Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting Berkshire Hathaway Inc,BRKA,cl a,Sell,084670108,338406000.0,1063.0,13.093 Bank of America Corp,BAC,,Sell,060505104,274544000.0,9467030.0,10.622 iShares Gold Trust,IAU,ishares,Sell,464285105,225855000.0,16729980.0,8.739 Schlumberger Ltd,SLB,,Sell,806857108,221421000.0,5571751.0,8.567 Acuity Brands Inc,AYI,,Sell,00508Y102,206947000.0,1500592.0,8.007 Cimarex Energy Co,XEC,,Sell,171798101,176087000.0,2967917.0,6.813 Mastercard Inc,MA,cl a,Sell,57636Q104,150214000.0,567851.0,5.812 Goldman Sachs,GS,,Sell,38141G104,143339000.0,700580.0,5.546 News Corp,NWSA,cl a,Sell,65249B109,110125000.0,8163469.0,4.261 Berkshire Hathaway Inc,BRKB,cl b,Buy,084670702,95382000.0,447448.0,3.69 LKQ Corp,LKQ,,Sell,501889208,81149000.0,3049577.0,3.14 Qurate Retail Inc,QRTEA,,Buy,74915M100,70118000.0,5659240.0,2.713 Criteo SA,CRTO,spon ads,Sell,226718104,67373000.0,3914748.0,2.607 United Technologies Corp,UTX,,Sell,913017109,65822000.0,505547.0,2.547 Astronics Corp,ATRO,,Sell,046433108,59758000.0,1485768.0,2.312 Alphabet Inc,GOOG,cap stk cl c,Sell,02079K107,55246000.0,51111.0,2.138 Arcos Dorados Holdings Inc,ARCO,,Sell,G0457F107,52246000.0,7176634.0,2.021 Sina Corp,SINA,,New,G81477104,48078000.0,1114712.0,1.86 Baidu Inc,BIDU,spon adr rep a,Sell,056752108,41361000.0,352432.0,1.6 Oracle Corp,ORCL,,Sell,68389X105,37887000.0,665034.0,1.466 Net 1 UEPS Technologies,UEPS,,Sell,64107N206,31270000.0,7817461.0,1.21 Alphabet Inc,GOOGL,cap stk cl a,Sell,02079K305,17488000.0,16151.0,0.677 Phoenix New Media Ltd,FENG,spon ads,Buy,71910C103,14455000.0,4447732.0,0.559