ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 5256774 41900 SH SOLE 41900 0 0 ALLY FINL INC COM 02005N100 8847349 225525 SH SOLE 225525 0 0 ALPHABET INC CAP STK CL C 02079K107 20765795 72390 SH SOLE 72390 0 0 APPLE INC COM 037833100 11166760 44000 SH SOLE 44000 0 0 ASSURED GUARANTY LTD COM G0585R106 1384345 16990 SH SOLE 16990 0 0 ATKORE INC COM 047649108 494844 8400 SH SOLE 8400 0 0 BANK AMERICA CORP COM 060505104 2437500 50000 SH SOLE 50000 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 61760065 86 SH SOLE 86 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1485520 3100 SH SOLE 3100 0 0 BRAEMAR HOTELS & RESORTS INC NOTE 4.500% 6/0 10482BAB7 2454501 2500000 PRN SOLE 2500000 0 0 CHINA YUCHAI INTL LTD COM G21082105 899515 23364 SH SOLE 23364 0 0 CITIGROUP INC COM NEW 172967424 3707942 32695 SH SOLE 32695 0 0 GENERAL MTRS CO COM 37045V100 3874001 52000 SH SOLE 52000 0 0 HP INC COM 40434L105 509065 26500 SH SOLE 26500 0 0 IMPERIAL OIL LTD COM NEW 453038408 654914 5000 SH SOLE 5000 0 0 JEFFERIES FINL GROUP INC COM 47233W109 6159014 149237 SH SOLE 149237 0 0 KRAFT HEINZ CO COM 500754106 1563055 69500 SH SOLE 69500 0 0 LOUISIANA PAC CORP COM 546347105 428207 5886 SH SOLE 5886 0 0 MAGNA INTL INC COM 559222401 558100 10000 SH SOLE 10000 0 0 MBIA INC COM 55262C100 1897110 321000 SH SOLE 321000 0 0 METHANEX CORP COM 59151K108 1191719 20000 SH SOLE 20000 0 0 MOODYS CORP COM 615369105 654375 1500 SH SOLE 1500 0 0 OCCIDENTAL PETE CORP COM 674599105 20345004 313000 SH SOLE 313000 0 0 PATHWARD FINANCIAL INC COM 59100U108 2443922 27389 SH SOLE 27389 0 0 PAYPAL HLDGS INC COM 70450Y103 7571505 167400 SH SOLE 167400 0 0 POOL CORP COM 73278L105 2151982 10636 SH SOLE 10636 0 0 RYANAIR HOLDINGS PLC SPONSORED ADS 783513203 343159 5937 SH SOLE 5937 0 0 SIRIUSXM HOLDINGS INC COMMON STOCK 829933100 9453319 409589 SH SOLE 409589 0 0 STELLANTIS N.V COM N82405106 9884838 1394194 SH SOLE 1394194 0 0 SYNCHRONY FINANCIAL COM 87165B103 15182205 223202 SH SOLE 223202 0 0 WELLS FARGO CO NEW COM 949746101 4740140 59542 SH SOLE 59542 0 0