|
Q4 2020
|
26 |
1,042,333 |
AMZN, AFG, META, CB
|
13F-HR
|
2/16/2021 |
000117266121000417 |
|
Q3 2020
|
23 |
611,877 |
GLD, BABA, AMZN, AFG
|
13F-HR
|
11/16/2020 |
000117266120002239 |
|
Q2 2020
|
21 |
471,198 |
AMZN, ATEX, GLD, VRT
|
13F-HR
|
8/14/2020 |
000117266120001733 |
|
Q1 2020
|
24 |
1,003,138 |
BABA, AMZN, META, ATEX
|
13F-HR
|
5/15/2020 |
000117266120001312 |
|
Q4 2019
|
28 |
1,014,936 |
BABA, AFG, FMX, MLM
|
13F-HR
|
2/14/2020 |
000117266120000497 |
|
Q3 2019
|
29 |
965,926 |
AFG, MLM, BABA, ABX.TO
|
13F-HR
|
11/14/2019 |
000117266119002251 |
|
Q2 2019
|
28 |
930,194 |
AFG, ABX.TO, PDVWIRELESS INC, BERY
|
13F-HR
|
8/14/2019 |
000117266119001760 |
|
Q1 2019
|
34 |
931,424 |
RRR, BERY, SPOT, BABA
|
13F-HR
|
5/15/2019 |
000117266119001276 |
|
Q4 2018
|
31 |
752,366 |
META, SPOT, GOOG, TFCF
|
13F-HR
|
2/14/2019 |
000117266119000696 |
|
Q3 2018
|
31 |
705,734 |
DD, RRR, TFCF, PX
|
13F-HR
|
11/14/2018 |
000117266118002108 |
|
Q2 2018
|
23 |
576,401 |
ALLEGHANY CORP DEL, RRR, GOOG, DD
|
13F-HR
|
8/14/2018 |
000117266118001697 |
|
Q1 2018
|
30 |
617,346 |
ALLEGHANY CORP DEL, GOOG, RRR, DD
|
13F-HR
|
5/15/2018 |
000117266118001233 |
|
Q4 2017
|
26 |
496,240 |
ALLEGHANY CORP DEL, TTWO, ATH, RRR
|
13F-HR
|
2/14/2018 |
000117266118000566 |
|
Q3 2017
|
29 |
500,053 |
GOOG, SPY puts, ALLEGHANY CORP DEL, TTWO
|
13F-HR
|
11/14/2017 |
000117266117002040 |
|
Q2 2017
|
29 |
464,603 |
GOOG, SPY puts, ATH, RNR
|
13F-HR
|
8/14/2017 |
000117266117001588 |
|
Q1 2017
|
32 |
412,912 |
GOOG, ATH, PGR, TTWO
|
13F-HR
|
5/15/2017 |
000117266117001087 |
|
Q4 2016
|
32 |
452,428 |
GOOG, PGR, TTWO, SPY puts
|
13F-HR
|
2/14/2017 |
000117266117000632 |
|
Q3 2016
|
32 |
447,773 |
GOOG, PGR, TTWO, EXC
|
13F-HR
|
11/14/2016 |
000117266116004248 |
|
Q2 2016
|
38 |
494,575 |
GOOG, BERY, V, GS
|
13F-HR
|
8/15/2016 |
000117266116003805 |
|
Q1 2016
|
39 |
496,560 |
GOOG, SPY puts, ARMK, BERY
|
13F-HR
|
5/16/2016 |
000117266116003353 |
|
Q4 2015
|
40 |
573,287 |
GOOG, V, GE, ARMK
|
13F-HR
|
2/16/2016 |
000117266116002766 |
|
Q3 2015
|
43 |
580,270 |
GOOG, TSN, SEE, GE
|
13F-HR
|
11/16/2015 |
000117266115002001 |
|
Q2 2015
|
41 |
598,878 |
TSN, SEE, SCHW, LULU
|
13F-HR
|
8/14/2015 |
000117266115001556 |
|
Q1 2015
|
43 |
568,823 |
LPX, SEE, HOUS, MC
|
13F-HR
|
5/15/2015 |
000117266115001125 |
|
Q4 2014
|
41 |
568,563 |
SEE, LPX, HOUS, MC
|
13F-HR
|
2/17/2015 |
000117266115000538 |
|
Q3 2014
|
37 |
515,511 |
SEE, LPX, GILD, DOW
|
13F-HR
|
11/14/2014 |
000117266114001785 |
|
Q2 2014
|
40 |
557,753 |
SEE, TROW, RCL, SEAS
|
13F-HR
|
8/14/2014 |
000117266114001421 |
|
Q1 2014
|
36 |
506,857 |
TROW, JPM, RCL, AXLL
|
13F-HR
|
5/15/2014 |
000117266114001053 |
|
Q4 2013
|
37 |
372,487 |
LAMR, JPM, RCL, MTW
|
RESTATEMENT
|
4/24/2014 |
000117266114000893 |