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 |
| AMERCO | COM | 023586100 | 106,409 | 146,522 | SH | SOLE | 140,490 | 0 | 6,032 | ||
| AMERICAN EXPRESS CO | COM | 025816109 | 211,395 | 1,292,143 | SH | SOLE | 1,237,203 | 0 | 54,940 | ||
| AMGEN INC | COM | 031162100 | 183,573 | 815,990 | SH | SOLE | 782,019 | 0 | 33,971 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 78,328 | 261,967 | SH | SOLE | 251,070 | 0 | 10,897 | ||
| BK OF AMERICA CORP | COM | 060505104 | 163,982 | 3,685,807 | SH | SOLE | 3,532,506 | 0 | 153,301 | ||
| CENOVUS ENERGY INC | *W EXP 01/01/202 | 15135U117 | 279 | 37,174 | SH | SOLE | 37,174 | 0 | 0 | ||
| CENOVUS ENERGY INC | COM | 15135U109 | 282 | 23,036 | SH | SOLE | 23,036 | 0 | 0 | ||
| CHEVRON CORP NEW | COM | 166764100 | 135,565 | 1,155,216 | SH | SOLE | 1,107,040 | 0 | 48,176 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 88,681 | 1,761,988 | SH | SOLE | 1,684,262 | 0 | 77,726 | ||
| CONOCOPHILLIPS | COM | 20825C104 | 174,955 | 2,423,864 | SH | SOLE | 2,322,371 | 0 | 101,493 | ||
| CONTINENTAL RES INC | COM | 212015101 | 294,442 | 6,578,234 | SH | SOLE | 6,301,366 | 0 | 276,868 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 88,474 | 128,656 | SH | SOLE | 123,377 | 0 | 5,279 | ||
| D R HORTON INC | COM | 23331A109 | 184,565 | 1,701,847 | SH | SOLE | 1,630,272 | 0 | 71,575 | ||
| DISCOVERY INC | COM SER A | 25470F104 | 33,102 | 1,406,223 | SH | SOLE | 1,406,223 | 0 | 0 | ||
| DISCOVERY INC | COM SER C | 25470F302 | 89,454 | 3,906,309 | SH | SOLE | 3,724,577 | 0 | 181,732 | ||
| EBAY INC. | COM | 278642103 | 156,549 | 2,354,121 | SH | SOLE | 2,254,964 | 0 | 99,157 | ||
| HOME DEPOT INC | COM | 437076102 | 138,464 | 333,641 | SH | SOLE | 319,302 | 0 | 14,339 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 158,070 | 998,230 | SH | SOLE | 956,260 | 0 | 41,970 | ||
| LENNAR CORP | CL A | 526057104 | 229,788 | 1,978,201 | SH | SOLE | 1,894,469 | 0 | 83,732 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 277 | 9,873 | SH | SOLE | 9,873 | 0 | 0 | ||
| MACERICH CO | COM | 554382101 | 172,569 | 9,986,613 | SH | SOLE | 9,574,465 | 0 | 412,148 | ||
| MERCK & CO INC | COM | 58933Y105 | 163,359 | 2,131,511 | SH | SOLE | 2,043,653 | 0 | 87,858 | ||
| NVR INC | COM | 62944T105 | 219,349 | 37,122 | SH | SOLE | 35,553 | 0 | 1,569 | ||
| OCCIDENTAL PETE CORP | *W EXP 08/03/202 | 674599162 | 640 | 50,760 | SH | SOLE | 50,760 | 0 | 0 | ||
| OCCIDENTAL PETE CORP | COM | 674599105 | 140,461 | 4,845,158 | SH | SOLE | 4,643,740 | 0 | 201,418 | ||
| ORGANON & CO | COMMON STOCK | 68622V106 | 6,618 | 217,342 | SH | SOLE | 208,557 | 0 | 8,785 | ||
| PFIZER INC | COM | 717081103 | 106,418 | 1,802,169 | SH | SOLE | 1,725,907 | 0 | 76,262 | ||
| QUALCOMM INC | COM | 747525103 | 99,797 | 545,727 | SH | SOLE | 521,626 | 0 | 24,101 | ||
| SIMON PPTY GROUP INC NEW | COM | 828806109 | 209,251 | 1,309,702 | SH | SOLE | 1,255,399 | 0 | 54,303 | ||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 511 | 1,075 | SH | SOLE | 1,075 | 0 | 0 | ||
| TARGET CORP | COM | 87612E106 | 209,572 | 905,514 | SH | SOLE | 866,042 | 0 | 39,472 | ||
| WEST FRASER TIMBER CO LTD | COM | 952845105 | 585 | 6,130 | SH | SOLE | 6,130 | 0 | 0 | ||