Mraz, Amerine & Associates, Inc. Q2 2021 Filing

Filed August 3, 2021

Portfolio Value

$368.9B

Holdings

175

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (175 positions)

#StockSharesValue% PortfolioType
101
TDWTIDEWATER INC NEW
42,870$517.0M0.14%
102
TAT&T INC
17,332$499.0M0.14%
103
AMRALPHA METALLURGICAL RESOUR I
19,368$496.0M0.13%
104
CMCSACOMCAST CORP NEW
8,511$485.0M0.13%
105
CLFCLEVELAND-CLIFFS INC NEW
22,106$477.0M0.13%
106
DFAIDIMENSIONAL ETF TRUST
16,261$475.0M0.13%
107
GNKGENCO SHIPPING & TRADING LTD
24,488$462.0M0.13%
108
GBDCGOLUB CAP BDC INC
28,066$433.0M0.12%
109
BXBLACKSTONE GROUP INC
4,380$425.0M0.12%
110
VALVALARIS LIMITED
14,698$424.0M0.11%
111
INTCINTEL CORP
7,425$417.0M0.11%
112
SOSOUTHERN CO
6,890$417.0M0.11%
113
FNFFIDELITY NATIONAL FINANCIAL
9,313$405.0M0.11%
114
ZTSZOETIS INC
2,170$404.0M0.11%
115
OECORION ENGINEERED CARBONS S A
21,180$402.0M0.11%
116
NTRNUTRIEN LTD
6,594$400.0M0.11%
117
VGKVANGUARD INTL EQUITY INDEX F
5,737$386.0M0.10%
118
CSCOCISCO SYS INC
7,259$385.0M0.10%
119
GDGENERAL DYNAMICS CORP
2,028$382.0M0.10%
120
OFGOFG BANCORP
17,200$380.0M0.10%
121
VTVVANGUARD INDEX FDS
2,702$371.0M0.10%
122
VEAVANGUARD TAX-MANAGED INTL FD
7,165$369.0M0.10%
123
CATYCATHAY GEN BANCORP
9,185$362.0M0.10%
124
WMBWILLIAMS COS INC
13,625$362.0M0.10%
125
KMBKIMBERLY-CLARK CORP
2,701$361.0M0.10%
126
METMETLIFE INC
5,862$351.0M0.10%
127
LBRDALIBERTY BROADBAND CORP
2,048$344.0M0.09%
128
VTVANGUARD INTL EQUITY INDEX F
3,320$344.0M0.09%
129
MACMACERICH CO
18,837$344.0M0.09%
130
COSTCOSTCO WHSL CORP NEW
852$337.0M0.09%
131
ENBENBRIDGE INC
8,389$336.0M0.09%
132
OSGAMBAC FINL GROUP INC
21,100$330.0M0.09%
133
AGOASSURED GUARANTY LTD
6,443$306.0M0.08%
134
SRESEMPRA ENERGY
2,296$304.0M0.08%
135
DJCODAILY JOURNAL CORP
889$301.0M0.08%
136
PNCPNC FINL SVCS GROUP INC
1,550$296.0M0.08%
137
VTWVVANGUARD SCOTTSDALE FDS
2,002$291.0M0.08%
138
BACVERIZON COMMUNICATIONS INC
5,202$291.0M0.08%
139
IDTIDT CORP
7,813$289.0M0.08%
140
VTIPVANGUARD MALVERN FDS
5,511$289.0M0.08%
141
QCOMQUALCOMM INC
2,000$286.0M0.08%
142
BSMBLACK STONE MINERALS L P
26,543$285.0M0.08%
143
IMOIMPERIAL OIL LTD
9,180$280.0M0.08%
144
ETRENTERGY CORP NEW
2,772$276.0M0.07%
145
GRINDROD SHIPPING HOLDINGS L
24,445$266.0M0.07%
146
EQTEQT CORP
11,914$265.0M0.07%
147
DIAMOND S SHIPPING INC
26,592$265.0M0.07%
148
PTENPATTERSON-UTI ENERGY INC
25,970$258.0M0.07%
149
BHFBRIGHTHOUSE FINL INC
5,668$258.0M0.07%
150
CETCENTRAL SECS CORP
5,990$253.0M0.07%
151
CARSCARS COM INC
16,931$243.0M0.07%
152
TFSLTFS FINL CORP
11,370$231.0M0.06%
153
SLVISHARES SILVER TR
9,538$231.0M0.06%
154
CEF/USPROTT PHYSICAL GOLD & SILVE
12,291$230.0M0.06%
155
GEOSGEOSPACE TECHNOLOGIES CORP
28,070$227.0M0.06%
156
OVLYOAK VY BANCORP OAKDALE CALIF
12,515$227.0M0.06%
157
BACBK OF AMERICA CORP
5,451$225.0M0.06%
158
SLRCSLR INVESTMENT CORP
11,663$217.0M0.06%
159
BATRKUSDLIBERTY MEDIA CORP DEL
7,657$213.0M0.06%
160
LMTLOCKHEED MARTIN CORP
552$209.0M0.06%
161
MRKMERCK & CO INC
2,666$207.0M0.06%
162
CCCHEMOURS CO
5,882$205.0M0.06%
163
UBFOUNITED SEC BANCSHARES CALIF
19,862$162.0M0.04%
164
FUNDSPROTT FOCUS TR INC
16,837$143.0M0.04%
165
METCRAMACO RES INC
25,000$138.0M0.04%
166
NLYEURANNALY CAPITAL MANAGEMENT IN
13,000$115.0M0.03%
167
FTITECHNIPFMC PLC
10,400$94.0M0.03%
168
OXQ1ADVANCED EMISSIONS SOLUTIONS
12,150$90.0M0.02%
169
TKTEEKAY CORPORATION
22,880$85.0M0.02%
170
MTRMESA RTY TR
11,371$72.0M0.02%
171
TTITETRA TECHNOLOGIES INC DEL
16,000$69.0M0.02%
172
WTIW & T OFFSHORE INC
10,000$49.0M0.01%
173
HNRGHALLADOR ENERGY COMPANY
12,500$34.0M0.01%
174
TPHSTRINITY PL HLDGS INC
10,050$21.0M0.01%
175
BORR DRILLING LTD
16,754$14.0M0.00%
PreviousPage 2 of 2