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 | 253,943 | 1,465 | SH | SOLE | 1 | 0 | 1 | ||
| ADIENT PLC | ORD SHS | G0084W101 | 1,458,943 | 60,113 | SH | SOLE | 1 | 0 | 1 | ||
| AERCAP HOLDINGS NV | SHS | N00985106 | 3,704,568 | 71,228 | SH | SOLE | 1 | 0 | 1 | ||
| AMERICAN EXPRESS CO | COM | 025816109 | 342,053 | 2,771 | SH | SOLE | 1 | 0 | 1 | ||
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | 4,038,624 | 75,800 | SH | SOLE | 1 | 0 | 1 | ||
| AMERICAN INTL GROUP INC | *W EXP 01/19/202 | 026874156 | 204,575 | 16,700 | SH | SOLE | 1 | 0 | 1 | ||
| APPLE INC | COM | 037833100 | 4,299,398 | 21,723 | SH | SOLE | 1 | 0 | 1 | ||
| AT&T INC | COM | 00206R102 | 619,519 | 18,488 | SH | SOLE | 1 | 0 | 1 | ||
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 1,591,750 | 5 | SH | SOLE | 1 | 0 | 1 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 7,434,517 | 34,876 | SH | SOLE | 1 | 0 | 1 | ||
| BROOKFIELD ASSET MGMT INC | CL A LTD VT SH | 112585104 | 5,391,304 | 112,836 | SH | SOLE | 1 | 0 | 1 | ||
| CHEVRON CORP NEW | COM | 166764100 | 209,184 | 1,681 | SH | SOLE | 1 | 0 | 1 | ||
| CIGNA CORP NEW | COM | 125523100 | 3,639,405 | 23,100 | SH | SOLE | 1 | 0 | 1 | ||
| CINCINNATI FINL CORP | COM | 172062101 | 678,966 | 6,549 | SH | SOLE | 1 | 0 | 1 | ||
| CVS HEALTH CORP | COM | 126650100 | 3,460,987 | 63,516 | SH | SOLE | 1 | 0 | 1 | ||
| DIAGEO P L C | SPON ADR NEW | 25243Q205 | 240,559 | 1,396 | SH | SOLE | 1 | 0 | 1 | ||
| DISCOVERY INC | COM SER C | 25470F302 | 289,849 | 10,188 | SH | SOLE | 1 | 0 | 1 | ||
| ENCOMPASS HEALTH CORP | COM | 29261A100 | 251,159 | 3,964 | SH | SOLE | 1 | 0 | 1 | ||
| EXXON MOBIL CORP | COM | 30231G102 | 880,748 | 11,494 | SH | SOLE | 1 | 0 | 1 | ||
| FOX CORP | CL B COM | 35137L204 | 1,290,532 | 35,328 | SH | SOLE | 1 | 0 | 1 | ||
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 3,781,008 | 18,480 | SH | SOLE | 1 | 0 | 1 | ||
| GREENLIGHT CAPITAL RE LTD | CLASS A | G4095J109 | 1,171,679 | 138,007 | SH | SOLE | 1 | 0 | 1 | ||
| GROUP 1 AUTOMOTIVE INC | COM | 398905109 | 2,562,748 | 31,295 | SH | SOLE | 1 | 0 | 1 | ||
| HCA HEALTHCARE INC | COM | 40412C101 | 6,278,511 | 46,449 | SH | SOLE | 1 | 0 | 1 | ||
| HOME DEPOT INC | COM | 437076102 | 367,067 | 1,765 | SH | SOLE | 1 | 0 | 1 | ||
| HONEYWELL INTL INC | COM | 438516106 | 446,776 | 2,559 | SH | SOLE | 1 | 0 | 1 | ||
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 349,577 | 2,535 | SH | SOLE | 1 | 0 | 1 | ||
| JEFFERIES FINL GROUP INC | COM | 47233W109 | 3,591,626 | 186,772 | SH | SOLE | 1 | 0 | 1 | ||
| JOHNSON & JOHNSON | COM | 478160104 | 673,697 | 4,837 | SH | SOLE | 1 | 0 | 1 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 223,600 | 2,000 | SH | SOLE | 1 | 0 | 1 | ||
| KKR & CO INC | CL A | 48251W104 | 4,326,502 | 171,211 | SH | SOLE | 1 | 0 | 1 | ||
| LGI HOMES INC | COM | 50187T106 | 4,036,581 | 56,511 | SH | SOLE | 1 | 0 | 1 | ||
| LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 1,771,894 | 65,650 | SH | SOLE | 1 | 0 | 1 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 2,500,187 | 94,240 | SH | SOLE | 1 | 0 | 1 | ||
| MCKESSON CORP | COM | 58155Q103 | 3,558,782 | 26,481 | SH | SOLE | 1 | 0 | 1 | ||
| MICROSOFT CORP | COM | 594918104 | 500,340 | 3,735 | SH | SOLE | 1 | 0 | 1 | ||
| NORFOLK SOUTHERN CORP | COM | 655844108 | 643,039 | 3,226 | SH | SOLE | 1 | 0 | 1 | ||
| OAKTREE CAP GROUP LLC | UNIT CL A | 674001201 | 1,506,264 | 30,405 | SH | SOLE | 1 | 0 | 1 | ||
| PERRIGO CO PLC | SHS | G97822103 | 2,090,947 | 43,909 | SH | SOLE | 1 | 0 | 1 | ||
| PFIZER INC | COM | 717081103 | 234,664 | 5,417 | SH | SOLE | 1 | 0 | 1 | ||
| RENAISSANCERE HOLDINGS LTD | COM | G7496G103 | 3,141,698 | 17,649 | SH | SOLE | 1 | 0 | 1 | ||
| RPM INTL INC | COM | 749685103 | 231,607 | 3,790 | SH | SOLE | 1 | 0 | 1 | ||
| SK TELECOM LTD | SPONSORED ADR | 78440P108 | 3,400,031 | 137,375 | SH | SOLE | 1 | 0 | 1 | ||
| SOUTHERN CO | COM | 842587107 | 668,501 | 12,093 | SH | SOLE | 1 | 0 | 1 | ||
| SYNCHRONY FINL | COM | 87165B103 | 3,910,776 | 112,800 | SH | SOLE | 1 | 0 | 1 | ||
| UNITED TECHNOLOGIES CORP | COM | 913017109 | 211,184 | 1,622 | SH | SOLE | 1 | 0 | 1 | ||