The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 |
| ALLIANCE RESOURCE PARTNERS L | UT LTD PART | 01877R108 | 1,365 | 68,100 | SH | SOLE | NONE | 0 | 0 | 68,100 | ||
| ALPHABET INC CAP STK | CL A | 02079k107 | 18,129 | 119,065 | SH | SOLE | NONE | 40,000 | 0 | 79,065 | ||
| AMERICAN EXPRESS CO | COM | 025816109 | 9,703 | 42,617 | SH | SOLE | NONE | 14,500 | 0 | 28,117 | ||
| AMERICAN INTL GROUP INC | COM | 026874784 | 8,015 | 102,538 | SH | SOLE | NONE | 100,000 | 0 | 2,538 | ||
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | 46,809 | 416,261 | SH | SOLE | NONE | 241,664 | 0 | 174,597 | ||
| APPLE INC | COM | 037833100 | 540 | 3,151 | SH | SOLE | NONE | 0 | 0 | 3,151 | ||
| AUTOZONE INC | COM | 053332102 | 19,569 | 6,209 | SH | SOLE | NONE | 2,000 | 0 | 4,209 | ||
| BERKSHIRE HATHAWAY INC | CL B | 084670702 | 498 | 1,186 | SH | SOLE | NONE | 0 | 0 | 1,186 | ||
| COCA COLA CO | COM | 191216100 | 805 | 13,164 | SH | SOLE | NONE | 0 | 0 | 13,164 | ||
| COMCAST CORP NEW | CL A | 20030n101 | 7,579 | 174,830 | SH | SOLE | NONE | 54,000 | 0 | 120,830 | ||
| DARLING INGREDIENTS INC | COM | 237266101 | 21,668 | 465,868 | SH | SOLE | NONE | 170,000 | 0 | 295,868 | ||
| ENSTAR GROUP LIMITED | SHS | G3075p101 | 23,379 | 75,233 | SH | SOLE | NONE | 50,000 | 0 | 25,233 | ||
| ESSENT GROUP LTD | COM | G3198U102 | 3,336 | 56,063 | SH | SOLE | NONE | 30,000 | 0 | 26,063 | ||
| EVEREST RE GROUP LTD | COM | G3223R108 | 12,060 | 30,340 | SH | SOLE | NONE | 16,000 | 0 | 14,340 | ||
| FIRST HORIZON NATL CORP | COM | 320517105 | 7,612 | 494,300 | SH | SOLE | NONE | 200,000 | 0 | 294,300 | ||
| HARTFORD FINL SVCS CORP | COM | 416515104 | 3,607 | 35,000 | SH | SOLE | NONE | 35,000 | 0 | 0 | ||
| HOME BANCSHARES INC | COM | 436893200 | 246 | 10,000 | SH | SOLE | NONE | 0 | 0 | 10,000 | ||
| KKR & CO INC | CL A | 48251W104 | 517 | 5,140 | SH | SOLE | NONE | 0 | 0 | 5,140 | ||
| LENNAR CORP | CL B | 526057302 | 14,287 | 92,663 | SH | SOLE | NONE | 33,000 | 0 | 59,663 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 7,193 | 125,687 | SH | SOLE | NONE | 46,000 | 0 | 79,687 | ||
| MGIC INVESTMENT CORP | CORP | 552848103 | 42,733 | 1,911,149 | SH | SOLE | NONE | 1,308,212 | 0 | 602,937 | ||
| MICROSOFT CORP | CORP | 594918104 | 642 | 1,525 | SH | SOLE | NONE | 0 | 0 | 1,525 | ||
| NMI HOLDINGS INC | CL A | 629209305 | 802 | 24,810 | SH | SOLE | NONE | 0 | 0 | 24,810 | ||
| OLD REP INTL CORP | COM | 680223104 | 5,959 | 193,965 | SH | SOLE | NONE | 120,000 | 0 | 73,965 | ||
| PROGRESSIVE CORP OHIO | COM | 743315103 | 18,127 | 87,648 | SH | SOLE | NONE | 53,500 | 0 | 34,148 | ||
| REGIONS FINANCIAL CORP | COM | 7591EP100 | 405 | 19,235 | SH | SOLE | NONE | 0 | 0 | 19,235 | ||
| SITIO ROYALTIES CORP | CL A | 82983n108 | 9,709 | 392,766 | SH | SOLE | NONE | 115,000 | 0 | 277,766 | ||
| STARWOOD PPTY TR INC | COM | 85571B105 | 12,565 | 618,054 | SH | SOLE | NONE | 220,000 | 0 | 398,054 | ||
| TIPTREE INC | COM | 88822q103 | 379 | 21,946 | SH | SOLE | NONE | 20,746 | 0 | 1,200 | ||
| TRAVELERS GROUP INC | COM | 894190107 | 2,992 | 13,000 | SH | SOLE | NONE | 13,000 | 0 | 0 | ||
| TRIUMPH FINANCIAL INC | COM | 89679E300 | 10,885 | 137,230 | SH | SOLE | NONE | 48,000 | 0 | 89,230 | ||
| WESTROCK COFFEE CO | COM | 96145W103 | 35,632 | 3,449,347 | SH | SOLE | NONE | 1,789,082 | 0 | 1,660,265 | ||