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 |
| AMERICAN EXPRESS CO | COM | 025816109 | 6,809 | 79,539 | SH | SOLE | 77,719 | 0 | 1,820 | ||
| APPLE INC | COM | 037833100 | 5,441 | 21,396 | SH | SOLE | 20,866 | 0 | 530 | ||
| BANK AMER CORP | COM | 060505104 | 2,797 | 131,744 | SH | SOLE | 129,044 | 0 | 2,700 | ||
| BANK AMER CORP | 7.25% CNV PFD L | 060505682 | 1,434 | 1,133 | SH | SOLE | 1,133 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 9,255 | 50,623 | SH | SOLE | 49,493 | 0 | 1,130 | ||
| CHANGE HEALTHCARE INC | COM | 15912K100 | 1,597 | 159,858 | SH | SOLE | 154,742 | 0 | 5,116 | ||
| ALPHABET INC | CAP STK CL C | 0207oK305 | 5,603 | 4,822 | SH | SOLE | 4,716 | 0 | 106 | ||
| ISHARES TR | TIPS BD ETF | 464287176 | 310 | 2,625 | SH | SOLE | 2,625 | 0 | 0 | ||
| NEWMONT MINING CORP | COM | 651639106 | 8,642 | 190,862 | SH | SOLE | 186,432 | 0 | 4,430 | ||
| OLD REP INTL CORP | COM | 680223104 | 5,727 | 375,542 | SH | SOLE | 367,092 | 0 | 8,450 | ||
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | 682 | 11,857 | SH | SOLE | 11,857 | 0 | 0 | ||
| SCIENCE APPLICATIONS INTL CP N | COM | 808625107 | 1,488 | 19,945 | SH | SOLE | 19,423 | 0 | 522 | ||
| SEABOARD CORP | COM | 811543107 | 7,415 | 2,636 | SH | SOLE | 2,576 | 0 | 60 | ||
| WELLS FARGO CO NEW | PERP PFD CNV A | 949746804 | 5,950 | 4,670 | SH | SOLE | 4,557 | 0 | 113 | ||
| AMERCO | COM | 023586100 | 4,877 | 16,785 | SH | SOLE | 16,406 | 0 | 379 | ||
| TJX COX INC NEW | COM | 872540109 | 5,856 | 122,484 | SH | SOLE | 119,794 | 0 | 2,690 | ||
| YUM BRANDS INC | COM | 988498101 | 5,209 | 76,016 | SH | SOLE | 74,276 | 0 | 1,740 | ||
| FIRST AMERN FINL CORP | COM | 31847R102 | 296 | 6,970 | SH | SOLE | 6,970 | 0 | 0 | ||
| GABELLI GLB SML & MD CP VAL | COM | 36249W104 | 79 | 10,858 | SH | SOLE | 10,858 | 0 | 0 | ||
| HCA HEALTHCARE INC | COM | 40412C101 | 4,281 | 47,645 | SH | SOLE | 46,515 | 0 | 1,130 | ||
| JOYY INC | ADS REPSTG COM A | 46591M109 | 6,127 | 115,044 | SH | SOLE | 112,334 | 0 | 2,710 | ||
| MCKESSON CORP | COM | 58155Q103 | 7,169 | 53,001 | SH | SOLE | 51,800 | 0 | 1,201 | ||
| SPDR SERIES TRUST | PORTFOLIO SHORT | 78464A474 | 2,011 | 66,494 | SH | SOLE | 66,494 | 0 | 0 | ||
| WESTERN ASSET CLYM INFL SEC | COM SH BEN INT | 95766Q106 | 231 | 21,993 | SH | SOLE | 21,993 | 0 | 0 | ||