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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
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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   4,623,300 70,050 SH   SOLE   57,250 0 12,800
ALPHABET INC CAP STK CL A 02079k305   160,085 1,146 SH   SOLE   0 0 1,146
ALPHABET INC CAP STK CL C 02079k107   24,385,133 173,030 SH   SOLE   114,230 0 58,800
ARHAUS INC COM CL A 04035m102   2,483,523 209,580 SH   SOLE   157,550 0 52,030
BANK AMERICA CORP COM 060505104   15,820,893 469,881 SH   SOLE   369,466 0 100,415
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   39,808,249 111,614 SH   SOLE   75,986 0 35,628
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105   631,874 15,730 SH   SOLE   10,012 0 5,718
BROOKFIELD CORP CL A LTD VT SH 11271j107   8,812,278 219,648 SH   SOLE   173,467 0 46,181
BROOKFIELD REINS LTD CL A EXCH LT VTG g16250105   16,592 411 SH   SOLE   269 0 142
BUILDERS FIRSTSOURCE INC COM 12008r107   28,511,683 170,790 SH   SOLE   108,400 0 62,390
CHUBB LIMITED COM h1467j104   802,300 3,550 SH   SOLE   180 0 3,370
DEVON ENERGY CORP NEW COM 25179m103   13,132,787 289,907 SH   SOLE   206,190 0 83,717
GLOBAL INDUSTRIAL COMPANY COM 37892e102   3,415,046 87,926 SH   SOLE   49,985 0 37,941
GOLDMAN SACHS GROUP INC COM 38141g104   7,390,967 19,159 SH   SOLE   14,006 0 5,153
GUILD HLDGS CO CL A 40172n107   2,454,633 174,211 SH   SOLE   102,455 0 71,756
HESS MIDSTREAM LP CL A SHS 428103105   4,499,462 142,253 SH   SOLE   83,067 0 59,186
JEFFERIES FINL GROUP INC COM 47233w109   18,166,639 449,558 SH   SOLE   267,866 0 181,692
JPMORGAN CHASE & CO COM 46625h100   1,360,800 8,000 SH   SOLE   8,000 0 0
KKR & CO INC COM 48251w104   10,378,205 125,265 SH   SOLE   80,650 0 44,615
LENNAR CORP CL B 526057302   13,794,549 102,906 SH   SOLE   66,436 0 36,470
MARKEL GROUP INC COM 570535104   4,158,887 2,929 SH   SOLE   310 0 2,619
PEAPACK-GLADSTONE FINL CORP COM 704699107   2,186,730 73,331 SH   SOLE   73,331 0 0
PROGRESSIVE CORP COM 743315103   9,561,578 60,030 SH   SOLE   37,625 0 22,405
VITESSE ENERGY INC COMMON STOCK 92852x103   6,716,749 306,841 SH   SOLE   222,912 0 83,929
CAMDEN PPTY TR SH BEN INT 133131102   3,992,451 40,210 SH   SOLE   30,255 0 9,955
OCCIDENTAL PETE CORP *W EXP 08/03/2027 674599162   3,289,274 84,492 SH   SOLE   84,492 0 0