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 | 174,149 | 62,352 | SH | SOLE | 62,352 | 0 | 0 | ||
ALPHABET INC CAP STK CL A (GOO | COM | 02079K305 | 373 | 134 | SH | SOLE | 134 | 0 | 0 | ||
AMERICAN EXPRESS CO COM | COM | 025816109 | 157,598 | 842,768 | SH | SOLE | 842,768 | 0 | 0 | ||
ANALOG DEVICES INC | COM | 032654105 | 124,475 | 753,571 | SH | SOLE | 753,571 | 0 | 0 | ||
ARISTA NETWORKS INC | COM | 040413106 | 140,908 | 1,013,871 | SH | SOLE | 1,013,871 | 0 | 0 | ||
ARMSTRONG WORLD INDUSTRIES INC | COM | 04247x102 | 77,908 | 865,547 | SH | SOLE | 865,547 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL CL | COM | 084670108 | 186,180 | 352 | SH | SOLE | 352 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL CL | COM | 084670702 | 143,411 | 406,368 | SH | SOLE | 406,368 | 0 | 0 | ||
BOOKING HLDGS INC | COM | 09857l108 | 124,082 | 52,836 | SH | SOLE | 52,836 | 0 | 0 | ||
BROOKFIELD ASSET MANAGEMENT IN | COM | 112585104 | 151,663 | 2,680,984 | SH | SOLE | 2,680,984 | 0 | 0 | ||
BURFORD CAPITAL LTD | COM | G17977110 | 10,133 | 1,102,616 | SH | SOLE | 1,102,616 | 0 | 0 | ||
CANADA GOOSE HOLDINGS INC | COM | 135086106 | 17,648 | 670,260 | SH | SOLE | 670,260 | 0 | 0 | ||
CARMAX INC | COM | 143130102 | 113,669 | 1,178,161 | SH | SOLE | 1,178,161 | 0 | 0 | ||
CHARLES SCHWAB CORPORATION | COM | 808513105 | 141,962 | 1,683,807 | SH | SOLE | 1,683,807 | 0 | 0 | ||
CLARIVATE PLC | COM | G21810109 | 126,872 | 7,569,912 | SH | SOLE | 7,569,912 | 0 | 0 | ||
COCA COLA COM | COM | 191216100 | 8,664 | 139,736 | SH | SOLE | 139,736 | 0 | 0 | ||
COMCAST CORP NEW CL A | COM | 20030n101 | 150,496 | 3,214,361 | SH | SOLE | 3,214,361 | 0 | 0 | ||
CREDIT SUISSE GROUP | COM | 225401108 | 110 | 14,037 | SH | SOLE | 14,037 | 0 | 0 | ||
DOUBLEVERIFY HOLDINGS INC | COM | 25862V105 | 11,037 | 438,510 | SH | SOLE | 438,510 | 0 | 0 | ||
DREAM FINDERS HOMES INC | COM | 26154D100 | 20,761 | 1,215,510 | SH | SOLE | 1,215,510 | 0 | 0 | ||
LAKELAND FINANCIAL CORPORATION | COM | 511656100 | 11,716 | 160,496 | SH | SOLE | 160,496 | 0 | 0 | ||
LCI INDUSTRIES | COM | 50189K103 | 680 | 6,551 | SH | SOLE | 6,551 | 0 | 0 | ||
MOELIS AND COMPANY | COM | 60786M105 | 107,878 | 2,297,731 | SH | SOLE | 2,297,731 | 0 | 0 | ||
NVR INC | COM | 62944T105 | 89,323 | 19,995 | SH | SOLE | 19,995 | 0 | 0 | ||
PATRICK INDUSTRIES INC | COM | 703343103 | 5,065 | 84,000 | SH | SOLE | 84,000 | 0 | 0 | ||
PROGRESSIVE CORPORATION | COM | 743315103 | 224,839 | 1,972,441 | SH | SOLE | 1,972,441 | 0 | 0 | ||
SIEM INDUSTRIES INC | COM | G81226105 | 318 | 21,200 | SH | SOLE | 21,200 | 0 | 0 | ||
TEMPUR SEALY INTL INC COM | COM | 88023u101 | 113,943 | 4,081,040 | SH | SOLE | 4,081,040 | 0 | 0 | ||
THOR INDS INC COM | COM | 885160101 | 125,932 | 1,600,153 | SH | SOLE | 1,600,153 | 0 | 0 | ||
WESTROCK COMPANY | COM | 96145D105 | 2,587 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
WINNEBAGO INDUSTRIES INC | COM | 974637100 | 10,806 | 200,000 | SH | SOLE | 200,000 | 0 | 0 |