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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | $35.9M | 50 | 11.29% |
| 2 | ISHARES TR | $33.1M | 395579 | 10.39% |
| 3 | LIBERTY BROADBAND CORP | $16.9M | 336445 | 5.32% |
| 4 | BERKSHIRE HATHAWAY INC DEL | $16.3M | 33971 | 5.12% |
| 5 | SIRIUSXM HOLDINGS INC | $15.4M | 667677 | 4.84% |
| 6 | INVESCO EXCHANGE TRADED FD T | $13.4M | 69949 | 4.22% |
| 7 | ISHARES INC | $13.3M | 190395 | 4.17% |
| 8 | NOBLE CORP PLC | $11.2M | 227589 | 3.51% |
| 9 | CHUBB LTD SWITZ | $10.5M | 31988 | 3.29% |
| 10 | EAGLE MATLS INC | $9.9M | 52332 | 3.12% |
| 11 | CF INDUSTRIES HOLD | $9.4M | 72646 | 2.96% |
| 12 | AERCAP HOLDINGS NV | $9.2M | 66793 | 2.88% |
| 13 | JPMORGAN CHASE & CO | $9.0M | 30641 | 2.83% |
| 14 | THE CIGNA GROUP | $8.3M | 30943 | 2.59% |
| 15 | CRH PLC | $8.1M | 76756 | 2.55% |
| 16 | ADOBE INC | $8.0M | 33111 | 2.53% |
| 17 | BROWN & BROWN INC | $7.4M | 113242 | 2.32% |
| 18 | WARRIOR MET COAL INC | $7.4M | 79089 | 2.32% |
| 19 | MARKEL GROUP INC | $6.9M | 3607 | 2.17% |
| 20 | AMCOR PLC | $6.8M | 172208 | 2.15% |
| 21 | DANAOS CORPORATION | $6.8M | 60248 | 2.13% |
| 22 | ISHARES TR | $6.7M | 10327 | 2.12% |
| 23 | UNITED PARCEL SVCS INC | $6.6M | 66687 | 2.06% |
| 24 | AMERICAN EXPRESS CO | $6.3M | 20920 | 1.99% |
| 25 | MOHAWK INDS INC | $6.3M | 64159 | 1.99% |
| 26 | ISHARES TR | $6.2M | 91301 | 1.94% |
| 27 | GCI LIBERTY INC | $5.3M | 141523 | 1.66% |
| 28 | PACCAR INC | $4.9M | 42014 | 1.53% |
| 29 | VERSANT MEDIA GROUP INC | $4.6M | 125213 | 1.46% |
| 30 | GREEN BRICK PARTNERS INC | $4.1M | 63434 | 1.28% |
| 31 | ISHARES TR | $3.8M | 30556 | 1.19% |
| 32 | CHARTER COMMUNICATIONS INC | $296K | 1369 | 0.09% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.