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 |
| ALPHABET INC | CAP STK CL C | 02079k107 | 109,848 | 62,703 | SH | SOLE | 62,703 | 0 | 0 | ||
| AMERICAN EXPRESS CO | COM | 025816109 | 78,767 | 651,455 | SH | SOLE | 651,455 | 0 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 103,182 | 698,450 | SH | SOLE | 698,450 | 0 | 0 | ||
| ARISTA NETWORKS INC | COM | 040413106 | 98,837 | 340,148 | SH | SOLE | 340,148 | 0 | 0 | ||
| ARMSTRONG WORLD INDS INC | COM | 04247x102 | 62,370 | 838,422 | SH | SOLE | 838,422 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 128,692 | 370 | SH | SOLE | 370 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 97,032 | 418,477 | SH | SOLE | 418,477 | 0 | 0 | ||
| BOOKING HOLDINGS INC | COM | 09857l108 | 107,112 | 48,091 | SH | SOLE | 48,091 | 0 | 0 | ||
| BROOKFIELD ASSET MGMT INC | CL A LTD VT SH | 112585104 | 108,244 | 2,622,819 | SH | SOLE | 2,622,819 | 0 | 0 | ||
| BURFORD CAP LTD | ORD SHS | G17977110 | 11,792 | 1,219,417 | SH | SOLE | 1,219,417 | 0 | 0 | ||
| CANADA GOOSE HLDGS INC | SHS SUB VTG | 135086106 | 11,738 | 394,300 | SH | SOLE | 394,300 | 0 | 0 | ||
| CARMAX INC | COM | 143130102 | 63,734 | 674,723 | SH | SOLE | 674,723 | 0 | 0 | ||
| COCA COLA CO | COM | 191216100 | 7,680 | 140,043 | SH | SOLE | 140,043 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030n101 | 161,981 | 3,091,244 | SH | SOLE | 3,091,244 | 0 | 0 | ||
| CREDIT SUISSE GROUP | SPONSORED ADR | 225401108 | 180 | 14,037 | SH | SOLE | 14,037 | 0 | 0 | ||
| HEXCEL CORP NEW | COM | 428291108 | 92,814 | 1,914,089 | SH | SOLE | 1,914,089 | 0 | 0 | ||
| LAKELAND FINL CORP | COM | 511656100 | 8,763 | 163,541 | SH | SOLE | 163,541 | 0 | 0 | ||
| LCI INDS | COM | 50189K103 | 652 | 5,029 | SH | SOLE | 5,029 | 0 | 0 | ||
| MOELIS & CO | CL A | 60786M105 | 92,944 | 1,987,689 | SH | SOLE | 1,987,689 | 0 | 0 | ||
| NVR INC | COM | 62944T105 | 78,095 | 19,142 | SH | SOLE | 19,142 | 0 | 0 | ||
| PATRICK INDS INC | COM | 703343103 | 6,425 | 94,000 | SH | SOLE | 94,000 | 0 | 0 | ||
| PROGRESSIVE CORP | COM | 743315103 | 186,163 | 1,882,717 | SH | SOLE | 1,882,717 | 0 | 0 | ||
| SCHWAB CHARLES CORP | COM | 808513105 | 99,101 | 1,868,429 | SH | SOLE | 1,868,429 | 0 | 0 | ||
| TEMPUR SEALY INTL INC | COM | 88023u101 | 127,529 | 4,723,309 | SH | SOLE | 4,723,309 | 0 | 0 | ||
| THOR INDS INC | COM | 885160101 | 85,854 | 923,265 | SH | SOLE | 923,265 | 0 | 0 | ||
| WESTROCK CO | COM | 96145D105 | 2,394 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| WINNEBAGO INDS INC | COM | 974637100 | 24,875 | 415,000 | SH | SOLE | 415,000 | 0 | 0 | ||
| SIEM INDUSTRIES INC | COM | G81226105 | 435 | 21,200 | SH | SOLE | 21,200 | 0 | 0 | ||