As discussed in another thread, the major stock holdings are doing well. I quickly put this together but need to head off to work. Only need the share count:
Ticker Shares 11/2/2017 1/10/2018 % increase Increase in BV
BB 96,700,000 $10.78 $14.40 33.58% $350,054,000.00
RFP TBD $5.85 $11.10 89.74%
EGFEY TBD $0.44 $0.52 18.88%
KW TBD $19.55 $17.75 -9.21%
IPI TBD $3.91 $4.22 7.93%
USG TBD $34.45 $39.90 15.82%