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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMERICAN EXPRESS CO COM 025816109 BBG00GQ6RZ41 304,031,221 1,843,172 SH   SOLE   1,843,172 0 0
AMGEN INC COM 031162100 BBG00GQ6RZ96 280,901,654 1,161,951 SH   SOLE   1,161,951 0 0
APA CORPORATION COM 03743Q108 BBG00YTS96G2 121,787,782 3,377,365 SH   SOLE   3,377,365 0 0
BANK AMERICA CORP COM 060505104 BBG00KTDTJX6 179,266,602 6,268,063 SH   SOLE   6,268,063 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG00KTDTPN3 59,783,430 193,618 SH   SOLE   193,618 0 0
CENOVUS ENERGY INC COM 15135U109 BBG00K0CNCN1 9,791,833 561,224 SH   SOLE   561,224 0 0
CHEVRON CORP NEW COM 166764100 BBG00GQ6S109 138,859,929 851,066 SH   SOLE   851,066 0 0
CONOCOPHILLIPS COM 20825C104 BBG00MVHGSS0 243,245,161 2,451,821 SH   SOLE   2,451,821 0 0
CREDIT ACCEP CORP MICH COM 225310101 BBG00GSLJ970 82,584,232 189,396 SH   SOLE   189,396 0 0
D R HORTON INC COM 23331A109 BBG00JSKYHX2 287,520,720 2,943,195 SH   SOLE   2,943,195 0 0
DEVON ENERGY CORP NEW COM 25179M103 BBG000BBVJZ8 53,010,382 1,047,429 SH   SOLE   1,047,429 0 0
EBAY INC. COM 278642103 BBG00GQ6S2H9 150,910,667 3,401,187 SH   SOLE   3,401,187 0 0
FRONTLINE PLC COM M46528101 BBG006TBD452 7,609,721 465,321 SH   SOLE   465,321 0 0
HOME DEPOT INC COM 437076102 BBG00GQ6S4B1 139,380,749 472,285 SH   SOLE   472,285 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG00GQ6S5G3 188,444,158 1,446,122 SH   SOLE   1,446,122 0 0
LENNAR CORP CL A 526057104 BBG00JSKY2L8 321,361,632 3,057,384 SH   SOLE   3,057,384 0 0
MACERICH CO COM 554382101 BBG00JSKYP19 226,742,459 21,390,798 SH   SOLE   21,390,798 0 0
MERCK & CO INC COM 58933Y105 BBG00GQ6S6Z0 324,254,591 3,047,792 SH   SOLE   3,047,792 0 0
NVR INC COM 62944T105 BBG00LVF18G9 300,647,511 53,955 SH   SOLE   53,955 0 0
OCCIDENTAL PETE CORP COM 674599105 BBG006T7V6V7 443,862,816 7,109,768 SH   SOLE   7,109,768 0 0
OCCIDENTAL PETE CORP *W EXP 08/03/202 674599162 BBG00VTL2DV8 11,780,325 287,325 SH   SOLE   287,325 0 0
OVINTIV INC COM 69047Q102 BBG00R2NHRF3 157,716,684 4,371,305 SH   SOLE   4,371,305 0 0
PFIZER INC COM 717081103 BBG00GQ6S8C1 59,749,111 1,464,439 SH   SOLE   1,464,439 0 0
QUALCOMM INC COM 747525103 BBG00GQ6S8L1 99,474,126 779,700 SH   SOLE   779,700 0 0
SIMON PPTY GROUP INC NEW COM 828806109 BBG00PKLKCS6 275,142,761 2,457,290 SH   SOLE   2,457,290 0 0
TARGET CORP COM 87612E106 BBG00QPL5G25 217,361,880 1,312,334 SH   SOLE   1,312,334 0 0
U HAUL HOLDING COMPANY COM SER N 023586506 BBG01B6SGB59 110,924,416 2,139,333 SH   SOLE   2,139,333 0 0
U HAUL HOLDING COMPANY COM 023586100 BBG00KTFJ8P5 34,480,981 578,055 SH   SOLE   578,055 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 BBG016LL6SW2 187,359,018 12,407,882 SH   SOLE   12,407,882 0 0