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 | COM | 02079k107 | 139,616 | 63,826 | SH | SOLE | 63,826 | 0 | 0 | ||
| ALPHABET INC CAP STK CL A (GOO | COM | 02079K305 | 285 | 131 | SH | SOLE | 131 | 0 | 0 | ||
| AMERICAN EXPRESS CO COM | COM | 025816109 | 118,444 | 854,450 | SH | SOLE | 854,450 | 0 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 112,018 | 766,775 | SH | SOLE | 766,775 | 0 | 0 | ||
| ARISTA NETWORKS INC | COM | 040413106 | 91,098 | 971,819 | SH | SOLE | 971,819 | 0 | 0 | ||
| ARMSTRONG WORLD INDUSTRIES INC | COM | 04247x102 | 66,217 | 883,368 | SH | SOLE | 883,368 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL CL | COM | 084670108 | 143,541 | 351 | SH | SOLE | 351 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL CL | COM | 084670702 | 103,912 | 380,601 | SH | SOLE | 380,601 | 0 | 0 | ||
| BLACK KNIGHT INC | COM | 09215C105 | 37,848 | 578,808 | SH | SOLE | 578,808 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857l108 | 94,608 | 54,093 | SH | SOLE | 54,093 | 0 | 0 | ||
| BROOKFIELD ASSET MANAGEMENT IN | COM | 112585104 | 118,361 | 2,661,589 | SH | SOLE | 2,661,589 | 0 | 0 | ||
| BURFORD CAPITAL LTD | COM | G17977110 | 11,125 | 1,102,616 | SH | SOLE | 1,102,616 | 0 | 0 | ||
| CANADA GOOSE HOLDINGS INC | COM | 135086106 | 12,075 | 670,480 | SH | SOLE | 670,480 | 0 | 0 | ||
| CARMAX INC | COM | 143130102 | 108,446 | 1,198,567 | SH | SOLE | 1,198,567 | 0 | 0 | ||
| CHARLES SCHWAB CORPORATION | COM | 808513105 | 110,284 | 1,745,545 | SH | SOLE | 1,745,545 | 0 | 0 | ||
| CLARIVATE PLC | COM | G21810109 | 239 | 17,257 | SH | SOLE | 17,257 | 0 | 0 | ||
| COCA COLA COM | COM | 191216100 | 8,791 | 139,736 | SH | SOLE | 139,736 | 0 | 0 | ||
| COMCAST CORP NEW CL A | COM | 20030n101 | 127,534 | 3,250,107 | SH | SOLE | 3,250,107 | 0 | 0 | ||
| CREDIT SUISSE GROUP | COM | 225401108 | 80 | 14,037 | SH | SOLE | 14,037 | 0 | 0 | ||
| DOUBLEVERIFY HOLDINGS INC | COM | 25862V105 | 9,947 | 438,783 | SH | SOLE | 438,783 | 0 | 0 | ||
| DREAM FINDERS HOMES INC | COM | 26154D100 | 12,933 | 1,215,510 | SH | SOLE | 1,215,510 | 0 | 0 | ||
| FLOOR AND DECOR HOLDINGS INC | COM | 339750101 | 88,736 | 1,409,405 | SH | SOLE | 1,409,405 | 0 | 0 | ||
| LAKELAND FINANCIAL CORPORATION | COM | 511656100 | 10,660 | 160,496 | SH | SOLE | 160,496 | 0 | 0 | ||
| LCI INDUSTRIES | COM | 50189K103 | 1,210 | 10,818 | SH | SOLE | 10,818 | 0 | 0 | ||
| MOELIS AND COMPANY | COM | 60786M105 | 93,817 | 2,384,173 | SH | SOLE | 2,384,173 | 0 | 0 | ||
| NVR INC | COM | 62944T105 | 81,860 | 20,444 | SH | SOLE | 20,444 | 0 | 0 | ||
| PATRICK INDUSTRIES INC | COM | 703343103 | 4,355 | 84,000 | SH | SOLE | 84,000 | 0 | 0 | ||
| PROGRESSIVE CORPORATION | COM | 743315103 | 212,770 | 1,829,963 | SH | SOLE | 1,829,963 | 0 | 0 | ||
| SIEM INDUSTRIES INC | COM | G81226105 | 366 | 21,200 | SH | SOLE | 21,200 | 0 | 0 | ||
| TEMPUR SEALY INTL INC COM | COM | 88023u101 | 90,638 | 4,241,362 | SH | SOLE | 4,241,362 | 0 | 0 | ||
| THOR INDS INC COM | COM | 885160101 | 129,008 | 1,726,319 | SH | SOLE | 1,726,319 | 0 | 0 | ||
| WESTROCK COMPANY | COM | 96145D105 | 2,191 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| WINNEBAGO INDUSTRIES INC | COM | 974637100 | 9,712 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||