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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
AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 316,816,146 1,818,692 SH   SOLE   1,818,692 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 65,040,976 190,736 SH   SOLE   190,736 0 0
SIMON PPTY GROUP INC NEW COM 828806109 BBG001S77WM9 279,346,120 2,419,000 SH   SOLE   2,419,000 0 0
PFIZER INC COM 717081103 BBG001S5V466 52,908,956 1,442,447 SH   SOLE   1,442,447 0 0
APA CORPORATION COM 03743Q108 BBG00YTS96H1 151,768,208 4,441,563 SH   SOLE   4,441,563 0 0
OCCIDENTAL PETE CORP COM 674599105 BBG001S5TZG9 412,245,506 7,010,978 SH   SOLE   7,010,978 0 0
AMGEN INC COM 031162100 BBG001S5NNL6 255,001,737 1,148,553 SH   SOLE   1,148,553 0 0
TARGET CORP COM 87612E106 BBG001SC0K41 170,344,497 1,291,467 SH   SOLE   1,291,467 0 0
CENOVUS ENERGY INC COM 15135U109 BBG001T2PJV8 9,619,164 566,355 SH   SOLE   566,355 0 0
NVR INC COM 62944T105 BBG001S5TSM8 256,996,890 40,468 SH   SOLE   40,468 0 0
DEVON ENERGY CORP NEW COM 25179M103 BBG001S63VG4 123,284,112 2,550,354 SH   SOLE   2,550,354 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 BBG011386VG3 153,043,540 12,204,429 SH   SOLE   12,204,429 0 0
HOME DEPOT INC COM 437076102 BBG001S5RTW7 144,308,433 464,552 SH   SOLE   464,552 0 0
CREDIT ACCEP CORP MICH COM 225310101 BBG001S71KS5 94,986,466 187,007 SH   SOLE   187,007 0 0
CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 249,949,489 2,412,407 SH   SOLE   2,412,407 0 0
U HAUL HOLDING COMPANY COM SER N 023586506 BBG01B6SGC20 107,765,868 2,126,818 SH   SOLE   2,126,818 0 0
EBAY INC. COM 278642103 BBG001S9B9J5 149,774,334 3,351,406 SH   SOLE   3,351,406 0 0
MACERICH CO COM 554382101 BBG001S7HGB5 236,882,406 21,018,847 SH   SOLE   21,018,847 0 0
U HAUL HOLDING COMPANY COM 023586100 BBG001S6VFM1 30,437,894 550,215 SH   SOLE   550,215 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 91,211,186 766,223 SH   SOLE   766,223 0 0
D R HORTON INC COM 23331A109 BBG001S8M692 352,971,337 2,900,578 SH   SOLE   2,900,578 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 176,805,137 6,162,605 SH   SOLE   6,162,605 0 0
LENNAR CORP CL A 526057104 BBG001S5SRK3 377,499,758 3,012,527 SH   SOLE   3,012,527 0 0
OVINTIV INC COM 69047Q102 BBG00R2NHQ74 205,140,157 5,388,499 SH   SOLE   5,388,499 0 0
MERCK & CO INC COM 58933Y105 BBG001S5TC52 347,413,096 3,010,773 SH   SOLE   3,010,773 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 207,351,336 1,425,683 SH   SOLE   1,425,683 0 0
OCCIDENTAL PETE CORP *W EXP 08/03/202 674599162 BBG00VTL2DV8 10,827,092 290,115 SH   SOLE   290,115 0 0
FRONTLINE PLC COM M46528101 BBG001S66K75 6,748,051 468,869 SH   SOLE   468,869 0 0