The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information 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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
1/100 Berkshire Hthwy Cl A COM CL A 084670108   634,440 100 SH   SOLE 0 100 0 0
Alphabet Inc. Class C COM CL C 02079K107   103,918,668 682,508 SH   SOLE 0 681,858 650 0
Apple Inc. COM 037833100   540,162 3,150 SH   SOLE 0 3,150 0 0
Arcadium Lithium Plc COM G0508H110   21,901,533 5,081,562 SH   SOLE 0 4,189,025 892,537 0
Ardagh Metal Packaging S.A. COM L02235106   48,020 14,000 SH   SOLE 0 14,000 0 0
Atlanta Braves Holdings Inc Class A COM CL A 047726104   2,530,760 60,400 SH   SOLE 0 52,000 8,400 0
Atlanta Braves Holdings Inc Class C COM CL C 047726302   61,919,826 1,585,249 SH   SOLE 0 1,273,640 311,609 0
Avantor, Inc. COM 05352A100   74,520,876 2,914,387 SH   SOLE 0 2,904,987 9,400 0
Axalta Coating Systems Ltd COM G0750C108   108,658,697 3,159,602 SH   SOLE 0 2,925,302 234,300 0
Bank of America Corp COM 060505104   134,669,782 3,551,418 SH   SOLE 0 3,551,418 0 0
Baxter InterN/AtioN/Al COM 071813109   117,256,036 2,743,473 SH   SOLE 0 2,743,473 0 0
Berkshire Hathaway Inc. Cl B COM CL B 084670702   117,456,539 279,313 SH   SOLE 0 279,313 0 0
Blacksky Technology In Com Cl A COM CL A 09263B108   20,400 15,000 SH   SOLE 0 15,000 0 0
BWX Technologies, Inc. COM 05605H100   57,208,174 557,476 SH   SOLE 0 457,916 99,560 0
Carter's Inc COM 146229109   70,791,210 835,985 SH   SOLE 0 784,368 51,617 0
Constellation Brands, Inc. Class A COM CL A 21036P108   1,299,013 4,780 SH   SOLE 0 4,780 0 0
Corning Inc. COM 219350105   103,800,453 3,149,286 SH   SOLE 0 3,149,286 0 0
Devon Energy Corporation COM 25179M103   82,136,621 1,636,840 SH   SOLE 0 1,580,866 55,974 0
Dun & Bradstreet Holdings Inc COM 26484T106   49,261,511 4,906,525 SH   SOLE 0 4,034,725 871,800 0
Ecovyst Inc. COM 27923Q109   57,396,275 5,147,648 SH   SOLE 0 4,189,061 958,587 0
Elanco Animal Health Inc COM 28414H103   177,342,891 10,893,298 SH   SOLE 0 10,220,279 673,019 0
Envista Holdings Corp. COM 29415F104   26,224,708 1,226,600 SH   SOLE 0 1,008,000 218,600 0
Equifax Inc. COM 294429105   481,536 1,800 SH   SOLE 0 1,800 0 0
Exxon Mobil Corp Com COM 30231G102   430,088 3,700 SH   SOLE 0 3,700 0 0
General Electric Company COM 369604301   279,908 1,595 SH   SOLE 0 1,595 0 0
General Motors Company COM 37045V100   45,855,820 1,011,154 SH   SOLE 0 1,011,154 0 0
Goldman Sachs Group COM 38141G104   1,065,109 2,550 SH   SOLE 0 2,550 0 0
Graphic Packaging Holding Company COM 388689101   202,989,194 6,956,449 SH   SOLE 0 6,534,038 422,411 0
Hanesbrands, Inc. COM 410345102   226,648 39,077 SH   SOLE 0 39,077 0 0
Infinera Corporation COM 45667G103   111,971,269 18,569,033 SH   SOLE 0 16,682,271 1,886,762 0
Ingredion, Inc. COM 457187102   61,653,565 527,630 SH   SOLE 0 431,755 95,875 0
JPMorgan Chase & Co. COM 46625H100   576,864 2,880 SH   SOLE 0 2,880 0 0
L3Harris Technologies Inc COM 502431109   117,668,279 552,174 SH   SOLE 0 552,174 0 0
Levi Strauss & Co. Class A COM CL A 52736R102   339,830 17,000 SH   SOLE 0 17,000 0 0
Lions Gate Entertainment Corp. Cl A COM CL A 535919401   10,525,996 1,057,889 SH   SOLE 0 1,057,889 0 0
Lions Gate Entertainment Corp. Cl B COM CL B 535919500   160,389,050 17,227,610 SH   SOLE 0 16,109,772 1,117,838 0
Live N/Ation Entertainment, Inc. COM 538034109   507,696 4,800 SH   SOLE 0 4,800 0 0
Madison Square Garden Sports Corp. Class A COM CL A 55825T103   51,569,281 279,478 SH   SOLE 0 230,608 48,870 0
Micron Technology Inc. COM 595112103   152,753,161 1,295,726 SH   SOLE 0 1,295,726 0 0
Microsoft Corp COM 594918104   566,277 1,346 SH   SOLE 0 1,346 0 0
Mohawk Industries, Inc. COM 608190104   191,363,012 1,462,014 SH   SOLE 0 1,373,706 88,308 0
N/Asdaq, Inc. COM 631103108   88,582,178 1,403,838 SH   SOLE 0 1,403,838 0 0
Olin Corporation COM 680665205   294,000 5,000 SH   SOLE 0 5,000 0 0
PENN Entertainment, Inc. COM 707569109   187,007,923 10,269,518 SH   SOLE 0 9,649,118 620,400 0
Procter & Gamble Co COM 742718109   354,290 2,184 SH   SOLE 0 2,184 0 0
Royal Caribbean Group COM V7780T103   278,020 2,000 SH   SOLE 0 2,000 0 0
RPC Energy Services COM 749660106   92,880 12,000 SH   SOLE 0 12,000 0 0
Sensata Technologies Holding PLC COM G8060N102   160,348,974 4,364,425 SH   SOLE 0 4,083,925 280,500 0
SS&C Technologies Holdings, Inc. COM 78467J100   122,306,675 1,900,057 SH   SOLE 0 1,900,057 0 0
Thermo Fisher Scientific, Inc COM 883556102   1,218,797 2,097 SH   SOLE 0 2,097 0 0
Topgolf Callaway Brands Corp. COM 131193104   181,444,427 11,221,053 SH   SOLE 0 10,543,853 677,200 0
TreeHouse Foods, Inc. COM 89469A104   50,660,123 1,300,645 SH   SOLE 0 1,065,798 234,847 0
Ultra Clean Holdings, Inc. COM 90385V107   61,895,605 1,347,314 SH   SOLE 0 1,106,538 240,776 0
Urban Outfitters, Inc. COM 917047102   15,822,986 364,417 SH   SOLE 0 303,652 60,765 0
Vail Resorts Inc Com COM 91879Q109   445,660 2,000 SH   SOLE 0 2,000 0 0
Varex Imaging Corp COM 92214X106   36,799,888 2,033,143 SH   SOLE 0 1,660,149 372,994 0
Walt Disney Company COM 254687106   123,369,543 1,008,251 SH   SOLE 0 1,008,251 0 0
Zimmer Biomet Holdings, Inc. COM 98956P102   121,620,362 921,506 SH   SOLE 0 921,506 0 0
Nokia Corp Sponsored Adr SPON ADR 654902204   70,800 20,000 SH   SOLE 0 20,000 0 0
Jpmorgan Chase & Co 6 Dep Ncm Pfd Ee PFD 48128B648   696,900 27,600 SH   SOLE 0 27,600 0 0
Mid Amer Apt Cmntys In Pfd Ser I 8.5 percent PFD 59522J889   234,313 4,200 SH   SOLE 0 4,200 0 0
Regions Finl Corp New Dep Shs Pfd B PFD 7591EP506   248,400 10,000 SH   SOLE 0 10,000 0 0
The Goldman Sach 4 percent Pfd PFD 38144X609   478,332 20,600 SH   SOLE 0 20,600 0 0
Energy Transfer LP COM UNITS 29273V100   235,950 15,000 SH   SOLE 0 15,000 0 0
Westlake Chemical Partners LP COM UNITS 960417103   386,280 17,400 SH   SOLE 0 17,400 0 0
Invesco QQQ Trust Series I ETF 46090E103   311,793 702 SH   SOLE 0 702 0 0
Invesco S&P 500 Equal Weight ETF ETF 46137V357   5,182,722 30,600 SH   SOLE 0 30,600 0 0
iShares Russell 2000 ETF ETF 464287655   23,027,727 109,499 SH   SOLE 0 108,299 1,200 0
iShares Russell 2000 Value ETF ETF 464287630   18,559,152 116,864 SH   SOLE 0 47,264 69,600 0
S&P Midcap 400 ETF ETF 78467Y107   21,838,700 39,250 SH   SOLE 0 39,250 0 0
SPDR S&P 500 ETF Trust ETF 78462F103   9,152,227 17,497 SH   SOLE 0 17,497 0 0