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 | 177,484,701 | 1,346,111 | SH | SOLE | 1,346,111 | 0 | 0 | ||
ALPHABET INC CAP STK CL A (GOO | COM | 02079K305 | 227,696 | 1,740 | SH | SOLE | 1,740 | 0 | 0 | ||
AMERICAN EXPRESS CO COM | COM | 025816109 | 148,097,129 | 992,675 | SH | SOLE | 992,675 | 0 | 0 | ||
ANALOG DEVICES INC | COM | 032654105 | 159,614,646 | 911,615 | SH | SOLE | 911,615 | 0 | 0 | ||
ARISTA NETWORKS INC | COM | 040413106 | 106,305,941 | 577,970 | SH | SOLE | 577,970 | 0 | 0 | ||
ARMSTRONG WORLD INDUSTRIES INC | COM | 04247x102 | 83,757,705 | 1,163,301 | SH | SOLE | 1,163,301 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL CL | COM | 084670108 | 149,876,514 | 282 | SH | SOLE | 282 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL CL | COM | 084670702 | 119,653,849 | 341,575 | SH | SOLE | 341,575 | 0 | 0 | ||
BOOKING HLDGS INC | COM | 09857l108 | 201,933,712 | 65,479 | SH | SOLE | 65,479 | 0 | 0 | ||
BROOKFIELD ASSET MANAGEMENT LT | COM | 113004105 | 21,396,298 | 641,761 | SH | SOLE | 641,761 | 0 | 0 | ||
BROOKFIELD CORP | COM | 11271J107 | 80,954,529 | 2,588,888 | SH | SOLE | 2,588,888 | 0 | 0 | ||
BURFORD CAPITAL LTD | COM | G17977110 | 15,444,912 | 1,103,208 | SH | SOLE | 1,103,208 | 0 | 0 | ||
CANADA GOOSE HOLDINGS INC | COM | 135086106 | 25,791,191 | 1,759,290 | SH | SOLE | 1,759,290 | 0 | 0 | ||
CARMAX INC | COM | 143130102 | 102,311,377 | 1,446,506 | SH | SOLE | 1,446,506 | 0 | 0 | ||
CHARLES SCHWAB CORPORATION | COM | 808513105 | 125,539,034 | 2,286,685 | SH | SOLE | 2,286,685 | 0 | 0 | ||
FLOOR AND DECOR HOLDINGS INC | COM | 339750101 | 190,037,602 | 2,099,863 | SH | SOLE | 2,099,863 | 0 | 0 | ||
LAKELAND FINANCIAL CORPORATION | COM | 511656100 | 8,882,661 | 187,161 | SH | SOLE | 187,161 | 0 | 0 | ||
LCI INDUSTRIES | COM | 50189K103 | 1,270,250 | 10,818 | SH | SOLE | 10,818 | 0 | 0 | ||
MOELIS AND COMPANY | COM | 60786M105 | 137,677,803 | 3,050,694 | SH | SOLE | 3,050,694 | 0 | 0 | ||
NVR INC | COM | 62944T105 | 89,800,339 | 15,059 | SH | SOLE | 15,059 | 0 | 0 | ||
PATRICK INDUSTRIES INC | COM | 703343103 | 6,305,040 | 84,000 | SH | SOLE | 84,000 | 0 | 0 | ||
PROGRESSIVE CORPORATION | COM | 743315103 | 177,543,265 | 1,274,539 | SH | SOLE | 1,274,539 | 0 | 0 | ||
TEMPUR SEALY INTL INC COM | COM | 88023u101 | 179,113,293 | 4,132,748 | SH | SOLE | 4,132,748 | 0 | 0 | ||
THOR INDS INC COM | COM | 885160101 | 162,967,564 | 1,713,104 | SH | SOLE | 1,713,104 | 0 | 0 | ||
WESTROCK COMPANY | COM | 96145D105 | 1,253,000 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
WINNEBAGO INDUSTRIES INC | COM | 974637100 | 21,306,880 | 358,400 | SH | SOLE | 358,400 | 0 | 0 |