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 |
AIR PRODUCTS INC | COM | 009158106 | 22,898 | 74,282 | SH | SOLE | 22,898 | 0 | 0 | ||
ALPHABET INC. CMN CLASS A | COM | 02079K305 | 18,763 | 212,658 | SH | SOLE | 18,763 | 0 | 0 | ||
AMERCO | COM | 023586100 | 1,890 | 31,401 | SH | SOLE | 1,890 | 0 | 0 | ||
AMERCO series N non-voting sto | COM | 023586506 | 11,712 | 213,017 | SH | SOLE | 11,712 | 0 | 0 | ||
AMERICAN INTL GROUP, INC. | COM | 026874784 | 10,413 | 164,656 | SH | SOLE | 10,413 | 0 | 0 | ||
CHUBB LIMITED | COM | H1467J104 | 16,087 | 72,924 | SH | SOLE | 16,087 | 0 | 0 | ||
COMCAST CORPORATION CMN CLASS | COM | 20030N101 | 10,436 | 298,439 | SH | SOLE | 10,436 | 0 | 0 | ||
CORTEVA, INC. | COM | 22052L104 | 12,656 | 215,316 | SH | SOLE | 12,656 | 0 | 0 | ||
Carmax Inc | COM | 143130102 | 16,538 | 271,604 | SH | SOLE | 16,538 | 0 | 0 | ||
DEERE & COMPANY | COM | 244199105 | 19,094 | 44,532 | SH | SOLE | 19,094 | 0 | 0 | ||
DOW INC | COM | 260557103 | 11,432 | 226,867 | SH | SOLE | 11,432 | 0 | 0 | ||
GENERAL DYNAMICS CORP. | COM | 369550108 | 10,657 | 42,954 | SH | SOLE | 10,657 | 0 | 0 | ||
J B HUNT TRANS SVCS INC | COM | 445658107 | 16,145 | 92,594 | SH | SOLE | 16,145 | 0 | 0 | ||
SYSCO CORP COM | COM | 871829107 | 11,825 | 154,678 | SH | SOLE | 11,825 | 0 | 0 | ||
T-MOBILE US, INC. | COM | 872590104 | 20,153 | 143,951 | SH | SOLE | 20,153 | 0 | 0 | ||
UNITED PARCEL SERVICE, INC. CL | COM | 911312106 | 17,799 | 102,389 | SH | SOLE | 17,799 | 0 | 0 | ||
Vail Resorts Inc | COM | 91879Q109 | 5,266 | 22,094 | SH | SOLE | 5,266 | 0 | 0 |