Hope you bought those equities when they were whacked hard earlier this year. LUK @ 11, ditto for BAM, MKL sliced like salami in half from $500, Berkshire down in the low $70s.
Interesting list. I don't own it but Fairfax Financial may fit snuggly in your strong box. Prem Watsa writes an interesting AR and made several counter bets that have paid off handsomely. Crappy insurance companies, though, under the FFX umbrella.
My average cost on those are about 20% above what they are now. But I do not have to sell these for the next 5 to 8 years, as I have 5 years expenses deposited in CD's, and also have a job.
As for FFH, I owned them a couple of years back, I bought at 145, saw it go down below 80, on fitch downgrade & bankrupcy rumors, came back, cashed out at 200. But they are in a better position now, than they were a few years back. I will buy it back, if it falls below 200.