The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 262,307,052 1,758,208 SH   SOLE   1,758,208 0 0
AMGEN INC COM 031162100 BBG001S5NNL6 298,410,678 1,110,324 SH   SOLE   1,110,324 0 0
APA CORPORATION COM 03743Q108 BBG00YTS96H1 189,450,327 4,609,497 SH   SOLE   4,609,497 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 163,454,767 5,969,860 SH   SOLE   5,969,860 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 64,740,344 184,814 SH   SOLE   184,814 0 0
CANADA GOOSE HLDGS INC SHS SUB VTG 135086106 BBG00G2HL1Z0 3,474,535 236,912 SH   SOLE   236,912 0 0
CENOVUS ENERGY INC COM 15135U109 BBG001T2PJV8 12,258,706 588,769 SH   SOLE   588,769 0 0
CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 279,400,555 2,332,225 SH   SOLE   2,332,225 0 0
CREDIT ACCEP CORP MICH COM 225310101 BBG001S71KS5 84,265,917 183,139 SH   SOLE   183,139 0 0
D R HORTON INC COM 23331A109 BBG001S8M692 301,300,098 2,803,574 SH   SOLE   2,803,574 0 0
DEVON ENERGY CORP NEW COM 25179M103 BBG001S63VG4 155,733,774 3,264,859 SH   SOLE   3,264,859 0 0
EBAY INC. COM 278642103 BBG001S9B9J5 143,164,639 3,247,100 SH   SOLE   3,247,100 0 0
FRONTLINE PLC COM M46528101 BBG001S66K75 8,977,376 487,451 SH   SOLE   487,451 0 0
HOME DEPOT INC COM 437076102 BBG001S5RTW7 135,988,619 450,055 SH   SOLE   450,055 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 200,334,834 1,381,429 SH   SOLE   1,381,429 0 0
LENNAR CORP CL A 526057104 BBG001S5SRK3 326,802,200 2,911,897 SH   SOLE   2,911,897 0 0
MACERICH CO COM 554382101 BBG001S7HGB5 225,588,394 20,677,213 SH   SOLE   20,677,213 0 0
MERCK & CO INC COM 58933Y105 BBG001S5TC52 299,677,155 2,910,900 SH   SOLE   2,910,900 0 0
NVR INC COM 62944T105 BBG001S5TSM8 233,785,213 39,204 SH   SOLE   39,204 0 0
OCCIDENTAL PETE CORP *W EXP 08/03/202 674599162 BBG00VTL2DV8 13,043,767 301,590 SH   SOLE   301,590 0 0
OCCIDENTAL PETE CORP COM 674599105 BBG001S5TZG9 440,483,491 6,789,203 SH   SOLE   6,789,203 0 0
OVINTIV INC COM 69047Q102 BBG00R2NHQ74 262,801,179 5,524,515 SH   SOLE   5,524,515 0 0
PFIZER INC COM 717081103 BBG001S5V466 46,356,269 1,397,536 SH   SOLE   1,397,536 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 82,444,947 742,346 SH   SOLE   742,346 0 0
SIMON PPTY GROUP INC NEW COM 828806109 BBG001S77WM9 252,780,045 2,339,906 SH   SOLE   2,339,906 0 0
TARGET CORP COM 87612E106 BBG001SC0K41 138,345,626 1,251,204 SH   SOLE   1,251,204 0 0
U HAUL HOLDING COMPANY COM 023586100 BBG001S6VFM1 28,917,298 529,912 SH   SOLE   529,912 0 0
U HAUL HOLDING COMPANY COM SER N 023586506 BBG01B6SGC20 110,870,495 2,116,253 SH   SOLE   2,116,253 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 BBG011386VG3 128,400,191 11,823,222 SH   SOLE   11,823,222 0 0
WEST FRASER TIMBER CO LTD COM 952845105 BBG001S60WD8 7,156,912 98,579 SH   SOLE   98,579 0 0