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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | $58.6M | 122366 | 20.43% |
| 2 | ALPHABET INC | $36.5M | 127340 | 12.73% |
| 3 | DEVON ENERGY CORP NEW | $22.9M | 454459 | 7.97% |
| 4 | BANK AMERICA CORP | $20.6M | 423479 | 7.19% |
| 5 | JEFFERIES FINANCIAL GROUP IN | $18.4M | 444837 | 6.40% |
| 6 | CHUBB LIMITED SWITZ | $17.7M | 54338 | 6.17% |
| 7 | BUILDERS FIRSTSOURCE INC | $15.3M | 185430 | 5.32% |
| 8 | BROOKFIELD CORP | $14.1M | 347280 | 4.90% |
| 9 | LENNAR CORP | $13.7M | 163440 | 4.79% |
| 10 | KKR & CO INC | $13.3M | 143303 | 4.62% |
| 11 | PROGRESSIVE CORP | $11.4M | 57448 | 3.97% |
| 12 | ARROW ELECTRS INC | $10.0M | 69866 | 3.49% |
| 13 | ASBURY AUTOMOTIVE GROUP INC | $8.6M | 43761 | 2.98% |
| 14 | OCCIDENTAL PETE CORP | $6.6M | 154697 | 2.31% |
| 15 | MARKEL GROUP INC | $5.6M | 2922 | 1.95% |
| 16 | HESS MIDSTREAM LP | $5.2M | 134235 | 1.82% |
| 17 | JPMORGAN CHASE & CO | $2.4M | 8000 | 0.82% |
| 18 | TOLL BROTHERS INC | $2.3M | 16969 | 0.81% |
| 19 | GLOBAL INDUSTRIAL COMPANY | $1.0M | 32990 | 0.36% |
| 20 | CAMDEN PPTY TR | $857K | 8775 | 0.30% |
| 21 | BERKSHIRE HATHAWAY INC DELCALL | $575K | 1200 | 0.20% |
| 22 | LOAR HOLDINGS INC | $573K | 10000 | 0.20% |
| 23 | ALPHABET INC | $330K | 1146 | 0.11% |
| 24 | LENNAR CORPCALL | $252K | 3000 | 0.09% |
| 25 | BROOKFIELD ASSET MANAGMT LTD | $252K | 5673 | 0.09% |
| 26 | BROOKFIELD WEALTH SOL LTD | $8K | 204 | 0.00% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.