High-Conviction Holdings

High-conviction holdings Q3 2019.

StockAvg. Weighting
Bank of America Corp
  • Daily Journal Corp.
  • Locust Wood Capital Advisers
  • Lafayette Investments
14.76%
WELLS FARGO CO NEW
  • Daily Journal Corp.
  • Markel Corporation
  • Lincoln Capital
  • Lafayette Investments
13.45%
AERCAP HOLDINGS
  • Donald Smith & Co.
11.83%
AIR FRANCE-KLM
  • Donald Smith & Co.
9.27%