Mraz, Amerine & Associates, Inc. Q2 2023 Filing

Filed July 25, 2023

Portfolio Value

$425.6B

Holdings

182

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (182 positions)

#StockSharesValue% PortfolioType
101
SYLDCAMBRIA ETF TR
3,548$00.00%
102
FNFFIDELITY NATIONAL FINANCIAL
9,051$00.00%
103
WYWEYERHAEUSER CO MTN BE
14,481$00.00%
104
PSLV/USPROTT PHYSICAL SILVER TR
84,725$00.00%
105
TFSLTFS FINL CORP
12,280$00.00%
106
LMTLOCKHEED MARTIN CORP
934$00.00%
107
AMATAPPLIED MATLS INC
3,776$00.00%
108
UBFOUNITED SEC BANCSHARES CALIF
19,862$00.00%
109
POWWAMMO INC
10,000$00.00%
110
WFGWEST FRASER TIMBER CO LTD
7,871$00.00%
111
ENBENBRIDGE INC
8,076$00.00%
112
NVSNNOVARTIS AG
6,431$00.00%
113
AVESAMERICAN CENTY ETF TR
19,046$00.00%
114
CSWCSW INDUSTRIALS INC
1,600$00.00%
115
IAU*ISHARES GOLD TR
20,767$00.00%
116
CMCSACOMCAST CORP NEW
8,511$00.00%
117
MTRMESA RTY TR
11,716$00.00%
118
IPINTERNATIONAL PAPER CO
8,650$00.00%
119
GRINDROD SHIPPING HOLDINGS L
15,745$00.00%
120
SOURCE CAP INC
16,640$00.00%
121
HALHALLIBURTON CO
7,253$00.00%
122
VIGVANGUARD SPECIALIZED FUNDS
5,610$00.00%
123
BATRKUSDLIBERTY MEDIA CORP DEL
6,963$00.00%
124
EBAEBAY INC.
13,713$00.00%
125
GDGENERAL DYNAMICS CORP
2,015$00.00%
126
AQLTISHARES TR
8,920$00.00%
127
RVTROYCE VALUE TR INC
64,838$00.00%
128
OSGAMBAC FINL GROUP INC
27,030$00.00%
129
FWONALIBERTY MEDIA CORP DEL
11,801$00.00%
130
CEF/USPROTT PHYSICAL GOLD & SILVE
12,291$00.00%
131
OXQ1ADVANCED EMISSIONS SOLUTIONS
15,800$00.00%
132
MCKMCKESSON CORP
515$00.00%
133
TPHSTRINITY PL HLDGS INC
11,847$00.00%
134
GEOSGEOSPACE TECHNOLOGIES CORP
23,931$00.00%
135
FUNDSPROTT FOCUS TR INC
16,837$00.00%
136
AGOASSURED GUARANTY LTD
12,880$00.00%
137
NTRNUTRIEN LTD
16,644$00.00%
138
METMETLIFE INC
4,912$00.00%
139
DJCODAILY JOURNAL CORP
889$00.00%
140
WFCWELLS FARGO CO NEW
12,309$00.00%
141
2L9BLUEPRINT MEDICINES CORP
6,571$00.00%
142
FTITECHNIPFMC PLC
17,403$00.00%
143
IMOIMPERIAL OIL LTD
9,180$00.00%
144
VGSHVANGUARD SCOTTSDALE FDS
3,865$00.00%
145
DFEVDIMENSIONAL ETF TRUST
9,340$00.00%
146
INSWINTERNATIONAL SEAWAYS INC
10,508$00.00%
147
SRESEMPRA
2,296$00.00%
148
DOWDOW INC
12,301$00.00%
149
LUMNLUMEN TECHNOLOGIES INC
350,291$00.00%
150
IVOLKRANESHARES TR
47,230$00.00%
151
USBUS BANCORP DEL
12,808$00.00%
152
CCCHEMOURS CO
5,882$00.00%
153
WABCWESTAMERICA BANCORPORATION
7,721$00.00%
154
BURBURFORD CAP LTD
48,389$00.00%
155
DUHPDIMENSIONAL ETF TRUST
8,009$00.00%
156
GOLDGOLDMINING INC
10,000$00.00%
157
LBTYBLIBERTY GLOBAL PLC
26,246$00.00%
158
SWN1EURSOUTHWESTERN ENERGY CO
97,152$00.00%
159
PTENPATTERSON-UTI ENERGY INC
24,344$00.00%
160
P5YBRF SA
22,725$00.00%
161
CVECENOVUS ENERGY INC
10,163$00.00%
162
MRO*MARATHON OIL CORP
8,788$00.00%
163
OVLYOAK VY BANCORP OAKDALE CALIF
10,252$00.00%
164
VEAVANGUARD TAX-MANAGED FDS
6,097$00.00%
165
CVSCVS HEALTH CORP
9,621$00.00%
166
QCOMQUALCOMM INC
2,555$00.00%
167
BXMTBLACKSTONE MTG TR INC
15,920$00.00%
168
TTITETRA TECHNOLOGIES INC DEL
22,000$00.00%
169
OXY/WSOCCIDENTAL PETE CORP
6,561$00.00%
170
LADLITHIA MTRS INC
711$00.00%
171
BXBLACKSTONE INC
3,733$00.00%
172
QUREUNIQURE NV
15,764$00.00%
173
XOMEXXON MOBIL CORP
2,228$00.00%
174
CSCOCISCO SYS INC
5,920$00.00%
175
SAFESAFEHOLD INC
10,041$00.00%
176
COSTCOSTCO WHSL CORP NEW
986$00.00%
177
DDDUPONT DE NEMOURS INC
12,181$00.00%
178
PDSPRECISION DRILLING CORP
5,413$00.00%
179
VONVVANGUARD SCOTTSDALE FDS
12,962$00.00%
180
CTVACORTEVA INC
12,647$00.00%
181
UHALU HAUL HOLDING COMPANY
6,771$00.00%
182
NLSUSDNAUTILUS INC
11,517$00.00%
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