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 | 19,435,989 | 127,650 | SH | SOLE | 127,650 | 0 | 0 | ||
Amazon.com, Inc. | COM | 023135106 | 37,735,496 | 209,200 | SH | SOLE | 209,200 | 0 | 0 | ||
Berkshire Hathaway Inc. | CL B NEW | 084670702 | 14,718,200 | 35,000 | SH | SOLE | 35,000 | 0 | 0 | ||
Cogent Communications Holdings, Inc. | COM NEW | 19239V302 | 72,516,300 | 1,110,000 | SH | SOLE | 1,110,000 | 0 | 0 | ||
Enova International, Inc. | COM | 29357K103 | 27,016,900 | 430,000 | SH | SOLE | 430,000 | 0 | 0 | ||
Enstar Group Limited | SHS | G3075P101 | 58,500,570 | 188,250 | SH | SOLE | 188,250 | 0 | 0 | ||
IAC Inc. | COM NEW | 44891N208 | 45,872,400 | 860,000 | SH | SOLE | 860,000 | 0 | 0 | ||
LendingClub Corporation | COM NEW | 52603A208 | 10,196,400 | 1,160,000 | SH | SOLE | 1,160,000 | 0 | 0 | ||
LGI Homes, Inc. | COM | 50187T106 | 5,393,750 | 46,350 | SH | SOLE | 46,350 | 0 | 0 | ||
Meta Platforms, Inc. | CL A | 30303M102 | 39,429,096 | 81,200 | SH | SOLE | 81,200 | 0 | 0 | ||
News Corporation | CL A | 65249B109 | 22,776,600 | 870,000 | SH | SOLE | 870,000 | 0 | 0 | ||
Orion S.A. | COM | L72967109 | 13,288,800 | 565,000 | SH | SOLE | 565,000 | 0 | 0 | ||
Rush Enterprises, Inc. | CL A | 781846209 | 17,661,600 | 330,000 | SH | SOLE | 330,000 | 0 | 0 | ||
Thryv Holdings, Inc. | COM NEW | 886029206 | 8,669,700 | 390,000 | SH | SOLE | 390,000 | 0 | 0 | ||
Turning Point Brands, Inc. | COM | 90041L105 | 4,688,000 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
U-Haul Holding Company | COM SER N | 023586506 | 19,337,200 | 290,000 | SH | SOLE | 290,000 | 0 | 0 | ||
Walker & Dunlop, Inc. | COM | 93148P102 | 6,568,900 | 65,000 | SH | SOLE | 65,000 | 0 | 0 |