The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 CO | COM | 88579Y101 | 210,225 | 1,540 | SH | SOLE | 1 | 0 | 1 | ||
| ADIENT PLC | ORD SHS | G0084W101 | 765,109 | 84,356 | SH | SOLE | 1 | 0 | 1 | ||
| ALLERGAN PLC | SHS | G0177J108 | 3,946,674 | 22,285 | SH | SOLE | 1 | 0 | 1 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 2,994,236 | 2,575 | SH | SOLE | 1 | 0 | 1 | ||
| AMERICAN EXPRESS CO | COM | 025816109 | 214,025 | 2,500 | SH | SOLE | 1 | 0 | 1 | ||
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 2,287,042 | 94,311 | SH | SOLE | 1 | 0 | 1 | ||
| AMGEN INC | COM | 031162100 | 208,812 | 1,030 | SH | SOLE | 1 | 0 | 1 | ||
| AT&T INC | COM | 00206R102 | 452,950 | 15,539 | SH | SOLE | 1 | 0 | 1 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 6,469,622 | 35,386 | SH | SOLE | 1 | 0 | 1 | ||
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 1,360,000 | 5 | SH | SOLE | 1 | 0 | 1 | ||
| BLOCK H & R INC | COM | 093671105 | 1,715,014 | 121,805 | SH | SOLE | 1 | 0 | 1 | ||
| BROOKFIELD ASSET MGMT INC | CL A LTD VT SH | 112585104 | 4,212,025 | 95,187 | SH | SOLE | 1 | 0 | 1 | ||
| CIGNA CORP NEW | COM | 125523100 | 4,040,236 | 22,803 | SH | SOLE | 1 | 0 | 1 | ||
| CINCINNATI FINL CORP | COM | 172062101 | 501,766 | 6,650 | SH | SOLE | 1 | 0 | 1 | ||
| CVS HEALTH CORP | COM | 126650100 | 3,986,027 | 67,184 | SH | SOLE | 1 | 0 | 1 | ||
| ENCOMPASS HEALTH CORP | COM | 29261A100 | 253,815 | 3,964 | SH | SOLE | 1 | 0 | 1 | ||
| EXXON MOBIL CORP | COM | 30231G102 | 398,439 | 10,494 | SH | SOLE | 1 | 0 | 1 | ||
| FOX CORP | CL A COM | 35137L105 | 1,976,531 | 83,645 | SH | SOLE | 1 | 0 | 1 | ||
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 2,867,335 | 18,548 | SH | SOLE | 1 | 0 | 1 | ||
| GREENLIGHT CAPITAL RE LTD | CLASS A | G4095J109 | 1,566,706 | 263,312 | SH | SOLE | 1 | 0 | 1 | ||
| GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 1,701,886 | 38,452 | SH | SOLE | 1 | 0 | 1 | ||
| HCA HEALTHCARE INC | COM | 40412C101 | 3,330,021 | 37,062 | SH | SOLE | 1 | 0 | 1 | ||
| HOME DEPOT INC | COM | 437076102 | 278,571 | 1,492 | SH | SOLE | 1 | 0 | 1 | ||
| HONEYWELL INTL INC | COM | 438516106 | 342,369 | 2,559 | SH | SOLE | 1 | 0 | 1 | ||
| JEFFERIES FINL GROUP INC | COM | 47233W109 | 2,647,469 | 193,670 | SH | SOLE | 1 | 0 | 1 | ||
| JOHNSON & JOHNSON | COM | 478160104 | 634,276 | 4,837 | SH | SOLE | 1 | 0 | 1 | ||
| KKR & CO INC | CL A | 48251W104 | 3,088,441 | 131,591 | SH | SOLE | 1 | 0 | 1 | ||
| LGI HOMES INC | COM | 50187T106 | 1,704,819 | 37,759 | SH | SOLE | 1 | 0 | 1 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 2,204,097 | 140,299 | SH | SOLE | 1 | 0 | 1 | ||
| LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 721,437 | 43,697 | SH | SOLE | 1 | 0 | 1 | ||
| MCKESSON CORP | COM | 58155Q103 | 3,514,055 | 25,980 | SH | SOLE | 1 | 0 | 1 | ||
| MICROSOFT CORP | COM | 594918104 | 337,184 | 2,138 | SH | SOLE | 1 | 0 | 1 | ||
| NORFOLK SOUTHERN CORP | COM | 655844108 | 470,996 | 3,226 | SH | SOLE | 1 | 0 | 1 | ||
| PERRIGO CO PLC | SHS | G97822103 | 2,903,241 | 60,371 | SH | SOLE | 1 | 0 | 1 | ||
| RPM INTL INC | COM | 749685103 | 209,143 | 3,515 | SH | SOLE | 1 | 0 | 1 | ||
| SK TELECOM LTD | SPONSORED ADR | 78440P108 | 2,839,847 | 174,545 | SH | SOLE | 1 | 0 | 1 | ||
| SOUTHERN CO | COM | 842587107 | 649,084 | 11,989 | SH | SOLE | 1 | 0 | 1 | ||
| SYNCHRONY FINL | COM | 87165B103 | 1,886,681 | 117,258 | SH | SOLE | 1 | 0 | 1 | ||
| WELLS FARGO CO NEW | COM | 949746101 | 2,845,691 | 99,153 | SH | SOLE | 1 | 0 | 1 | ||