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 |
| AerCap Holdings NV | COM | N00985106 | 262,186 | 8,512,533 | SH | SOLE | 7,003,065 | 0 | 1,509,468 | ||
| Alphabet Inc Cl A | COM | 02079K305 | 246,887 | 174,103 | SH | SOLE | 154,560 | 0 | 19,543 | ||
| Alphabet Inc Cl C | COM | 02079K107 | 2,420,759 | 1,712,466 | SH | SOLE | 1,393,860 | 0 | 318,606 | ||
| Amazon.com Inc | COM | 023135106 | 2,387,723 | 865,487 | SH | SOLE | 712,348 | 0 | 153,139 | ||
| American International Group | COM | 026874784 | 412 | 13,200 | SH | SOLE | 13,200 | 0 | 0 | ||
| Anthem Inc | COM | 036752103 | 567,715 | 2,158,777 | SH | SOLE | 1,773,255 | 0 | 385,522 | ||
| Aon PLC | COM | G0403H108 | 1,241,436 | 6,445,670 | SH | SOLE | 5,244,702 | 0 | 1,200,968 | ||
| Bank of America Corp | COM | 060505104 | 3,287 | 138,415 | SH | SOLE | 95,882 | 0 | 42,533 | ||
| Bank of New York Mellon Corp | COM | 064058100 | 464 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
| Berkshire Hathaway Inc-Cl A | COM | 084670108 | 6,415 | 24 | SH | SOLE | 24 | 0 | 0 | ||
| Berkshire Hathaway Inc-Cl B | COM | 084670702 | 1,526,304 | 8,550,241 | SH | SOLE | 7,004,032 | 0 | 1,546,209 | ||
| Charter Communications Inc-A | COM | 16119P108 | 223,413 | 438,031 | SH | SOLE | 357,657 | 0 | 80,374 | ||
| Citigroup Inc | COM | 172967424 | 1,149,303 | 22,491,256 | SH | SOLE | 18,510,742 | 0 | 3,980,514 | ||
| Cogent Communications Holdings | COM | 19239V302 | 774 | 10,000 | SH | SOLE | 0 | 0 | 10,000 | ||
| Comcast Corp-Class A | COM | 20030N101 | 1,834,552 | 47,063,936 | SH | SOLE | 38,683,739 | 0 | 8,380,197 | ||
| ConocoPhillips | COM | 20825C104 | 235 | 5,600 | SH | SOLE | 5,600 | 0 | 0 | ||
| Constellation Pharmaceutical | COM | 210373106 | 260 | 8,639 | SH | SOLE | 0 | 0 | 8,639 | ||
| Dish Network Corp Cl A | COM | 25470M109 | 193,100 | 5,595,485 | SH | SOLE | 4,522,151 | 0 | 1,073,334 | ||
| Ecolab Inc | COM | 278865100 | 5,466 | 27,474 | SH | SOLE | 3,850 | 0 | 23,624 | ||
| Facebook Inc-A | COM | 30303M102 | 1,423,131 | 6,267,367 | SH | SOLE | 5,157,715 | 0 | 1,109,652 | ||
| Fidelity National Information | COM | 31620M106 | 1,364 | 10,174 | SH | SOLE | 4,577 | 0 | 5,597 | ||
| First Citizens BancShares | COM | 31946m103 | 632 | 1,560 | SH | SOLE | 0 | 0 | 1,560 | ||
| Fox Corp Cl A | COM | 35137L105 | 366 | 13,650 | SH | SOLE | 13,333 | 0 | 317 | ||
| GCI Liberty Inc - Class A | COM | 36164V305 | 403,268 | 5,670,246 | SH | SOLE | 4,889,031 | 0 | 781,215 | ||
| General Electric Co | COM | 369604103 | 948,424 | 138,861,487 | SH | SOLE | 120,906,130 | 0 | 17,955,357 | ||
| General Motors Co | COM | 37045V100 | 481,873 | 19,046,347 | SH | SOLE | 15,722,083 | 0 | 3,324,264 | ||
| Goldman Sachs Group Inc | COM | 38141G104 | 1,173,035 | 5,935,809 | SH | SOLE | 4,807,534 | 0 | 1,128,275 | ||
| Hexcel Corp | COM | 428291108 | 108,840 | 2,406,901 | SH | SOLE | 1,911,400 | 0 | 495,501 | ||
| Hilton Worldwide Holdings Inc | COM | 43300A203 | 677,897 | 9,229,370 | SH | SOLE | 7,552,303 | 0 | 1,677,067 | ||
| Interactive Brokers Group, Inc | COM | 45841N107 | 689 | 16,500 | SH | SOLE | 0 | 0 | 16,500 | ||
| Intl Business Machines Corp | COM | 459200101 | 326 | 2,700 | SH | SOLE | 2,700 | 0 | 0 | ||
| JPMorgan Chase & Co | COM | 46625H100 | 1,004 | 10,677 | SH | SOLE | 10,209 | 0 | 468 | ||
| Liberty Broadband-A | COM | 530307107 | 114,585 | 937,757 | SH | SOLE | 861,729 | 0 | 76,028 | ||
| Liberty Broadband-C | COM | 530307305 | 748,045 | 6,034,570 | SH | SOLE | 4,693,506 | 0 | 1,341,064 | ||
| Liberty Global Plc-A | COM | G5480U104 | 511 | 23,366 | SH | SOLE | 2,503 | 0 | 20,863 | ||
| Liberty Global Plc-Series C | COM | G5480U120 | 252,786 | 11,752,018 | SH | SOLE | 9,932,672 | 0 | 1,819,346 | ||
| Liberty Latin America-Cl C | COM | G9001E128 | 264 | 27,994 | SH | SOLE | 8,239 | 0 | 19,755 | ||
| Liberty TripAdvisor Hdg-A | COM | 531465102 | 10,790 | 5,065,831 | SH | SOLE | 4,209,985 | 0 | 855,846 | ||
| LyondellBasell Industries-Cl A | COM | N53745100 | 245,787 | 3,739,906 | SH | SOLE | 3,192,767 | 0 | 547,139 | ||
| Marriott International -Cl A | COM | 571903202 | 1,181,223 | 13,778,411 | SH | SOLE | 11,315,013 | 0 | 2,463,398 | ||
| Microsoft Corp | COM | 594918104 | 2,883,352 | 14,168,111 | SH | SOLE | 11,691,102 | 0 | 2,477,009 | ||
| Morgan Stanley | COM | 617446448 | 716,332 | 14,830,891 | SH | SOLE | 12,247,895 | 0 | 2,582,996 | ||
| Netflix Inc | COM | 64110L106 | 844,927 | 1,856,820 | SH | SOLE | 1,527,347 | 0 | 329,473 | ||
| Oracle Corp | COM | 68389X105 | 6,222 | 112,573 | SH | SOLE | 27,500 | 0 | 85,073 | ||
| Raytheon Technologies Corp | COM | 75513E101 | 37,026 | 600,883 | SH | SOLE | 552,294 | 0 | 48,589 | ||
| SPDR S&P 500 ETF Trust | COM | 78462F103 | 1,713 | 5,554 | SH | SOLE | 5,554 | 0 | 0 | ||
| Thermo Fisher Scientific Inc | COM | 883556102 | 10,430 | 28,785 | SH | SOLE | 1,296 | 0 | 27,489 | ||
| Travelers Companies, Inc | COM | 89417E109 | 787 | 6,900 | SH | SOLE | 6,900 | 0 | 0 | ||
| Tripadvisor Inc | COM | 896945201 | 156,883 | 8,252,656 | SH | SOLE | 6,829,803 | 0 | 1,422,853 | ||
| UnitedHealth Group Inc | COM | 91324P102 | 1,075,364 | 3,645,920 | SH | SOLE | 3,060,152 | 0 | 585,768 | ||
| W R Berkley Corp | COM | 084423102 | 3,146 | 54,910 | SH | SOLE | 0 | 0 | 54,910 | ||
| Wabtec Corp | COM | 929740108 | 242,258 | 4,208,063 | SH | SOLE | 3,460,128 | 0 | 747,935 | ||
| Walt Disney Co/The | COM | 254687106 | 629,961 | 5,649,372 | SH | SOLE | 4,598,257 | 0 | 1,051,115 | ||
| Wells Fargo & Co | COM | 949746101 | 760,913 | 29,723,154 | SH | SOLE | 24,541,531 | 0 | 5,181,623 | ||
| Woodward Inc | COM | 980745103 | 126,546 | 1,631,800 | SH | SOLE | 1,321,077 | 0 | 310,723 | ||