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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 4,751,879 | 41,900 | SH | SOLE | 41,900 | 0 | 0 | ||
| ALLY FINL INC | COM | 02005N100 | 8,784,197 | 225,525 | SH | SOLE | 225,525 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 14,615,162 | 82,390 | SH | SOLE | 82,390 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 9,027,480 | 44,000 | SH | SOLE | 44,000 | 0 | 0 | ||
| ASSURED GUARANTY LTD | COM | G0585R106 | 957,229 | 10,990 | SH | SOLE | 10,990 | 0 | 0 | ||
| BANK AMERICA CORP | COM | 060505104 | 2,366,000 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 62,676,789 | 86 | SH | SOLE | 86 | 0 | 0 | ||
| CHINA YUCHAI INTL LTD | COM | G21082105 | 558,633 | 23,364 | SH | SOLE | 23,364 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 4,910,997 | 57,695 | SH | SOLE | 57,695 | 0 | 0 | ||
| CREDIT ACCEP CORP MICH | COM | 225310101 | 133,471 | 262 | SH | SOLE | 262 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | 2,558,920 | 52,000 | SH | SOLE | 52,000 | 0 | 0 | ||
| HERTZ GLOBAL HLDGS INC | WARRANT | 42806J148 | 3,640 | 1,000 | PRN | SOLE | 1,000 | 0 | 0 | ||
| IMPERIAL OIL LTD | COM NEW | 453038408 | 397,209 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| JEFFERIES FINL GROUP INC | COM | 47233W109 | 600,879 | 10,987 | SH | SOLE | 10,987 | 0 | 0 | ||
| LEAR CORP | COM NEW | 521865204 | 379,920 | 4,000 | SH | SOLE | 4,000 | 0 | 0 | ||
| LOUISIANA PAC CORP | COM | 546347105 | 506,137 | 5,886 | SH | SOLE | 5,886 | 0 | 0 | ||
| MAGNA INTL INC | COM | 559222401 | 386,100 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| MBIA INC | COM | 55262C100 | 1,393,140 | 321,000 | SH | SOLE | 321,000 | 0 | 0 | ||
| METHANEX CORP | COM | 59151K108 | 662,236 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| MOODYS CORP | COM | 615369105 | 2,958,879 | 5,899 | SH | SOLE | 5,899 | 0 | 0 | ||
| OCCIDENTAL PETE CORP | COM | 674599105 | 13,149,129 | 313,000 | SH | SOLE | 313,000 | 0 | 0 | ||
| PATHWARD FINANCIAL INC | COM | 59100U108 | 2,167,017 | 27,389 | SH | SOLE | 27,389 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 3,047,120 | 41,000 | SH | SOLE | 41,000 | 0 | 0 | ||
| POOL CORP | COM | 73278L105 | 3,100,181 | 10,636 | SH | SOLE | 10,636 | 0 | 0 | ||
| RYANAIR HOLDINGS PLC | SPONSORED ADS | 783513203 | 342,387 | 5,937 | SH | SOLE | 5,937 | 0 | 0 | ||
| SIRIUSXM HOLDINGS INC | COMMON STOCK | 829933100 | 16,135,550 | 702,462 | SH | SOLE | 702,462 | 0 | 0 | ||
| STELLANTIS N.V | COM | N82405106 | 6,940,760 | 692,000 | SH | SOLE | 692,000 | 0 | 0 | ||
| SUNRISE COMMUNICATIONS AG | ADS CL A | 867975104 | 135,720 | 2,400 | SH | SOLE | 2,400 | 0 | 0 | ||
| SYNCHRONY FINANCIAL | COM | 87165B103 | 14,395,949 | 215,702 | SH | SOLE | 215,702 | 0 | 0 | ||
| VITESSE ENERGY INC | COMMON STOCK | 92852X103 | 28,562 | 1,293 | SH | SOLE | 1,293 | 0 | 0 | ||
| WELLS FARGO CO NEW | COM | 949746101 | 4,770,505 | 59,542 | SH | SOLE | 59,542 | 0 | 0 | ||