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
AERCAP HOLDINGS NV SHS N00985106   514,240,071 8,095,719 SH   SOLE   6,631,096 0 1,464,623
ALPHABET INC CAP STK CL A 02079K305   169,246,224 1,413,920 SH   SOLE   1,376,511 0 37,409
ALPHABET INC CAP STK CL C 02079K107   1,642,251,340 13,575,691 SH   SOLE   11,081,867 0 2,493,824
AMAZON COM INC COM 023135106   1,901,889,958 14,589,521 SH   SOLE   11,982,020 0 2,607,501
AMERICAN INTL GROUP INC COM NEW 026874784   759,528 13,200 SH   SOLE   13,200 0 0
AON PLC SHS CL A G0403H108   623,675,947 1,806,709 SH   SOLE   1,476,496 0 330,213
BANK AMERICA CORP COM 060505104   2,229,213 77,700 SH   SOLE   67,150 0 10,550
BERKLEY W R CORP COM 084423102   4,905,659 82,365 SH   SOLE   67,365 0 15,000
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702   19,906,898 58,378 SH   SOLE   49,309 0 9,069
CAPITAL ONE FINL CORP COM 14040H105   660,442,010 6,038,603 SH   SOLE   4,969,303 0 1,069,300
CHARTER COMMUNICATIONS INC N CL A 16119P108   263,317,223 716,763 SH   SOLE   633,080 0 83,683
CITIGROUP INC COM NEW 172967424   803,699,056 17,456,539 SH   SOLE   14,404,111 0 3,052,428
COMCAST CORP NEW CL A 20030N101   898,485,053 21,624,189 SH   SOLE   18,023,429 0 3,600,760
CONOCOPHILLIPS COM 20825C104   1,140,276,954 11,005,472 SH   SOLE   9,129,826 0 1,875,646
DISH NETWORK CORPORATION CL A 25470M109   2,532,972 384,366 SH   SOLE   348,601 0 35,765
DISNEY WALT CO COM 254687106   680,224 7,619 SH   SOLE   5,523 0 2,096
ECOLAB INC COM 278865100   4,617,217 24,732 SH   SOLE   19,596 0 5,136
ELEVANCE HEALTH INC COM 036752103   334,091,418 751,967 SH   SOLE   617,783 0 134,184
GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 36266G107   1,729,437 21,288 SH   SOLE   21,209 0 79
GENERAL ELECTRIC CO COM NEW 369604301   1,471,119,549 13,392,076 SH   SOLE   10,862,614 0 2,529,462
GENERAL MTRS CO COM 37045V100   1,928,000 50,000 SH   SOLE   50,000 0 0
GOLDMAN SACHS GROUP INC COM 38141G104   904,642,130 2,804,744 SH   SOLE   2,243,680 0 561,064
HILTON WORLDWIDE HLDGS INC COM 43300A203   498,671,038 3,426,115 SH   SOLE   2,820,388 0 605,727
IAC INC COM NEW 44891N208   121,937,692 1,941,683 SH   SOLE   1,806,448 0 135,235
INTERNATIONAL BUSINESS MACHS COM 459200101   361,287 2,700 SH   SOLE   2,700 0 0
ISHARES TR RUS 1000 VAL ETF 464287598   892,213 5,653 SH   SOLE   5,653 0 0
JPMORGAN CHASE & CO COM 46625H100   1,281,036 8,808 SH   SOLE   8,524 0 284
LIBERTY BROADBAND CORP COM SER C 530307305   542,289,584 6,769,312 SH   SOLE   5,403,021 0 1,366,291
LIBERTY BROADBAND CORP COM SER A 530307107   48,135,154 603,727 SH   SOLE   547,598 0 56,129
LIBERTY GLOBAL PLC SHS CL C G5480U120   1,218,276 68,558 SH   SOLE   68,558 0 0
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   403,593 4,395 SH   SOLE   4,395 0 0
MARRIOTT INTL INC NEW CL A 571903202   657,684,043 3,580,402 SH   SOLE   2,916,401 0 664,001
META PLATFORMS INC CL A 30303M102   1,856,388,387 6,468,703 SH   SOLE   5,310,243 0 1,158,460
MICROSOFT CORP COM 594918104   1,874,422,403 5,504,265 SH   SOLE   4,534,434 0 969,831
MORGAN STANLEY COM NEW 617446448   92,868,230 1,087,450 SH   SOLE   1,022,011 0 65,439
NETFLIX INC COM 64110L106   1,490,363,116 3,383,421 SH   SOLE   2,772,639 0 610,782
ORACLE CORP COM 68389X105   9,347,850 78,494 SH   SOLE   78,494 0 0
SHELL PLC SPON ADS 780259305   960,338,707 15,904,914 SH   SOLE   12,925,356 0 2,979,558
SPDR SER TR BLOOMBERG 1-3 MO 78468R663   15,586,812 169,754 SH   SOLE   169,754 0 0
THERMO FISHER SCIENTIFIC INC COM 883556102   627,143 1,202 SH   SOLE   1,202 0 0
TRAVELERS COMPANIES INC COM 89417E109   1,198,254 6,900 SH   SOLE   6,900 0 0
UNITEDHEALTH GROUP INC COM 91324P102   901,993,056 1,876,650 SH   SOLE   1,533,007 0 343,643
VISA INC COM CL A 92826C839   332,645,123 1,400,729 SH   SOLE   1,151,687 0 249,042
WELLS FARGO CO NEW COM 949746101   1,000,551,209 23,443,093 SH   SOLE   19,235,364 0 4,207,729
WOODWARD INC COM 980745103   487,320,529 4,098,230 SH   SOLE   3,327,685 0 770,545