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
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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
ACADEMY SPORTS & OUTDOORS IN COM 00402l107   5,037,052 86,310 SH   SOLE   72,770 0 13,540
ALPHABET INC CAP STK CL A 02079k305   190,064 1,146 SH   SOLE   0 0 1,146
ALPHABET INC CAP STK CL C 02079k107   28,962,342 173,230 SH   SOLE   114,230 0 59,000
ARROW ELECTRS INC COM 042735100   7,339,522 55,255 SH   SOLE   46,585 0 8,670
BANK AMERICA CORP COM 060505104   18,663,924 470,361 SH   SOLE   369,466 0 100,895
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   58,047,531 126,119 SH   SOLE   90,021 0 36,098
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105   743,872 15,730 SH   SOLE   10,012 0 5,718
BROOKFIELD CORP CL A LTD VT SH 11271j107   11,698,740 220,108 SH   SOLE   173,467 0 46,641
BROOKFIELD WEALTH SOL LTD CL A EXCHANGAB g17434104   21,849 411 SH   SOLE   269 0 142
BUILDERS FIRSTSOURCE INC COM 12008r107   33,398,201 172,280 SH   SOLE   109,940 0 62,340
CHUBB LIMITED COM h1467j104   5,349,634 18,550 SH   SOLE   15,180 0 3,370
DEVON ENERGY CORP NEW COM 25179m103   15,360,742 392,657 SH   SOLE   287,140 0 105,517
GLOBAL INDUSTRIAL COMPANY COM 37892e102   2,982,770 87,806 SH   SOLE   49,985 0 37,821
GOLDMAN SACHS GROUP INC COM 38141g104   255,477 516 SH   SOLE   0 0 516
GUILD HLDGS CO CL A 40172n107   2,836,845 170,586 SH   SOLE   102,455 0 68,131
HESS MIDSTREAM LP CL A SHS 428103105   5,012,467 142,117 SH   SOLE   83,067 0 59,050
JEFFERIES FINL GROUP INC COM 47233w109   27,670,295 449,558 SH   SOLE   267,866 0 181,692
JPMORGAN CHASE & CO COM 46625h100   1,686,880 8,000 SH   SOLE   8,000 0 0
KKR & CO INC COM 48251w104   16,357,104 125,265 SH   SOLE   80,650 0 44,615
LENNAR CORP CL B 526057302   18,450,277 106,686 SH   SOLE   70,216 0 36,470
LOAR HOLDINGS INC COM SHS 53947r105   745,900 10,000 SH   SOLE   10,000 0 0
MARKEL GROUP INC COM 570535104   4,674,368 2,980 SH   SOLE   315 0 2,665
PROGRESSIVE CORP COM 743315103   15,217,987 59,970 SH   SOLE   37,625 0 22,345
VITESSE ENERGY INC COMMON STOCK 92852x103   11,806,430 491,525 SH   SOLE   405,874 0 85,651
CAMDEN PPTY TR SH BEN INT 133131102   4,917,729 39,810 SH   SOLE   30,255 0 9,555
OCCIDENTAL PETE CORP *W EXP 08/03/2027 674599162   4,151,795 139,697 SH   SOLE   139,697 0 0