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 | 205,262 | 8,148,560 | SH | SOLE | 6,153,979 | 0 | 1,994,581 | ||
| Alphabet Inc Cl A | COM | 02079K305 | 238,606 | 162,804 | SH | SOLE | 127,715 | 0 | 35,089 | ||
| Alphabet Inc Cl C | COM | 02079K107 | 2,233,855 | 1,520,043 | SH | SOLE | 1,154,142 | 0 | 365,901 | ||
| Amazon.com Inc | COM | 023135106 | 1,908,171 | 606,013 | SH | SOLE | 456,855 | 0 | 149,158 | ||
| American International Group | COM | 026874784 | 363 | 13,200 | SH | SOLE | 13,200 | 0 | 0 | ||
| Anthem Inc | COM | 036752103 | 694,027 | 2,583,965 | SH | SOLE | 1,944,723 | 0 | 639,242 | ||
| Aon PLC | COM | G0403H108 | 1,583,828 | 7,677,307 | SH | SOLE | 5,741,376 | 0 | 1,935,931 | ||
| Bank of America Corp | COM | 060505104 | 3,334 | 138,415 | SH | SOLE | 95,882 | 0 | 42,533 | ||
| Bank of New York Mellon Corp | COM | 064058100 | 412 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
| Berkshire Hathaway Inc-Cl A | COM | 084670108 | 7,040 | 22 | SH | SOLE | 22 | 0 | 0 | ||
| Berkshire Hathaway Inc-Cl B | COM | 084670702 | 1,632,372 | 7,665,876 | SH | SOLE | 5,750,400 | 0 | 1,915,476 | ||
| Capital One Financial Corp | COM | 14040H105 | 282,839 | 3,935,974 | SH | SOLE | 2,888,873 | 0 | 1,047,101 | ||
| Charter Communications Inc-A | COM | 16119P108 | 244,923 | 392,291 | SH | SOLE | 292,697 | 0 | 99,594 | ||
| Citigroup Inc | COM | 172967424 | 1,000,338 | 23,204,326 | SH | SOLE | 18,238,408 | 0 | 4,965,918 | ||
| Comcast Corp-Class A | COM | 20030N101 | 2,039,114 | 44,079,427 | SH | SOLE | 33,574,950 | 0 | 10,504,477 | ||
| Dish Network Corp Cl A | COM | 25470M109 | 468,880 | 16,151,552 | SH | SOLE | 12,335,386 | 0 | 3,816,166 | ||
| Ecolab Inc | COM | 278865100 | 5,390 | 26,974 | SH | SOLE | 3,350 | 0 | 23,624 | ||
| Facebook Inc-A | COM | 30303M102 | 1,542,889 | 5,891,138 | SH | SOLE | 4,489,067 | 0 | 1,402,071 | ||
| Fidelity National Information | COM | 31620M106 | 893 | 6,065 | SH | SOLE | 468 | 0 | 5,597 | ||
| First Citizens BancShares | COM | 31946m103 | 497 | 1,560 | SH | SOLE | 0 | 0 | 1,560 | ||
| Fox Corp Cl A | COM | 35137L105 | 371 | 13,333 | SH | SOLE | 13,333 | 0 | 0 | ||
| GCI Liberty Inc - Class A | COM | 36164V305 | 421,765 | 5,145,989 | SH | SOLE | 4,353,397 | 0 | 792,592 | ||
| General Electric Co | COM | 369604103 | 820,897 | 131,765,095 | SH | SOLE | 105,767,848 | 0 | 25,997,247 | ||
| General Motors Co | COM | 37045V100 | 536,403 | 18,127,848 | SH | SOLE | 13,705,121 | 0 | 4,422,727 | ||
| Goldman Sachs Group Inc | COM | 38141G104 | 1,085,408 | 5,400,844 | SH | SOLE | 4,167,908 | 0 | 1,232,936 | ||
| Hexcel Corp | COM | 428291108 | 82,444 | 2,457,333 | SH | SOLE | 1,834,675 | 0 | 622,658 | ||
| Hilton Worldwide Holdings Inc | COM | 43300A203 | 791,611 | 9,278,137 | SH | SOLE | 7,004,340 | 0 | 2,273,797 | ||
| Interactive Brokers Group, Inc | COM | 45841N107 | 797 | 16,500 | SH | SOLE | 0 | 0 | 16,500 | ||
| Intl Business Machines Corp | COM | 459200101 | 329 | 2,700 | SH | SOLE | 2,700 | 0 | 0 | ||
| JPMorgan Chase & Co | COM | 46625H100 | 1,028 | 10,677 | SH | SOLE | 10,209 | 0 | 468 | ||
| Liberty Broadband-A | COM | 530307107 | 129,175 | 910,901 | SH | SOLE | 834,678 | 0 | 76,223 | ||
| Liberty Broadband-C | COM | 530307305 | 800,298 | 5,601,582 | SH | SOLE | 3,899,975 | 0 | 1,701,607 | ||
| Liberty Global Plc-A | COM | G5480U104 | 451 | 21,489 | SH | SOLE | 626 | 0 | 20,863 | ||
| Liberty Global Plc-Series C | COM | G5480U120 | 44,451 | 2,164,650 | SH | SOLE | 1,714,213 | 0 | 450,437 | ||
| Liberty TripAdvisor Hdg-A | COM | 531465102 | 8,507 | 4,917,256 | SH | SOLE | 3,758,720 | 0 | 1,158,536 | ||
| LyondellBasell Industries-Cl A | COM | N53745100 | 248,474 | 3,524,959 | SH | SOLE | 2,686,840 | 0 | 838,119 | ||
| Marriott International -Cl A | COM | 571903202 | 1,217,464 | 13,150,405 | SH | SOLE | 9,882,981 | 0 | 3,267,424 | ||
| Microsoft Corp | COM | 594918104 | 2,588,933 | 12,308,910 | SH | SOLE | 9,361,375 | 0 | 2,947,535 | ||
| Morgan Stanley | COM | 617446448 | 660,941 | 13,669,926 | SH | SOLE | 10,721,402 | 0 | 2,948,524 | ||
| Netflix Inc | COM | 64110L106 | 867,757 | 1,735,409 | SH | SOLE | 1,327,093 | 0 | 408,316 | ||
| Oracle Corp | COM | 68389X105 | 6,721 | 112,573 | SH | SOLE | 27,500 | 0 | 85,073 | ||
| Raytheon Technologies Corp | COM | 75513E101 | 61,530 | 1,069,351 | SH | SOLE | 967,683 | 0 | 101,668 | ||
| SPDR S&P 500 ETF Trust | COM | 78462F103 | 6,462 | 19,297 | SH | SOLE | 15,912 | 0 | 3,385 | ||
| SPDR SERIES TRUST-SPDR(R) S&P | COM | 78464A797 | 225 | 7,653 | SH | SOLE | 7,653 | 0 | 0 | ||
| Thermo Fisher Scientific Inc | COM | 883556102 | 12,709 | 28,785 | SH | SOLE | 1,296 | 0 | 27,489 | ||
| Travelers Companies, Inc | COM | 89417E109 | 747 | 6,900 | SH | SOLE | 6,900 | 0 | 0 | ||
| Tripadvisor Inc | COM | 896945201 | 151,526 | 7,734,883 | SH | SOLE | 5,896,520 | 0 | 1,838,363 | ||
| UnitedHealth Group Inc | COM | 91324P102 | 1,102,454 | 3,536,112 | SH | SOLE | 2,727,612 | 0 | 808,500 | ||
| W R Berkley Corp | COM | 084423102 | 3,358 | 54,910 | SH | SOLE | 0 | 0 | 54,910 | ||
| Wabtec Corp | COM | 929740108 | 249,218 | 4,027,443 | SH | SOLE | 3,053,389 | 0 | 974,054 | ||
| Walt Disney Co/The | COM | 254687106 | 607,262 | 4,894,113 | SH | SOLE | 3,631,619 | 0 | 1,262,494 | ||
| Wells Fargo & Co | COM | 949746101 | 1,120,694 | 47,668,811 | SH | SOLE | 37,532,187 | 0 | 10,136,624 | ||
| Woodward Inc | COM | 980745103 | 137,617 | 1,716,777 | SH | SOLE | 1,302,061 | 0 | 414,716 | ||