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   2,740,335 50,700 SH   SOLE   43,700 0 7,000
ALPHABET INC CAP STOCK CL A CAP STK CL A 02079k305   137,176 1,146 SH   SOLE   0 0 1,146
ALPHABET INC CAP STOCK CL C CAP STK CL C 02079k107   21,053,632 174,040 SH   SOLE   114,230 0 59,810
ARHAUS INC CL A COM CL A 04035m102   2,081,619 199,580 SH   SOLE   146,550 0 53,030
BANK AMERICA CORP COM 060505104   5,773,030 201,221 SH   SOLE   122,216 0 79,005
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   30,882,324 90,564 SH   SOLE   54,386 0 36,178
BROOKFIELD ASSET MANAGMT LTD CL A LMT VG SHS 113004105   518,197 15,881 SH   SOLE   10,012 0 5,869
BROOKFIELD CORP CL A LTD VT SH 11271j107   2,472,366 73,473 SH   SOLE   45,906 0 27,567
BROOKFIELD REINS LTD CL A EXCH LT VTG g16250105   14,018 414 SH   SOLE   269 0 145
BUILDERS FIRSTSOURCE INC COM 12008r107   23,424,640 172,240 SH   SOLE   108,400 0 63,840
CHUBB LIMITED COM h1467j104   698,030 3,625 SH   SOLE   180 0 3,445
DEVON ENERGY CORP NEW COM 25179m103   8,002,204 165,540 SH   SOLE   103,190 0 62,350
GLOBAL INDUSTRIAL COMPANY COM 37892e102   2,466,976 88,836 SH   SOLE   49,985 0 38,851
GOLDMAN SACHS GROUP INC COM 38141g104   3,622,769 11,232 SH   SOLE   6,656 0 4,576
GUILD HLDGS CO CL A 40172n107   1,841,422 162,097 SH   SOLE   88,821 0 73,276
HESS MIDSTREAM LP CL A SHS 428103105   4,396,659 143,307 SH   SOLE   83,067 0 60,240
JEFFERIES FINL GROUP INC COM 47233w109   15,022,958 452,908 SH   SOLE   267,866 0 185,042
JPMORGAN CHASE & CO COM 46625h100   1,163,520 8,000 SH   SOLE   8,000 0 0
KKR & CO INC COM 48251w104   7,069,440 126,240 SH   SOLE   80,650 0 45,590
LENNAR CORP CL B 526057302   11,445,326 101,304 SH   SOLE   64,084 0 37,220
MARKEL CORP INC COM 570535104   4,030,587 2,914 SH   SOLE   310 0 2,604
PROGRESSIVE CORP COM 743315103   8,002,428 60,455 SH   SOLE   37,625 0 22,830
VERIZON COMMUNICATIONS INC COM 92343v104   856,709 23,036 SH   SOLE   686 0 22,350
VITESSE ENERGY INC COMMON STOCK 92852x103   5,228,698 233,424 SH   SOLE   147,961 0 85,463
ALIBABA GROUP HLDG LTD SPONSORED ADS 01609w102   2,356,555 28,273 SH   SOLE   18,170 0 10,103
OCCIDENTAL PETE CORP *W EXP 08/03/2027 674599162   1,579,382 42,320 SH   SOLE   42,320 0 0