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 | 409,018 | 6,963,200 | SH | SOLE | 5,557,533 | 0 | 1,405,667 | ||
| Alphabet Inc Cl A | COM | 02079K305 | 267,765 | 129,824 | SH | SOLE | 112,007 | 0 | 17,817 | ||
| Alphabet Inc Cl C | COM | 02079K107 | 2,729,276 | 1,319,364 | SH | SOLE | 1,040,975 | 0 | 278,389 | ||
| Amazon.com Inc | COM | 023135106 | 1,590,865 | 514,164 | SH | SOLE | 408,203 | 0 | 105,961 | ||
| American International Group | COM | 026874784 | 610 | 13,200 | SH | SOLE | 13,200 | 0 | 0 | ||
| Anthem Inc | COM | 036752103 | 797,227 | 2,220,997 | SH | SOLE | 1,763,916 | 0 | 457,081 | ||
| Aon PLC | COM | G0403H108 | 1,518,605 | 6,599,476 | SH | SOLE | 5,237,998 | 0 | 1,361,478 | ||
| Bank of America Corp | COM | 060505104 | 5,355 | 138,415 | SH | SOLE | 127,865 | 0 | 10,550 | ||
| Bank of New York Mellon Corp | COM | 064058100 | 567 | 12,000 | SH | SOLE | 12,000 | 0 | 0 | ||
| Bausch Health Cos Inc | COM | 071734107 | 273 | 8,600 | SH | SOLE | 8,600 | 0 | 0 | ||
| Berkshire Hathaway Inc-Cl A | COM | 084670108 | 7,328 | 19 | SH | SOLE | 19 | 0 | 0 | ||
| Berkshire Hathaway Inc-Cl B | COM | 084670702 | 1,200,915 | 4,700,808 | SH | SOLE | 3,747,446 | 0 | 953,362 | ||
| Capital One Financial Corp | COM | 14040H105 | 482,185 | 3,789,867 | SH | SOLE | 3,005,843 | 0 | 784,024 | ||
| Charter Communications Inc-A | COM | 16119P108 | 212,371 | 344,188 | SH | SOLE | 270,384 | 0 | 73,804 | ||
| Citigroup Inc | COM | 172967424 | 1,508,394 | 20,733,939 | SH | SOLE | 16,495,656 | 0 | 4,238,283 | ||
| Comcast Corp-Class A | COM | 20030N101 | 2,063,017 | 38,126,345 | SH | SOLE | 30,253,197 | 0 | 7,873,148 | ||
| ConocoPhillips | COM | 20825C104 | 297 | 5,600 | SH | SOLE | 5,600 | 0 | 0 | ||
| Constellation Pharmaceutical | COM | 210373106 | 202 | 8,639 | SH | SOLE | 8,639 | 0 | 0 | ||
| Dish Network Corp Cl A | COM | 25470M109 | 662,438 | 18,299,395 | SH | SOLE | 14,406,056 | 0 | 3,893,339 | ||
| Ecolab Inc | COM | 278865100 | 5,663 | 26,454 | SH | SOLE | 20,572 | 0 | 5,882 | ||
| Facebook Inc-A | COM | 30303M102 | 2,059,258 | 6,991,676 | SH | SOLE | 5,543,673 | 0 | 1,448,003 | ||
| Fidelity National Information | COM | 31620M106 | 587 | 4,178 | SH | SOLE | 4,178 | 0 | 0 | ||
| First Citizens BancShares | COM | 31946m103 | 1,304 | 1,560 | SH | SOLE | 1,560 | 0 | 0 | ||
| Fox Corp Cl A | COM | 35137L105 | 481 | 13,333 | SH | SOLE | 13,333 | 0 | 0 | ||
| General Electric Co | COM | 369604103 | 1,484,221 | 113,040,454 | SH | SOLE | 94,852,333 | 0 | 18,188,121 | ||
| General Motors Co | COM | 37045V100 | 880,080 | 15,316,394 | SH | SOLE | 12,205,837 | 0 | 3,110,557 | ||
| Goldman Sachs Group Inc | COM | 38141G104 | 1,563,427 | 4,781,121 | SH | SOLE | 3,729,426 | 0 | 1,051,695 | ||
| Hilton Worldwide Holdings Inc | COM | 43300A203 | 958,393 | 7,925,842 | SH | SOLE | 6,304,530 | 0 | 1,621,312 | ||
| Interactive Brokers Group, Inc | COM | 45841N107 | 1,205 | 16,500 | SH | SOLE | 16,500 | 0 | 0 | ||
| Intl Business Machines Corp | COM | 459200101 | 360 | 2,700 | SH | SOLE | 2,700 | 0 | 0 | ||
| JPMorgan Chase & Co | COM | 46625H100 | 1,625 | 10,677 | SH | SOLE | 10,393 | 0 | 284 | ||
| Liberty Broadband-A | COM | 530307107 | 114,532 | 789,057 | SH | SOLE | 720,159 | 0 | 68,898 | ||
| Liberty Broadband-C | COM | 530307305 | 1,384,586 | 9,221,355 | SH | SOLE | 7,241,398 | 0 | 1,979,957 | ||
| Liberty Global Plc-A | COM | G5480U104 | 398 | 15,526 | SH | SOLE | 15,526 | 0 | 0 | ||
| Liberty Global Plc-Series C | COM | G5480U120 | 2,114 | 82,773 | SH | SOLE | 82,773 | 0 | 0 | ||
| LyondellBasell Industries-Cl A | COM | N53745100 | 308,532 | 2,965,226 | SH | SOLE | 2,463,362 | 0 | 501,864 | ||
| Marriott International -Cl A | COM | 571903202 | 1,658,215 | 11,195,833 | SH | SOLE | 8,863,804 | 0 | 2,332,029 | ||
| Microsoft Corp | COM | 594918104 | 2,512,078 | 10,654,782 | SH | SOLE | 8,464,053 | 0 | 2,190,729 | ||
| Morgan Stanley | COM | 617446448 | 924,452 | 11,903,837 | SH | SOLE | 9,497,640 | 0 | 2,406,197 | ||
| Netflix Inc | COM | 64110L106 | 787,253 | 1,509,131 | SH | SOLE | 1,199,300 | 0 | 309,831 | ||
| Oracle Corp | COM | 68389X105 | 7,899 | 112,573 | SH | SOLE | 112,573 | 0 | 0 | ||
| Ovintiv Inc | COM | 69047Q102 | 202 | 8,496 | SH | SOLE | 8,496 | 0 | 0 | ||
| Thermo Fisher Scientific Inc | COM | 883556102 | 13,137 | 28,785 | SH | SOLE | 21,844 | 0 | 6,941 | ||
| Travelers Companies, Inc | COM | 89417E109 | 1,038 | 6,900 | SH | SOLE | 6,900 | 0 | 0 | ||
| Tripadvisor Inc | COM | 896945201 | 468 | 8,698 | SH | SOLE | 8,698 | 0 | 0 | ||
| UnitedHealth Group Inc | COM | 91324P102 | 1,212,877 | 3,259,809 | SH | SOLE | 2,622,741 | 0 | 637,068 | ||
| W R Berkley Corp | COM | 084423102 | 4,137 | 54,910 | SH | SOLE | 44,910 | 0 | 10,000 | ||
| Wabtec Corp | COM | 929740108 | 17,226 | 217,609 | SH | SOLE | 206,493 | 0 | 11,116 | ||
| Walt Disney Co/The | COM | 254687106 | 728,207 | 3,946,494 | SH | SOLE | 3,104,827 | 0 | 841,667 | ||
| Wells Fargo & Co | COM | 949746101 | 1,680,037 | 43,000,698 | SH | SOLE | 34,204,540 | 0 | 8,796,158 | ||
| Willis Towers Watson Plc | COM | G96629103 | 456,954 | 1,996,477 | SH | SOLE | 1,553,000 | 0 | 443,477 | ||
| Woodward Inc | COM | 980745103 | 206,504 | 1,711,879 | SH | SOLE | 1,385,273 | 0 | 326,606 | ||