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 |
|
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 | 163,945,529 | 1,355,258 | SH | SOLE | 1,355,258 | 0 | 0 | ||
ALPHABET INC CAP STK CL A (GOO | COM | 02079K305 | 208,278 | 1,740 | SH | SOLE | 1,740 | 0 | 0 | ||
AMERICAN EXPRESS CO COM | COM | 025816109 | 173,030,533 | 993,287 | SH | SOLE | 993,287 | 0 | 0 | ||
ANALOG DEVICES INC | COM | 032654105 | 178,538,663 | 916,476 | SH | SOLE | 916,476 | 0 | 0 | ||
ARISTA NETWORKS INC | COM | 040413106 | 94,128,266 | 580,824 | SH | SOLE | 580,824 | 0 | 0 | ||
ARMSTRONG WORLD INDUSTRIES INC | COM | 04247x102 | 85,749,230 | 1,167,291 | SH | SOLE | 1,167,291 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL CL | COM | 084670108 | 146,022,420 | 282 | SH | SOLE | 282 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL CL | COM | 084670702 | 119,357,284 | 350,021 | SH | SOLE | 350,021 | 0 | 0 | ||
BOOKING HLDGS INC | COM | 09857l108 | 179,196,380 | 66,361 | SH | SOLE | 66,361 | 0 | 0 | ||
BROOKFIELD ASSET MANAGEMENT LT | COM | 113004105 | 21,165,567 | 648,654 | SH | SOLE | 648,654 | 0 | 0 | ||
BROOKFIELD CORP | COM | 11271J107 | 87,387,402 | 2,596,951 | SH | SOLE | 2,596,951 | 0 | 0 | ||
BURFORD CAPITAL LTD | COM | G17977110 | 13,437,073 | 1,103,208 | SH | SOLE | 1,103,208 | 0 | 0 | ||
CANADA GOOSE HOLDINGS INC | COM | 135086106 | 25,854,625 | 1,452,507 | SH | SOLE | 1,452,507 | 0 | 0 | ||
CARMAX INC | COM | 143130102 | 119,380,901 | 1,426,295 | SH | SOLE | 1,426,295 | 0 | 0 | ||
CHARLES SCHWAB CORPORATION | COM | 808513105 | 130,282,126 | 2,298,555 | SH | SOLE | 2,298,555 | 0 | 0 | ||
CLARIVATE PLC | COM | G21810109 | 105,373 | 11,057 | SH | SOLE | 11,057 | 0 | 0 | ||
FLOOR AND DECOR HOLDINGS INC | COM | 339750101 | 218,485,247 | 2,101,628 | SH | SOLE | 2,101,628 | 0 | 0 | ||
LAKELAND FINANCIAL CORPORATION | COM | 511656100 | 8,564,314 | 176,511 | SH | SOLE | 176,511 | 0 | 0 | ||
LCI INDUSTRIES | COM | 50189K103 | 1,366,962 | 10,818 | SH | SOLE | 10,818 | 0 | 0 | ||
MOELIS AND COMPANY | COM | 60786M105 | 139,135,113 | 3,068,706 | SH | SOLE | 3,068,706 | 0 | 0 | ||
NVR INC | COM | 62944T105 | 127,195,507 | 20,029 | SH | SOLE | 20,029 | 0 | 0 | ||
PATRICK INDUSTRIES INC | COM | 703343103 | 6,720,000 | 84,000 | SH | SOLE | 84,000 | 0 | 0 | ||
PROGRESSIVE CORPORATION | COM | 743315103 | 127,705,794 | 964,764 | SH | SOLE | 964,764 | 0 | 0 | ||
TEMPUR SEALY INTL INC COM | COM | 88023u101 | 168,507,368 | 4,205,325 | SH | SOLE | 4,205,325 | 0 | 0 | ||
THOR INDS INC COM | COM | 885160101 | 178,620,899 | 1,725,806 | SH | SOLE | 1,725,806 | 0 | 0 | ||
WESTROCK COMPANY | COM | 96145D105 | 1,017,450 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
WINNEBAGO INDUSTRIES INC | COM | 974637100 | 29,570,346 | 443,400 | SH | SOLE | 443,400 | 0 | 0 |