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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3m Company COM 88579y101 519 2,960 SH   SOLE   0 0 2,960
Abbott Laboratories COM 002824100 1,321 11,183 SH   SOLE   0 0 11,183
Abbvie Inc COM 00287y109 538 4,988 SH   SOLE   0 0 4,988
Agilent Technologies COM 00846u101 7,454 47,315 SH   SOLE   0 0 47,315
Alcon Inc. COM h01301128 669 8,309 SH   SOLE   0 0 8,309
Alphabet Inc. Class A COM 02079k305 4,623 1,729 SH   SOLE   0 0 1,729
Alphabet Inc. Class C COM 02079k107 5,163 1,937 SH   SOLE   0 0 1,937
Amazon.com Inc. COM 023135106 8,636 2,629 SH   SOLE   0 0 2,629
Amerco COM 023586100 1,493 2,311 SH   SOLE   0 0 2,311
American Electric Power Compan COM 025537101 533 6,570 SH   SOLE   0 0 6,570
American Express Company COM 025816109 6,463 38,580 SH   SOLE   0 0 38,580
Apple Inc COM 037833100 23,596 166,755 SH   SOLE   0 0 166,755
Automatic Data Processing COM 053015103 240 1,200 SH   SOLE   0 0 1,200
Berkshire Hathaway B COM 084670702 34,512 126,444 SH   SOLE   0 0 126,444
Boeing Co COM 097023105 396 1,800 SH   SOLE   0 0 1,800
Cable One Inc. COM 12685j105 771 425 SH   SOLE   0 0 425
Charter Communications COM 16119p108 5,887 8,092 SH   SOLE   0 0 8,092
Corning Inc COM 219350105 430 11,775 SH   SOLE   0 0 11,775
Costco Whsl Corp COM 22160k105 28,267 62,907 SH   SOLE   0 0 62,907
D R Horton Inc COM 23331a109 3,719 44,295 SH   SOLE   0 0 44,295
Deere & Co COM 244199105 787 2,350 SH   SOLE   0 0 2,350
Diageo Plc-Sponsored Adr COM 25243q205 849 4,400 SH   SOLE   0 0 4,400
Discovery Inc. COM 25470f302 3,869 159,432 SH   SOLE   0 0 159,432
Dominion Energy Inc. COM 25746u109 502 6,875 SH   SOLE   0 0 6,875
Elanco Animal Health Inc. COM 28414h103 818 25,645 SH   SOLE   0 0 25,645
Enterprise Prd Prtnrs LP COM 293792107 381 17,590 SH   SOLE   0 0 17,590
Equifax Inc COM 294429105 1,039 4,100 SH   SOLE   0 0 4,100
Fidelity Natl Info Svcs COM 31620m106 382 3,140 SH   SOLE   0 0 3,140
Fmc Corp New COM 302491303 293 3,200 SH   SOLE   0 0 3,200
Graham Holdings Co. Class B COM 384637104 494 839 SH   SOLE   0 0 839
Griffon Corp COM 398433102 958 38,953 SH   SOLE   0 0 38,953
Heineken N V Adr F COM 423012301 292 5,600 SH   SOLE   0 0 5,600
Holcim LTD COM h3816q102 1,786 36,865 SH   SOLE   0 0 36,865
Hologic Inc COM 436440101 340 4,600 SH   SOLE   0 0 4,600
International Flavors & Fragra COM 459506101 3,116 23,300 SH   SOLE   0 0 23,300
Johnson & Johnson COM 478160104 892 5,521 SH   SOLE   0 0 5,521
Kroger Corp COM 501044101 538 13,310 SH   SOLE   0 0 13,310
L3Harris Technologies Inc. COM 502431109 1,469 6,670 SH   SOLE   0 0 6,670
Lennar Corp Cl A COM 526057104 338 3,607 SH   SOLE   0 0 3,607
Liberty Broadband Corp. COM 530307305 2,676 15,496 SH   SOLE   0 0 15,496
Liberty Broadband Corp. Cl A COM 530307107 2,902 17,237 SH   SOLE   0 0 17,237
Liberty Global Inc. Class A COM g5480u104 5,298 177,799 SH   SOLE   0 0 177,799
Liberty Media - SiriusXM C COM 531229607 4,563 96,120 SH   SOLE   0 0 96,120
Liberty Media-Braves C COM 531229888 2,556 96,752 SH   SOLE   0 0 96,752
Liberty Media-Formula One C COM 531229854 3,734 72,635 SH   SOLE   0 0 72,635
Lilly Eli & Company COM 532457108 337 1,460 SH   SOLE   0 0 1,460
Lockheed Martin Corp COM 539830109 1,877 5,440 SH   SOLE   0 0 5,440
Markel Corp. COM 570535104 299 250 SH   SOLE   0 0 250
Mastercard Inc COM 57636q104 6,250 17,977 SH   SOLE   0 0 17,977
Mcgrath Rentcorp COM 580589109 435 6,050 SH   SOLE   0 0 6,050
Meta Financial Group COM 59100u108 1,875 35,725 SH   SOLE   0 0 35,725
Microsoft Corp COM 594918104 712 2,525 SH   SOLE   0 0 2,525
Norfolk Southern Corp COM 655844108 924 3,860 SH   SOLE   0 0 3,860
Northrop Grumman Corp. COM 666807102 951 2,640 SH   SOLE   0 0 2,640
Novo-Nordisk A-S Adr COM 670100205 2,140 22,286 SH   SOLE   0 0 22,286
Omega Healthcare Inv COM 681936100 270 9,000 SH   SOLE   0 0 9,000
Packaging Corp Amer COM 695156109 6,917 50,330 SH   SOLE   0 0 50,330
Peloton Interactive Inc COM 70614w100 901 10,345 SH   SOLE   0 0 10,345
PulteGroup Inc. COM 745867101 1,641 35,735 SH   SOLE   0 0 35,735
Raytheon Technologies Co. COM 75513e101 203 2,366 SH   SOLE   0 0 2,366
STORE Capital Corp COM 862121100 4,108 128,245 SH   SOLE   0 0 128,245
Spectrum Brands Holdings Inc COM 84790a105 2,208 23,076 SH   SOLE   0 0 23,076
Starbucks Corp COM 855244109 8,768 79,484 SH   SOLE   0 0 79,484
Stellantis NV COM N82405106 1,755 91,650 SH   SOLE   0 0 91,650
Teradyne Inc COM 880770102 671 6,150 SH   SOLE   0 0 6,150
Union Pacific Corp COM 907818108 8,189 41,779 SH   SOLE   0 0 41,779
Viatris Inc. COM 92556v106 1,791 132,144 SH   SOLE   0 0 132,144
Visa Inc. Class A COM 92826c839 23,406 105,077 SH   SOLE   0 0 105,077
Wabtec Corp COM 929740108 249 2,885 SH   SOLE   0 0 2,885
Xylem Inc COM 98419m100 288 2,330 SH   SOLE   0 0 2,330