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 | 127,511 | 1,326,167 | SH | SOLE | 1,326,167 | 0 | 0 | ||
| ALPHABET INC CAP STK CL A (GOO | COM | 02079K305 | 251 | 2,620 | SH | SOLE | 2,620 | 0 | 0 | ||
| AMERICAN EXPRESS CO COM | COM | 025816109 | 115,823 | 858,518 | SH | SOLE | 858,518 | 0 | 0 | ||
| ANALOG DEVICES INC | COM | 032654105 | 128,423 | 921,650 | SH | SOLE | 921,650 | 0 | 0 | ||
| ARISTA NETWORKS INC | COM | 040413106 | 111,333 | 986,212 | SH | SOLE | 986,212 | 0 | 0 | ||
| ARMSTRONG WORLD INDUSTRIES INC | COM | 04247x102 | 70,506 | 889,889 | SH | SOLE | 889,889 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL CL | COM | 084670108 | 142,671 | 351 | SH | SOLE | 351 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL CL | COM | 084670702 | 101,389 | 379,706 | SH | SOLE | 379,706 | 0 | 0 | ||
| BLACK KNIGHT INC | COM | 09215C105 | 36,912 | 570,245 | SH | SOLE | 570,245 | 0 | 0 | ||
| BOOKING HLDGS INC | COM | 09857l108 | 112,142 | 68,246 | SH | SOLE | 68,246 | 0 | 0 | ||
| BROOKFIELD ASSET MANAGEMENT IN | COM | 112585104 | 108,331 | 2,649,320 | SH | SOLE | 2,649,320 | 0 | 0 | ||
| BURFORD CAPITAL LTD | COM | G17977110 | 8,270 | 1,102,616 | SH | SOLE | 1,102,616 | 0 | 0 | ||
| CANADA GOOSE HOLDINGS INC | COM | 135086106 | 13,266 | 870,480 | SH | SOLE | 870,480 | 0 | 0 | ||
| CARMAX INC | COM | 143130102 | 79,348 | 1,201,881 | SH | SOLE | 1,201,881 | 0 | 0 | ||
| CHARLES SCHWAB CORPORATION | COM | 808513105 | 125,238 | 1,742,562 | SH | SOLE | 1,742,562 | 0 | 0 | ||
| CLARIVATE PLC | COM | G21810109 | 162 | 17,257 | SH | SOLE | 17,257 | 0 | 0 | ||
| COCA COLA COM | COM | 191216100 | 7,828 | 139,736 | SH | SOLE | 139,736 | 0 | 0 | ||
| COMCAST CORP NEW CL A | COM | 20030n101 | 95,034 | 3,240,167 | SH | SOLE | 3,240,167 | 0 | 0 | ||
| CREDIT SUISSE GROUP | COM | 225401108 | 55 | 14,037 | SH | SOLE | 14,037 | 0 | 0 | ||
| DOUBLEVERIFY HOLDINGS INC | COM | 25862V105 | 12,001 | 438,783 | SH | SOLE | 438,783 | 0 | 0 | ||
| DREAM FINDERS HOMES INC | COM | 26154D100 | 12,884 | 1,215,510 | SH | SOLE | 1,215,510 | 0 | 0 | ||
| FLOOR AND DECOR HOLDINGS INC | COM | 339750101 | 129,899 | 1,848,835 | SH | SOLE | 1,848,835 | 0 | 0 | ||
| LAKELAND FINANCIAL CORPORATION | COM | 511656100 | 11,733 | 161,146 | SH | SOLE | 161,146 | 0 | 0 | ||
| LCI INDUSTRIES | COM | 50189K103 | 1,098 | 10,818 | SH | SOLE | 10,818 | 0 | 0 | ||
| MOELIS AND COMPANY | COM | 60786M105 | 82,654 | 2,444,669 | SH | SOLE | 2,444,669 | 0 | 0 | ||
| NVR INC | COM | 62944T105 | 82,313 | 20,645 | SH | SOLE | 20,645 | 0 | 0 | ||
| PATRICK INDUSTRIES INC | COM | 703343103 | 3,683 | 84,000 | SH | SOLE | 84,000 | 0 | 0 | ||
| PROGRESSIVE CORPORATION | COM | 743315103 | 133,553 | 1,149,240 | SH | SOLE | 1,149,240 | 0 | 0 | ||
| SIEM INDUSTRIES INC | COM | G81226105 | 445 | 21,200 | SH | SOLE | 21,200 | 0 | 0 | ||
| TEMPUR SEALY INTL INC COM | COM | 88023u101 | 104,176 | 4,315,475 | SH | SOLE | 4,315,475 | 0 | 0 | ||
| THOR INDS INC COM | COM | 885160101 | 121,812 | 1,740,669 | SH | SOLE | 1,740,669 | 0 | 0 | ||
| WESTROCK COMPANY | COM | 96145D105 | 1,699 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| WINNEBAGO INDUSTRIES INC | COM | 974637100 | 9,046 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||