Aes Corp COM 00130H105 131600 10000 SH SOLE 10000 0 0 Alphabet Inc Cap Stock Cl A COM 02079K305 5267005 21666 SH SOLE 20240 0 1426 Amazon.Com Inc COM 023135106 17014699 77491 SH SOLE 69954 0 7537 American Electric Power Co Inc COM 025537101 238050 2116 SH SOLE 0 0 2116 American Tower Corp COM 03027X100 17342264 90174 SH SOLE 80403 0 9771 Amrize Ltd COM H2927K103 1904269 39239 SH SOLE 34575 0 4664 Apple Inc COM 037833100 9347722 36711 SH SOLE 32504 0 4207 Berkshire Hathaway Inc Cl B Ne COM 084670702 12256298 24379 SH SOLE 19593 0 4786 Broadcom Inc COM 11135F101 230937 700 SH SOLE 0 0 700 Builders Firstsource Inc COM 12008R107 4305224 35507 SH SOLE 32252 0 3255 CCC Intelligent Solutions Hld COM 12510Q100 3682708 404249 SH SOLE 358160 0 46089 Chevron Corp COM 166764100 418507 2695 SH SOLE 0 0 2695 Copart Inc COM 217204106 11515333 256067 SH SOLE 234226 0 21841 DigitalBridge Group Inc Cl A N COM 25401T603 4466838 381781 SH SOLE 332224 0 49557 Ge Aerospace COM 369604301 263217 875 SH SOLE 0 0 875 Isoenergy Ltd New COM 46500E867 100000 10000 SH SOLE 10000 0 0 JPMorgan Chase & Co COM 46625H100 764602 2424 SH SOLE 0 0 2424 Lockheed Martin Corp COM 539830109 8612870 17253 SH SOLE 15189 0 2064 Lululemon Athletica Inc COM 550021109 269030 1512 SH SOLE 1512 0 0 Markel Group Inc COM 570535104 17196506 8997 SH SOLE 7935 0 1062 Mastercard Incorporated Cl A COM 57636Q104 10342672 18183 SH SOLE 16836 0 1347 Microsoft Corp COM 594918104 17634644 34047 SH SOLE 28073 0 5974 Millrose Properties Inc Cl A COM 601137102 431922 12851 SH SOLE 12851 0 0 MPLX LP Unit Rep Ltd COM 55336V100 268781 5381 SH SOLE 1784 0 3597 O'Reilly Automotive Inc COM 67103H107 17452822 161885 SH SOLE 145865 0 16020 Procter And Gamble Co COM 742718109 264432 1721 SH SOLE 0 0 1721 SBA Communications Corp Cl A COM 78410G104 975837 5047 SH SOLE 5047 0 0 Universal Display Corp COM 91347P105 1687365 11748 SH SOLE 8588 0 3160 Visa Inc Cl A COM 92826C839 5031258 14738 SH SOLE 14228 0 510