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 | 17,601,135 | 145,500 | SH | SOLE | 145,500 | 0 | 0 | ||
A-Mark Precious Metals, Inc. | COM | 00181T107 | 7,168,803 | 191,500 | SH | SOLE | 191,500 | 0 | 0 | ||
Amazon.com, Inc. | COM | 023135106 | 29,982,800 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
Berkshire Hathaway Inc. | CL B NEW | 084670702 | 30,349,000 | 89,000 | SH | SOLE | 89,000 | 0 | 0 | ||
Cogent Communications Holdings, Inc. | COM NEW | 19239V302 | 38,691,750 | 575,000 | SH | SOLE | 575,000 | 0 | 0 | ||
Enova International, Inc. | COM | 29357K103 | 30,225,280 | 569,000 | SH | SOLE | 569,000 | 0 | 0 | ||
Enstar Group Limited | SHS | G3075P101 | 31,629,080 | 129,500 | SH | SOLE | 129,500 | 0 | 0 | ||
IAC Inc. | COM NEW | 44891N208 | 72,220,000 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | ||
LendingClub Corporation | COM NEW | 52603A208 | 22,961,250 | 2,355,000 | SH | SOLE | 2,355,000 | 0 | 0 | ||
LGI Homes, Inc. | COM | 50187T106 | 6,946,835 | 51,500 | SH | SOLE | 51,500 | 0 | 0 | ||
Meta Platforms, Inc. | CL A | 30303M102 | 33,002,700 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
News Corporation | CL A | 65249B109 | 22,425,000 | 1,150,000 | SH | SOLE | 1,150,000 | 0 | 0 | ||
Orion S.A. | COM | L72967109 | 13,474,700 | 635,000 | SH | SOLE | 635,000 | 0 | 0 | ||
Rush Enterprises, Inc. | CL A | 781846209 | 13,970,200 | 230,000 | SH | SOLE | 230,000 | 0 | 0 | ||
U-Haul Holding Company | COM SER N | 023586506 | 26,221,725 | 517,500 | SH | SOLE | 517,500 | 0 | 0 | ||
Walker & Dunlop, Inc. | COM | 93148P102 | 5,415,450 | 68,472 | SH | SOLE | 68,472 | 0 | 0 |