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
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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
ALPHABET INC COM 02079k107   133,254,399 797,024 SH   SOLE   797,024 0 0
ALPHABET INC CAP STK CL A (GOO COM 02079K305   307,818 1,856 SH   SOLE   1,856 0 0
AMERICAN EXPRESS CO COM COM 025816109   265,305,641 978,266 SH   SOLE   978,266 0 0
ANALOG DEVICES INC COM 032654105   213,702,225 928,454 SH   SOLE   928,454 0 0
ARISTA NETWORKS INC COM 040413106   112,266,030 292,497 SH   SOLE   292,497 0 0
ARMSTRONG WORLD INDUSTRIES INC COM 04247x102   121,793,086 926,676 SH   SOLE   926,676 0 0
ASBURY AUTOMOTIVE GROUP COM 043436104   168,058,979 704,384 SH   SOLE   704,384 0 0
BERKSHIRE HATHAWAY INC DEL CL COM 084670108   139,618,360 202 SH   SOLE   202 0 0
BERKSHIRE HATHAWAY INC DEL CL COM 084670702   155,944,079 338,817 SH   SOLE   338,817 0 0
BOOKING HLDGS INC COM 09857l108   266,158,467 63,189 SH   SOLE   63,189 0 0
BURFORD CAPITAL LTD COM G17977110   14,628,538 1,103,208 SH   SOLE   1,103,208 0 0
CANADA GOOSE HOLDINGS INC COM 135086106   22,043,904 1,759,290 SH   SOLE   1,759,290 0 0
CHARLES SCHWAB CORPORATION COM 808513105   212,534,187 3,279,342 SH   SOLE   3,279,342 0 0
FISERV INC COM 337738108   144,529,144 804,504 SH   SOLE   804,504 0 0
FLOOR AND DECOR HOLDINGS INC COM 339750101   221,470,730 1,783,609 SH   SOLE   1,783,609 0 0
LAKELAND FINANCIAL CORPORATION COM 511656100   12,272,580 188,461 SH   SOLE   188,461 0 0
LCI INDUSTRIES COM 50189K103   1,304,002 10,818 SH   SOLE   10,818 0 0
MOELIS AND COMPANY COM 60786M105   176,995,216 2,583,495 SH   SOLE   2,583,495 0 0
NVR INC COM 62944T105   108,691,519 11,078 SH   SOLE   11,078 0 0
PATRICK INDUSTRIES INC COM 703343103   11,959,080 84,000 SH   SOLE   84,000 0 0
PROGRESSIVE CORPORATION COM 743315103   271,449,060 1,069,708 SH   SOLE   1,069,708 0 0
SMURFIT WESTROCK PLC COM G8267P108   1,729,700 35,000 SH   SOLE   35,000 0 0
TEMPUR SEALY INTL INC COM COM 88023u101   230,658,785 4,224,520 SH   SOLE   4,224,520 0 0
THOR INDS INC COM COM 885160101   192,859,235 1,755,021 SH   SOLE   1,755,021 0 0
WHIRLPOOL CORP COM 963320106   802,500 7,500 SH   SOLE   7,500 0 0
WILLSCOT HOLDINGS CORP CLASS A COM 971378104   93,869,114 2,496,519 SH   SOLE   2,496,519 0 0