The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 | 309,246 | 1,623 | SH | SOLE | 1 | 0 | 1 | ||
| ADIENT PLC | ORD SHS | G0084W101 | 945,286 | 62,768 | SH | SOLE | 1 | 0 | 1 | ||
| AERCAP HOLDINGS NV | SHS | N00985106 | 2,767,802 | 69,894 | SH | SOLE | 1 | 0 | 1 | ||
| AGCO CORP | COM | 001084102 | 2,001,726 | 35,957 | SH | SOLE | 1 | 0 | 1 | ||
| ALLEGHANY CORP DEL | COM | 017175100 | 3,424,520 | 5,494 | SH | SOLE | 1 | 0 | 1 | ||
| AMERICAN EXPRESS CO | COM | 025816109 | 263,951 | 2,769 | SH | SOLE | 1 | 0 | 1 | ||
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 2,739,862 | 69,522 | SH | SOLE | 1 | 0 | 1 | ||
| AMGEN INC | COM | 031162100 | 200,510 | 1,030 | SH | SOLE | 1 | 0 | 1 | ||
| APPLE INC | COM | 037833100 | 3,456,512 | 21,913 | SH | SOLE | 1 | 0 | 1 | ||
| AT&T INC | COM | 00206R102 | 525,239 | 18,404 | SH | SOLE | 1 | 0 | 1 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 7,564,461 | 37,048 | SH | SOLE | 1 | 0 | 1 | ||
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 1,530,000 | 5 | SH | SOLE | 1 | 0 | 1 | ||
| BROOKFIELD ASSET MGMT INC | CL A LTD VT SH | 112585104 | 4,348,353 | 113,386 | SH | SOLE | 1 | 0 | 1 | ||
| CIGNA CORP NEW | COM | 125523100 | 1,994,920 | 10,504 | SH | SOLE | 1 | 0 | 1 | ||
| CINCINNATI FINL CORP | COM | 172062101 | 500,398 | 6,463 | SH | SOLE | 1 | 0 | 1 | ||
| CVS HEALTH CORP | COM | 126650100 | 3,620,963 | 55,265 | SH | SOLE | 1 | 0 | 1 | ||
| DISCOVERY INC | COM SER C | 25470F302 | 235,139 | 10,188 | SH | SOLE | 1 | 0 | 1 | ||
| ENCOMPASS HEALTH CORP | COM | 29261A100 | 244,579 | 3,964 | SH | SOLE | 1 | 0 | 1 | ||
| EXXON MOBIL CORP | COM | 30231G102 | 784,424 | 11,504 | SH | SOLE | 1 | 0 | 1 | ||
| GREENLIGHT CAPITAL RE LTD | CLASS A | G4095J109 | 593,703 | 68,875 | SH | SOLE | 1 | 0 | 1 | ||
| GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 1,315,891 | 24,960 | SH | SOLE | 1 | 0 | 1 | ||
| HCA HEALTHCARE INC | COM | 40412C101 | 6,324,425 | 50,819 | SH | SOLE | 1 | 0 | 1 | ||
| HOME DEPOT INC | COM | 437076102 | 395,873 | 2,304 | SH | SOLE | 1 | 0 | 1 | ||
| HONEYWELL INTL INC | COM | 438516106 | 338,095 | 2,559 | SH | SOLE | 1 | 0 | 1 | ||
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 288,153 | 2,535 | SH | SOLE | 1 | 0 | 1 | ||
| JEFFERIES FINL GROUP INC | COM | 47233W109 | 2,607,698 | 150,213 | SH | SOLE | 1 | 0 | 1 | ||
| JOHNSON & JOHNSON | COM | 478160104 | 675,835 | 5,237 | SH | SOLE | 1 | 0 | 1 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 200,609 | 2,055 | SH | SOLE | 1 | 0 | 1 | ||
| KKR & CO INC | CL A | 48251W104 | 2,127,480 | 108,379 | SH | SOLE | 1 | 0 | 1 | ||
| LGI HOMES INC | COM | 50187T106 | 2,541,183 | 56,196 | SH | SOLE | 1 | 0 | 1 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 1,726,846 | 83,665 | SH | SOLE | 1 | 0 | 1 | ||
| LIONS GATE ENTMNT CORP | CL B NON VTG | 535919500 | 416,655 | 28,001 | SH | SOLE | 1 | 0 | 1 | ||
| LUXOFT HLDG INC | ORD SHS CL A | G57279104 | 2,372,760 | 78,000 | SH | SOLE | 1 | 0 | 1 | ||
| MCKESSON CORP | COM | 58155Q103 | 2,359,087 | 21,355 | SH | SOLE | 1 | 0 | 1 | ||
| MICROSOFT CORP | COM | 594918104 | 392,226 | 3,862 | SH | SOLE | 1 | 0 | 1 | ||
| NORFOLK SOUTHERN CORP | COM | 655844108 | 513,819 | 3,436 | SH | SOLE | 1 | 0 | 1 | ||
| OAKTREE CAP GROUP LLC | UNIT CL A | 674001201 | 1,027,697 | 25,854 | SH | SOLE | 1 | 0 | 1 | ||
| PERRIGO CO PLC | SHS | G97822103 | 973,749 | 25,129 | SH | SOLE | 1 | 0 | 1 | ||
| PFIZER INC | COM | 717081103 | 236,452 | 5,417 | SH | SOLE | 1 | 0 | 1 | ||
| RENAISSANCERE HOLDINGS LTD | COM | G7496G103 | 2,337,477 | 17,483 | SH | SOLE | 1 | 0 | 1 | ||
| RPM INTL INC | COM | 749685103 | 222,776 | 3,790 | SH | SOLE | 1 | 0 | 1 | ||
| SK TELECOM LTD | SPONSORED ADR | 78440P108 | 3,654,770 | 136,372 | SH | SOLE | 1 | 0 | 1 | ||
| SOUTHERN CO | COM | 842587107 | 531,125 | 12,093 | SH | SOLE | 1 | 0 | 1 | ||
| SYNCHRONY FINL | COM | 87165B103 | 1,910,723 | 81,446 | SH | SOLE | 1 | 0 | 1 | ||
| TWENTY FIRST CENTY FOX INC | CL B | 90130A200 | 5,921,758 | 123,938 | SH | SOLE | 1 | 0 | 1 | ||