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 | 21,038,994 | 73,253 | SH | SOLE | 21,038,994 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 21,859,542 | 210,735 | SH | SOLE | 21,859,542 | 0 | 0 | ||
AMERCO series N non-voting sto | COM | 023586506 | 12,695,421 | 244,849 | SH | SOLE | 12,695,421 | 0 | 0 | ||
CHUBB LIMITED | COM | H1467J104 | 12,086,540 | 62,244 | SH | SOLE | 12,086,540 | 0 | 0 | ||
COMCAST CORPORATION CMN CLASS | COM | 20030N101 | 11,184,815 | 295,036 | SH | SOLE | 11,184,815 | 0 | 0 | ||
CORTEVA, INC. | COM | 22052L104 | 12,838,190 | 212,870 | SH | SOLE | 12,838,190 | 0 | 0 | ||
Carmax Inc | COM | 143130102 | 17,268,179 | 268,640 | SH | SOLE | 17,268,179 | 0 | 0 | ||
DEERE & COMPANY | COM | 244199105 | 18,157,224 | 43,977 | SH | SOLE | 18,157,224 | 0 | 0 | ||
DOW INC | COM | 260557103 | 12,255,175 | 223,553 | SH | SOLE | 12,255,175 | 0 | 0 | ||
FIDELITY NATL FINL | COM | 31620R303 | 13,619,242 | 389,901 | SH | SOLE | 13,619,242 | 0 | 0 | ||
GENERAL DYNAMICS CORP. | COM | 369550108 | 12,238,902 | 53,630 | SH | SOLE | 12,238,902 | 0 | 0 | ||
J B HUNT TRANS SVCS INC | COM | 445658107 | 16,070,908 | 91,593 | SH | SOLE | 16,070,908 | 0 | 0 | ||
SYSCO CORP COM | COM | 871829107 | 11,835,111 | 153,245 | SH | SOLE | 11,835,111 | 0 | 0 | ||
T-MOBILE US, INC. | COM | 872590104 | 20,559,893 | 141,949 | SH | SOLE | 20,559,893 | 0 | 0 | ||
UNITED PARCEL SERVICE, INC. CL | COM | 911312106 | 19,679,510 | 101,446 | SH | SOLE | 19,679,510 | 0 | 0 | ||
Vail Resorts Inc | COM | 91879Q109 | 5,083,942 | 21,756 | SH | SOLE | 5,083,942 | 0 | 0 |