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 | 167,498,933 | 1,188,526 | SH | SOLE | 1,188,526 | 0 | 0 | ||
ALPHABET INC CAP STK CL A (GOO | COM | 02079K305 | 321,846 | 2,304 | SH | SOLE | 2,304 | 0 | 0 | ||
AMERICAN EXPRESS CO COM | COM | 025816109 | 183,181,359 | 977,802 | SH | SOLE | 977,802 | 0 | 0 | ||
ANALOG DEVICES INC | COM | 032654105 | 178,551,081 | 899,230 | SH | SOLE | 899,230 | 0 | 0 | ||
ARISTA NETWORKS INC | COM | 040413106 | 131,761,618 | 559,474 | SH | SOLE | 559,474 | 0 | 0 | ||
ARMSTRONG WORLD INDUSTRIES INC | COM | 04247x102 | 111,324,143 | 1,132,263 | SH | SOLE | 1,132,263 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL CL | COM | 084670108 | 150,307,133 | 277 | SH | SOLE | 277 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL CL | COM | 084670702 | 120,260,888 | 337,186 | SH | SOLE | 337,186 | 0 | 0 | ||
BOOKING HLDGS INC | COM | 09857l108 | 224,020,845 | 63,154 | SH | SOLE | 63,154 | 0 | 0 | ||
BROOKFIELD CORP | COM | 11271J107 | 100,632,676 | 2,508,292 | SH | SOLE | 2,508,292 | 0 | 0 | ||
BURFORD CAPITAL LTD | COM | G17977110 | 17,210,045 | 1,103,208 | SH | SOLE | 1,103,208 | 0 | 0 | ||
CANADA GOOSE HOLDINGS INC | COM | 135086106 | 20,847,587 | 1,759,290 | SH | SOLE | 1,759,290 | 0 | 0 | ||
CARMAX INC | COM | 143130102 | 111,047,239 | 1,447,058 | SH | SOLE | 1,447,058 | 0 | 0 | ||
CHARLES SCHWAB CORPORATION | COM | 808513105 | 216,228,596 | 3,142,857 | SH | SOLE | 3,142,857 | 0 | 0 | ||
FLOOR AND DECOR HOLDINGS INC | COM | 339750101 | 229,741,198 | 2,059,351 | SH | SOLE | 2,059,351 | 0 | 0 | ||
LAKELAND FINANCIAL CORPORATION | COM | 511656100 | 12,195,411 | 187,161 | SH | SOLE | 187,161 | 0 | 0 | ||
LCI INDUSTRIES | COM | 50189K103 | 1,359,931 | 10,818 | SH | SOLE | 10,818 | 0 | 0 | ||
MOELIS AND COMPANY | COM | 60786M105 | 167,111,730 | 2,977,227 | SH | SOLE | 2,977,227 | 0 | 0 | ||
NVR INC | COM | 62944T105 | 103,101,459 | 14,728 | SH | SOLE | 14,728 | 0 | 0 | ||
PATRICK INDUSTRIES INC | COM | 703343103 | 8,429,400 | 84,000 | SH | SOLE | 84,000 | 0 | 0 | ||
PROGRESSIVE CORPORATION | COM | 743315103 | 198,522,513 | 1,246,374 | SH | SOLE | 1,246,374 | 0 | 0 | ||
TEMPUR SEALY INTL INC COM | COM | 88023u101 | 207,083,254 | 4,062,846 | SH | SOLE | 4,062,846 | 0 | 0 | ||
THOR INDS INC COM | COM | 885160101 | 197,652,367 | 1,671,479 | SH | SOLE | 1,671,479 | 0 | 0 | ||
WESTROCK COMPANY | COM | 96145D105 | 1,453,200 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
WINNEBAGO INDUSTRIES INC | COM | 974637100 | 2,062,504 | 28,300 | SH | SOLE | 28,300 | 0 | 0 |