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 | 164,186 | 61,601 | SH | SOLE | 61,601 | 0 | 0 | ||
AMERICAN EXPRESS CO COM | COM | 025816109 | 145,604 | 869,121 | SH | SOLE | 869,121 | 0 | 0 | ||
ANALOG DEVICES INC | COM | 032654105 | 122,025 | 728,594 | SH | SOLE | 728,594 | 0 | 0 | ||
ARISTA NETWORKS INC | COM | 040413106 | 118,536 | 344,942 | SH | SOLE | 344,942 | 0 | 0 | ||
ARMSTRONG WORLD INDUSTRIES INC | COM | 04247x102 | 81,305 | 851,632 | SH | SOLE | 851,632 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL CL | COM | 084670108 | 148,919 | 362 | SH | SOLE | 362 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL CL | COM | 084670702 | 113,865 | 417,179 | SH | SOLE | 417,179 | 0 | 0 | ||
BOOKING HLDGS INC | COM | 09857l108 | 121,428 | 51,152 | SH | SOLE | 51,152 | 0 | 0 | ||
BROOKFIELD ASSET MANAGEMENT IN | COM | 112585104 | 142,297 | 2,659,261 | SH | SOLE | 2,659,261 | 0 | 0 | ||
BURFORD CAPITAL LTD | COM | G17977110 | 12,118 | 1,102,616 | SH | SOLE | 1,102,616 | 0 | 0 | ||
CANADA GOOSE HOLDINGS INC | COM | 135086106 | 14,065 | 394,300 | SH | SOLE | 394,300 | 0 | 0 | ||
CARMAX INC | COM | 143130102 | 91,459 | 714,745 | SH | SOLE | 714,745 | 0 | 0 | ||
CHARLES SCHWAB CORPORATION | COM | 808513105 | 132,639 | 1,820,958 | SH | SOLE | 1,820,958 | 0 | 0 | ||
CLARIVATE PLC | COM | G21810109 | 127,935 | 5,841,771 | SH | SOLE | 5,841,771 | 0 | 0 | ||
COCA COLA COM | COM | 191216100 | 7,332 | 139,736 | SH | SOLE | 139,736 | 0 | 0 | ||
COMCAST CORP NEW CL A | COM | 20030n101 | 171,051 | 3,058,302 | SH | SOLE | 3,058,302 | 0 | 0 | ||
CREDIT SUISSE GROUP | COM | 225401108 | 138 | 14,037 | SH | SOLE | 14,037 | 0 | 0 | ||
DREAM FINDERS HOMES INC | COM | 26154D100 | 20,923 | 1,207,300 | SH | SOLE | 1,207,300 | 0 | 0 | ||
HEXCEL CORPORATION | COM | 428291108 | 87,718 | 1,476,987 | SH | SOLE | 1,476,987 | 0 | 0 | ||
LAKELAND FINANCIAL CORPORATION | COM | 511656100 | 11,387 | 159,846 | SH | SOLE | 159,846 | 0 | 0 | ||
LCI INDUSTRIES | COM | 50189K103 | 882 | 6,551 | SH | SOLE | 6,551 | 0 | 0 | ||
MOELIS AND COMPANY | COM | 60786M105 | 126,315 | 2,041,626 | SH | SOLE | 2,041,626 | 0 | 0 | ||
NVR INC | COM | 62944T105 | 93,384 | 19,479 | SH | SOLE | 19,479 | 0 | 0 | ||
PATRICK INDUSTRIES INC | COM | 703343103 | 6,997 | 84,000 | SH | SOLE | 84,000 | 0 | 0 | ||
PROGRESSIVE CORPORATION | COM | 743315103 | 204,017 | 2,257,074 | SH | SOLE | 2,257,074 | 0 | 0 | ||
SIEM INDUSTRIES INC | COM | G81226105 | 429 | 21,200 | SH | SOLE | 21,200 | 0 | 0 | ||
TEMPUR SEALY INTL INC COM | COM | 88023u101 | 142,813 | 3,077,199 | SH | SOLE | 3,077,199 | 0 | 0 | ||
THOR INDS INC COM | COM | 885160101 | 154,369 | 1,257,487 | SH | SOLE | 1,257,487 | 0 | 0 | ||
WESTROCK COMPANY | COM | 96145D105 | 2,741 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
WINNEBAGO INDUSTRIES INC | COM | 974637100 | 14,490 | 200,000 | SH | SOLE | 200,000 | 0 | 0 |