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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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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   4,965,414 86,310 SH   SOLE   72,770 0 13,540
ALPHABET INC CAP STOCK CL A CAP STK CL A 02079k305   216,938 1,146 SH   SOLE   0 0 1,146
ALPHABET INC CAP STOCK CL C CAP STK CL C 02079k107   32,989,921 173,230 SH   SOLE   114,230 0 59,000
ARROW ELECTRS INC COM 042735100   6,256,102 55,305 SH   SOLE   46,585 0 8,720
ASBURY AUTOMOTIVE GROUP INC COM 043436104   2,916,360 12,000 SH   SOLE   12,000 0 0
BANK AMERICA CORP COM 060505104   20,672,366 470,361 SH   SOLE   369,466 0 100,895
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   57,201,216 126,194 SH   SOLE   90,021 0 36,173
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105   852,409 15,730 SH   SOLE   10,012 0 5,718
BROOKFIELD CORP CL A CL A LTD VT SH 11271j107   12,645,205 220,108 SH   SOLE   173,467 0 46,641
BROOKFIELD WEALTH SOL LTD CL A EXCHANGAB g17434104   23,608 411 SH   SOLE   269 0 142
BUILDERS FIRSTSOURCE INC COM 12008r107   24,659,713 172,530 SH   SOLE   110,190 0 62,340
CHUBB LIMITED COM h1467j104   9,633,199 34,865 SH   SOLE   31,180 0 3,685
DEVON ENERGY CORP NEW COM 25179m103   14,805,645 452,357 SH   SOLE   337,390 0 114,967
GLOBAL INDUSTRIAL COMPANY COM 37892e102   2,176,711 87,806 SH   SOLE   49,985 0 37,821
GOLDMAN SACHS GROUP INC COM 38141g104   295,472 516 SH   SOLE   0 0 516
GUILD HLDGS CO CL A 40172n107   2,345,675 166,242 SH   SOLE   102,455 0 63,787
HESS MIDSTREAM LP CL A SHS 428103105   5,262,444 142,113 SH   SOLE   83,067 0 59,046
JEFFERIES FINL GROUP INC COM 47233w109   35,245,347 449,558 SH   SOLE   267,866 0 181,692
JPMORGAN CHASE & CO COM 46625h100   1,917,680 8,000 SH   SOLE   8,000 0 0
KKR & CO INC COM 48251w104   18,527,946 125,265 SH   SOLE   80,650 0 44,615
LENNAR CORP CL B 526057302   14,098,555 106,686 SH   SOLE   70,216 0 36,470
LOAR HOLDINGS INC COM SHS 53947r105   739,100 10,000 SH   SOLE   10,000 0 0
MARKEL GROUP INC COM 570535104   5,187,321 3,005 SH   SOLE   315 0 2,690
PROGRESSIVE CORP COM 743315103   14,369,412 59,970 SH   SOLE   37,625 0 22,345
VITESSE ENERGY INC COMMON STOCK 92852x103   13,271,625 530,865 SH   SOLE   443,434 0 87,431
CAMDEN PPTY TR SH BEN INT 133131102   4,619,552 39,810 SH   SOLE   30,255 0 9,555
OCCIDENTAL PETE CORP *W EXP 08/03/2027 674599162   4,165,477 151,197 SH   SOLE   151,197 0 0