The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ABBVIE INC | COM | 00287Y109 | 10,949 | 125,000 | SH | SOLE | 125,000 | 0 | 0 | ||
AIR PRODS & CHEMS INC | COM | 009158106 | 11,914 | 40,000 | SH | SOLE | 40,000 | 0 | 0 | ||
ALAMOS GOLD INC | COM CL A | 011532108 | 8,933 | 1,014,364 | SH | SOLE | 1,014,364 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 13,923 | 9,500 | SH | SOLE | 9,500 | 0 | 0 | ||
B2GOLD CORP | COM | 11777Q209 | 4,515 | 693,527 | SH | SOLE | 693,527 | 0 | 0 | ||
BERRY GLOBAL GROUP | COM | 08579W103 | 17,057 | 353,000 | SH | SOLE | 353,000 | 0 | 0 | ||
BRISTOL-MYERS SQUIBB | COM | 110122108 | 16,278 | 270,000 | SH | SOLE | 270,000 | 0 | 0 | ||
CIGNA CORP | COM | 125523100 | 16,094 | 95,000 | SH | SOLE | 95,000 | 0 | 0 | ||
CISCO SYS INC | COM | 17275R102 | 13,373 | 339,500 | SH | SOLE | 339,500 | 0 | 0 | ||
CME GROUP INC | COM | 12572Q105 | 5,019 | 30,000 | SH | SOLE | 30,000 | 0 | 0 | ||
CNA FINL CORP | COM | 126117100 | 7,293,994 | 243,214,203 | SH | SOLE | 243,214,203 | 0 | 0 | ||
COMCAST CORP | CL A | 20030N101 | 18,504 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
CVS HEALTH CORP | COM | 126650100 | 14,016 | 240,000 | SH | SOLE | 240,000 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 9,167 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
GALIANO GOLD INC | COM | 36352H100 | 4,436 | 3,228,506 | SH | SOLE | 3,228,506 | 0 | 0 | ||
GENERAL ELECTRIC | COM | 369604103 | 18,690 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
GENERAL MTRS | COM | 37045V100 | 6,806 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
GOLD STD VENTURES | COM | 380738104 | 2,429 | 3,081,512 | SH | SOLE | 3,081,512 | 0 | 0 | ||
HCA HEALTHCARE INC | COM | 40412C101 | 14,338 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
INGREDION INC | COM | 457187102 | 10,974 | 145,000 | SH | SOLE | 145,000 | 0 | 0 | ||
JACOBS ENGR GROUP INC | COM | 469814107 | 8,349 | 90,000 | SH | SOLE | 90,000 | 0 | 0 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 11,071 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
KEYSIGHT TECHNOLOGIES | COM | 49338L103 | 6,915 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
KIRKLAND LAKE GOLD | COM | 49741E100 | 7,841 | 160,900 | SH | SOLE | 160,900 | 0 | 0 | ||
LKQ CORP | COM | 501889208 | 3,605 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
LYONDELLBASELL INDUSTRIES | SHS - A - | N53745100 | 15,508 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
MARATHON PETE CORP | COM | 56585A102 | 12,029 | 410,000 | SH | SOLE | 410,000 | 0 | 0 | ||
OSISKO GOLD ROYALTIES | COM | 68827L101 | 5,461 | 461,782 | SH | SOLE | 461,782 | 0 | 0 | ||
PRETIUM RES INC | COM | 74139C102 | 4,348 | 339,863 | SH | SOLE | 339,863 | 0 | 0 | ||
PROGRESSIVE CORP | COM | 743315103 | 12,212 | 129,000 | SH | SOLE | 129,000 | 0 | 0 | ||
SPROTT INC | COM NEW | 852066208 | 3,105 | 90,993 | SH | SOLE | 90,993 | 0 | 0 | ||
SS&C TECHNOLOGIES | COM | 78467J100 | 13,012 | 215,000 | SH | SOLE | 215,000 | 0 | 0 | ||
SSR MNG INC | COM | 784730103 | 2,141 | 114,689 | SH | SOLE | 114,689 | 0 | 0 | ||
VISTA GOLD CORP | COM NEW | 927926303 | 3,492 | 3,203,217 | SH | SOLE | 3,203,217 | 0 | 0 | ||
WABTEC | COM | 929740108 | 997 | 16,113 | SH | SOLE | 16,113 | 0 | 0 | ||
WELLS FARGO CO | COM | 949746101 | 10,932 | 465,000 | SH | SOLE | 465,000 | 0 | 0 | ||
WESTERN DIGITAL CORP | COM | 958102105 | 18,275 | 500,000 | SH | SOLE | 500,000 | 0 | 0 |