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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   4,316,445 81,060 SH   SOLE   72,520 0 8,540
ALPHABET INC CAP STK CL A 02079k305   208,744 1,146 SH   SOLE   0 0 1,146
ALPHABET INC CAP STK CL C 02079k107   31,773,867 173,230 SH   SOLE   114,230 0 59,000
ARROW ELECTRS INC COM 042735100   4,832,815 40,020 SH   SOLE   36,470 0 3,550
BANK AMERICA CORP COM 060505104   18,706,257 470,361 SH   SOLE   369,466 0 100,895
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   51,305,209 126,119 SH   SOLE   90,021 0 36,098
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105   598,526 15,730 SH   SOLE   10,012 0 5,718
BROOKFIELD CORP CL A LTD VT SH 11271j107   9,143,286 220,108 SH   SOLE   173,467 0 46,641
BROOKFIELD REINS LTD CL A EXCH LTD VTG g16250105   17,093 411 SH   SOLE   269 0 142
BUILDERS FIRSTSOURCE INC COM 12008r107   23,817,593 172,080 SH   SOLE   109,740 0 62,340
CHUBB LIMITED COM h1467j104   3,201,254 12,550 SH   SOLE   9,180 0 3,370
DEVON ENERGY CORP NEW COM 25179m103   15,666,032 330,507 SH   SOLE   236,540 0 93,967
GLOBAL INDUSTRIAL COMPANY COM 37892e102   2,753,596 87,806 SH   SOLE   49,985 0 37,821
GOLDMAN SACHS GROUP INC COM 38141g104   8,607,197 19,029 SH   SOLE   14,006 0 5,023
GUILD HLDGS CL A 40172n107   2,522,967 170,586 SH   SOLE   102,455 0 68,131
HESS MIDSTREAM LP CL A SHS 428103105   5,178,743 142,117 SH   SOLE   83,067 0 59,050
JEFFERIES FINL GROUP INC COM 47233w109   22,370,006 449,558 SH   SOLE   267,866 0 181,692
JPMORGAN CHASE & CO COM 46625h100   1,618,080 8,000 SH   SOLE   8,000 0 0
KKR & CO INC COM 48251w104   13,182,889 125,265 SH   SOLE   80,650 0 44,615
LENNAR CORP CL B 526057302   14,875,229 106,686 SH   SOLE   70,216 0 36,470
LOAR HOLDINGS INC COM SHS 53947r105   534,100 10,000 SH   SOLE   10,000 0 0
MARKEL GROUP INC COM 570535104   4,632,440 2,940 SH   SOLE   310 0 2,630
PROGRESSIVE CORP COM 743315103   12,456,369 59,970 SH   SOLE   37,625 0 22,345
VITESSE ENERGY INC COMMON STOCK 92852x103   10,898,682 459,860 SH   SOLE   374,209 0 85,651
CAMDEN PPTY TR SH BEN INT 133131102   4,343,669 39,810 SH   SOLE   30,255 0 9,555
OCCIDENTAL PETROLEUM CORP WT E *W EXP 08/03/2027 674599162   4,813,744 116,952 SH   SOLE   116,952 0 0