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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
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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
ACADEMY SPORTS & OUTDOORS IN COM 00402l107   3,178,432 47,060 SH   SOLE   38,520 0 8,540
ALPHABET INC CAP STK CL A 02079k305   172,966 1,146 SH   SOLE   0 0 1,146
ALPHABET INC CAP STK CL C 02079k107   26,345,564 173,030 SH   SOLE   114,230 0 58,800
ARHAUS INC COM CL A 04035m102   3,194,656 207,580 SH   SOLE   157,550 0 50,030
BANK AMERICA CORP COM 060505104   17,817,888 469,881 SH   SOLE   369,466 0 100,415
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   47,776,959 113,614 SH   SOLE   77,986 0 35,628
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 113004105   660,975 15,730 SH   SOLE   10,012 0 5,718
BROOKFIELD CORP CL A LTD VT SH 11271j107   9,196,662 219,648 SH   SOLE   173,467 0 46,181
BROOKFIELD REINS LTD CL A EXCH LT VTG g16250105   17,172 411 SH   SOLE   269 0 142
BUILDERS FIRSTSOURCE INC COM 12008r107   35,618,254 170,790 SH   SOLE   108,400 0 62,390
CHUBB LIMITED COM h1467j104   919,911 3,550 SH   SOLE   180 0 3,370
DEVON ENERGY CORP NEW COM 25179m103   14,547,533 289,907 SH   SOLE   206,190 0 83,717
GLOBAL INDUSTRIAL COMPANY COM 37892e102   3,937,326 87,926 SH   SOLE   49,985 0 37,941
GOLDMAN SACHS GROUP INC COM 38141g104   7,948,223 19,029 SH   SOLE   14,006 0 5,023
GUILD HLDGS CO CL A 40172n107   2,516,143 170,586 SH   SOLE   102,455 0 68,131
HESS MIDSTREAM LP CL A SHS 428103105   5,139,745 142,257 SH   SOLE   83,067 0 59,190
JEFFERIES FINL GROUP INC COM 47233w109   19,825,508 449,558 SH   SOLE   267,866 0 181,692
JPMORGAN CHASE & CO COM 46625h100   1,602,400 8,000 SH   SOLE   8,000 0 0
KKR & CO INC COM 48251w104   12,599,154 125,265 SH   SOLE   80,650 0 44,615
LENNAR CORP CL B 526057302   15,866,047 102,906 SH   SOLE   66,436 0 36,470
MARKEL GROUP INC COM 570535104   4,450,329 2,925 SH   SOLE   310 0 2,615
PEAPACK-GLADSTONE FINL CORP COM 704699107   1,687,772 69,370 SH   SOLE   69,370 0 0
PROGRESSIVE CORP COM 743315103   12,415,405 60,030 SH   SOLE   37,625 0 22,405
VITESSE ENERGY INC COMMON STOCK 92852x103   9,783,665 412,291 SH   SOLE   327,212 0 85,079
CAMDEN PPTY CORP COM 133131102   3,912,384 39,760 SH   SOLE   30,255 0 9,505
OCCIDENTAL PETE CORP *W EXP 08/03/2027 674599162   4,609,631 106,952 SH   SOLE   106,952 0 0