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
Estimated average burden
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   3,317,962 50,850 SH   SOLE   43,850 0 7,000
ALPHABET INC CAP STK CL C 02079k107   18,124,611 174,275 SH   SOLE   114,465 0 59,810
ALPHABET INC CAP STK CL A 02079k305   118,875 1,146 SH   SOLE   0 0 1,146
BANK AMERICA CORP COM 060505104   5,756,837 201,288 SH   SOLE   122,283 0 79,005
BARRICK GOLD CORP COM 067901108   3,216,324 173,200 SH   SOLE   79,765 0 93,435
BARRICK GOLD CORP COM 067901108   29,475 225 SH Call SOLE   225 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   28,003,586 90,694 SH   SOLE   54,516 0 36,178
BROOKFIELD ASSET MANAGMT LTD CL A LMT VG SHS 113004105   521,131 15,927 SH   SOLE   10,058 0 5,869
BROOKFIELD CORP CL A LTD VT SH 11271j107   2,400,482 73,657 SH   SOLE   46,090 0 27,567
BROOKFIELD REINS LTD CL A EXCH LT VTG g16250105   13,687 415 SH   SOLE   270 0 145
BUILDERS FIRSTSOURCE INC COM 12008r107   15,309,223 172,440 SH   SOLE   108,600 0 63,840
CHUBB LIMITED COM h1467j104   703,902 3,625 SH   SOLE   180 0 3,445
DEVON ENERGY CORP NEW COM 25179m103   8,026,442 158,594 SH   SOLE   96,469 0 62,125
GLOBAL INDUSTRIAL COMPANY COM 37892e102   2,388,921 89,006 SH   SOLE   50,155 0 38,851
GOLDMAN SACHS GROUP INC COM 38141g104   3,664,286 11,202 SH   SOLE   6,681 0 4,521
GUILD HLDS CO CL A 40172n107   1,689,969 162,497 SH   SOLE   89,221 0 73,276
HESS MIDSTREAM LP CL A SHS 428103105   4,157,434 143,657 SH   SOLE   83,417 0 60,240
JEFFERIES FINL GROUP INC COM 47233w109   14,412,309 454,074 SH   SOLE   269,132 0 184,942
JPMORGAN CHASE & CO COM 46625h100   1,042,480 8,000 SH   SOLE   8,000 0 0
KKR & CO INC COM 48251w104   6,635,377 126,340 SH   SOLE   80,750 0 45,590
LENNAR CORP CL B 526057302   9,074,253 101,604 SH   SOLE   64,384 0 37,220
MARKEL CORP COM 570535104   3,735,147 2,924 SH   SOLE   320 0 2,604
META PLATFORMS INC CL A 30303m102   4,457,098 21,030 SH   SOLE   14,560 0 6,470
PROGRESSIVE CORP COM 743315103   8,655,845 60,505 SH   SOLE   37,675 0 22,830
RH COM 74967x103   1,731,884 7,111 SH   SOLE   4,412 0 2,699
VERIZON COMMUNICATIONS INC COM 92343v104   895,870 23,036 SH   SOLE   686 0 22,350
VITESSE ENERGY INC COMMON STOC COMMON STOCK 92852x103   4,444,875 233,572 SH   SOLE   148,109 0 85,463
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609w102   2,899,664 28,378 SH   SOLE   18,275 0 10,103