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 | CAP STK CL C | 02079K107 | 130,959 | 63,307 | SH | SOLE | 63,307 | 0 | 0 | ||
AMERICAN EXPRESS CO | COM | 025816109 | 128,584 | 909,104 | SH | SOLE | 909,104 | 0 | 0 | ||
ANALOG DEVICES INC | COM | 032654105 | 109,975 | 709,151 | SH | SOLE | 709,151 | 0 | 0 | ||
ARISTA NETWORKS INC | COM | 040413106 | 103,899 | 344,163 | SH | SOLE | 344,163 | 0 | 0 | ||
ARMSTRONG WORLD INDS INC NEW | COM | 04247X102 | 76,784 | 852,301 | SH | SOLE | 852,301 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 142,710 | 370 | SH | SOLE | 370 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 106,342 | 416,262 | SH | SOLE | 416,262 | 0 | 0 | ||
BOOKING HOLDINGS INC | COM | 09857L108 | 114,859 | 49,299 | SH | SOLE | 49,299 | 0 | 0 | ||
BROOKFIELD ASSET MGMT INC | CL A LTD VT SH | 112585104 | 118,789 | 2,669,423 | SH | SOLE | 2,669,423 | 0 | 0 | ||
BURFORD CAP LTD | ORD SHS | G17977110 | 10,975 | 1,219,417 | SH | SOLE | 1,219,417 | 0 | 0 | ||
CANADA GOOSE HLDGS INC | SHS SUB VTG | 135086106 | 15,476 | 394,300 | SH | SOLE | 394,300 | 0 | 0 | ||
CARMAX INC | COM | 143130102 | 89,580 | 675,262 | SH | SOLE | 675,262 | 0 | 0 | ||
COCA COLA CO | COM | 191216100 | 7,382 | 140,043 | SH | SOLE | 140,043 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 167,832 | 3,101,688 | SH | SOLE | 3,101,688 | 0 | 0 | ||
CREDIT SUISSE GROUP | SPONSORED ADR | 225401108 | 149 | 14,037 | SH | SOLE | 14,037 | 0 | 0 | ||
DREAM FINDERS HOMES INC | COM CL A | 26154D100 | 8,108 | 336,841 | SH | SOLE | 336,841 | 0 | 0 | ||
HEXCEL CORP NEW | COM | 428291108 | 106,432 | 1,900,577 | SH | SOLE | 1,900,577 | 0 | 0 | ||
LAKELAND FINL CORP | COM | 511656100 | 11,015 | 159,196 | SH | SOLE | 159,196 | 0 | 0 | ||
LCI INDS | COM | 50189K103 | 665 | 5,029 | SH | SOLE | 5,029 | 0 | 0 | ||
MOELIS & CO | CL A | 60786M105 | 110,835 | 2,019,588 | SH | SOLE | 2,019,588 | 0 | 0 | ||
NVR INC | COM | 62944T105 | 91,522 | 19,428 | SH | SOLE | 19,428 | 0 | 0 | ||
PATRICK INDS INC | COM | 703343103 | 7,140 | 84,000 | SH | SOLE | 84,000 | 0 | 0 | ||
PROGRESSIVE CORP | COM | 743315103 | 210,670 | 2,203,434 | SH | SOLE | 2,203,434 | 0 | 0 | ||
SCHWAB CHARLES CORP | COM | 808513105 | 120,967 | 1,855,890 | SH | SOLE | 1,855,890 | 0 | 0 | ||
SIEM INDUSTRIES INC | COM | G81226105 | 539 | 21,200 | SH | SOLE | 21,200 | 0 | 0 | ||
TEMPUR SEALY INTL INC | COM | 88023U101 | 163,210 | 4,464,156 | SH | SOLE | 4,464,156 | 0 | 0 | ||
THOR INDS INC | COM | 885160101 | 86,202 | 639,764 | SH | SOLE | 639,764 | 0 | 0 | ||
WESTROCK CO | COM | 96145D105 | 2,863 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
WINNEBAGO INDS INC | COM | 974637100 | 15,342 | 200,000 | SH | SOLE | 200,000 | 0 | 0 |