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 | 28,393,600 | 320,000 | SH | SOLE | 320,000 | 0 | 0 | ||
Amazon.com, Inc. | COM | 023135106 | 27,090,000 | 322,500 | SH | SOLE | 322,500 | 0 | 0 | ||
Berkshire Hathaway Inc. | CL B NEW | 084670702 | 73,363,750 | 237,500 | SH | SOLE | 237,500 | 0 | 0 | ||
Cogent Communications Holdings, Inc. | COM NEW | 19239V302 | 3,367,720 | 59,000 | SH | SOLE | 59,000 | 0 | 0 | ||
Enova International, Inc. | COM | 29357K103 | 29,544,900 | 770,000 | SH | SOLE | 770,000 | 0 | 0 | ||
Enstar Group Limited | SHS | G3075P101 | 4,620,800 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
GXO Logistics, Inc. | COM | 36262G101 | 3,532,598 | 82,750 | SH | SOLE | 82,750 | 0 | 0 | ||
IAC Inc. | COM NEW | 44891N208 | 53,701,800 | 1,209,500 | SH | SOLE | 1,209,500 | 0 | 0 | ||
LendingClub Corporation | COM NEW | 52603A208 | 19,285,200 | 2,191,500 | SH | SOLE | 2,191,500 | 0 | 0 | ||
LGI Homes, Inc. | COM | 50187T106 | 17,594,000 | 190,000 | SH | SOLE | 190,000 | 0 | 0 | ||
Meta Platforms, Inc. | CL A | 30303M102 | 24,248,510 | 201,500 | SH | SOLE | 201,500 | 0 | 0 | ||
News Corporation | CL A | 65249B109 | 23,751,000 | 1,305,000 | SH | SOLE | 1,305,000 | 0 | 0 | ||
Orion Engineered Carbons S.A. | COM | L72967109 | 7,480,200 | 420,000 | SH | SOLE | 420,000 | 0 | 0 | ||
Rush Enterprises, Inc. | CL A | 781846209 | 7,711,300 | 147,500 | SH | SOLE | 147,500 | 0 | 0 | ||
U-Haul Holding Company | COM | 023586100 | 4,995,770 | 83,000 | SH | SOLE | 83,000 | 0 | 0 | ||
U-Haul Holding Company | COM SER N | 023586506 | 33,785,210 | 614,500 | SH | SOLE | 614,500 | 0 | 0 | ||
Walker & Dunlop, Inc. | COM | 93148P102 | 20,012,400 | 255,000 | SH | SOLE | 255,000 | 0 | 0 | ||
Wells Fargo & Company | COM | 949746101 | 4,954,800 | 120,000 | SH | SOLE | 120,000 | 0 | 0 |