Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting BERKSHIRE HATHAWAY INC DEL,BRKB,cl b new, ,084670702,31733000.0,89919.0,18.927 ALPHABET INC,GOOG,cap stk c,Buy,02079K107,23464000.0,8401.0,13.995 JEFFERIES FINL GROUP INC,JEF,,Buy,47233W109,14848000.0,451999.0,8.856 BUILDERS FIRSTSOURCE INC,BLDR,, ,12008R107,11094000.0,171900.0,6.617 ALLEGHANY CORP MD,Y,,Buy,017175100,9382000.0,11077.0,5.596 BARRICK GOLD CORP,GOLD,,Sell,067901108,9029000.0,368080.0,5.385 PROGRESSIVE CORP,PGR,, ,743315103,6899000.0,60520.0,4.115 DEVON ENERGY CORP NEW,DVN,,Sell,25179M103,6721000.0,113662.0,4.009 LENNAR CORP,LENB,cl b,Buy,526057302,6414000.0,93846.0,3.826 STORE CAP CORP,STOR,,Buy,862121100,6219000.0,212755.0,3.709 BK OF AMERICA CORP,BAC,, ,060505104,5136000.0,124598.0,3.063 KKR & CO INC,KKR,,Buy,48251W104,4901000.0,83825.0,2.923 META PLATFORMS INC,FB,cl a,Buy,30303M102,4695000.0,21115.0,2.8 HESS MIDSTREAM LP,HESM,,Sell,428103105,4311000.0,143692.0,2.571 BROOKFIELD ASSET MGMT INC,BAM,cl a ltd vt sh, ,112585104,3592000.0,63502.0,2.142 GUILD HLDGS CO,GHLD,cl a, ,40172N107,3550000.0,345969.0,2.117 MARKEL CORP,MKL,, ,570535104,3467000.0,2350.0,2.068 ALIBABA GROUP HOLDING LTD,BABA,sponsored ads, ,01609W102,2544000.0,23380.0,1.517 GLOBAL INDUSTRIAL COMPANY,GIC,,Buy,37892E102,2521000.0,78211.0,1.504 ACADEMY SPORTS & OUTDOORS IN,ASO,,Buy,00402L107,2003000.0,50850.0,1.195 VERIZON COMMUNICATIONS INC,VZ,,Sell,92343V104,1270000.0,24932.0,0.758 RH,RH,,New,74967X103,1252000.0,3840.0,0.747 JPMORGAN CHASE & CO,JPM,, ,46625H100,1091000.0,8000.0,0.651 CHUBB LIMITED,CB,, ,H1467J104,775000.0,3625.0,0.462 BARRICK GOLD CORP,GOLD,,Buy,067901108,567000.0,1000.0,0.338 ALPHABET INC,GOOGL,cap stk a,Buy,02079K305,150000.0,54.0,0.089 BROOKFIELD ASSET MGMT REINS,BAMR,cl a exch lt vtg, ,G16169107,24000.0,415.0,0.014 ALIBABA GROUP HOLDING LTD,BABA,sponsored ads,Sell,01609W102,4000.0,50.0,0.002 PG&E CORP,PCG,,Exit,69331C108,0.0,-408675.0,-2.898