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 |
ALPHABET INC | COM | 02079k107 | 102,321 | 87,995 | SH | SOLE | 87,995 | 0 | 0 | ||
AMERICAN EXPRESS CO COM | COM | 025816109 | 34,123 | 398,591 | SH | SOLE | 398,591 | 0 | 0 | ||
ANALOG DEVICES INC | COM | 032654105 | 62,304 | 694,965 | SH | SOLE | 694,965 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL CL | COM | 084670108 | 101,184 | 372 | SH | SOLE | 372 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL CL | COM | 084670702 | 78,847 | 431,259 | SH | SOLE | 431,259 | 0 | 0 | ||
BOOKING HLDGS INC | COM | 09857l108 | 136,916 | 101,772 | SH | SOLE | 101,772 | 0 | 0 | ||
CANADA GOOSE HOLDINGS INC | COM | 135086106 | 7,803 | 392,300 | SH | SOLE | 392,300 | 0 | 0 | ||
CARMAX INC | COM | 143130102 | 32,761 | 608,604 | SH | SOLE | 608,604 | 0 | 0 | ||
CHARLES SCHWAB CORPORATION | COM | 808513105 | 52,929 | 1,574,339 | SH | SOLE | 1,574,339 | 0 | 0 | ||
COCA COLA COM | COM | 191216100 | 6,201 | 140,138 | SH | SOLE | 140,138 | 0 | 0 | ||
COMCAST CORP NEW CL A | COM | 20030n101 | 108,520 | 3,156,490 | SH | SOLE | 3,156,490 | 0 | 0 | ||
CREDIT SUISSE GROUP | COM | 225401108 | 114 | 14,037 | SH | SOLE | 14,037 | 0 | 0 | ||
DOLBY LABORATORIES INC COM | COM | 25659t107 | 27,229 | 502,293 | SH | SOLE | 502,293 | 0 | 0 | ||
FLOOR AND DECOR HOLDINGS INC | COM | 339750101 | 55,877 | 1,741,270 | SH | SOLE | 1,741,270 | 0 | 0 | ||
HD SUPPLY HOLDINGS INC | COM | 40416M105 | 74,831 | 2,632,118 | SH | SOLE | 2,632,118 | 0 | 0 | ||
HEXCEL CORPORATION | COM | 428291108 | 56,733 | 1,525,487 | SH | SOLE | 1,525,487 | 0 | 0 | ||
IES HOLDINGS INC | COM | 44951W106 | 907 | 51,400 | SH | SOLE | 51,400 | 0 | 0 | ||
LABORATORY CORP AMER HLDGS COM | COM | 50540r409 | 404 | 3,200 | SH | SOLE | 3,200 | 0 | 0 | ||
LAKELAND FINANCIAL CORPORATION | COM | 511656100 | 5,986 | 162,891 | SH | SOLE | 162,891 | 0 | 0 | ||
LCI INDUSTRIES | COM | 50189K103 | 226 | 3,378 | SH | SOLE | 3,378 | 0 | 0 | ||
MOELIS AND COMPANY | COM | 60786M105 | 12,361 | 439,900 | SH | SOLE | 439,900 | 0 | 0 | ||
NVR INC | COM | 62944T105 | 50,177 | 19,531 | SH | SOLE | 19,531 | 0 | 0 | ||
OCCIDENTAL PETROLEUM CORP | COM | 674599105 | 116 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
PATRICK INDUSTRIES INC | COM | 703343103 | 2,647 | 94,000 | SH | SOLE | 94,000 | 0 | 0 | ||
PROGRESSIVE CORPORATION | COM | 743315103 | 102,186 | 1,383,880 | SH | SOLE | 1,383,880 | 0 | 0 | ||
SIEM INDUSTRIES INC | COM | G81226105 | 445 | 21,200 | SH | SOLE | 21,200 | 0 | 0 | ||
TEMPUR SEALY INTL INC COM | COM | 88023u101 | 52,139 | 1,192,832 | SH | SOLE | 1,192,832 | 0 | 0 | ||
THOR INDS INC COM | COM | 885160101 | 50,167 | 1,189,345 | SH | SOLE | 1,189,345 | 0 | 0 | ||
WESTROCK COMPANY | COM | 96145D105 | 1,554 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
WINNEBAGO INDUSTRIES INC | COM | 974637100 | 16,408 | 590,000 | SH | SOLE | 590,000 | 0 | 0 |