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 | 104,568 | 175,173 | SH | SOLE | 169,141 | 0 | 6,032 | ||
| AMERICAN EXPRESS CO | COM | 025816109 | 282,608 | 1,511,273 | SH | SOLE | 1,456,333 | 0 | 54,940 | ||
| AMGEN INC | COM | 031162100 | 233,596 | 965,991 | SH | SOLE | 932,020 | 0 | 33,971 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 56,269 | 159,444 | SH | SOLE | 153,783 | 0 | 5,661 | ||
| BK OF AMERICA CORP | COM | 060505104 | 180,332 | 4,374,878 | SH | SOLE | 4,221,577 | 0 | 153,301 | ||
| CENOVUS ENERGY INC | COM | 15135U109 | 4,412 | 264,647 | SH | SOLE | 264,647 | 0 | 0 | ||
| CENOVUS ENERGY INC | *W EXP 01/01/202 | 15135U117 | 548 | 47,223 | SH | SOLE | 47,223 | 0 | 0 | ||
| CHEVRON CORP NEW | COM | 166764100 | 121,711 | 747,470 | SH | SOLE | 720,754 | 0 | 26,716 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 52,163 | 1,114,113 | SH | SOLE | 1,074,558 | 0 | 39,555 | ||
| CONOCOPHILLIPS | COM | 20825C104 | 177,918 | 1,779,181 | SH | SOLE | 1,715,588 | 0 | 63,593 | ||
| CONTINENTAL RES INC | COM | 212015101 | 443,735 | 7,235,205 | SH | SOLE | 6,969,039 | 0 | 266,166 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 85,802 | 155,899 | SH | SOLE | 150,620 | 0 | 5,279 | ||
| D R HORTON INC | COM | 23331A109 | 168,364 | 2,259,610 | SH | SOLE | 2,179,350 | 0 | 80,260 | ||
| DISCOVERY INC | COM SER A | 25470F104 | 34,863 | 1,399,009 | SH | SOLE | 1,399,009 | 0 | 0 | ||
| DISCOVERY INC | COM SER C | 25470F302 | 143,316 | 5,739,529 | SH | SOLE | 5,550,428 | 0 | 189,101 | ||
| EBAY INC. | COM | 278642103 | 160,049 | 2,795,121 | SH | SOLE | 2,695,964 | 0 | 99,157 | ||
| HOME DEPOT INC | COM | 437076102 | 116,709 | 389,901 | SH | SOLE | 375,562 | 0 | 14,339 | ||
| JPMORGAN CHASE & CO | COM | 46625H100 | 160,338 | 1,176,186 | SH | SOLE | 1,134,216 | 0 | 41,970 | ||
| LENNAR CORP | CL A | 526057104 | 189,900 | 2,339,534 | SH | SOLE | 2,255,802 | 0 | 83,732 | ||
| LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 1,854 | 71,551 | SH | SOLE | 71,551 | 0 | 0 | ||
| MACERICH CO | COM | 554382101 | 210,090 | 13,432,844 | SH | SOLE | 12,952,728 | 0 | 480,116 | ||
| MERCK & CO INC | COM | 58933Y105 | 206,974 | 2,522,534 | SH | SOLE | 2,434,676 | 0 | 87,858 | ||
| NVR INC | COM | 62944T105 | 196,837 | 44,062 | SH | SOLE | 42,493 | 0 | 1,569 | ||
| OCCIDENTAL PETE CORP | *W EXP 08/03/202 | 674599162 | 5,984 | 169,860 | SH | SOLE | 169,860 | 0 | 0 | ||
| OCCIDENTAL PETE CORP | COM | 674599105 | 314,002 | 5,534,043 | SH | SOLE | 5,332,625 | 0 | 201,418 | ||
| ORGANON & CO | COMMON STOCK | 68622V106 | 42,441 | 1,215,042 | SH | SOLE | 1,171,911 | 0 | 43,131 | ||
| PFIZER INC | COM | 717081103 | 62,587 | 1,208,948 | SH | SOLE | 1,166,022 | 0 | 42,926 | ||
| QUALCOMM INC | COM | 747525103 | 97,862 | 640,373 | SH | SOLE | 616,272 | 0 | 24,101 | ||
| SIMON PPTY GROUP INC NEW | COM | 828806109 | 225,509 | 1,714,115 | SH | SOLE | 1,652,848 | 0 | 61,267 | ||
| TARGET CORP | COM | 87612E106 | 228,237 | 1,075,474 | SH | SOLE | 1,036,002 | 0 | 39,472 | ||
| WEST FRASER TIMBER CO LTD | COM | 952845105 | 3,655 | 44,425 | SH | SOLE | 44,425 | 0 | 0 | ||