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 | COM | 017175100 | 17,849 | 44,627 | SH | SOLE | 36,827 | 0 | 7,800 | ||
| Barrick Gold Corp | COM | 067901108 | 29,866 | 1,694,050 | SH | SOLE | 1,382,230 | 0 | 311,820 | ||
| Berkshire Hathaway Inc Cl B | CL B NEW | 084670702 | 20,526 | 173,128 | SH | SOLE | 118,320 | 0 | 54,808 | ||
| Blackberry Ltd | COM | 09228f103 | 2,232 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| Devon Energy Corp | COM | 25179m103 | 11,833 | 191,250 | SH | SOLE | 191,250 | 0 | 0 | ||
| EXCO Resources Inc | COM | 269279402 | 7,986 | 1,503,888 | SH | SOLE | 1,503,888 | 0 | 0 | ||
| Federated Investors Inc PA Cl | CL B | 314211103 | 14,680 | 509,730 | SH | SOLE | 337,360 | 0 | 172,370 | ||
| Goldcorp Inc | COM | 380956409 | 7,991 | 368,750 | SH | SOLE | 368,750 | 0 | 0 | ||
| Google Inc Cl A | CL A | 38259p508 | 25,440 | 22,700 | SH | SOLE | 15,593 | 0 | 7,107 | ||
| Harbinger Group Inc | COM | 41146a106 | 4,147 | 350,000 | SH | SOLE | 350,000 | 0 | 0 | ||
| Hewlett Packard Co | COM | 428236103 | 74,326 | 2,656,396 | SH | SOLE | 2,231,785 | 0 | 424,611 | ||
| Leucadia Natl Corp | COM | 527288104 | 33,815 | 1,193,185 | SH | SOLE | 944,556 | 0 | 248,629 | ||
| Microsoft Corp | COM | 594918104 | 36,963 | 988,060 | SH | SOLE | 809,950 | 0 | 178,110 | ||
| Republic Services Inc | COM | 760759100 | 6,929 | 208,690 | SH | SOLE | 181,660 | 0 | 27,030 | ||
| Seacor Holdings Inc | COM | 811904101 | 6,608 | 72,461 | SH | SOLE | 62,196 | 0 | 10,265 | ||
| Sears Holdings Corp | COM | 812350106 | 14,376 | 293,142 | SH | SOLE | 258,099 | 0 | 35,043 | ||
| Spectrum Brands Holdings Inc | COM | 84763r101 | 46,726 | 662,311 | SH | SOLE | 572,266 | 0 | 90,045 | ||
| Sprint Corp Ser 1 | COM SER 1 | 85207u105 | 10,859 | 1,010,106 | SH | SOLE | 819,596 | 0 | 190,510 | ||
| Staples Inc | COM | 855030102 | 18,946 | 1,192,330 | SH | SOLE | 1,157,880 | 0 | 34,450 | ||
| Systemax Inc | COM | 871851101 | 7,215 | 641,352 | SH | SOLE | 438,806 | 0 | 202,546 | ||
| Walter Inv Mgmt Corp | COM | 93317w102 | 39,365 | 1,113,259 | SH | SOLE | 910,507 | 0 | 202,752 | ||
| White Mountains Ins Group Ltd | COM | g9618e107 | 22,287 | 36,955 | SH | SOLE | 30,925 | 0 | 6,030 | ||
| WPX Energy Inc | COM | 98212b103 | 19,103 | 937,349 | SH | SOLE | 937,349 | 0 | 0 | ||
| ProShares UltraShort FTSE Euro | ULTRASHORT EUROP | 74348a301 | 1,433 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
| Deutsche Bank AG 3X Inv Japan | 3X INV JAP GOV | 25154p188 | 2,631 | 149,487 | SH | SOLE | 149,487 | 0 | 0 | ||
| Deutsche Bank AG Inv Jap Govt | INV JAP GOV BD | 25154p170 | 2,007 | 103,624 | SH | SOLE | 103,624 | 0 | 0 | ||