partners LP Buy 95,000 0.15
☰ MMP - Magellan Midstream Prtnrs LP Buy 40,900 0.14
☰ PAA - Plains All Amern Pipeline L Buy 213,000 0.14
☰ PM - Philip Morris Intl. Buy 14,100 0.09
Q3 2020
☰ WES - Western Midstream Partners L Add 86.21% 250,000 0.31
☰ SPG - Simon Property Group Inc. Add 80.00% 23,200 0.23
☰ BAC - Bank of America Corp. Buy 337,400 1.25
☰ T - AT&T Inc. Buy 229,500 1.00
☰ CNQ - Canadian Natural Resources Buy 290,500 0.71
☰ KMI - Kinder Morgan Buy 196,600 0.37
☰ ET - Energy Transfer LP Buy 258,300 0.21
☰ AAPL - Apple Inc. Buy 4,260 0.08
☰ OXY.WS - Occidental Pete Corp Buy 29,102 0.01
Q2 2020
☰ BRK.B - Berkshire Hathaway CL B Add 33.01% 80,490 2.40
☰ BRK.A - Berkshire Hathaway CL A Buy 1 0.04
Q1 2020
☰ BRK.B - Berkshire Hathaway CL B Add 1,396.29% 227,525 8.16
☰ JOE - St. Joe Co. Add 0.75% 196,352 0.65
☰ KHC - Kraft Heinz Co. Buy 444,500 2.16
☰ OXY - Occidental Petroleum Buy 429,490 0.98
☰ SPG - Simon Property Group Inc. Buy 49,000 0.53
☰ WES - Western Midstream Partners L Buy 290,000 0.18
Q3 2019
☰ KHC - Kraft Heinz Co. Buy 647,300 3.81
Q1 2019
☰ BRK.B - Berkshire Hathaway CL B Buy 131,825 5.60
Q3 2018
☰ SPB - Spectrum Brands Holdings Inc. Buy 291,228 3.63
☰ BRK.B - Berkshire Hathaway CL B Buy 9,600 0.34
Q2 2018
☰ T - AT&T Inc. Add 1,434.13% 1,147,300 5.09
☰ OAK - Oaktree Cap Group LLC Add 115.48% 97,000 0.55
☰ VSTO - Vista Outdoor Inc Add 81.21% 2,265,600 4.85
☰ 74S - Spectrum Brands Hldgs Inc Buy 243,500 2.75
☰ C - Citigroup Inc. Buy 235,000 2.17
☰ JEF - Jefferies Financial Group Inc. Buy 66,000 0.21
Q1 2018
☰ VSTO - Vista Outdoor Inc Buy 2,789,700 6.51
☰ VST - Vistra Corp. Buy 1,039,000 3.10
☰ OAK - Oaktree Cap Group LLC Buy 84,000 0.48
☰ T - AT&T Inc. Buy 80,000 0.41
☰ CLPR - Clipper Rlty Inc Buy 280,000 0.34
Q4 2017
☰ JOE - St. Joe Co. Add 3.31% 895,014 2.23
Q3 2017
☰ JOE - St. Joe Co. Add 5.96% 1,517,928 3.16
Q2 2017
☰ WPG - Washington Prime Group New Add 290.98% 990,800 0.85
☰ JOE - St. Joe Co. Add 4.44% 1,083,400 2.07
☰ SRG - Seritage Growth Properties Add 3.82% 140,200 0.60
☰ SRSCQ - Sears Cda Inc Add 3.78% 784,996 0.06
Q1 2017
☰ SRG - Seritage Growth Properties Add 6.79% 233,200 0.98
☰ SHLDQ - Sears Hldgs Corp Add 4.33% 1,199,100 1.34
☰ SRSCQ - Sears Cda Inc Add 2.18% 444,203 0.06
☰ WPG - Washington Prime Group New Buy 340,500 0.29
Q4 2016
☰ SRSCQ - Sears Cda Inc Add 0.55% 111,596 0.02
Q3 2016
☰ LE - Lands End Inc New Add 11.78% 353,200 0.41
☰ SRSCQ - Sears Cda Inc Add 1.49% 297,516 0.06
Q2 2016
☰ BAC - Bank of America Corp. Add 51.35% 4,401,700 4.03
☰ SRSCQ - Sears Cda Inc Add 5.26% 995,246 0.20
☰ SHLDQ - Sears Hldgs Corp Add 4.75% 1,264,700 1.19
☰ LE - Lands End Inc New Add 2.81% 82,100 0.09
☰ JOE - St. Joe Co. Add 1.95% 467,200 0.57
☰ SHOS - Sears Hometown & Outlet Stor Add 0.07% 550 0.00
Q1 2016
☰ BAC - Bank of America Corp. Add 119.31% 4,663,000 3.81
☰ SRSCQ - Sears Cda Inc Add 3.37% 617,368 0.10
☰ SRG - Seritage Growth Properties Add 2.06% 69,500 0.21
Q4 2015
☰ SHOS - Sears Hometown & Outlet Stor Add 89.43% 366,500 0.12
☰ LE - Lands End Inc New Add 63.24% 1,178,400 1.17
☰ BAC.WS.A - Bank Amer Corp Add 19.85% 2,785,215 0.69
☰ DNOW - NOW Inc. Add 6.41% 432,600 0.29
☰ SHLDQ - Sears Hldgs Corp Add 5.83% 1,553,000 1.36
☰ MRC - Mrc Global Inc Add 5.68% 302,900 0.17
☰ SRSCQ - Sears Cda Inc Add 2.29% 410,094 0.09
☰ SHLWQ - Sears Hldgs Corp Add 1.70% 114,708 0.05
☰ SRG - Seritage Growth Properties Add 0.33% 11,100 0.02
☰ JOE - St. Joe Co. Add 0.26% 62,600 0.05
Q3 2015
☰ NOV - Nov Inc. Add 46.12% 522,000 0.60
☰ SRSCQ - Sears Cda Inc Add 11.31% 1,818,380 0.36
☰ SHLWQ - Sears Hldgs Corp Add 4.92% 315,839 0.17
☰ BAC.WS.A - Bank Amer Corp Add 0.57% 79,439 0.01
☰ SHLDQ - Sears Hldgs Corp Add 0.08% 20,700 0.01
☰ CNQ - Canadian Natural Resources Buy 9,710,500 5.79
☰ C - Citigroup Inc. Buy 3,010,000 4.57
☰ SRG - Seritage Growth Properties Buy 3,367,250 3.84
☰ IBM - International Business Machines Corp. Buy 754,400 3.35
☰ DNOW - NOW Inc. Buy 6,752,400 3.06
☰ MRC - Mrc Global Inc Buy 5,331,400 1.82
☰ LE - Lands End Inc New Buy 1,863,327 1.54
☰ ASA - Asa Gold And Precious Mtls L Buy 578,000 0.14
☰ SHOS - Sears Hometown & Outlet Stor Buy 409,800 0.10
Q2 2015
☰ SRSCQ - Sears Cda Inc Add 9.49% 1,394,217 0.18
☰ BAC.WS.A - Bank Amer Corp Add 3.14% 425,000 0.06
☰ SHLDQ - Sears Hldgs Corp Add 2.46% 640,275 0.37
☰ SHLWQ - Sears Hldgs Corp Add 0.07% 4,257 0.00
☰ NOV - Nov Inc. Buy 1,131,800 1.18
Q1 2015
☰ BAC.WS.A - Bank Amer Corp Add 9.39% 1,160,321 0.14
☰ SRSCQ - Sears Cda Inc Add 4.21% 593,662 0.11
☰ SHLWQ - Sears Hldgs Corp Add 0.04% 2,639 0.00
Q4 2014
☰ SHLDQ - Sears Hldgs Corp Add 4.07% 1,039,000 0.49
☰ BAC.WS.A - Bank Amer Corp Add 0.04% 5,000 0.00
☰ SRSCQ - Sears Cda Inc Buy 14,095,696 1.94
☰ SHLWQ - Sears Hldgs Corp Buy 6,413,656 1.90
☰ CNQ - Canadian Natural Resources Buy 503,600 0.22
Q3 2014
☰ SHLDQ - Sears Hldgs Corp Add 3.38% 833,450 0.30
☰ BAC.WS.A - Bank Amer Corp Add 1.65% 200,400 0.02
☰ CHKEUR - Chesapeake Energy Corp Buy 536,900 0.18
☰ BP - BP plc Buy 54,000 0.03
☰ NYCBN - New York Cmnty Bancorp Inc Buy 148,000 0.03
Q2 2014
☰ BAC.WS.A - Bank Of America Corporation Add 15.58% 1,638,700 0.14
☰ FMCC - Federal Home Loan Mortgage Corp Add 11.24% 1,930,300 0.09
☰ FNMA - Federal National Mortgage Association Add 7.74% 1,482,400 0.07
☰ VOD - Vodafone Group Plc New Add 7.58% 5,000 0.00
☰ SHLDQ - Sears Hldgs Corp Add 0.70% 170,500 0.08
☰ LE - Lands End Inc New Buy 3,362,757 1.39
☰ DOFSQ - Diamond Offshore Drilling In Buy 49,000 0.03
☰ MCY - Mercury Genl Corp New Buy 53,600 0.03
☰ MO - Altria Group Inc. Buy 62,000 0.03
☰ OAK - Oaktree Cap Group LLC Buy 48,000 0.03
☰ RAI - Reynolds American Inc Buy 44,300 0.03
☰ RIG - Transocean Ltd. Buy 56,500 0.03
☰ BAC.WS.B - Bank Of America Corporation Buy 1,455,701 0.01
Q1 2014
☰ SHLDQ - Sears Hldgs Corp Add 14.86% 3,170,650 1.89
☰ BAC.WS.A - Bank Of America Corporation Add 6.21% 614,900 0.06
☰ AIG.WS - American Intl Group Inc Add 1.01% 245,212 0.06
☰ T - AT&T Inc. Buy 68,500 0.03
☰ VOD - Vodafone Group Plc New Buy 66,000 0.03
Q4 2013
☰ CHKEUR - Chesapeake Energy Corp Add 16.82% 133,600 0.04
☰ SHLDQ - Sears Hldgs Corp Add 2.76% 573,500 0.35
☰ BAC - Bank of America Corp. Add 0.05% 45,400 0.01
☰ FNMA - Federal National Mortgage Association Buy 25,990,900 0.97
☰ FMCC - Federal Home Loan Mortgage Corp Buy 19,386,300 0.70
Q3 2013
☰ SHLDQ - Sears Hldgs Corp Add 1.79% 365,200 0.27
Q2 2013
☰ GNW - Genworth Finl Inc Add 19.63% 176,400 0.03
☰ LNC.WS - Lincoln Natl Corp Ind Add 13.33% 24,200 0.01
☰ HIG.WS - Hartford Finl Svcs Group Inc Add 5.63% 29,500 0.01
☰ SHLDQ - Sears Hldgs Corp Add 4.53% 884,200 0.52
☰ BAC - Bank of America Corp. Add 0.36% 359,400 0.06
☰ AIG - American International Group Add 0.29% 248,788 0.15
☰ HIG - Hartford Financial Svc.Gp. Buy 53,300 0.02
☰ LNC - Lincoln National Buy 45,600 0.02
Q1 2013
☰ BRK.B - Berkshire Hathaway CL B Add 95.13% 746,400 1.06
☰ SHLDQ - Sears Hldgs Corp Com Add 7.51% 1,362,200 0.93
☰ BAC - Bank of America Corp. Add 0.08% 82,500 0.01
☰ AIG - American International Group Add 0.04% 37,783 0.02
☰ CHKEUR - Chesapeake Energy Corp Buy 13,373,700 3.72
☰ CNQ - Canadian Natural Resources Buy 1,101,800 0.48
☰ GNW - Genworth Financial, Inc. Buy 898,800 0.12
Q4 2012
☰ SHLDQ - Sears Hldgs Corp Com Add 7.16% 1,212,493 0.77
☰ BAC.WS.A - Bac Warrants, 13.30 Strike, 1 Add 0.19% 18,300 0.00
Q3 2012
☰ WFC - Wells Fargo Add 542.99% 170,500 0.09
☰ HIG.WS - Hartford Warrants, 9.622 Strik Add 356.40% 409,500 0.07
☰ JPM.WS - Jp Morgan Warrants, 42.42 Stri Add 57.83% 280,300 0.04
☰ WFC.WS - Wells Fargo Warrants, 34.01 St Add 4.46% 58,870 0.01
☰ BRK.B - Berkshire Hathaway CL B Add 2.46% 19,800 0.03
☰ BAC.WS.A - Bac Warrants, 13.30 Strike, 1 Add 1.05% 102,300 0.01
☰ SHLDQ - Sears Hldgs Corp Com Add 0.62% 104,200 0.09
☰ BAC - Bank of America Corp. Add 0.51% 514,900 0.07
☰ LNC.WS - Lincoln National Corp., 10.715 Buy 181,610 0.04
☰ GM.WS.B - General Motors Co, 18.33 Strik Buy 232,700 0.03
Q2 2012
☰ JEF - Jefferies Financial Group Inc. Add 2.04% 55,100 0.01
☰ WFC.WS - Wells Fargo Warrants, 34.01 St Add 1.73% 22,400 0.00
☰ SHLDQ - Sears Hldgs Corp Com Add 0.10% 16,400 0.02
☰ HIG.WS - Hartford Warrants, 9.649 Strik Buy 114,900 0.02
Q1 2012
☰ JEF - Jefferies Financial Group Inc. Add 110.68% 1,417,000 0.37
☰ WFC.WS - Wells Fargo Warrants, 34.01 St Add 58.43% 478,250 0.07
☰ BAC.WS.A - Bac Warrants, 13.30 Strike, 1 Add 15.23% 1,293,100 0.08
☰ SHLDQ - Sears Hldgs Corp Com Add 4.38% 704,988 0.64
☰ AIG.WS - Aig Warrants, 45.00 Strike, 1 Add 0.19% 46,801 0.01
☰ BRK.A - Berkshire Hathaway CL A Buy 1,573 2.64
☰ MCY - Mercury General Corp Buy 70,900 0.04
Q4 2011
☰ WFC.WS - Wells Fargo Warrants, 34.01 St Add 93.37% 395,194 0.06
☰ BAC.WS.A - Bac Warrants, 13.30 Strike Add 37.89% 2,332,927 0.09
☰ AIG.WS - Aig Warrants, 45.00 Strike Add 2.34% 561,729 0.06
☰ JPM.WS - Jp Morgan Warrants, 42.42 Stri Buy 484,700 0.08
Q3 2011
☰ BAC - Bank of America Corp. Add 5.38% 5,364,340 0.45
☰ MBI - MBIA Inc. Add 3.48% 1,630,774 0.16
☰ AIG.WS - American Intl Group Wts Buy 23,967,230 1.99
☰ BAC.WS.A - Bank Of America Corp. Wts Buy 6,157,801 0.23
☰ RDS.A - Royal Dutch Shell Plc-Adr Buy 70,000 0.06
☰ SAN - Banco SAntander SA- Adr Buy 510,000 0.06
☰ T - AT&T Inc. Buy 160,000 0.06
☰ TELFY - Telefonica S.A. Adr Buy 220,000 0.06
☰ VZ - Verizon Communications Buy 130,000 0.06
☰ WFC.WS - Wells Fargo & Co New Wts Buy 423,251 0.04
☰ WFC - Wells Fargo Buy 31,400 0.01
Q2 2011
☰ AIG - American International Group Add 133.41% 58,966,502 14.08
☰ BRK.B - Berkshire Hathaway CL B Add 19.88% 1,563,769 0.99
☰ MBI - MBIA Inc. Add 13.52% 5,578,370 0.40
☰ BAC - Bank of America Corp. Add 7.55% 6,999,040 0.63
☰ SHLDQ - Sears Hldgs Corp Com Add 0.41% 66,707 0.04
☰ JEF - Jefferies Financial Group Inc. Buy 4,123,711 0.69
☰ AGO - Assured Guaranty Ltd. Buy 1,451,600 0.19
☰ VODD - Vodafone Group Plc - Adr Buy 280,000 0.06
Q1 2011
☰ BRK.B - Berkshire Hathaway CL B Add 14.92% 1,020,950 0.63
☰ GS - Goldman Sachs Group Add 13.81% 813,400 0.96
☰ SHLDQ - Sears Hldgs Corp Com Add 9.36% 1,396,100 0.86
☰ C - Citigroup Inc. Add 8.98% 21,305,600 0.70
☰ MBI - MBIA Inc. Add 7.29% 2,801,300 0.21
☰ MS - Morgan Stanley Add 0.80% 308,900 0.06
☰ BAC - Bank of America Corp. Add 0.55% 509,200 0.05
☰ BAM.A - Brookfield Asset Mgmt Inc Cl A Buy 27,500,000 6.63
☰ CSCO - Cisco Systems Buy 35,818,600 4.56
☰ TELFY - Telefonica S.A. Adr Buy 817,500 0.15
☰ AP47 - Glaxosmithkline Plc Adr Buy 190,000 0.05
☰ AZN - AstraZeneca PLC Buy 77,500 0.05
☰ BMY - Bristol-Myers Squibb Buy 277,000 0.05
☰ LLY - Eli Lilly & Co. Buy 209,000 0.05
Q4 2010
☰ RF - Regions Financial Corp. Add 73.52% 52,730,800 2.42
☰ BRK.B - Berkshire Hathaway CL B Add 44.36% 2,102,700 1.11
☰ AIG - American International Group Add 34.57% 11,376,486 4.30
☰ BAC - Bank of America Corp. Add 30.37% 21,461,500 1.88
☰ CIT - Cit Group Inc. Add 29.49% 4,554,000 1.41
☰ MBI - MBIA Inc. Add 19.70% 6,329,600 0.50
☰ 6683 - General Electric Corp Com Add 10.82% 1,558,200 0.19
☰ MS - Morgan Stanley Add 6.16% 2,237,100 0.40
☰ SHLDQ - Sears Hldgs Corp Com Add 1.75% 256,202 0.12
☰ JOE - St. Joe Co. Add 0.06% 15,300 0.00
☰ GGP* - General Growth Properties, Inc Buy 113,600,256 11.54
☰ T - AT&T Inc. Buy 9,380,700 1.81
☰ VZ - Verizon Communications Buy 7,402,400 1.74
☰ SAN - Banco SAntander SA- Adr Buy 4,741,200 0.33
☰ RDS.A - Royal Dutch Shell Plc-Adr Buy 174,900 0.08
Q3 2010
☰ MS - Morgan Stanley Add 123.56% 20,087,500 4.60
☰ MBI - MBIA Inc. Add 41.29% 9,386,800 0.88
☰ BAC - Bank of America Corp. Add 30.66% 16,585,515 2.02
☰ CIT - Cit Group Inc. Add 26.17% 3,203,000 1.21
☰ SHLDQ - Sears Hldgs Corp Com Add 4.45% 624,500 0.42
☰ BRK.A - Berkshire Hathaway CL A Add 1.41% 56 0.06
☰ RS2 - Rsc Holdings, Inc. Add 1.19% 176,800 0.01
☰ AIG - American International Group Add 0.37% 120,500 0.04
☰ GS - Goldman Sachs Group Add 0.32% 19,199 0.03
☰ C - Citigroup Inc. Buy 241,413,400 8.74
☰ 6683 - General Electric Co Com Buy 14,394,800 2.17
Q2 2010
☰ AIG - American International Group Add 118.04% 17,750,900 6.89
☰ BAC - Bank of America Corp. Add 37.61% 14,782,600 2.39
☰ BRK.B - Berkshire Hathaway CL B Add 33.30% 1,252,900 1.12
☰ BRK.A - Berkshire Hathaway CL A Add 7.19% 266 0.36
☰ RS2 - Rsc Holdings, Inc. Add 3.47% 497,800 0.03
☰ GS - Goldman Sachs Group Buy 5,990,601 8.86
☰ MS - Morgan Stanley Buy 16,257,800 4.25
☰ BP - BP plc Buy 9,435,900 3.07
☰ MBI - MBIA Inc. Buy 22,736,200 1.44
Q1 2010
☰ BRK.B - Berkshire Hathaway CL B Add 1,458.13% 3,521,493 3.03
☰ RF - Regions Financial Corp. Add 74.84% 32,452,110 2.70
☰ CMCSK - Comcast Corp Special Cl A Add 46.05% 6,687,200 1.27
☰ RS2 - Rsc Holdings, Inc. Add 32.62% 3,527,100 0.30
☰ C - Citigroup Inc. Add 5.94% 12,762,326 0.55
☰ BAC - Bank of America Corp. Buy 39,309,900 7.44
☰ AIG - American International Group Buy 15,038,100 5.44
☰ FUR - Winthrop Realty Trust Buy 4,831,055 0.62
Q4 2009
☰ RS2 - Rsc Holdings, Inc. Add 76.92% 4,701,500 0.40
☰ ACF - Americredit Corp Com Add 9.42% 3,041,777 0.70
☰ HUM - Humana Inc. Add 6.13% 917,000 0.49
☰ JOE - St. Joe Co. Add 4.77% 1,221,713 0.43
☰ SPR - Spirit Aerosystems Hldgs Inc C Add 3.52% 932,283 0.22
☰ BRK.B - Berkshire Hathaway CL B Buy 241,507 9.57
☰ C - Citigroup Inc. Buy 214,698,274 8.57
☰ BNI - Burlington Northern SAnta Fe C Buy 5,466,000 6.50
☰ CIT - Cit Group Inc. Buy 14,321,338 4.77
☰ BRK.A - Berkshire Hathaway CL A Buy 3,925 4.70
☰ CMCSK - Comcast Corp Special Cl A Buy 14,520,900 2.80
☰ RF - Regions Financial Corp. Buy 43,363,404 2.77
☰ CMCSA - Comcast Corp. Buy 9,031,600 1.84
☰ MI - Marshall & Ilsley Corp Buy 4,191,600 0.28
Q3 2009
☰ BRYG - Berkshire Hathaway Inc Del Cl Add 573.47% 147,422 7.62
☰ RS2 - Rsc Holdings, Inc. Add 112.44% 3,235,000 0.37
☰ HUM - Humana Inc. Add 56.88% 5,425,200 3.15
☰ SPR - Spirit Aerosystems Hldgs Inc C Add 19.62% 4,347,033 1.22
☰ SHLDQ - Sears Hldgs Corp Com Add 12.53% 1,700,600 1.73
☰ JOE - St. Joe Co. Add 3.48% 860,212 0.39
☰ WYE - Wyeth Com Buy 4,187,900 3.16
☰ CAH - Cardinal Health Inc. Buy 1,526,900 0.64
Q2 2009
☰ HSBC - HSBC Holdings plc Add 42.98% 8,445 0.01
☰ HUM - Humana Inc. Add 41.14% 2,779,800 1.57
☰ JOE - St. Joe Co. Add 34.11% 6,295,217 2.91
☰ SPR - Spirit Aerosystems Hldgs Inc C Add 16.54% 3,143,774 0.75
☰ 1455797D - Tal Intl Group Inc Com Add 11.83% 288,165 0.05
☰ WCG - Wellcare Health Plans Inc Com Add 3.26% 265,350 0.09
☰ GD - General Dynamics Add 0.57% 11,800 0.01
☰ BRYG - Berkshire Hathaway Inc Del Cl Buy 25,707 1.30
☰ RS2 - Rsc Holdings, Inc. Buy 2,877,100 0.34
☰ MSVP - Meritor Svgs Bk Pa Com Buy 38,645 0.00
Q1 2009
☰ AXP - American Express Add 75.92% 10,276,600 2.98
☰ JOE - St. Joe Co. Add 64.16% 7,213,650 2.57
☰ SPR - Spirit Aerosystems Hldgs Inc C Add 21.14% 3,318,075 0.71
☰ SHLDQ - Sears Hldgs Corp Com Add 12.03% 1,539,199 1.50
☰ HSBC - HSBC Holdings plc Add 4.25% 801 0.00
Q4 2008
☰ SPR - Spirit Aerosystems Hldgs Inc C Add 417.68% 12,662,389 2.11
☰ NOC - Northrop Grumman Corp. Add 104.42% 4,583,298 3.39
☰ CNQ - Canadian Natural Resources Add 53.70% 3,738,472 2.46
☰ ACF - Americredit Corp Com Add 53.48% 11,258,122 1.41
☰ URI - United Rentals Add 22.58% 1,953,583 0.29
☰ FQX - Forest Labs Inc Com Add 12.95% 2,343,232 0.98
☰ BA - Boeing Co. Add 9.77% 804,651 0.56
☰ JOE - St. Joe Co. Add 2.09% 229,776 0.09
☰ HUM - Humana Inc. Buy 8,175,600 5.01
☰ AXP - American Express Buy 13,536,450 4.12
☰ GD - General Dynamics Buy 2,278,100 2.15
☰ JEF - Jefferies Financial Group Inc. Buy 4,317,644 1.00
☰ FUR - Winthrop Rlty Tr Sh Ben Int Buy 1,254,716 0.22
Q3 2008
☰ FQX - Forest Labs Inc Com Add 47.47% 5,824,100 2.03
☰ CNQ - Canadian Natural Resources Add 45.81% 2,187,000 1.85
☰ ACF - Americredit Corp Com Add 40.37% 6,053,600 0.76
☰ PFE - Pfizer Inc. Add 26.11% 19,251,425 4.39
☰ UNH - United Health Group Inc. Add 22.46% 3,796,083 1.19
☰ SHLDQ - Sears Hldgs Corp Com Add 18.01% 2,227,900 2.57
☰ JOE - St. Joe Co. Add 16.02% 1,520,600 0.73
☰ WCG - Wellcare Health Plans Inc Com Add 1.23% 100,800 0.04
☰ BA - Boeing Co. Buy 8,236,177 5.84
☰ NOC - Northrop Grumman Corp. Buy 4,389,480 3.28
☰ SPR - Spirit Aerosystems Hldgs Inc C Buy 3,031,600 0.60
☰ 1556464D - Wesco Finl Corp Com Buy 980 0.00
☰ MKL - Markel Group Inc. Buy 750 0.00
Q2 2008
☰ URI - United Rentals Add 115.68% 5,199,700 1.37
☰ SHLDQ - Sears Hldgs Corpcom Add 32.24% 3,015,200 2.99
☰ MHK - Mohawk Industries Add 16.12% 994,400 0.86
☰ ACF - Americredit Corp Com Add 15.57% 2,020,200 0.23
☰ WCG - Wellcare Health Plans Com Add 7.61% 581,700 0.28
☰ SATS - EchoStar Corp. Add 5.92% 342,860 0.14
☰ DISH - Dish Network Corp Cl A Add 3.40% 819,600 0.32
☰ HSBC - HSBC Holdings plc Add 2.32% 428 0.00
☰ PFE - Pfizer Inc. Buy 73,742,200 17.36
☰ UNH - United Health Group Inc. Buy 16,899,500 5.98
☰ FQX - Forest Labs Inc Com Buy 12,270,000 5.74
☰ HLF - Herbalife Nutrition Ltd. Buy 1,070,000 0.56
☰ JEF - Jefferies Financial Group Inc. Buy 1,978,565 0.45
Q1 2008
☰ MWA - Mueller Wtr Prods Inc Com Ser Add 2,837.31% 380,200 0.05
☰ JOE - St. Joe Co. Add 257.27% 9,272,600 6.00
☰ SHLDQ - Sears Hldgs Corpcom Add 51.44% 3,177,171 4.91
☰ USG - Usg Corp New Com Add 29.96% 1,981,100 1.10
☰ IDCG - Idt Corp Add 17.98% 403,000 0.02
☰ MHK - Mohawk Industries Add 11.76% 649,400 0.70
☰ DISH - Dish Network Corp Cl A Add 10.04% 2,197,780 0.95
☰ MWA/B - Mueller Wtr Prods Inc Com Ser Add 4.99% 617,200 0.07
☰ BMY - Bristol-Myers Squibb Buy 8,672,100 2.78
☰ SATS - EchoStar Corp. Buy 5,789,560 2.58
☰ ACF - Americredit Corp Com Buy 12,975,400 1.97
☰ AP47 - Glaxosmithkline Plc Sponsored Buy 2,384,700 1.53
☰ URI - United Rentals Buy 4,494,800 1.28
☰ HNT - Health Net Inc Buy 2,384,800 1.11
☰ MSVP - Meritor Svgs Bk Pa Com Buy 43,645 0.00
Q4 2007
☰ SHLDQ - Sears Hldgs Corpcom Add 113.53% 3,283,930 5.55
☰ MHK - Mohawk Industries Add 67.29% 2,220,353 2.74
☰ MWA/B - Mueller Wtr Prods Inc Com Ser Add 32.10% 3,002,900 0.50
☰ USG - Usg Corp New Com Add 19.29% 1,069,300 0.63
☰ CNQ - Canadian Natural Resources Add 1.77% 359,121 0.43
☰ HSBC - HSBC Holdings plc Add 0.94% 172 0.00
☰ KO - Coca Cola Co. Add 0.01% 1 0.00
☰ DISH - Dish Network Corp Cl A Buy 21,898,042 13.67
☰ WCG - Wellcare Health Plans Com Buy 7,650,200 5.37
☰ JOE - St. Joe Co. Buy 3,604,200 2.12
☰ PGR - Progressive Corp. Buy 4,160,200 1.32
Q3 2007
☰ SAFT - Safety Ins Group Inc Com Add 1,657.59% 472,413 0.32
☰ SHLDQ - Sears Hldgs Corpcom Add 192.88% 1,904,900 4.52
☰ FCX - Freeport-McMoran Inc. Add 77.23% 588,900 1.15
☰ USG - Usg Corp New Com Add 51.04% 1,873,400 1.31
☰ AZC - Augusta Res Corp Com New Add 26.23% 301,100 0.01
☰ EOR - Echostar Communications Corp C Add 20.71% 2,633,000 2.30
☰ XTO - Xto Energy Inc Com Add 14.43% 465,500 0.54
☰ CNQ - Canadian Natural Resources Add 8.63% 1,610,900 2.28
☰ IDCG - Idt Corp Add 4.12% 89,100 0.01
☰ C - Citigroup Inc. Add 3.17% 269 0.00
☰ BRK.A - Berkshire Hathaway CL A Add 1.84% 194 0.43
☰ HSBC - HSBC Holdings plc Add 0.90% 163 0.00
☰ DJCO - Daily Journal Corp. Add 0.44% 300 0.00
Q2 2007
☰ IDCG - Idt Corp Add 41.34% 631,900 0.13
☰ FCX - Freeport-McMoran Inc. Add 15.09% 100,000 0.18
☰ BRK.A - Berkshire Hathaway CL A Add 7.44% 731 1.69
☰ USG - Usg Corp New Com Add 4.15% 146,100 0.15
☰ CNQ - Canadian Natural Resources Add 2.85% 516,901 0.73
☰ BRYG - Berkshire Hathaway Inc Del B Add 2.27% 1,138 0.09
☰ HSBC - HSBC Holdings plc Add 2.01% 357 0.00
☰ C - Citigroup Inc. Add 1.30% 109 0.00
☰ WTM - White Mountains Insurance Add 0.34% 100 0.00
☰ XTO - Xto Energy Inc Com Buy 3,226,700 4.10
☰ AZC - Augusta Res Corp Com New Buy 1,147,800 0.07
Q1 2007
☰ EMN - Eastman Chemical Add 106.05% 2,054,568 3.13
☰ BRK.A - Berkshire Hathaway CL A Add 32.78% 2,425 6.35
☰ CNQ - Canadian Natural Resources Add 26.24% 3,774,100 5.01
☰ MWA/B - Mueller Wtr Prods Inc Com Ser Add 24.37% 1,866,600 0.60
☰ USG - Usg Corp New Com Add 19.01% 562,936 0.63
☰ MWA - Mueller Wtr Prods Inc Com Ser Add 5.86% 51,000 0.02
☰ BRYG - Berkshire Hathaway Inc Del B Add 0.87% 431 0.04
☰ HSBC - HSBC Holdings plc Add 0.78% 137 0.00
☰ N4D - Spectra Energy Corp Com Buy 2,519,900 1.59
☰ FCX - Freeport-McMoran Inc. Buy 662,496 1.05
Q4 2006
☰ USG - Usg Corp New Com Add 47.69% 956,200 1.50
☰ MHK - Mohawk Industries Add 25.93% 699,900 1.50
☰ CNQ - Canadian Natural Resources Add 16.86% 2,075,200 3.15
☰ DJCO - Daily Journal Corp. Add 12.59% 7,550 0.01
☰ BRK.A - Berkshire Hathaway CL A Add 11.97% 791 2.48
☰ EMN - Eastman Chemical Add 7.58% 136,500 0.23
☰ PHD - Phelps Dodge Corp Com Add 6.32% 58,800 0.20
☰ BRYG - Berkshire Hathaway Inc Del B Add 2.39% 1,161 0.12
☰ KO - Coca Cola Co. Add 1.16% 200 0.00
☰ EOR - Echostar Communications Corp C Add 0.81% 110,200 0.12
☰ HSBC - HSBC Holdings plc Add 0.81% 142 0.00
☰ SHLDQ - Sears Hldgs Corpcom Add 0.38% 3,800 0.02
☰ MWA/B - Mueller Wtr Prods Inc Com Ser Buy 7,657,900 3.25
☰ MWA - Mueller Wtr Prods Inc Com Ser Buy 871,000 0.37
☰ TWMCEUR - Trans World Entmt Corp Com Buy 119,200 0.02
Q3 2006
☰ EMN - Eastman Chemical Add 1,750.77% 1,703,500 3.37
☰ PHD - Phelps Dodge Corp Com Add 93.07% 448,300 1.39
☰ C - Citigroup Inc. Add 51.30% 3,183 0.01
☰ CNQ - Canadian Natural Resources Add 43.82% 3,749,200 6.26
☰ MHK - Mohawk Industries Add 33.58% 678,400 1.85
☰ MRSH - Marsh Add 28.30% 285,007 0.29
☰ CLMT - Calumet Spec Prod Ptnr Ut Ltd Add 11.12% 81,289 0.10
☰ BRK.A - Berkshire Hathaway CL A Add 5.04% 317 1.11
☰ HSBC - HSBC Holdings plc Add 3.51% 592 0.00
☰ DUKG - Duke Energy Corp Com Add 3.37% 64,700 0.07
☰ EOR - Echostar Communications Corp C Add 3.23% 426,200 0.51
☰ BRYG - Berkshire Hathaway Inc Del B Add 0.08% 38 0.00
☰ USG - Usg Corp New Com Buy 2,005,100 3.45
☰ KALU - Kaiser Aluminum Corp. Buy 54,200 0.09
☰ OKS - Oneok Partners LP Unit Ltd Par Buy 4,000 0.01
Q2 2006
☰ MHK - Mohawk Industries Add 52.94% 699,400 2.13
☰ IDCG - Idt Corp Add 50.31% 511,600 0.29
☰ CNQ - Canadian Natural Resources Add 48.64% 2,800,100 6.70
☰ BRK.A - Berkshire Hathaway CL A Add 31.49% 1,506 5.96
☰ CLMT - Calumet Spec Prod Ptnr Ut Ltd Add 22.02% 131,912 0.18
☰ DUKG - Duke Energy Corp Com Add 17.58% 287,300 0.36
☰ GYD - Gyrodyne Co Amer Inc Com Add 7.51% 770 0.00
☰ AN - AutoNation Inc. Add 7.14% 50,000 0.05
☰ MRSH - Marsh Add 4.01% 38,800 0.05
☰ C - Citigroup Inc. Add 3.33% 200 0.00
☰ EOR - Echostar Communications Corp C Add 2.30% 295,700 0.39
☰ DJCO - Daily Journal Corp. Add 0.96% 568 0.00
☰ PHD - Phelps Dodge Corp Com Buy 481,700 1.71
☰ EMN - Eastman Chemical Buy 97,300 0.23
Q1 2006
☰ EOR - Echostar Communications Corp C Add 96.29% 6,319,184 9.21
☰ SHLDQ - Sears Holdings Corp Add 50.22% 361,300 2.32
☰ DJCO - Daily Journal Corp. Add 32.76% 14,653 0.03
☰ MRSH - Marsh Add 26.00% 199,793 0.29
☰ BRYG - Berkshire Hathaway Inc Del Cl Add 23.31% 11,595 1.70
☰ BRK.A - Berkshire Hathaway CL A Add 12.81% 543 2.39
☰ CNQ - Canadian Natural Resources Add 9.36% 492,868 1.33
☰ MHK - Mohawk Industries Buy 1,321,000 5.20
☰ DUKG - Duke Energy Corp Com Buy 1,634,200 2.32
☰ MDC - M D C Hldgs Inc Com Buy 720,000 2.26
☰ CLMT - Calumet Spec Prod Ptnr Ut Ltd Buy 599,132 0.81
☰ AN - AutoNation Inc. Buy 700,000 0.74
☰ IDCG - Idt Corp Buy 1,016,900 0.54
☰ WMB - Williams Cos. Buy 430,000 0.45
☰ 3445252Q - Commerce Group Inc Mass Buy 151,601 0.39
☰ D - Dominion Energy Inc. Buy 100,000 0.34
Q4 2005
☰ SHLDQ - Sears Hldgs Corp Com Add 379.58% 569,371 4.51
☰ EOR - Echostar Commntns New Cl A Add 48.64% 2,147,402 4.00
☰ CNQ - Canadian Natural Resources Add 36.90% 1,418,600 4.82
☰ NLY - Annaly Mortgage Management Add 35.05% 1,538,000 1.15
☰ BRYG - Berkshire Hathaway Cl B Add 14.31% 6,224 1.25
☰ HSBC - HSBC Holdings plc Add 0.84% 140 0.00
☰ 1455797D - Tal International Group Inc Buy 2,760,997 3.71
☰ XOM - Exxon Mobil Corp. Buy 700,000 2.70
Q3 2005
☰ EOR - Echostar Commntns New Cl A Add 38.90% 1,236,400 2.98
☰ BRK.A - Berkshire Hathaway CL A Add 37.75% 1,296 8.65
☰ CNQ - Canadian Natural Resources Add 9.50% 333,600 1.23
☰ C - Citigroup Inc. Add 7.89% 474 0.00
☰ BRYG - Berkshire Hathaway Cl B Add 1.72% 736 0.16
☰ MRSH - Marsh Add 0.38% 2,900 0.01
☰ DJCO - Daily Journal Corp. Add 0.11% 50 0.00
☰ NLY - Annaly Mortgage Management Buy 4,388,300 4.63
☰ FMCC - Federal Home Ln Mtg Cp Buy 738,800 3.39
☰ CFC - Countrywide Financial Com Buy 652,502 1.75
☰ SHLDQ - Sears Hldgs Corp Com Buy 150,000 1.52
Q2 2005
☰ CNQ - Canadian Natural Resources Add 350.04% 2,731,000 9.06
☰ ETD - Ethan Allen Interiors Inc. Add 323.69% 315,600 0.96
☰ BBBY - Overstock Com Inc Del Com Add 102.50% 102,500 0.33
☰ BRK.A - Berkshire Hathaway CL A Add 70.03% 1,414 10.77
☰ EOR - Echostar Commntns New Cl A Add 56.97% 1,153,668 3.17
☰ MCY - Mercury Genl Corp New Add 7.03% 79,250 0.39
☰ BRYG - Berkshire Hathaway Cl B Add 5.88% 2,375 0.60
☰ 653707Q - At&t Corp Com Add 5.54% 60,000 0.10
☰ DJCO - Daily Journal Corp. Add 2.64% 1,150 0.00
☰ SAFT - Safety Ins Group Inc Com Add 2.64% 32,664 0.10
☰ AAIG - American Intl Group Com Buy 685,330 3.63
☰ MRSH - Marsh Buy 765,600 1.93
☰ PKX - Posco Sponsored Adr Buy 300,000 1.20
☰ 3610748Q - Encore Acquisition Co Com Buy 32,800 0.12
Q1 2005
☰ EOR - Echostar Commntns New Cl A Add 482.62% 1,677,338 5.56
☰ ETD - Ethan Allen Interiors Inc. Add 33.93% 24,700 0.09
☰ CNQ - Canadian Natural Resources Add 19.26% 126,000 0.81
☰ BRYG - Berkshire Hathaway Cl B Add 13.09% 4,677 1.51
☰ MCY - Mercury Genl Corp New Add 11.34% 114,788 0.72
☰ 653707Q - At&t Corp Com Add 8.22% 82,300 0.17
☰ DJCO - Daily Journal Corp. Add 1.40% 600 0.00
☰ HSBC - HSBC Holdings plc Add 0.38% 120 0.00
☰ HOFD - Homefed Corp Add 0.01% 25 0.00
☰ BBBY - Overstock Com Inc Del Com Buy 100,000 0.49
☰ SBC - Sbc Communications Inc Com Buy 55,000 0.15
Q4 2004
☰ EOR - Echostar Commntns New Cl A Add 126.79% 194,300 0.82
☰ GDW - Golden West Finl Del Com Add 100.00% 3,926 0.03
☰ MCIP - Mci Inc Com Add 21.20% 1,946,170 4.98
☰ BRYG - Berkshire Hathaway Cl B Add 16.12% 4,959 1.85
☰ DJCO - Daily Journal Corp. Add 12.59% 4,800 0.02
☰ BRK.A - Berkshire Hathaway CL A Add 2.25% 45 0.50
☰ MCY - Mercury Genl Corp New Add 0.38% 3,855 0.03
☰ CNQ - Canadian Natural Resources Buy 654,200 3.55
☰ 653707Q - At&t Corp Com Buy 1,001,500 2.42
☰ RLI - RLI Corp. Buy 5,002 0.03
Q3 2004
☰ DUK - Duke Energy Corp Com Add 6.74% 15,010 0.05
☰ EOR - Echostar Commntns New Cl A Add 3.93% 5,800 0.03
☰ BRK.A - Berkshire Hathaway CL A Add 0.20% 4 0.05
☰ WTM - White Mountains Insurance Add 0.16% 150 0.01
☰ MCIP - Mci Inc Com Buy 9,179,165 23.58
Q2 2004
☰ BD9 - Commerce Bancorp Nj Com Add 95.51% 17,000 0.18
☰ DJCO - Daily Journal Corp. Add 42.12% 11,300 0.07
☰ CSWC - Capital Southwest Corp Com Add 17.17% 2,400 0.04
☰ DUK - Duke Energy Corp Com Add 8.73% 17,900 0.07
☰ HMA - Health Mgmt Assoc Inc Cl A Add 2.03% 4,000 0.02
☰ INTC - Intel Corp. Add 1.25% 200 0.00
☰ WTM - White Mountains Insurance Add 0.80% 753 0.07
☰ HOFD - Homefed Corp Add 0.10% 316 0.00
☰ EOR - Echostar Commntns New Cl A Buy 147,450 0.85
Q1 2004
☰ MCIP - Mci Inc When Issued Add 1,006.67% 151,000 0.51
☰ WMB - Williams Cos. Add 222.27% 260,500 0.41
☰ DUK - Duke Energy Corp Com Add 97.43% 101,130 0.38
☰ DJCO - Daily Journal Corp. Add 47.19% 8,600 0.05
☰ Y - Alleghany Corp Del Add 18.99% 20,420 0.82
☰ CSWC - Capital Southwest Corp Com Add 7.26% 946 0.01
☰ MCY - Mercury Genl Corp New Add 5.67% 61,455 0.50
☰ WTM - White Mountains Insurance Add 3.80% 3,460 0.30
☰ HMA - Health Mgmt Assoc Inc Cl A Buy 196,860 0.75
☰ SEIEQ - Seitel Inc Buy 386,100 0.24
☰ CFC - Countrywide Financial Com Buy 14,901 0.23
☰ BD9 - Commerce Bancorp Nj Com Buy 17,800 0.19
☰ 922181Q - Plains Resources Inc Com Buy 61,700 0.18
☰ 8222 - Limited Brands Inc Com Buy 10,000 0.03
Q4 2003
☰ MTOH - Metrocall Hldgs Inc Com Add 400.00% 6,000 0.08
☰ Y - Alleghany Corp Del Add 13.25% 12,575 0.52
☰ ETD - Ethan Allen Interiors Inc. Add 3.43% 6,100 0.05
☰ BRYG - Berkshire Hathaway Cl B Add 1.48% 511 0.27
☰ HOFD - Homefed Corp Add 1.37% 4,354 0.02
☰ BRK.A - Berkshire Hathaway CL A Add 1.11% 23 0.36
☰ GLAD - Gladstone Capital Corp Com Add 0.78% 5,200 0.02
☰ WTM - White Mountains Insurance Add 0.22% 200 0.02
☰ DUK - Duke Energy Corp Com Buy 103,800 0.40
☰ WMB - Williams Cos. Buy 117,200 0.22
☰ DJCO - Daily Journal Corp. Buy 18,225 0.11
☰ MCIP - Mci Inc When Issued Buy 15,000 0.07
☰ RLI - RLI Corp. Buy 5,752 0.04
Q3 2003
☰ CSWC - Capital Southwest Corp Com Add 99.98% 6,515 0.07
☰ EGOV - Nic Inc Add 75.84% 38,300 0.03
☰ 2235894Q - Lucent Technologies Inc Add 70.00% 14,000 0.00
☰ INTC - Intel Corp. Add 23.74% 5,000 0.03
☰ OHP - Oxford Health Plans Com Add 8.33% 5,000 0.04
☰ GLAD - Gladstone Capital Corp Com Add 3.79% 24,327 0.09
☰ WTEL - Wiltel Communications Com Add 2.77% 67,361 0.21
☰ Y - Alleghany Corp Del Add 1.04% 979 0.04
☰ HOFD - Homefed Corp Buy 316,971 1.49
☰ GOOD - Gladstone Coml Corp Com Buy 400,000 1.06
☰ 2951 - Altria Group Inc Buy 36,503 0.30
☰ KFT - Kraft Foods Inc Cl A Buy 21,000 0.12
☰ MTOH - Metrocall Hldgs Inc Com Buy 1,500 0.04
Q2 2003
☰ Y - Alleghany Corp Del Add 68.88% 38,317 1.46
☰ WTEL - Wiltel Communications Com Add 6.57% 149,899 0.44
☰ BRK.A - Berkshire Hathaway CL A Add 4.11% 82 1.19
☰ JZEOF - Jz Equity Partners Plc Ord Add 3.91% 125,000 0.04
☰ BRYG - Berkshire Hathaway Cl B Add 1.65% 562 0.27
☰ HSBC - HSBC Holdings plc Buy 78,503 0.93
☰ OHP - Oxford Health Plans Com Buy 60,002 0.50
☰ CSWC - Capital Southwest Corp Com Buy 6,516 0.07
☰ TJX - TJX Companies Inc. Buy 15,000 0.06
☰ PAA - Plains All Am Pipeline Unit LP Buy 7,000 0.04
Q1 2003
☰ Y - Alleghany Corp Del Add 739.71% 49,006 1.85
☰ DVD - Dover Motorsports Inc Com Add 208.42% 39,600 0.03
☰ GLAD - Gladstone Capital Corp Com Add 95.21% 313,531 1.17
☰ ETD - Ethan Allen Interiors Inc. Add 43.35% 68,100 0.46
☰ AXP - American Express Add 22.09% 1,900 0.01
☰ WTEL - Wiltel Communications Com Add 21.61% 405,683 1.18
☰ MCY - Mercury Genl Corp New Add 9.99% 102,600 0.90
☰ JZEOF - Jz Equity Partners Plc Ord Add 6.68% 200,000 0.07
☰ BRK.A - Berkshire Hathaway CL A Add 3.53% 68 1.00
☰ WTM - White Mountains Insurance Add 2.30% 2,050 0.16
☰ BRYG - Berkshire Hathaway Cl B Add 2.13% 711 0.35
☰ 1556464D - Wesco Finl Corp Com Buy 1,702 0.12
☰ MS - Morgan Stanley Buy 8,610 0.08
Q4 2002
☰ INTC - Intel Corp. Add 31.13% 5,000 0.02
☰ GLAD - Gladstone Capital Corp Com Add 20.86% 56,833 0.20
☰ C - Citigroup Inc. Add 0.44% 61 0.00
☰ WTEL - Wiltel Communications Com Buy 1,877,056 6.34
☰ SAFT - Safety Ins Group Inc Com (rest Buy 1,238,649 3.62
☰ MRKC - Merck & Co Inc Com Buy 23,911 0.29
☰ DVD - Dover Motorsports Inc Com Buy 19,000 0.02
☰ 2235894Q - Lucent Technologies Inc Buy 20,000 0.01
☰ CALGZ - Citibank West Fsb-Sclp Buy 12,006 0.00
Q3 2002
☰ ETD - Ethan Allen Interiors Inc. Add 557.50% 133,800 0.91
☰ STU - Student Ln Corp Com Add 63.46% 3,300 0.06
☰ ABX - Barrick Gold Corp Com Add 48.22% 9,500 0.03
☰ Y - Alleghany Corp Del Add 43.71% 3,201 0.13
☰ 2727195Q - Household Intl Add 30.52% 557,565 3.31
☰ GLAD - Gladstone Capital Corp Com Add 7.90% 19,960 0.07
☰ WTM - White Mountains Insurance Add 4.55% 4,200 0.26
☰ JZEOF - Jz Equity Partners Plc Ord Add 3.45% 100,000 0.04
☰ PFE - Pfizer Inc. Add 0.19% 16 0.00
☰ BRYG - Berkshire Hathaway Cl B Add 0.13% 49 0.03
☰ GDW - Golden West Finl Del Com Add 0.07% 3 0.00
☰ INTC - Intel Corp. Add 0.05% 8 0.00
☰ C - Citigroup Inc. Add 0.04% 5 0.00
Q2 2002
☰ Y - Alleghany Corp Del Add 498.37% 6,100 0.23
☰ TJX - TJX Companies Inc. Add 100.00% 7,120 0.03
☰ STU - Student Ln Corp Com Add 62.50% 2,000 0.03
☰ JZEOF - Jz Equity Partners Plc Ord Add 41.56% 850,000 0.39
☰ ETD - Ethan Allen Interiors Inc. Add 33.33% 6,000 0.04
☰ 2727195Q - Household Intl Add 19.20% 294,350 2.97
☰ GYD - Gyrodyne Co Amer Inc Com Add 9.99% 1,601 0.01
☰ BRYG - Berkshire Hathaway Cl B Add 4.97% 1,740 0.79
☰ BRK.A - Berkshire Hathaway CL A Add 1.14% 23 0.31
☰ MKL - Markel Group Inc. Add 1.02% 2,785 0.11
☰ WFC - Wells Fargo Add 0.04% 50 0.00
☰ GLAD - Gladstone Capital Corp Com Buy 252,503 0.93
☰ MU - Micron Technology Inc. Buy 20,000 0.08
☰ ONEXF - Onex Corp Buy 24,600 0.07
☰ EGOV - Nic Inc Buy 50,500 0.02
Q1 2002
☰ BTF - Boulder Total Return Com Add 40.00% 10,000 0.03
☰ MKL - Markel Group Inc. Add 13.18% 31,883 1.31
☰ STU - Student Ln Corp Com Add 10.34% 300 0.01
☰ JZEOF - Jz Equity Partners Plc Ord Add 5.14% 100,000 0.04
☰ GAP - Gap Inc Del Com Add 1.27% 500 0.00
☰ 2727195Q - Household Intl Add 0.89% 13,493 0.16
☰ VNO - Vornado Realty Trust Add 0.01% 1 0.00
☰ SPNT - Sprint Corp Com Buy 40,000 0.12
☰ EOR - Echostar Commntns New Cl A Buy 15,000 0.09
☰ DJCO - Daily Journal Corp. Buy 7,300 0.04
☰ SIGI - Selective Ins Group Com Buy 8,000 0.04
☰ ELN - Elan Plc Adr Buy 10,000 0.03
Q4 2001
☰ KO - Coca Cola Co. Add 397.31% 36,453 0.33
☰ RFS - Rfs Hotel Invs Inc Com Add 79.59% 19,500 0.04
☰ MKL - Markel Group Inc. Add 19.17% 38,925 1.32
☰ JZEOF - Jz Equity Partners Plc Ord Add 5.42% 100,000 0.04
☰ 1556464D - Wesco Finl Corp Com Add 5.37% 520 0.03
☰ WTM - White Mountains Insurance Add 2.20% 2,000 0.13
☰ TJX - TJX Companies Inc. Add 1.71% 120 0.00
☰ OHP - Oxford Health Plans Com Buy 37,500 0.21
Q3 2001
☰ JZEOF - Jz Equity Partners Plc Ord Add 536.21% 1,555,000 0.58
☰ WTM - White Mountains Insurance Add 474.68% 75,000 4.53
☰ ISCA - International Speedway Cl A Add 231.82% 25,000 0.17
☰ AXP - American Express Add 51.28% 29,000 0.16
☰ RFS - Rfs Hotel Invs Inc Com Add 25.64% 5,000 0.01
☰ JEF - Jefferies Financial Group Inc. Add 19.44% 9,000 0.06
☰ MKL - Markel Group Inc. Add 18.19% 31,248 1.15
☰ MS - Morgan Stanley Add 10.94% 2,000 0.02
☰ 2727195Q - Household Intl Add 2.07% 37,387 0.40
☰ BRYG - Berkshire Hathaway Cl B Add 1.37% 526 0.23
☰ 1556464D - Wesco Finl Corp Com Add 0.21% 20 0.00
☰ GAP - Gap Inc Del Com Buy 103,000 0.23
☰ PCL - Plum Creek Timber Depositary U Buy 12,700 0.06
Q2 2001
☰ USG - U S G Corp Com New Add 13.56% 131,300 0.11
☰ AXP - American Express Add 3.84% 2,090 0.02
☰ MRKC - Merck & Co Inc Com Add 3.66% 1,000 0.01
☰ MKL - Markel Group Inc. Add 1.52% 2,577 0.10
☰ BRYG - Berkshire Hathaway Cl B Add 0.88% 335 0.15
☰ 838969Q - Fidelity Natl Finl Inc Com Buy 137,800 0.66
☰ JZEOF - Jz Equity Partners Ord Buy 290,000 0.15
☰ BPL - Buckeye Partners L P Unit LP Buy 5,800 0.04
☰ FNYTX - Franklin Ny Tx Free In Cl A Buy 16,747 0.04
☰ SIGI - Selective Ins Group Com Buy 8,000 0.04
☰ TJX - TJX Companies Inc. Buy 7,000 0.04
☰ ENN - Equity Inns Inc Com Buy 12,500 0.02
☰ MIGR - Migratec Inc Com Buy 75,000 0.01
Q1 2001
☰ USG - U S G Corp Com New Add 1,244.72% 896,200 2.37
☰ MRKC - Merck & Co Inc Com Add 241.62% 19,330 0.25
☰ Y - Alleghany Corp Del Add 140.35% 17,797 0.61
☰ MKL - Markel Group Inc. Add 67.48% 68,167 2.20
☰ 653607Q - Aegis Rlty Inc Com Add 38.66% 17,900 0.03
☰ NYVTX - Davis Ny Venture Fd Cl A Add 35.05% 16,627 0.06
☰ PFE - Pfizer Inc. Add 26.95% 2,500 0.02
☰ MSVP - Meritor Svgs Bk Pa Com Add 12.94% 5,000 0.00
☰ BRYG - Berkshire Hathaway Cl B Add 4.28% 1,565 0.59
☰ UHAL - U-Haul Holding Co. Add 1.14% 1,000 0.00
☰ ETD - Ethan Allen Interiors Inc. Add 0.11% 200 0.00
☰ 187851Q - Rochester Gas & Elec Com Buy 5,600 0.04
☰ 2951 - Philip Morris Cos Inc Com Buy 4,500 0.04
Q4 2000
☰ MTB - M&T Bank Corp. Add 900.00% 18,000 0.20
☰ Y - Alleghany Corp Del Add 112.04% 6,700 0.23
☰ ISCA - International Speedway Cl A Add 15.71% 6,000 0.04
☰ 7CF - Cedar Fair L P Depositry Unit Add 14.41% 5,000 0.02
☰ ETD - Ethan Allen Interiors Inc. Add 9.93% 16,150 0.09
☰ 653607Q - Aegis Rlty Inc Com Add 6.93% 3,000 0.01
☰ MKL - Markel Group Inc. Add 1.86% 1,846 0.06
☰ BRYG - Berkshire Hathaway Cl B Add 1.34% 483 0.19
☰ BRK.A - Berkshire Hathaway CL A Add 1.14% 25 0.29
☰ USG - U S G Corp Com New Buy 72,000 0.27
☰ MU - Micron Technology Inc. Buy 15,000 0.09
☰ STU - Student Ln Corp Com Buy 5,700 0.05
☰ AF - Astoria Finl Corp Com Buy 4,968 0.04
☰ FNMA - Federal Natl Mtg Assn Buy 2,500 0.04
☰ AEP - American Electric Power Buy 4,500 0.03
☰ BMY - Bristol-Myers Squibb Buy 2,790 0.03
☰ FR - First Industrial Realty Trust Inc. Buy 6,000 0.03
☰ NANA - New Anaconda Co Com Buy 75,000 0.00
Q3 2000
☰ WTM - White Mountains Insurance Add 305.13% 11,900 0.56
☰ MKL - Markel Group Inc. Add 105.25% 50,853 1.35
☰ INTC - Intel Corp. Add 100.00% 16,028 0.12
☰ CMH - Clayton Homes Inc Com Add 47.75% 38,250 0.07
☰ C - Citigroup Inc. Add 33.33% 4,243 0.04
☰ ABX - Barrick Gold Corp Com Add 25.48% 4,000 0.01
☰ 3517233Q - Ust Inc Com Add 23.75% 3,000 0.01
☰ RFS - Rfs Hotel Invs Inc Com Add 19.44% 3,500 0.01
☰ BRK.A - Berkshire Hathaway CL A Add 16.91% 318 3.58
☰ 653607Q - Aegis Rlty Inc Com Add 10.74% 4,200 0.01
☰ SKT - Tanger Inc. Add 9.80% 1,000 0.00
☰ RLI - RLI Corp. Add 3.44% 3,225 0.02
☰ JEF - Jefferies Financial Group Inc. Add 1.81% 1,500 0.01
☰ ETD - Ethan Allen Interiors Inc. Buy 162,600 0.81
☰ ISCA - International Speedway Cl A Buy 38,184 0.26
☰ MRKC - Merck & Co Inc Com Buy 8,000 0.10
☰ KLIC - Kulicke & Soffa Ind. Buy 20,000 0.05
☰ ICCC - Immucell Corp Com Par $0.10 Buy 18,776 0.01
Q2 2000
☰ Y - Alleghany Corp Del Add 321.23% 6,810 0.24
☰ CMH - Clayton Homes Inc Com Add 300.50% 60,100 0.11
☰ AXP - American Express Add 194.25% 64,473 0.71
☰ BRK.A - Berkshire Hathaway CL A Add 30.35% 438 5.00
☰ WTM - White Mountains Insurance Add 30.00% 900 0.03
☰ MKL - Markel Group Inc. Add 23.64% 9,239 0.28
☰ 1556464D - Wesco Finl Corp Com Add 18.68% 1,700 0.07
☰ BKT - Blackrock Income Tr Com Add 18.29% 3,000 0.00
☰ JEF - Jefferies Financial Group Inc. Add 12.20% 9,000 0.04
☰ RLI - RLI Corp. Add 10.35% 8,800 0.06
☰ PAA - Plains All Am Pipeline Unit Lt Add 8.33% 1,000 0.00
☰ ABX - Barrick Gold Corp Com Add 6.80% 1,000 0.00
☰ 285943Q - Morgan Stan Dean Wittr Mun Inc Add 6.76% 1,000 0.00
☰ TFA - Morgan Stan Dean Wittr Mun Inc Add 6.37% 1,000 0.00
☰ SABA - Templeton Global Incm Com Add 4.86% 600 0.00
☰ MCY - Mercury Genl Corp New Add 3.77% 75,875 0.38
☰ NYVTX - Davis Ny Venture Fd Cl A Add 0.14% 70 0.00
☰ STU - Student Ln Corp Com Buy 26,600 0.24
☰ 838969Q - Fidelity Natl Finl Inc Com Buy 51,746 0.20
☰ PFE - Pfizer Inc. Buy 9,275 0.09
☰ 653607Q - Aegis Rlty Inc Com Buy 39,100 0.08
☰ BTF - Boulder Total Return Com Buy 25,000 0.06
☰ ALX - Alexander's Inc. Buy 3,029 0.05
☰ GDW - Golden West Finl Del Com Buy 5,748 0.05
☰ SKT - Tanger Inc. Buy 10,200 0.05
☰ 1026388Q - Pmc Cap Inc Com Buy 18,000 0.04
☰ 3517233Q - Ust Inc Com Buy 12,630 0.04
☰ 370016Q - Franchise Fin Corp Com Buy 9,200 0.04
☰ 0760047D - Webb Del Corp Com Buy 10,000 0.03
☰ 6522Q - Dreyfus Strateg Govts Com Buy 11,300 0.02
☰ TOM - Hilfiger Tommy Corp Ord Buy 11,694 0.02
☰ PIM - Putnam Mastr Intr Incm Sh Ben Buy 10,100 0.01
Q1 2000
☰ MKL - Markel Group Inc. Add 1,002.94% 35,534 1.10
☰ MS - Morgan Stanley Add 100.00% 23,870 0.42
☰ RLI - RLI Corp. Add 73.78% 36,100 0.25
☰ RFS - Rfs Hotel Invs Inc Com Add 71.43% 7,500 0.02
☰ TFA - Morgan Stan Dean Wittr Mun Inc Add 46.73% 5,000 0.01
☰ 285943Q - Morgan Stan Dean Wittr Mun Inc Add 43.69% 4,500 0.01
☰ ABX - Barrick Gold Corp Com Add 37.38% 4,000 0.01
☰ FNMA - Federal Natl Mtg Assn Add 23.91% 953 0.01
☰ GLB - Glenborough Rlty Tr Com Add 13.75% 2,200 0.01
☰ BRK.A - Berkshire Hathaway CL A Add 11.51% 149 1.81
☰ TOPP - Topps Inc Com Add 8.33% 2,000 0.00
☰ JEF - Jefferies Financial Group Inc. Add 6.49% 4,500 0.02
☰ SABA - Templeton Global Incm Com Add 5.11% 600 0.00
☰ 1556464D - Wesco Finl Corp Com Add 4.59% 399 0.02
☰ DFZ - Barry R G Corp Ohio Add 3.86% 656 0.00
☰ VNO - Vornado Realty Trust Add 2.99% 489 0.00
☰ BMY - Bristol-Myers Squibb Add 2.82% 100 0.00
☰ KO - Coca Cola Co. Add 0.30% 58 0.00
☰ ELN - Elan Plc Adr Buy 10,000 0.10
☰ WTM - White Mountains Insurance Buy 3,000 0.09
☰ 2896591Q - Imperial Pkg Corp Com Buy 25,082 0.07
☰ GML - Systemax Inc Buy 38,100 0.07
☰ CMH - Clayton Homes Inc Com Buy 20,000 0.04
☰ PAA - Plains All Am Pipeline Unit Lt Buy 12,000 0.04
☰ TNFI - North Face Inc Com Buy 20,000 0.02
Q4 1999
☰ CCPRZ - Coast SAvings Litigation Right Add 628.84% 135,200 0.04
☰ NYVTX - Davis Ny Venture Fd Cl A Add 268.16% 35,563 0.35
☰ UHAL - U-Haul Holding Co. Add 123.86% 49,050 0.25
☰ 3039308Q - Terra Nova Hldgs Ltd Ord Cl A Add 122.29% 251,800 1.53
☰ TOPP - Topps Inc Com Add 100.00% 12,000 0.03
☰ 7CF - Cedar Fair L P Depositry Unit Add 79.74% 78,068 0.31
☰ MCY - Mercury Genl Corp New Add 52.87% 700,218 3.17
☰ BRK.A - Berkshire Hathaway CL A Add 30.18% 300 3.42
☰ RLI - RLI Corp. Add 24.25% 9,550 0.07
☰ PGR - Progressive Corp. Add 19.74% 1,500 0.02
☰ FELE - Franklin Elec Inc Add 9.54% 858 0.01
☰ DFZ - Barry R G Corp Ohio Add 6.93% 1,102 0.00
☰ VNO - Vornado Realty Trust Add 3.87% 608 0.00
☰ BMY - Bristol-Myers Squibb Add 2.91% 100 0.00
☰ 158351Q - Farm Family Holding Inc Add 2.01% 410 0.00
☰ KO - Coca Cola Co. Add 1.05% 200 0.00
☰ 1316020D - Chicago Title Corp Com Buy 60,900 0.57
☰ 329802Q - Midamern Enrg Hldg New Com Buy 23,200 0.16
☰ ALX - Alexander's Inc. Buy 2,890 0.05
☰ WLA - Warner Lambert Co Com Buy 3,300 0.05
☰ GLB - Glenborough Rlty Tr Com Buy 16,000 0.04
☰ JNJ - Johnson & Johnson Buy 2,272 0.04
☰ TOKM - Tokheim Corp Com Buy 60,000 0.04
☰ WM - Waste Management Inc. Buy 10,000 0.04
☰ 285943Q - Morgan Stan Dean Wittr Mun Inc Buy 10,300 0.02
☰ BKT - Blackrock Income Tr Com Buy 16,400 0.02
☰ RFS - Rfs Hotel Invs Inc Com Buy 10,500 0.02
☰ TFA - Morgan Stan Dean Wittr Mun Inc Buy 10,700 0.02
☰ VCST - Viewcast Com Inc Com Buy 20,000 0.02
☰ SABA - Templeton Global Incm Com Buy 11,750 0.01
Q3 1999
☰ MSVP - Meritor Svgs Bk Pa Com Add 271.43% 38,000 0.01
☰ MCY - Mercury Genl Corp New Add 269.20% 965,763 5.32
☰ FNMA - Federal Natl Mtg Assn Add 188.66% 7,052 0.08
☰ 7CF - Cedar Fair L P Depositry Unit Add 152.97% 59,200 0.25
☰ UHAL - U-Haul Holding Co. Add 125.00% 22,000 0.13
☰ LIQB - Liqui Box Corp Add 113.68% 6,480 0.07
☰ 236619Q - R & B Falcon Corp Com Add 74.26% 8,540 0.02
☰ 3039308Q - Terra Nova Hldgs Ltd Ord Cl A Add 65.51% 81,500 0.52
☰ GYD - Gyrodyne Co Amer Inc Com Add 23.92% 3,094 0.01
☰ ATW - Atwood Oceanics Inc Com Add 23.81% 2,000 0.01
☰ KO - Coca Cola Co. Add 22.07% 3,445 0.03
☰ AXP - American Express Add 16.35% 5,393 0.14
☰ NYVTX - Davis Ny Venture Fd Cl A Add 15.20% 1,750 0.05
☰ RLI - RLI Corp. Add 12.02% 4,225 0.03
☰ BRK.A - Berkshire Hathaway CL A Add 9.35% 85 0.93
☰ BRYG - Berkshire Hathaway Cl B Add 8.54% 5,317 1.97
☰ FMCC - Federal Home Ln Mtg Cp Add 7.08% 12,400 0.13
☰ TCT - Town & Ctry Tr Sh Ben Int Add 5.92% 3,569 0.01
☰ 2727195Q - Household Intl Add 5.06% 246,680 1.97
☰ MS - Morgan Stanley Add 2.84% 660 0.01
☰ 351044Q - Mgi Pptys Inc Add 0.95% 1,896 0.00
☰ DIS - Walt Disney Co. Add 0.52% 100 0.00
☰ 1556464D - Wesco Finl Corp Com Add 0.02% 2 0.00
☰ 158351Q - Farm Family Holding Inc Buy 20,377 0.16
☰ 540693Q - Pimco Advisors Hldg LP Ut Ltd Buy 19,920 0.13
☰ FELE - Franklin Elec Inc Buy 8,993 0.12
☰ ISCA - International Speedway Cl A Buy 10,524 0.11
☰ VNO - Vornado Realty Trust Buy 15,727 0.10
☰ GDW - Golden West Finl Del Com Buy 2,859 0.06
☰ SIGI - Selective Ins Group Com Buy 14,700 0.06
☰ ABX - Barrick Gold Corp Com Buy 10,700 0.05
☰ DFZ - Barry R G Corp Ohio Buy 15,905 0.02
☰ TOPP - Topps Inc Com Buy 12,000 0.02
☰ CCPRZ - Coast SAvings Litigation Right Buy 21,500 0.00
Q2 1999
☰ MS - Morgan Stanley Add 891.88% 20,870 0.38
☰ INTC - Intel Corp. Add 435.40% 34,832 0.36
☰ PGR - Progressive Corp. Add 400.00% 8,000 0.20
☰ AXP - American Express Add 86.25% 15,272 0.35
☰ MTB - M&T Bank Corp. Add 76.50% 1,530 0.15
☰ FMCC - Federal Home Ln Mtg Cp Add 40.22% 50,200 0.51
☰ 236619Q - R & B Falcon Corp Com Add 8.49% 900 0.00
☰ NYVTX - Davis Ny Venture Fd Cl A Add 3.23% 360 0.01
☰ 2727195Q - Household Intl Buy 4,875,569 40.27
☰ BRYG - Berkshire Hathaway Cl B Buy 62,255 24.31
☰ BRK.A - Berkshire Hathaway CL A Buy 909 10.92
☰ MCY - Mercury Genl Corp New Buy 358,753 2.13
☰ 351044Q - Mgi Pptys Inc Buy 200,500 0.99
☰ JEF - Jefferies Financial Group Inc. Buy 143,400 0.73
☰ 3039308Q - Terra Nova Hldgs Ltd Ord Cl A Buy 124,400 0.58
☰ 1556464D - Wesco Finl Corp Com Buy 8,700 0.47
☰ RLI - RLI Corp. Buy 35,151 0.24
☰ TCT - Town & Ctry Tr Sh Ben Int Buy 60,300 0.19
☰ 7CF - Cedar Fair L P Depositry Unit Buy 38,700 0.17
☰ CNCEQ - Conseco Inc Com Buy 32,002 0.17
☰ C - Citigroup Inc. Buy 19,732 0.16
☰ NEIC - North East Ins Co Buy 299,000 0.16
☰ Y - Alleghany Corp Del Buy 5,048 0.16
☰ ITG - Investment Tech Group Inc Buy 25,093 0.14
☰ NCDI - Network Computg Device Buy 82,500 0.09
☰ VALU - Value Line Inc Com Buy 13,900 0.09
☰ 550993Q - Anchor Gaming Buy 9,500 0.08
☰ UHAL - U-Haul Holding Co. Buy 17,600 0.07
☰ AHTCQ - Aht Corporation Buy 75,000 0.05
☰ ATW - Atwood Oceanics Inc Com Buy 8,400 0.05
☰ LIQB - Liqui Box Corp Buy 5,700 0.05
☰ BMY - Bristol-Myers Squibb Buy 3,440 0.04
☰ GYD - Gyrodyne Co Amer Inc Com Buy 12,937 0.04
☰ IKN - Ikon Office Solutions Com Buy 15,000 0.04
☰ NKE - NIKE Inc. Buy 3,604 0.04
☰ SCI - Service Corp Intl Com Buy 13,000 0.04
☰ WLA - Warner Lambert Co Com Buy 3,000 0.04
☰ KMAGQ - Komag Inc Com Buy 20,000 0.01
☰ HMARQ - Hvide Marine Inc Cl A Buy 10,000 0.00
☰ MSVP - Meritor Svgs Bk Pa Com Buy 14,000 0.00
Q1 1999
☰ WFC - Wells Fargo Buy 2,168,967 78.47
☰ FMCC - D Federal Home Ln Mtg Cp Buy 124,820 7.38
☰ MKL - Markel Group Inc. Buy 22,200 4.13
☰ AXP - American Express Buy 17,707 2.15
☰ KO - Coca Cola Co. Buy 15,612 0.99
☰ MTB - M&T Bank Corp. Buy 2,000 0.99
☰ INTC - Intel Corp. Buy 8,000 0.98
☰ SPWY - D Penske Motorsports Inc Buy 19,000 0.69
☰ ISCB - D International Speedway Cl B Buy 12,550 0.63
☰ DIS - Walt Disney Co. Buy 19,305 0.62
☰ FNMA - D Federal Natl Mtg Assn Buy 8,538 0.61
☰ MATW - D Matthews Intl Corp Cl A Buy 21,000 0.59
☰ 2942331Q - D Bear Stearns Cos Inc Buy 8,785 0.41
☰ NYVTX - D Davis Ny Venture Fd Cl A Buy 11,152 0.30
☰ PGR - Progressive Corp. Buy 2,000 0.30
☰ MS - Morgan Stanley Buy 2,340 0.24
☰ KCL - D Kansas City Life Ins Buy 2,500 0.21
☰ EPG - D El Paso Elec Co New Buy 17,500 0.14
☰ 236619Q - D R & B Falcon Corp Com Buy 10,600 0.09
☰ TMARQ - D Trico Marine Svcs Inc Buy 14,000 0.08
Home Help notes Contact Terms of Service Privacy