Mraz, Amerine & Associates, Inc. Q4 2019 Filing

Filed February 10, 2020

Portfolio Value

$350.4B

Holdings

169

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (169 positions)

#StockSharesValue% PortfolioType
101
GHCGRAHAM HLDGS CO
625$399.0M0.11%
102
PEPPEPSICO INC
2,858$391.0M0.11%
103
SPYSPDR S&P 500 ETF TR
1,188$382.0M0.11%
104
BHFBRIGHTHOUSE FINL INC
9,676$380.0M0.11%
105
CTVACORTEVA INC
12,807$379.0M0.11%
106
PSLV/USPROTT PHYSICAL SILVER TR
57,413$375.0M0.11%
107
PFEPFIZER INC
9,370$367.0M0.10%
108
SLVISHARES SILVER TRUST
21,990$367.0M0.10%
109
CATYCATHAY GEN BANCORP
9,500$361.0M0.10%
110
VGKVANGUARD INTL EQUITY INDEX F
6,165$361.0M0.10%
111
FCXFREEPORT-MCMORAN INC
27,463$360.0M0.10%
112
AERAERCAP HOLDINGS NV
5,782$355.0M0.10%
113
SCORPIO BULKERS INC
53,800$343.0M0.10%
114
CMBTEURONAV NV ANTWERPEN
26,591$333.0M0.10%
115
NTRNUTRIEN LTD
6,934$332.0M0.09%
116
SLBSCHLUMBERGER LTD
8,237$331.0M0.09%
117
ZTSZOETIS INC
2,500$331.0M0.09%
118
OECORION ENGINEERED CARBONS S A
17,080$330.0M0.09%
119
METMETLIFE INC
6,462$329.0M0.09%
120
DIAMOND S SHIPPING INC
19,367$324.0M0.09%
121
PTENPATTERSON UTI ENERGY INC
30,500$320.0M0.09%
122
BACVERIZON COMMUNICATIONS INC
5,202$319.0M0.09%
123
VTVANGUARD INTL EQUITY INDEX F
3,900$316.0M0.09%
124
ENBENBRIDGE INC
7,820$311.0M0.09%
125
MRKMERCK & CO INC
3,182$289.0M0.08%
126
CUBICUSTOMERS BANCORP INC
11,800$281.0M0.08%
127
BORR DRILLING LTD
30,862$279.0M0.08%
128
OVLYOAK VALLEY BANCORP OAKDALE C
14,265$278.0M0.08%
129
LBRDALIBERTY BROADBAND CORP
2,196$274.0M0.08%
130
ALLYALLY FINL INC
8,849$270.0M0.08%
131
BATRKUSDLIBERTY MEDIA CORP DELAWARE
9,092$269.0M0.08%
132
GNKGENCO SHIPPING & TRADING LTD
25,284$269.0M0.08%
133
9990302DAPACHE CORP
10,414$266.0M0.08%
134
DJCODAILY JOURNAL CORP
889$258.0M0.07%
135
ALKALASKA AIR GROUP INC
3,800$257.0M0.07%
136
SNYSANOFI
5,100$256.0M0.07%
137
PBTPERMIAN BASIN RTY TR
65,000$252.0M0.07%
138
JPMJPMORGAN CHASE & CO
1,787$249.0M0.07%
139
SLRCSOLAR CAP LTD
11,763$243.0M0.07%
140
CONTANGO OIL & GAS COMPANY
64,832$238.0M0.07%
141
RSPINVESCO EXCHANGE TRADED FD T
2,032$235.0M0.07%
142
VIGIVANGUARD WHITEHALL FDS INC
3,248$234.0M0.07%
143
ARGO GROUP INTL HLDGS LTD
3,560$234.0M0.07%
144
CLXCLOROX CO DEL
1,500$230.0M0.07%
145
TSITCW STRATEGIC INCOME FUND IN
39,433$228.0M0.07%
146
UBFOUNITED SECURITY BANCSHARES C
21,049$226.0M0.06%
147
EBAEBAY INC
6,200$224.0M0.06%
148
UNPUNION PACIFIC CORP
1,215$220.0M0.06%
149
CSWCSW INDUSTRIALS INC
2,800$216.0M0.06%
150
LMTLOCKHEED MARTIN CORP
552$215.0M0.06%
151
9KGNEXTIER OILFIELD SOLUTIONS I
31,575$212.0M0.06%
152
PGPROCTER & GAMBLE CO
1,668$208.0M0.06%
153
VODVODAFONE GROUP PLC NEW
10,309$199.0M0.06%
154
BSMBLACK STONE MINERALS L P
15,200$193.0M0.06%
155
TRCTEJON RANCH CO
10,957$175.0M0.05%
156
ARANTERO RES CORP
56,431$161.0M0.05%
157
NLYEURANNALY CAP MGMT INC
16,000$151.0M0.04%
158
TKTEEKAY CORPORATION
26,000$138.0M0.04%
159
TDAYGANNETT CO INC NEW
20,365$130.0M0.04%
160
RGTROYCE GLOBAL VALUE TR INC
10,810$126.0M0.04%
161
FUNDSPROTT FOCUS TR INC
16,837$124.0M0.04%
162
SWN1EURSOUTHWESTERN ENERGY CO
49,100$119.0M0.03%
163
VALARIS PLC
17,002$112.0M0.03%
164
GRINDROD SHIPPING HOLDINGS L
17,246$112.0M0.03%
165
CONTURA ENERGY INC
12,318$111.0M0.03%
166
CLFCLEVELAND CLIFFS INC
12,120$102.0M0.03%
167
TPHSTRINITY PL HLDGS INC
15,350$46.0M0.01%
168
HNRGHALLADOR ENERGY COMPANY
14,665$44.0M0.01%
169
NENOBLE CORP PLC
32,875$40.0M0.01%
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