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 |
ADAMS DIVERSIFIED EQUITY FD | COM | 006212104 | 2,334 | 130,005 | SH | SOLE | NONE | 0 | 0 | 130,005 | |
ALPHABET INC CAP STK | CL A | 02079k107 | 15,826 | 9,034 | SH | SOLE | NONE | 2,000 | 0 | 7,034 | |
AMERICAN EXPRESS CO | COM | 025816109 | 8,652 | 71,562 | SH | SOLE | NONE | 14,500 | 0 | 57,062 | |
AMERICAN INTL GROUP INC | COM | 026874784 | 11,522 | 304,354 | SH | SOLE | NONE | 161,000 | 0 | 143,354 | |
APPLE INC | COM | 037833100 | 509 | 3,840 | SH | SOLE | NONE | 0 | 0 | 3,840 | |
ASSURED GUARANTY LTD | COM | G0585R106 | 2,834 | 90,000 | SH | SOLE | NONE | 80,000 | 0 | 10,000 | |
ATHENE HLDG LTD | CL A | G0684d107 | 25,900 | 600,368 | SH | SOLE | NONE | 236,000 | 0 | 364,368 | |
AUTOZONE INC | COM | 053332102 | 13,566 | 11,444 | SH | SOLE | NONE | 2,000 | 0 | 9,444 | |
BERKSHIRE HATHAWAY INC | CL B | 084670702 | 988 | 4,260 | SH | SOLE | NONE | 0 | 0 | 4,260 | |
CHIMERA INVT CORP | COM | 16934Q109 | 9,213 | 898,847 | SH | SOLE | NONE | 76,500 | 0 | 822,347 | |
COCA COLA CO | COM | 191216100 | 722 | 13,164 | SH | SOLE | NONE | 0 | 0 | 13,164 | |
COMCAST CORP NEW | CL A | 20030n101 | 15,064 | 287,490 | SH | SOLE | NONE | 54,000 | 0 | 233,490 | |
CORECIVIC INC | COM | 21871n101 | 4,643 | 708,860 | SH | SOLE | NONE | 144,000 | 0 | 564,860 | |
CORTEVA INC | COM | 220521104 | 1,604 | 41,414 | SH | SOLE | NONE | 0 | 0 | 41,414 | |
CRAWFORD & CO | CL A | 224633206 | 950 | 128,507 | SH | SOLE | NONE | 121,507 | 0 | 7,000 | |
DANIMER SCIENTIFIC INC | COM CL A | 236272100 | 25,411 | 1,080,850 | SH | SOLE | NONE | 229,000 | 0 | 851,850 | |
DARLING INGREDIENTS INC | COM | 237266101 | 38,216 | 662,560 | SH | SOLE | NONE | 145,000 | 0 | 517,560 | |
DUPONT DE NEMOURS INC | COM | 26614n102 | 2,670 | 37,548 | SH | SOLE | NONE | 0 | 0 | 37,548 | |
ENSTAR GROUP LIMITED | SHS | G3075p101 | 19,986 | 97,547 | SH | SOLE | NONE | 55,700 | 0 | 41,847 | |
ESSENT GROUP LTD | COM | G3198U102 | 7,560 | 174,990 | SH | SOLE | NONE | 77,000 | 0 | 97,990 | |
EVEREST RE GROUP LTD | COM | G3223R108 | 2,575 | 11,000 | SH | SOLE | NONE | 11,000 | 0 | 0 | |
FIRST HORIZON NATL CORP | COM | 320517105 | 293 | 22,995 | SH | SOLE | NONE | 0 | 0 | 22,995 | |
HOME BANCSHARES INC | COM | 436893200 | 1,558 | 80,000 | SH | SOLE | NONE | 0 | 0 | 80,000 | |
LIBERTY BROADBAND CORP | COM SER C | 530307305 | 21,353 | 134,830 | SH | SOLE | NONE | 31,200 | 0 | 103,630 | |
MGIC INVESTMENT CORP | CORP | 552848103 | 32,972 | 2,627,282 | SH | SOLE | NONE | 1,308,212 | 0 | 1,319,070 | |
MICROSOFT CORP | CORP | 594918104 | 470 | 2,112 | SH | SOLE | NONE | 0 | 0 | 2,112 | |
NMI HOLDINGS INC | CL A | 629209305 | 1,042 | 46,010 | SH | SOLE | NONE | 0 | 0 | 46,010 | |
OLD REP INTL CORP | COM | 680223104 | 7,488 | 379,900 | SH | SOLE | NONE | 120,000 | 0 | 259,900 | |
PROGRESSIVE CORP OHIO | COM | 743315103 | 13,529 | 136,818 | SH | SOLE | NONE | 63,500 | 0 | 73,318 | |
REGIONS FINANCIAL CORP | COM | 7591EP100 | 310 | 19,235 | SH | SOLE | NONE | 0 | 0 | 19,235 | |
RENAISSANCE RE HOLDINGS LTD | COM | G7496G103 | 2,572 | 15,510 | SH | SOLE | NONE | 15,500 | 0 | 10 | |
SELECT INTERIOR CONCEPTS INC | CL A | 816120307 | 702 | 98,196 | SH | SOLE | NONE | 0 | 0 | 98,196 | |
STARWOOD PPTY TR INC | COM | 85571B105 | 14,273 | 739,530 | SH | SOLE | NONE | 108,000 | 0 | 631,530 | |
STORE CAP CORP | COM | 862121100 | 5,947 | 175,025 | SH | SOLE | NONE | 0 | 0 | 175,025 | |
TRAVELERS GROUP INC | COM | 894190107 | 1,825 | 13,000 | SH | SOLE | NONE | 13,000 | 0 | 0 | |
TRIUMPH BANCORP INC | COM | 89679E300 | 22,172 | 456,675 | SH | SOLE | NONE | 63,000 | 0 | 393,675 | |
VERISIGN INC | COM | 94343E102 | 6,967 | 32,194 | SH | SOLE | NONE | 7,900 | 0 | 24,294 |