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
ADVENT SOFTWARE INC COM 007974108 108,483 3,694,919 SH   SOLE   3,479,448 0 215,471
ALBEMARLE CORP COM 012653101 376,722 5,671,810 SH   SOLE   4,993,306 0 678,504
ALEXANDER & BALDWIN INC NEW COM 014491104 150,962 3,547,051 SH   SOLE   3,326,319 0 220,732
ALLEGHANY CORP DEL COM 017175100 20,843 51,164 SH   SOLE   48,330 0 2,834
ALLIANT TECHSYSTEMS INC COM 018804104 195,743 1,377,013 SH   SOLE   1,293,885 0 83,128
AMPHENOL CORP NEW CL A 032095101 19,933 217,495 SH   SOLE   205,227 0 12,268
APACHE CORP COM 037411105 30,729 370,455 SH   SOLE   235,538 0 134,917
ATWOOD OCEANICS INC COM 050095108 222,440 4,414,366 SH   SOLE   4,133,592 0 280,774
BERKSHIRE HATHAWAY INC DEL CL A 084670108 2,623 14 SH   SOLE   14 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 91,518 732,322 SH   SOLE   491,370 0 240,952
BLOCK H & R INC COM 093671105 243 8,050 SH   SOLE   8,050 0 0
BRISTOL MYERS SQUIBB CO COM 110122108 99,739 1,919,893 SH   SOLE   1,366,218 0 553,675
BROWN FORMAN CORP CL B 115637209 64,159 715,348 SH   SOLE   623,262 0 92,086
CSX CORP COM 126408103 1,829 63,119 SH   SOLE   63,119 0 0
CABELAS INC COM 126804301 274,221 4,185,947 SH   SOLE   3,892,068 0 293,879
CARMAX INC COM 143130102 118,631 2,534,850 SH   SOLE   2,020,867 0 513,983
CARNIVAL CORP PAIRED CTF 143658300 104,015 2,747,366 SH   SOLE   1,958,671 0 788,695
CATERPILLAR INC DEL COM 149123101 257 2,590 SH   SOLE   2,590 0 0
CHEVRON CORP NEW COM 166764100 82,820 696,493 SH   SOLE   496,008 0 200,485
CINCINNATI FINL CORP COM 172062101 46,277 951,027 SH   SOLE   819,640 0 131,387
CINTAS CORP COM 172908105 24,730 414,866 SH   SOLE   386,748 0 28,118
COCA COLA CO COM 191216100 62,133 1,607,188 SH   SOLE   1,168,395 0 438,793
COLUMBIA SPORTSWEAR CO COM 198516106 110,836 1,341,030 SH   SOLE   1,245,678 0 95,352
CORNING INC COM 219350105 101,382 4,869,452 SH   SOLE   3,538,258 0 1,331,194
DECKERS OUTDOOR CORP COM 243537107 236,177 2,962,205 SH   SOLE   2,792,356 0 169,849
DEERE & CO COM 244199105 266 2,930 SH   SOLE   2,930 0 0
DOLLAR TREE INC COM 256746108 50,336 964,659 SH   SOLE   923,427 0 41,232
E M C CORP MASS COM 268648102 55,369 2,020,024 SH   SOLE   1,316,620 0 703,404
EATON VANCE CORP COM NON VTG 278265103 251,225 6,583,456 SH   SOLE   6,016,306 0 567,150
FASTENAL CO COM 311900104 311 6,312 SH   SOLE   6,312 0 0
FEDERATED INVS INC PA CL B 314211103 51,237 1,677,694 SH   SOLE   1,445,974 0 231,720
GENERAL DYNAMICS CORP COM 369550108 102,004 936,507 SH   SOLE   787,921 0 148,586
GENERAL ELECTRIC CO COM 369604103 251 9,710 SH   SOLE   9,710 0 0
HASBRO INC COM 418056107 102,739 1,847,164 SH   SOLE   1,653,117 0 194,047
HERSHEY CO COM 427866108 46,234 442,851 SH   SOLE   351,323 0 91,528
INTEL CORP COM 458140100 72,030 2,790,352 SH   SOLE   2,034,809 0 755,543
INTERNATIONAL BUSINESS MACHS COM 459200101 74,923 389,233 SH   SOLE   279,947 0 109,286
JOHNSON & JOHNSON COM 478160104 15,906 161,928 SH   SOLE   129,922 0 32,006
KAMAN CORP COM 483548103 61,438 1,510,282 SH   SOLE   1,398,705 0 111,577
LANDSTAR SYS INC COM 515098101 251 4,240 SH   SOLE   4,240 0 0
LILLY ELI & CO COM 532457108 95,136 1,616,303 SH   SOLE   1,166,894 0 449,409
LORILLARD INC COM 544147101 119,181 2,203,799 SH   SOLE   1,996,994 0 206,805
LOWES COS INC COM 548661107 94,507 1,932,651 SH   SOLE   1,412,168 0 520,483
MARTIN MARIETTA MATLS INC COM 573284106 118,696 924,782 SH   SOLE   876,755 0 48,027
MICREL INC COM 594793101 50,058 4,517,850 SH   SOLE   4,204,862 0 312,988
MICROSOFT CORP COM 594918104 62,818 1,532,536 SH   SOLE   1,158,994 0 373,542
MONDELEZ INTL INC CL A 609207105 1,817 52,578 SH   SOLE   52,578 0 0
MURPHY OIL CORP COM 626717102 266 4,230 SH   SOLE   4,230 0 0
NEWMARKET CORP COM 651587107 522,874 1,338,027 SH   SOLE   1,156,602 0 181,425
NORFOLK SOUTHERN CORP COM 655844108 2,129 21,907 SH   SOLE   21,907 0 0
OLD DOMINION FGHT LINES INC COM 679580100 312,754 5,512,050 SH   SOLE   5,137,494 0 374,556
OLIN CORP COM PAR $1 680665205 164,430 5,955,443 SH   SOLE   5,519,329 0 436,114
OWENS ILL INC COM NEW 690768403 247 7,290 SH   SOLE   7,290 0 0
PAYCHEX INC COM 704326107 58,405 1,371,021 SH   SOLE   1,203,172 0 167,849
PFIZER INC COM 717081103 89,600 2,789,550 SH   SOLE   2,112,653 0 676,897
PHILIP MORRIS INTL INC COM 718172109 45,783 559,216 SH   SOLE   438,112 0 121,104
POLARIS INDS INC COM 731068102 265 1,900 SH   SOLE   1,900 0 0
PRICESMART INC COM 741511109 243,157 2,409,170 SH   SOLE   2,261,517 0 147,653
PULTE GROUP INC COM 745867101 8,927 465,180 SH   SOLE   409,180 0 56,000
REYNOLDS AMERICAN INC COM 761713106 34,702 649,597 SH   SOLE   574,236 0 75,361
RITCHIE BROS AUCTIONEERS COM 767744105 54,664 2,265,396 SH   SOLE   2,110,255 0 155,141
ROBERT HALF INTL INC COM 770323103 256 6,100 SH   SOLE   6,100 0 0
SERVICE CORP INTL COM 817565104 245,577 12,352,962 SH   SOLE   11,575,629 0 777,333
SHERWIN WILLIAMS CO COM 824348106 256 1,300 SH   SOLE   1,300 0 0
SMITH & WESSON HLDG CORP COM 831756101 7,201 492,516 SH   SOLE   403,650 0 88,866
STURM RUGER & CO INC COM 864159108 154,372 2,581,464 SH   SOLE   2,421,711 0 159,753
TEJON RANCH CO COM 879080109 78,065 2,307,571 SH   SOLE   2,141,023 0 166,548
TEJON RANCH CO *W EXP 08/31/2016 879080133 1,325 363,118 SH   SOLE   336,509 0 26,609
TREDEGAR CORP COM 894650100 60,699 2,637,953 SH   SOLE   2,441,154 0 196,799
U S G CORP COM NEW 903293405 240 7,320 SH   SOLE   7,320 0 0
VULCAN MATLS CO COM 929160109 13,133 197,639 SH   SOLE   186,713 0 10,926
WAL-MART STORES INC COM 931142103 32,636 427,009 SH   SOLE   269,457 0 157,552
WELLS FARGO & CO NEW COM 949746101 144,334 2,901,786 SH   SOLE   2,177,946 0 723,840
WHIRLPOOL CORP COM 963320106 16,677 111,582 SH   SOLE   105,260 0 6,322
WORLD FUEL SVCS CORP COM 981475106 62,550 1,418,349 SH   SOLE   1,315,400 0 102,949
AMERICAN EAGLE OUTFITTERS NE COM 02553E106 44,226 3,613,269 SH   SOLE   3,369,361 0 243,908
THE ADT CORPORATION COM 00101J106 237 7,910 SH   SOLE   7,910 0 0
ALPHA NATURAL RESOURCES INC COM 02076X102 42 10,000 SH   SOLE   10,000 0 0
ALTRIA GROUP INC COM 02209S103 89,662 2,395,459 SH   SOLE   1,785,914 0 609,545
BLACKROCK INC COM 09247X101 125,514 399,117 SH   SOLE   299,007 0 100,110
C H ROBINSON WORLDWIDE INC COM NEW 12541W209 240 4,580 SH   SOLE   4,580 0 0
CISCO SYS INC COM 17275R102 69,346 3,093,764 SH   SOLE   2,258,332 0 835,432
CONOCOPHILLIPS COM 20825C104 85,173 1,210,711 SH   SOLE   890,892 0 319,819
CONVERSANT INC COM 21249J105 90,741 3,223,500 SH   SOLE   2,981,063 0 242,437
CORRECTIONS CORP AMER NEW COM NEW 22025Y407 186,691 5,960,764 SH   SOLE   5,445,651 0 515,113
DOMINION RES INC VA NEW COM 25746U109 37,621 529,956 SH   SOLE   450,115 0 79,841
DUKE ENERGY CORP NEW COM NEW 26441C204 27,924 392,079 SH   SOLE   339,013 0 53,066
ENERGIZER HLDGS INC COM 29266R108 108,928 1,081,284 SH   SOLE   905,569 0 175,715
EXXON MOBIL CORP COM 30231G102 1,774 18,164 SH   SOLE   18,164 0 0
FEDEX CORP COM 31428X106 25,183 189,971 SH   SOLE   112,920 0 77,051
FIRST INDUSTRIAL REALTY TRUS COM 32054K103 172,696 8,938,728 SH   SOLE   8,363,670 0 575,058
GENERAL MTRS CO COM 37045V100 237 6,900 SH   SOLE   6,900 0 0
KINDER MORGAN MANAGEMENT LLC SHS 49455U100 105,420 1,470,915 SH   SOLE   1,264,591 0 206,324
KRAFT FOODS GROUP INC COM 50076Q106 337 6,008 SH   SOLE   6,008 0 0
M & T BK CORP COM 55261F104 42,187 347,792 SH   SOLE   335,429 0 12,363
MBIA INC COM 55262C100 193,176 13,808,190 SH   SOLE   13,030,147 0 778,043
MRC GLOBAL INC COM 55345K103 128,671 4,772,653 SH   SOLE   4,428,790 0 343,863
MATSON INC COM 57686G105 82,049 3,323,150 SH   SOLE   3,086,943 0 236,207
MONARCH FINANCIAL HOLDINGS I COM 60907Q100 207 16,854 SH   SOLE   16,854 0 0
MOSAIC CO NEW COM 61945C103 68,883 1,377,677 SH   SOLE   1,055,403 0 322,274
NU SKIN ENTERPRISES INC CL A 67018T105 33,988 410,236 SH   SOLE   401,362 0 8,874
POTASH CORP SASK INC COM 73755L107 269 7,430 SH   SOLE   7,430 0 0
TEMPUR SEALY INTL INC COM 88023U101 205,952 4,064,574 SH   SOLE   3,822,343 0 242,231
TENET HEALTHCARE CORP COM NEW 88033G407 222,902 5,206,770 SH   SOLE   4,894,838 0 311,932
VERIZON COMMUNICATIONS INC COM 92343V104 66,446 1,396,809 SH   SOLE   1,053,396 0 343,413
VISA INC COM CL A 92826C839 55,392 256,612 SH   SOLE   150,419 0 106,193
MONTPELIER RE HOLDINGS LTD SHS G62185106 98,334 3,304,216 SH   SOLE   3,066,215 0 238,001
WHITE MTNS INS GROUP LTD COM G9618E107 190,715 317,911 SH   SOLE   272,280 0 45,631