Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting ANTHEM INC,ANTM,,Sell,036752103,664743000.0,1353249.0,19.608 FIDELITY NATIONAL FINANCIAL,FNF,,Buy,31620R303,446748000.0,9147182.0,13.178 APOLLO GLOBAL MGMT INC,,,New,03769M106,362797000.0,5852507.0,10.702 PRIMERICA INC,PRI,,Buy,74164M108,288362000.0,2107598.0,8.506 LITHIA MTRS INC,LAD,,New,536797103,265638000.0,885107.0,7.836 VALVOLINE INC,VVV,,Buy,92047W101,251886000.0,7981170.0,7.43 RAYMOND JAMES FINL INC,RJF,,Buy,754730109,247731000.0,2253947.0,7.307 JPMORGAN CHASE & CO,JPM,,Buy,46625H100,217288000.0,1593953.0,6.409 PROGRESSIVE CORP,PGR,,Sell,743315103,195410000.0,1714274.0,5.764 HCA HEALTHCARE INC,HCA,,Buy,40412C101,156096000.0,622838.0,4.604 D R HORTON INC,DHI,,New,23331A109,114201000.0,1532698.0,3.369 UNITED RENTALS INC,URI,,New,911363109,87530000.0,246418.0,2.582 LENNAR CORP,LEN,cl a,New,526057104,58102000.0,715804.0,1.714 ANTERO MIDSTREAM CORP,AM,,Sell,03676B102,25851000.0,2378233.0,0.763 UNITEDHEALTH GROUP INC,UNH,,Sell,91324P102,1813000.0,3556.0,0.053 COMCAST CORP NEW,CMCSA,cl a, ,20030N101,1456000.0,31094.0,0.043 MOODYS CORP,MCO,, ,615369105,1106000.0,3279.0,0.033 ALPHABET INC,GOOG,cap stk cl c, ,02079K107,964000.0,345.0,0.028 ALPHABET INC,GOOGL,cap stk cl a,Sell,02079K305,926000.0,333.0,0.027 BK OF AMERICA CORP,BAC,, ,060505104,599000.0,14532.0,0.018 FIRST AMERN FINL CORP,FAF,, ,31847R102,259000.0,4000.0,0.008 AMAZON COM INC,AMZN,, ,023135106,228000.0,70.0,0.007 MASTERCARD INCORPORATED,MA,cl a, ,57636Q104,203000.0,569.0,0.006 MARRIOTT INTL INC NEW,MAR,cl a,Sell,571903202,208000.0,1185.0,0.006 AON PLC,AON,,Exit,G0403H108,0.0,-2732.0,-0.026 ATHENE HOLDING LTD,ATH,cl a,Exit,G0684D107,0.0,-546330.0,-1.451 BERKSHIRE HATHAWAY INC DEL,BRKB,cl b new,Exit,084670702,0.0,-671870.0,-6.402 APOLLO GLOBAL MGMT INC,APO,,Exit,03768E105,0.0,-3346129.0,-7.723