|
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
|
AMERICAN INTERNATIONAL GROUP INC
| AIG | COM | 32,789,000 | 7,321,200 | 1,129,253,000 | 138,555,580 | 10.54 | |
Hist
| 06/30/2010 |
|
SEARS HOLDINGS CORP
| SHLD | Common | 14,037,171 | -914,468 | 907,510,000 | -340,204,000 | 8.47 | |
Hist
| 06/30/2010 |
|
CITIGROUP INC
| C | Common | 237,323,200 | 22,624,926 | 892,335,000 | 181,684,000 | 8.33 | |
Hist
| 06/30/2010 |
|
GOLDMAN SACHS GROUP INC
| GS | Common | 5,990,601 | 5,990,601 | 786,386,000 | 786,386,000 | 7.34 | |
Hist
| 06/30/2010 |
|
BANK OF AMERICA CORP /DE/
| BAC | Common | 54,092,500 | 54,092,500 | 777,309,000 | 777,309,000 | 7.25 | |
Hist
| 06/30/2010 |
|
ST JOE CO
| JOE | Common | 26,799,155 | -34,313 | 620,669,000 | -154,550,000 | 5.79 | |
Hist
| 06/30/2010 |
|
HUMANA INC
| HUM | Common | 13,105,900 | -2,773,700 | 598,546,000 | -98,410,000 | 5.59 | |
Hist
| 06/30/2010 |
|
AMERICREDIT CORP
| ACF | Common | 24,811,327 | -10,537,772 | 488,783,142 | -184,263,858 | | |
Hist
| 07/21/2010 |
|
BERKSHIRE HATHAWAY INC
| BRK.A | Common | 3,966 | 41 | 475,920,000 | 86,560,000 | 4.44 | |
Hist
| 06/30/2010 |
|
REGIONS FINANCIAL CORP
| RF | Common | 71,912,214 | 28,548,810 | 473,182,000 | 243,790,000 | 4.42 | |
Hist
| 06/30/2010 |
|
Spirit AeroSystems Holdings, Inc.
| SPR | COM CL A | 22,700,398 | 22,700,398 | 432,676,000 | 432,676,000 | 4.04 | |
Hist
| 06/30/2010 |
|
CIT GROUP INC
| CIT | COM | 12,239,529 | -2,081,809 | 414,430,000 | 19,018,000 | 3.87 | |
Hist
| 06/30/2010 |
|
LEUCADIA NATIONAL CORP
| LUK | Common | 19,711,641 | -536,003 | 384,591,000 | -97,100,000 | 3.59 | |
Hist
| 06/30/2010 |
|
MORGAN STANLEY
| MS | Common | 16,257,800 | 16,257,800 | 377,344,000 | 377,344,000 | 3.52 | |
Hist
| 06/30/2010 |
|
AMERICAN INTERNATIONAL GROUP INC
| AIG/PA | Preferred | 29,895,726 | 29,895,726 | 286,999,000 | 286,999,000 | 2.68 | |
Hist
| 06/30/2010 |
|
HERTZ GLOBAL HOLDINGS INC
| HTZ | Common | 28,926,400 | -30,212,566 | 273,645,000 | -431,291,000 | 2.55 | |
Hist
| 06/30/2010 |
|
BP PLC
| BP | SPONSORED ADR | 9,435,900 | 9,435,900 | 272,509,000 | 272,509,000 | 2.54 | |
Hist
| 06/30/2010 |
|
COMCAST CORP
| CMCSK | Common | 16,294,100 | 1,773,200 | 267,712,000 | 35,232,000 | 2.50 | |
Hist
| 06/30/2010 |
|
WELLCARE HEALTH PLANS, INC.
| WCG | Common | 7,443,078 | -439,731 | 176,717,000 | -113,055,000 | 1.65 | |
Hist
| 06/30/2010 |
|
MBIA INC
| MBI | Common | 22,736,200 | 22,736,200 | 127,550,000 | 127,550,000 | 1.19 | |
Hist
| 06/30/2010 |
|
RSC Holdings Inc.
| RRR | COMMON | 14,838,500 | 4,024,900 | 91,554,000 | 15,426,000 | 0.85 | |
Hist
| 06/30/2010 |
|
Winthrop Realty Trust
| FUR | Common | 4,203,847 | -93,823 | 53,876,000 | 7,203,000 | 0.50 | |
Hist
| 06/30/2010 |
|
TAL International Group, Inc.
| TAL | Common | 1,868,653 | -534,089 | 39,889,000 | 9,690,000 | 0.37 | 6.09 |
Hist
| 06/30/2010 |
|
COMCAST CORP
| CMCSA | Common | 139,018 | -8,892,582 | 2,415,000 | -149,858,000 | 0.02 | |
Hist
| 06/30/2010 |
|
DAILY JOURNAL CORP
| DJCO | Common | 11,050 | -5,500 | 753,000 | -273,000 | 0.01 | |
Hist
| 06/30/2010 |
|
|