Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting BERKSHIRE HATHAWAY INC DEL,BRKB,cl b new,Buy,084670702,71993740.0,233163.0,18.434 BERKSHIRE HATHAWAY INC DEL,BRKA,cl a,Buy,084670108,56337600.0,121.0,14.425 OLIN CORP,OLN,,Sell,680665205,29436035.0,530379.0,7.537 NEWMONT CORP,NEM,,Buy,651639106,24430980.0,498388.0,6.256 PARAMOUNT GLOBAL,VIAC,,Buy,92556H206,22011247.0,986609.0,5.636 MERCURY GENL CORP NEW,MCY,,Buy,589400100,20836820.0,656485.0,5.335 KINROSS GOLD CORP,KGC,,Buy,496902404,18889935.0,4010602.0,4.837 DOLLAR GEN CORP NEW,DG,,Buy,256677105,17370737.0,82537.0,4.448 HF SINCLAIR CORP,,,Buy,403949100,14486714.0,299436.0,3.709 VALERO ENERGY CORP,VLO,,Sell,91913Y100,13682615.0,98013.0,3.503 DISNEY WALT CO,DIS,,Buy,254687106,11423431.0,114086.0,2.925 DOLLAR TREE INC,DLTR,,Buy,256746108,10705528.0,74577.0,2.741 STARBUCKS CORP,SBUX,,Sell,855244109,10163921.0,97608.0,2.602 CUMMINS INC,CMI,,Sell,231021106,9895365.0,41424.0,2.534 EXXON MOBIL CORP,XOM,,Sell,30231G102,9810919.0,89467.0,2.512 ALASKA AIR GROUP INC,ALK,,Buy,011659109,9540026.0,227360.0,2.443 NXP SEMICONDUCTORS N V,NXPI,,Sell,N6596X109,7384038.0,39598.0,1.891 EQUINOR ASA,EQNR,sponsored adr,Buy,29446M102,6500974.0,228666.0,1.665 MERCK & CO INC,MRK,, ,58933Y105,4731482.0,44473.0,1.211 HEXCEL CORP NEW,HXL,,Sell,428291108,4559373.0,66804.0,1.167 TRAVELERS COMPANIES INC,TRV,, ,89417E109,3454769.0,20155.0,0.885 COSTCO WHSL CORP NEW,COST,,Sell,22160K105,2121138.0,4269.0,0.543 SEACOR MARINE HLDGS INC,SMHI,,Sell,78413P101,1888216.0,248123.0,0.483 GENERAL ELECTRIC CO,,, ,369604301,1703688.0,17821.0,0.436 NIKE INC,NKE,cl b,Sell,654106103,1398762.0,11405.0,0.358 COCA COLA CO,KO,, ,191216100,1391023.0,22425.0,0.356 AMERICAN EXPRESS CO,AXP,,Sell,025816109,1075144.0,6518.0,0.275 WASHINGTON FED INC,WAFD,,Sell,938824109,835619.0,27743.0,0.214 APPLE INC,AAPL,, ,037833100,581273.0,3525.0,0.149 CHEVRON CORP NEW,CVX,,Buy,166764100,571640.0,3504.0,0.146 GE HEALTHCARE TECHNOLOGIES I,,,New,36266G107,486930.0,5936.0,0.125 PEPSICO INC,PEP,, ,713448108,288399.0,1582.0,0.074 DOW INC,DOW,, ,260557103,283365.0,5169.0,0.073 SHELL PLC,,spon ads, ,780259305,280105.0,4868.0,0.072