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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMERICAN EXPRESS CO COM 025816109 9,966 80,051 SH   SOLE   78,180 0 1,871
APPLE INC COM 037833100 8,442 28,748 SH   SOLE   28,088 0 660
BANK AMER CORP COM 060505104 4,538 128,844 SH   SOLE   126,144 0 2,700
BANK AMER CORP 7.25% CNV PFD L 060505682 1,749 1,207 SH   SOLE   1,200 0 7
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11,589 51,164 SH   SOLE   50,004 0 1,160
CINER RES LP COM UNIT LTD 172464109 298 17,200 SH   SOLE   17,200 0 0
FIRST TR NASDAQ100 TECH INDEX SHS 337345102 243 2,424 SH   SOLE   2,424 0 0
ISHARES TR TIPS BD ETF 464287176 306 2,625 SH   SOLE   2,625 0 0
ISHARES TR CORE S&P ETF 464287200 255 790 SH   SOLE   790 0 0
NEWMONT MINING CORP COM 651639106 8,395 193,215 SH   SOLE   188,657 0 4,558
OLD REP INTL CORP COM 680223104 8,457 378,052 SH   SOLE   369,295 0 8,757
PERSPECTA INC COM 715347100 7,077 267,649 SH   SOLE   261,389 0 6,260
SCHWAB STRATEGIC TR US TIPS ETF 808524870 700 12,357 SH   SOLE   12,308 0 49
SCIENCE APPLICATIONS INTL CP N COM 808625107 1,736 19,945 SH   SOLE   19,423 0 522
SEABOARD CORP COM 811543107 11,336 2,667 SH   SOLE   2,605 0 62
WELLS FARGO CO NEW PERP PFD CNV A 949746804 6,861 4,732 SH   SOLE   4,619 0 113
QUANTA SVCS INC COM 74762E102 4,743 116,511 SH   SOLE   113,741 0 2,770
DXC TECHNOLOGY CO COM 23355L106 5,914 157,325 SH   SOLE   153,395 0 3,930
DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 11,895 390,116 SH   SOLE   380,816 0 9,300
FIRST AMERN FINL CORP COM 31847R102 406 6,970 SH   SOLE   6,970 0 0
GABELLI GLB SML & MD CP VAL COM 36249W104 129 10,858 SH   SOLE   10,858 0 0
HCA HEALTHCARE INC COM 40412C101 7,246 49,021 SH   SOLE   47,860 0 1,161
JOYY INC ADS REPSTG COM A 46591M109 3,864 73,204 SH   SOLE   72,144 0 1,060
MCKESSON CORP COM 58155Q103 9,446 68,289 SH   SOLE   66,599 0 1,690
QURATE RETAIL INC COM SER A 74915M100 2,723 322,996 SH   SOLE   318,146 0 4,850
SPDR SERIES TRUST PORTFOLIO SHORT 78464A474 2,064 66,914 SH   SOLE   66,614 0 300
SERITAGE GROWTH PPTYS CL A 81752R100 295 7,350 SH   SOLE   7,350 0 0
WESTERN ASSET CLYM INFL SEC COM SH BEN INT 95766Q106 276 22,693 SH   SOLE   22,693 0 0