The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALLIANCE RESOURCE PARTNERS L | UT LTD PART | 01877R108 | 1,123 | 53,000 | SH | SOLE | NONE | 0 | 0 | 53,000 | ||
| ALPHABET INC CAP STK | CL A | 02079k107 | 16,983 | 120,505 | SH | SOLE | NONE | 40,000 | 0 | 80,505 | ||
| AMERICAN EXPRESS CO | COM | 025816109 | 7,976 | 42,577 | SH | SOLE | NONE | 14,500 | 0 | 28,077 | ||
| AMERICAN INTL GROUP INC | COM | 026874784 | 6,940 | 102,438 | SH | SOLE | NONE | 100,000 | 0 | 2,438 | ||
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | 39,079 | 419,351 | SH | SOLE | NONE | 241,664 | 0 | 177,687 | ||
| APPLE INC | COM | 037833100 | 607 | 3,151 | SH | SOLE | NONE | 0 | 0 | 3,151 | ||
| AUTOZONE INC | COM | 053332102 | 16,165 | 6,252 | SH | SOLE | NONE | 2,000 | 0 | 4,252 | ||
| BERKSHIRE HATHAWAY INC | CL B | 084670702 | 423 | 1,186 | SH | SOLE | NONE | 0 | 0 | 1,186 | ||
| COCA COLA CO | COM | 191216100 | 776 | 13,164 | SH | SOLE | NONE | 0 | 0 | 13,164 | ||
| COMCAST CORP NEW | CL A | 20030n101 | 7,714 | 175,912 | SH | SOLE | NONE | 54,000 | 0 | 121,912 | ||
| DARLING INGREDIENTS INC | COM | 237266101 | 22,473 | 450,893 | SH | SOLE | NONE | 170,000 | 0 | 280,893 | ||
| ENSTAR GROUP LIMITED | SHS | G3075p101 | 25,720 | 87,378 | SH | SOLE | NONE | 62,000 | 0 | 25,378 | ||
| ESSENT GROUP LTD | COM | G3198U102 | 2,976 | 56,420 | SH | SOLE | NONE | 30,000 | 0 | 26,420 | ||
| EVEREST RE GROUP LTD | COM | G3223R108 | 10,799 | 30,543 | SH | SOLE | NONE | 16,000 | 0 | 14,543 | ||
| FIRST HORIZON NATL CORP | COM | 320517105 | 7,079 | 499,900 | SH | SOLE | NONE | 200,000 | 0 | 299,900 | ||
| HARTFORD FINL SVCS CORP | COM | 416515104 | 2,813 | 35,000 | SH | SOLE | NONE | 35,000 | 0 | 0 | ||
| HOME BANCSHARES INC | COM | 436893200 | 256 | 10,110 | SH | SOLE | NONE | 0 | 0 | 10,110 | ||
| LENNAR CORP | CL B | 526057302 | 12,468 | 93,013 | SH | SOLE | NONE | 33,000 | 0 | 60,013 | ||
| LIBERTY BROADBAND CORP | COM SER C | 530307305 | 10,321 | 128,067 | SH | SOLE | NONE | 46,000 | 0 | 82,067 | ||
| MGIC INVESTMENT CORP | CORP | 552848103 | 37,183 | 1,927,591 | SH | SOLE | NONE | 1,308,212 | 0 | 619,379 | ||
| MICROSOFT CORP | CORP | 594918104 | 574 | 1,525 | SH | SOLE | NONE | 0 | 0 | 1,525 | ||
| NMI HOLDINGS INC | CL A | 629209305 | 762 | 25,660 | SH | SOLE | NONE | 0 | 0 | 25,660 | ||
| OLD REP INTL CORP | COM | 680223104 | 5,736 | 195,115 | SH | SOLE | NONE | 120,000 | 0 | 75,115 | ||
| PROGRESSIVE CORP OHIO | COM | 743315103 | 14,020 | 88,018 | SH | SOLE | NONE | 53,500 | 0 | 34,518 | ||
| REGIONS FINANCIAL CORP | COM | 7591EP100 | 373 | 19,235 | SH | SOLE | NONE | 0 | 0 | 19,235 | ||
| SITIO ROYALTIES CORP | CL A | 82983n108 | 9,335 | 397,084 | SH | SOLE | NONE | 115,000 | 0 | 282,084 | ||
| STARWOOD PPTY TR INC | COM | 85571B105 | 13,237 | 629,741 | SH | SOLE | NONE | 220,000 | 0 | 409,741 | ||
| TIPTREE INC | COM | 88822q103 | 416 | 21,946 | SH | SOLE | NONE | 20,746 | 0 | 1,200 | ||
| TRAVELERS GROUP INC | COM | 894190107 | 2,476 | 13,000 | SH | SOLE | NONE | 13,000 | 0 | 0 | ||
| TRIUMPH FINANCIAL INC | COM | 89679E300 | 11,091 | 138,330 | SH | SOLE | NONE | 48,000 | 0 | 90,330 | ||
| WESTROCK COFFEE CO | COM | 96145W103 | 35,416 | 3,468,708 | SH | SOLE | NONE | 1,789,082 | 0 | 1,679,626 | ||