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 |
| AMERICAN INTL GROUP INC | *W EXP 01/19/202 | 026874156 | 535,576 | 23,593,673 | SH | SOLE | 1 | 22,949,034 | 0 | 644,639 | |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 42,214 | 742,936 | SH | SOLE | 79,082 | 0 | 663,854 | ||
| ASA GOLD AND PRECIOUS MTLS L | SHS | G3156P103 | 4,520 | 578,000 | SH | SOLE | 1 | 578,000 | 0 | 0 | |
| BANK AMER CORP | *W EXP 01/16/201 | 060505146 | 80,382 | 14,028,188 | SH | SOLE | 1,2 | 12,645,488 | 0 | 1,382,700 | |
| BANK AMER CORP | *W EXP 10/28/201 | 060505153 | 408 | 1,455,701 | SH | SOLE | 2 | 1,455,701 | 0 | 0 | |
| BANK AMER CORP | COM | 060505104 | 428,815 | 27,523,418 | SH | SOLE | 1 | 23,931,315 | 0 | 3,592,103 | |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 586 | 3 | SH | SOLE | 0 | 0 | 3 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 18,764 | 143,892 | SH | SOLE | 105,442 | 0 | 38,450 | ||
| CANADIAN NAT RES LTD | COM | 136385101 | 188,869 | 9,710,500 | SH | SOLE | 1 | 9,310,900 | 0 | 399,600 | |
| CITIGROUP INC | COM NEW | 172967424 | 149,326 | 3,010,000 | SH | SOLE | 1 | 3,010,000 | 0 | 0 | |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 109,365 | 754,400 | SH | SOLE | 1 | 723,900 | 0 | 30,500 | |
| LANDS END INC NEW | COM | 51509F105 | 50,328 | 1,863,327 | SH | SOLE | 1 | 1,863,327 | 0 | 0 | |
| LEUCADIA NATL CORP | COM | 527288104 | 206,832 | 10,208,903 | SH | SOLE | 1 | 9,436,271 | 0 | 772,632 | |
| MRC GLOBAL INC | COM | 55345K103 | 59,445 | 5,331,400 | SH | SOLE | 1 | 4,912,600 | 0 | 418,800 | |
| NATIONAL OILWELL VARCO INC | COM | 637071101 | 62,266 | 1,653,800 | SH | SOLE | 1 | 1,465,300 | 0 | 188,500 | |
| NOW INC | COM | 67011P100 | 99,936 | 6,752,400 | SH | SOLE | 1 | 6,421,900 | 0 | 330,500 | |
| SEARS CDA INC | COM | 81234D109 | 116,721 | 17,901,955 | SH | SOLE | 1,2 | 16,199,598 | 0 | 1,702,357 | |
| SEARS HLDGS CORP | COM | 812350106 | 602,293 | 26,650,148 | SH | SOLE | 1,2 | 22,118,173 | 0 | 4,531,975 | |
| SEARS HLDGS CORP | *W EXP 12/15/201 | 812350155 | 117,887 | 6,736,391 | SH | SOLE | 1,2 | 5,915,249 | 0 | 821,142 | |
| SEARS HOMETOWN & OUTLET STOR | COM | 812362101 | 3,282 | 409,800 | SH | SOLE | 1 | 409,800 | 0 | 0 | |
| SERITAGE GROWTH PPTYS | CL A | 81752R100 | 125,430 | 3,367,250 | SH | SOLE | 1 | 3,367,250 | 0 | 0 | |
| ST JOE CO | COM | 790148100 | 467,813 | 24,454,440 | SH | SOLE | 1 | 23,603,302 | 0 | 851,138 | |