Portfolio holdings sorted by percent of assets
as of March 31, 2008
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|
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Transatlantic Holdings, Inc.
|
TRH
|
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American Express Co.
|
AXP
|
|
Loews Corp.
|
LTR
|
|
D&B Corp.
|
DNB
|
|
JPMorgan Chase & Co.
|
JPM
|
|
Bank of New York Mellon Corp.
|
BK
|
|
Canadian Natural Resources Ltd.
|
CNQ
|
|
Markel Corp.
|
MKL
|
|
American International Group, Inc.
|
AIG
|
|
State Bank of India GDR
|
SBID LI
|
|
Merrill Lynch & Co., Inc.
|
MER
|
|
Moody's Corp.
|
MCO
|
|
Sealed Air Corp.
|
SEE
|
|
Ameriprise Financial, Inc.
|
AMP
|
|
Everest Re Group, Ltd.
|
RE
|
|
Progressive Corp.
|
PGR
|
|
China Life Insurance Co. ADR
|
LFC
|
|
H&R Block, Inc.
|
HRB
|
|
FPIC Insurance Group, Inc.
|
FPIC
|
|
Visa, Inc. Class A
|
V
|
|
First Marblehead Corp.
|
FMD
|
|
Oaktree Capital Group
|
OAKTRZ
|
|
MBIA, Inc.
|
MBI
|
|
RHJ International
|
RHJI BB
|
|
ICICI Bank Limited - ADR
|
IBN
|
|
Ambac Financial Group, Inc.
|
ABK
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