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 Company | COM | 88579Y101 | 277 | 1,394 | SH | SOLE | 1,394 | 0 | 0 | ||
| AerCap Holdings NV | COM | N00985106 | 350,868 | 6,851,548 | SH | SOLE | 5,453,141 | 0 | 1,398,407 | ||
| Alphabet Inc Cl A | COM | 02079K305 | 307,685 | 126,008 | SH | SOLE | 108,480 | 0 | 17,528 | ||
| Alphabet Inc Cl C | COM | 02079K107 | 3,205,345 | 1,278,905 | SH | SOLE | 1,013,841 | 0 | 265,064 | ||
| Amazon.com Inc | COM | 023135106 | 2,298,065 | 668,011 | SH | SOLE | 531,301 | 0 | 136,710 | ||
| American International Group | COM | 026874784 | 628 | 13,200 | SH | SOLE | 13,200 | 0 | 0 | ||
| Anthem Inc | COM | 036752103 | 1,002,533 | 2,625,808 | SH | SOLE | 2,085,402 | 0 | 540,406 | ||
| Aon PLC | COM | G0403H108 | 1,566,361 | 6,560,400 | SH | SOLE | 5,211,184 | 0 | 1,349,216 | ||
| Apple Inc | COM | 037833100 | 820 | 5,987 | SH | SOLE | 5,987 | 0 | 0 | ||
| Automatic Data Processing | COM | 053015103 | 368 | 1,853 | SH | SOLE | 1,853 | 0 | 0 | ||
| Bank of America Corp | COM | 060505104 | 5,985 | 145,164 | SH | SOLE | 134,614 | 0 | 10,550 | ||
| Bank of New York Mellon Corp | COM | 064058100 | 615 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
| Bausch Health Cos Inc | COM | 071734107 | 252 | 8,600 | SH | SOLE | 8,600 | 0 | 0 | ||
| Berkshire Hathaway Inc-Cl A | COM | 084670108 | 5,023 | 12 | SH | SOLE | 12 | 0 | 0 | ||
| Berkshire Hathaway Inc-Cl B | COM | 084670702 | 841,127 | 3,026,508 | SH | SOLE | 2,409,514 | 0 | 616,994 | ||
| Capital One Financial Corp | COM | 14040H105 | 581,648 | 3,760,086 | SH | SOLE | 2,982,972 | 0 | 777,114 | ||
| Charter Communications Inc-A | COM | 16119P108 | 241,797 | 335,154 | SH | SOLE | 264,586 | 0 | 70,568 | ||
| Citigroup Inc | COM | 172967424 | 1,451,563 | 20,516,793 | SH | SOLE | 16,306,581 | 0 | 4,210,212 | ||
| Comcast Corp-Class A | COM | 20030N101 | 1,697,979 | 29,778,656 | SH | SOLE | 23,612,696 | 0 | 6,165,960 | ||
| ConocoPhillips | COM | 20825C104 | 341 | 5,600 | SH | SOLE | 5,600 | 0 | 0 | ||
| Dish Network Corp Cl A | COM | 25470M109 | 793,500 | 18,983,243 | SH | SOLE | 15,086,428 | 0 | 3,896,815 | ||
| Ecolab Inc | COM | 278865100 | 5,248 | 25,478 | SH | SOLE | 19,596 | 0 | 5,882 | ||
| Emerson Electric | COM | 291011104 | 545 | 5,663 | SH | SOLE | 5,663 | 0 | 0 | ||
| Exxon Mobil Corp | COM | 30231G102 | 312 | 4,943 | SH | SOLE | 4,943 | 0 | 0 | ||
| Facebook Inc-A | COM | 30303M102 | 2,581,386 | 7,423,963 | SH | SOLE | 5,890,986 | 0 | 1,532,977 | ||
| First Citizens BancShares | COM | 31946m103 | 1,047 | 1,257 | SH | SOLE | 1,257 | 0 | 0 | ||
| Fox Corp Cl A | COM | 35137L105 | 495 | 13,333 | SH | SOLE | 13,333 | 0 | 0 | ||
| General Electric Co | COM | 369604301 | 1,512,610 | 112,378,192 | SH | SOLE | 94,187,726 | 0 | 18,190,466 | ||
| General Motors Co | COM | 37045V100 | 715,540 | 12,092,958 | SH | SOLE | 9,633,666 | 0 | 2,459,292 | ||
| Goldman Sachs Group Inc | COM | 38141G104 | 1,444,886 | 3,807,040 | SH | SOLE | 2,972,232 | 0 | 834,808 | ||
| Hilton Worldwide Holdings Inc | COM | 43300A203 | 945,085 | 7,835,229 | SH | SOLE | 6,226,912 | 0 | 1,608,317 | ||
| Home Depot | COM | 437076102 | 227 | 712 | SH | SOLE | 712 | 0 | 0 | ||
| Intel Corp | COM | 458140100 | 359 | 6,387 | SH | SOLE | 6,387 | 0 | 0 | ||
| Intl Business Machines Corp | COM | 459200101 | 396 | 2,700 | SH | SOLE | 2,700 | 0 | 0 | ||
| Johnson & Johnson | COM | 478160104 | 776 | 4,712 | SH | SOLE | 4,712 | 0 | 0 | ||
| JPMorgan Chase & Co | COM | 46625H100 | 1,615 | 10,385 | SH | SOLE | 10,101 | 0 | 284 | ||
| Kimberly-Clark | COM | 494368103 | 551 | 4,116 | SH | SOLE | 4,116 | 0 | 0 | ||
| Liberty Broadband-A | COM | 530307107 | 130,170 | 774,040 | SH | SOLE | 707,680 | 0 | 66,360 | ||
| Liberty Broadband-C | COM | 530307305 | 1,587,045 | 9,138,803 | SH | SOLE | 7,167,732 | 0 | 1,971,071 | ||
| Liberty Global Plc-Series C | COM | G5480U120 | 1,854 | 68,558 | SH | SOLE | 68,558 | 0 | 0 | ||
| LyondellBasell Industries-Cl A | COM | N53745100 | 301,387 | 2,929,783 | SH | SOLE | 2,430,999 | 0 | 498,784 | ||
| Marriott International -Cl A | COM | 571903202 | 1,357,027 | 9,940,136 | SH | SOLE | 7,890,490 | 0 | 2,049,646 | ||
| Merck & Co Inc | COM | 58933y105 | 435 | 5,595 | SH | SOLE | 5,595 | 0 | 0 | ||
| Microsoft Corp | COM | 594918104 | 2,872,023 | 10,601,782 | SH | SOLE | 8,441,872 | 0 | 2,159,910 | ||
| Mondelez International Inc | COM | 609207105 | 744 | 11,922 | SH | SOLE | 11,922 | 0 | 0 | ||
| Morgan Stanley | COM | 617446448 | 1,420,269 | 15,489,899 | SH | SOLE | 12,353,316 | 0 | 3,136,583 | ||
| Netflix Inc | COM | 64110L106 | 1,489,881 | 2,820,623 | SH | SOLE | 2,240,997 | 0 | 579,626 | ||
| Oracle Corp | COM | 68389X105 | 6,110 | 78,494 | SH | SOLE | 78,494 | 0 | 0 | ||
| Ovintiv Inc | COM | 69047Q102 | 267 | 8,496 | SH | SOLE | 8,496 | 0 | 0 | ||
| Procter & Gamble | COM | 742718109 | 695 | 5,153 | SH | SOLE | 5,153 | 0 | 0 | ||
| Texas Instruments Inc. | COM | 882508104 | 559 | 2,905 | SH | SOLE | 2,905 | 0 | 0 | ||
| Thermo Fisher Scientific Inc | COM | 883556102 | 14,474 | 28,691 | SH | SOLE | 21,750 | 0 | 6,941 | ||
| Travelers Companies, Inc | COM | 89417E109 | 1,033 | 6,900 | SH | SOLE | 6,900 | 0 | 0 | ||
| UnitedHealth Group Inc | COM | 91324P102 | 1,287,887 | 3,216,180 | SH | SOLE | 2,582,726 | 0 | 633,454 | ||
| W R Berkley Corp | COM | 084423102 | 4,087 | 54,910 | SH | SOLE | 44,910 | 0 | 10,000 | ||
| Wabtec Corp | COM | 929740108 | 597 | 7,249 | SH | SOLE | 7,249 | 0 | 0 | ||
| Wal-Mart Stores Inc | COM | 931142103 | 667 | 4,729 | SH | SOLE | 4,729 | 0 | 0 | ||
| Walt Disney Co/The | COM | 254687106 | 693,448 | 3,945,202 | SH | SOLE | 3,105,423 | 0 | 839,779 | ||
| Wells Fargo & Co | COM | 949746101 | 1,581,043 | 34,909,320 | SH | SOLE | 27,791,368 | 0 | 7,117,952 | ||
| Willis Towers Watson Plc | COM | G96629103 | 495,295 | 2,153,269 | SH | SOLE | 1,707,947 | 0 | 445,322 | ||
| Woodward Inc | COM | 980745103 | 214,401 | 1,744,797 | SH | SOLE | 1,421,280 | 0 | 323,517 | ||