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
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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
ACADEMY SPORTS & OUTDOORS IN COM 00402l107   2,671,659 50,850 SH   SOLE   43,850 0 7,000
ALPHABET INC CAP STOCK CL A 02079k305   95,288 1,080 SH   SOLE   0 0 1,080
ALPHABET INC CAP STOCK CL C 02079k107   15,472,303 174,375 SH   SOLE   114,465 0 59,910
BANK AMERICA CORP COM 060505104   5,744,598 173,448 SH   SOLE   105,983 0 67,465
BARRICK GOLD CORP COM 067901108   2,976,950 173,280 SH   SOLE   79,765 0 93,515
BARRICK GOLD CORP COM 067901108   28,575 225 SH Call SOLE   225 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   28,013,832 90,689 SH   SOLE   54,516 0 36,173
BROOKFIELD ASSET MANAGMT LTD CL A LMT VG SHS 113004105   456,914 15,937 SH   SOLE   10,058 0 5,879
BROOKFIELD CORP CL A LTD VT SH 11271j107   2,318,350 73,692 SH   SOLE   46,090 0 27,602
BROOKFIELD REINS LTD CL A EXCH LT VTG g16250105   12,985 415 SH   SOLE   270 0 145
BUILDERS FIRSTSOURCE INC COM 12008r107   11,191,800 172,500 SH   SOLE   108,600 0 63,900
CHUBB LIMITED COM h1467j104   799,675 3,625 SH   SOLE   180 0 3,445
DEVON ENERGY CORP NEW COM 25179m103   8,893,977 144,594 SH   SOLE   90,069 0 54,525
GLOBAL INDUSTRIAL COMPANY COM 37892e102   2,095,017 89,036 SH   SOLE   50,155 0 38,881
GOLDMAN SACHS GROUP INC COM 38141g104   3,843,109 11,192 SH   SOLE   6,681 0 4,511
GUILD HLDGS CO CL A 40172n107   1,624,611 161,012 SH   SOLE   89,221 0 71,791
HESS MIDSTREAM LP CL A SHS 428103105   4,299,265 143,692 SH   SOLE   83,417 0 60,275
JEFFERIES FINL GROUP INC COM 47233w109   15,561,372 453,949 SH   SOLE   269,132 0 184,817
JPMORGAN CHASE & CO COM 46625h100   1,072,800 8,000 SH   SOLE   8,000 0 0
KKR & CO INC COM 48251w104   5,861,686 126,275 SH   SOLE   80,750 0 45,525
LENNAR CORP CL B 526057302   7,600,191 101,634 SH   SOLE   64,384 0 37,250
MARKEL CORP COM 570535104   3,537,461 2,685 SH   SOLE   295 0 2,390
META PLATFORMS INC CL A 30303m102   2,530,750 21,030 SH   SOLE   14,560 0 6,470
PROGRESSIVE CORP COM 743315103   7,850,049 60,520 SH   SOLE   37,675 0 22,845
RH COM 74967x103   3,796,770 14,210 SH   SOLE   8,820 0 5,390
STORE CAP CORP COM 862121100   7,411,631 231,180 SH   SOLE   112,100 0 119,080
VERIZON COMMUNICATIONS INC COM 92343v104   907,618 23,036 SH   SOLE   686 0 22,350
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609w102   2,045,274 23,218 SH   SOLE   13,275 0 9,943