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
Expires: July 31, 2015
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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 (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ADVANCE AUTO PARTS INC. COM 00751Y106 293,631 6,316 SH SOLE 6,316 0 0
AGCO CORP. COM 001084102 490,526 4,755 SH SOLE 4,755 0 0
ALIBABA GROUP HOLDING SP-ADR ADR 01609W102 460,445 4,060 SH SOLE 4,060 0 0
ALLIANCE RESOURCE PARTNERS LP COM 01877R108 509,129 19,477 SH SOLE 19,477 0 0
ALPHABET INC-CL A COM 02079K305 56,622,523 321,299 SH SOLE 320,884 0 415
ALPHABET INC-CL C COM 02079K107 2,333,211 13,153 SH SOLE 13,153 0 0
AMERICAN EXPRESS CO COM 025816109 21,720,305 68,093 SH SOLE 67,243 0 850
ARROW ELECTRIC COM 042735100 400,130 3,140 SH SOLE 3,140 0 0
ATMUS FILTRATION TECHNOLOGIES COM 04956D107 3,262,722 89,586 SH SOLE 89,586 0 0
AUTOLIV INC. COM 052800109 48,480,227 433,246 SH SOLE 432,526 0 720
AUTONATION, INC. COM 05329W102 502,982 2,532 SH SOLE 2,532 0 0
AUTOZONE, INC. COM 053332102 22,462,704 6,051 SH SOLE 6,026 0 25
BANK OF AMERICA CORP COM COM 060505104 18,251,655 385,707 SH SOLE 378,852 0 6,855
BANK OF NEW YORK MELLON CORP COM 064058100 13,025,086 142,960 SH SOLE 140,140 0 2,820
BAXTER INTERNATIONAL INC COM 071813109 295,836 9,770 SH SOLE 9,770 0 0
BEAZER HOMES USA COM 07556Q881 296,492 13,254 SH SOLE 13,254 0 0
BERKSHIRE HATHAWAY INC COM 084670108 111,506,400 153 SH SOLE 153 0 0
BERKSHIRE HATHAWAY INC DEL CL B COM 084670702 49,305,169 101,499 SH SOLE 100,375 0 1,124
BLACKSTONE MINE COM 09225M101 272,783 20,855 SH SOLE 20,855 0 0
BLUE OWL CAPITAL CORP COM 69121K104 423,245 29,515 SH SOLE 29,515 0 0
BREAD FINANCIAL HOLDINGS, INC. COM 018581108 470,954 8,245 SH SOLE 8,245 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 332,547 7,184 SH SOLE 7,184 0 0
CENOVUS ENERGY COM 15135U109 300,717 22,144 SH SOLE 22,144 0 0
CENTENE CORP COM 15135B101 272,703 5,024 SH SOLE 5,024 0 0
CISCO SYSTEMS INC COM 17275r102 4,007,319 57,759 SH SOLE 56,429 0 1,330
CLEVELAND-CLIFFS INC COM 185899101 193,853 25,507 SH SOLE 25,507 0 0
CNH INDUSTRIAL NV COM N20944109 172,522,380 13,311,912 SH SOLE 13,293,787 0 18,125
COCA COLA FEMSA ADR 191241108 117,806,693 1,217,892 SH SOLE 1,215,087 0 2,805
COMCAST CORPORATION - CLASS A COM 20030N101 1,126,519 31,564 SH SOLE 30,844 0 720
CONCENTRIX CORP COM 20602D101 785,320 14,858 SH SOLE 14,158 0 700
CONOCOPHILLIPS COM 20825C104 1,911,821 21,304 SH SOLE 21,304 0 0
CONSENSUS CLOUD COM 20848V105 261,869 11,356 SH SOLE 11,356 0 0
CROCS INC COM 227046109 381,927 3,771 SH SOLE 3,771 0 0
CVS CORP. COM 126650100 349,108 5,061 SH SOLE 5,061 0 0
DEVON ENERGY CORP COM 25179M103 219,712 6,907 SH SOLE 6,907 0 0
DIAGEO P L C - ADR ADR 25243q205 13,190,074 130,802 SH SOLE 129,850 0 952
DORIAN LPG LIMITED COM Y2106R110 229,635 9,419 SH SOLE 9,419 0 0
EMBECTA CORP COM 29082K105 194,721 20,095 SH SOLE 20,095 0 0
EMERSON ELECTRIC CO COM 291011104 1,291,834 9,689 SH SOLE 9,394 0 295
EMPLOYERS HOLDING INC COM 292218104 445,096 9,434 SH SOLE 9,434 0 0
ENTERPRISE PRODUCTS PARTNERS COM 293792107 3,362,569 108,435 SH SOLE 108,435 0 0
ENVISTA HOLDINGS CORP COM 29415F104 28,536,470 1,460,413 SH SOLE 1,455,498 0 4,915
FEDEX CORP. COM 31428X106 25,924,024 114,047 SH SOLE 113,687 0 360
FIRST INTERSTATE BANCSYSTEM INC COM 32055Y201 384,372 13,337 SH SOLE 13,337 0 0
FMC CORP. COM 302491303 9,941,677 238,124 SH SOLE 231,969 0 6,155
GENERAL MOTORS COM 37045V100 529,942 10,769 SH SOLE 10,769 0 0
GLOBE LIFE INC. COM 37959E102 3,793,952 30,525 SH SOLE 29,501 0 1,024
GSK PLC ADR ADR 37733W204 3,335,846 86,871 SH SOLE 86,295 0 576
HAFNIA LTD COM Y2990R101 382,319 76,617 SH SOLE 76,617 0 0
HALEON PLC ADR ADR 405552100 796,478 76,806 SH SOLE 76,086 0 720
HCI GROUP INC COM 40416E103 724,472 4,760 SH SOLE 4,760 0 0
HEARTLAND EXPRESS INC. COM 422347104 290,857 33,664 SH SOLE 33,664 0 0
HELMERICH & PAYNE COM 423452101 194,442 12,826 SH SOLE 12,826 0 0
HERBALIFE LTD COM G4412G101 186,433 21,628 SH SOLE 21,628 0 0
HF SINCLAIR CORP COM 403949100 284,315 6,921 SH SOLE 6,921 0 0
HIGHPEAK ENERGY, INC. COM 43114Q105 243,746 24,872 SH SOLE 24,872 0 0
IONIS PHARMACEUTICALS INC. COM 462222100 114,260,865 2,891,948 SH SOLE 2,891,948 0 0
JOHNSON & JOHNSON COM 478160104 37,379,911 244,713 SH SOLE 243,713 0 1,000
KENVUE INC. COM 49177J102 959,787 45,857 SH SOLE 45,641 0 216
KT CORP - ADR COM 48268K101 699,143 33,645 SH SOLE 33,645 0 0
LAMB WESTON HOLDINGS INC COM 513272104 358,128 6,907 SH SOLE 6,907 0 0
LIGAND PHARMACEUTICALS COM 53220K504 356,955 3,140 SH SOLE 3,140 0 0
MATADOR RESOURCES CO. COM 576485205 360,047 7,545 SH SOLE 7,545 0 0
NOBLE CORP PLC COM G65431127 383,462 14,443 SH SOLE 14,443 0 0
NOVARTIS AG AMERICAN DEPOSITORY SHARES ADR 66987v109 9,350,322 77,269 SH SOLE 75,154 0 2,115
NUTRIEN LTD COM 67077M108 404,804 6,961 SH SOLE 6,961 0 0
ORION SA COM L72967109 171,291 16,329 SH SOLE 16,329 0 0
PHILLIPS 66 COM 718546104 1,535,868 12,874 SH SOLE 12,874 0 0
POLESTAR AUTOMOTIVE-CL A ADR 731105201 24,189 22,607 SH SOLE 22,607 0 0
PROFRAC HOLDINGS A COM 74319N100 214,424 27,632 SH SOLE 27,632 0 0
PROGRESSIVE CORP COM 743315103 3,658,917 13,711 SH SOLE 13,236 0 475
PROSPECT CAPITAL CORP COM 74348T102 213,162 67,032 SH SOLE 67,032 0 0
RESIDEO TECHNOLOGIES COM 76118Y104 429,442 19,467 SH SOLE 19,467 0 0
SEALED AIR CORPORATION COM 81211K100 16,023,799 516,397 SH SOLE 513,952 0 2,445
SIMMONS FIRS NATIONAL CORP-A COM 828730200 388,225 20,476 SH SOLE 20,476 0 0
SIRIUS XM HOLDINGS INC COM 829933100 288,503 12,560 SH SOLE 12,560 0 0
TIDEWATER INC COM 88642R109 318,620 6,907 SH SOLE 6,907 0 0
TORM PLC-A COM G89479102 318,089 19,093 SH SOLE 19,093 0 0
TOTALENERGIES SE ADR ADR 89151E109 8,175,184 133,168 SH SOLE 130,428 0 2,740
TRUIST FINANCIAL CORP COM 89832Q109 24,957,501 580,542 SH SOLE 573,432 0 7,110
TYSON FOODS COM 902494103 386,378 6,907 SH SOLE 6,907 0 0
U-HAUL HOLDING CO - NON VOTING COM 023586506 25,844,834 475,351 SH SOLE 473,751 0 1,600
UNILEVER PLC SPONSORED ADR ADR 904767704 3,851,080 62,957 SH SOLE 62,279 0 678
UNION PACIFIC CORP COM 907818108 4,766,797 20,718 SH SOLE 20,348 0 370
UNITEDHEALTH GROUP COM 91324P102 341,607 1,095 SH SOLE 1,095 0 0
US BANCORP COM 902973304 9,191,316 203,123 SH SOLE 196,998 0 6,125
VERIZON COMMUNICATIONS COM 92343V104 1,039,951 24,034 SH SOLE 21,484 0 2,550
VERTEX PHARMACEUTICALS COM 92532F100 16,585,036 37,253 SH SOLE 37,158 0 95
WELLS FARGO & CO COM 949746101 47,974,334 598,781 SH SOLE 592,436 0 6,345
WINTRUST FINANCIAL COM 97650W108 547,744 4,418 SH SOLE 4,418 0 0
ZIONS BANCORPORATION N.A. COM 989701107 522,257 10,055 SH SOLE 10,055 0 0