The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 | 88,881 | 185,854 | SH | SOLE | 185,854 | 0 | 0 | ||
AMERICAN EXPRESS CO | COM | 025816109 | 224,041 | 1,616,221 | SH | SOLE | 1,616,221 | 0 | 0 | ||
AMGEN INC | COM | 031162100 | 250,040 | 1,027,703 | SH | SOLE | 1,027,703 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 46,384 | 169,893 | SH | SOLE | 169,893 | 0 | 0 | ||
BK OF AMERICA CORP | COM | 060505104 | 145,815 | 4,684,078 | SH | SOLE | 4,684,078 | 0 | 0 | ||
CENOVUS ENERGY INC | *W EXP 01/01/202 | 15135U117 | 657 | 47,223 | SH | SOLE | 47,223 | 0 | 0 | ||
CENOVUS ENERGY INC | COM | 15135U109 | 7,957 | 418,238 | SH | SOLE | 418,238 | 0 | 0 | ||
CHEVRON CORP NEW | COM | 166764100 | 110,894 | 765,951 | SH | SOLE | 765,951 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 46,493 | 1,184,835 | SH | SOLE | 1,184,835 | 0 | 0 | ||
CONOCOPHILLIPS | COM | 20825C104 | 163,732 | 1,823,093 | SH | SOLE | 1,823,093 | 0 | 0 | ||
CONTINENTAL RES INC | COM | 212015101 | 464,239 | 7,103,892 | SH | SOLE | 7,103,892 | 0 | 0 | ||
CREDIT ACCEP CORP MICH | COM | 225310101 | 78,643 | 166,121 | SH | SOLE | 166,121 | 0 | 0 | ||
D R HORTON INC | COM | 23331A109 | 160,127 | 2,419,204 | SH | SOLE | 2,419,204 | 0 | 0 | ||
EBAY INC. | COM | 278642103 | 123,735 | 2,969,392 | SH | SOLE | 2,969,392 | 0 | 0 | ||
FRONTLINE LTD | SHS NEW | G3682E192 | 2,656 | 296,905 | SH | SOLE | 296,905 | 0 | 0 | ||
HOME DEPOT INC | COM | 437076102 | 113,588 | 414,148 | SH | SOLE | 414,148 | 0 | 0 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 141,634 | 1,257,743 | SH | SOLE | 1,257,743 | 0 | 0 | ||
LENNAR CORP | CL A | 526057104 | 176,926 | 2,507,093 | SH | SOLE | 2,507,093 | 0 | 0 | ||
LIBERTY GLOBAL PLC | SHS CL C | G5480U120 | 2,468 | 111,715 | SH | SOLE | 111,715 | 0 | 0 | ||
MACERICH CO | COM | 554382101 | 125,224 | 14,377,057 | SH | SOLE | 14,377,057 | 0 | 0 | ||
MERCK & CO INC | COM | 58933Y105 | 244,324 | 2,679,876 | SH | SOLE | 2,679,876 | 0 | 0 | ||
NVR INC | COM | 62944T105 | 189,280 | 47,271 | SH | SOLE | 47,271 | 0 | 0 | ||
OCCIDENTAL PETE CORP | *W EXP 08/03/202 | 674599162 | 8,619 | 233,128 | SH | SOLE | 233,128 | 0 | 0 | ||
OCCIDENTAL PETE CORP | COM | 674599105 | 335,162 | 5,692,287 | SH | SOLE | 5,692,287 | 0 | 0 | ||
ORGANON & CO | COMMON STOCK | 68622V106 | 43,714 | 1,295,225 | SH | SOLE | 1,295,225 | 0 | 0 | ||
PFIZER INC | COM | 717081103 | 67,216 | 1,282,010 | SH | SOLE | 1,282,010 | 0 | 0 | ||
QUALCOMM INC | COM | 747525103 | 87,433 | 684,460 | SH | SOLE | 684,460 | 0 | 0 | ||
SIMON PPTY GROUP INC NEW | COM | 828806109 | 173,293 | 1,825,669 | SH | SOLE | 1,825,669 | 0 | 0 | ||
TARGET CORP | COM | 87612E106 | 162,618 | 1,151,444 | SH | SOLE | 1,151,444 | 0 | 0 | ||
WARNER BROS DISCOVERY INC | COM SER A | 934423104 | 119,267 | 8,887,222 | SH | SOLE | 8,887,222 | 0 | 0 | ||
WEST FRASER TIMBER CO LTD | COM | 952845105 | 5,323 | 69,365 | SH | SOLE | 69,365 | 0 | 0 |