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 | 5,256,774 | 41,900 | SH | SOLE | 41,900 | 0 | 0 | ||
| ALLY FINL INC | COM | 02005N100 | 8,847,349 | 225,525 | SH | SOLE | 225,525 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL C | 02079K107 | 20,765,795 | 72,390 | SH | SOLE | 72,390 | 0 | 0 | ||
| APPLE INC | COM | 037833100 | 11,166,760 | 44,000 | SH | SOLE | 44,000 | 0 | 0 | ||
| ASSURED GUARANTY LTD | COM | G0585R106 | 1,384,345 | 16,990 | SH | SOLE | 16,990 | 0 | 0 | ||
| ATKORE INC | COM | 047649108 | 494,844 | 8,400 | SH | SOLE | 8,400 | 0 | 0 | ||
| BANK AMERICA CORP | COM | 060505104 | 2,437,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 61,760,065 | 86 | SH | SOLE | 86 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 1,485,520 | 3,100 | SH | SOLE | 3,100 | 0 | 0 | ||
| BRAEMAR HOTELS & RESORTS INC | NOTE 4.500% 6/0 | 10482BAB7 | 2,454,501 | 2,500,000 | PRN | SOLE | 2,500,000 | 0 | 0 | ||
| CHINA YUCHAI INTL LTD | COM | G21082105 | 899,515 | 23,364 | SH | SOLE | 23,364 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 3,707,942 | 32,695 | SH | SOLE | 32,695 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | 3,874,001 | 52,000 | SH | SOLE | 52,000 | 0 | 0 | ||
| HP INC | COM | 40434L105 | 509,065 | 26,500 | SH | SOLE | 26,500 | 0 | 0 | ||
| IMPERIAL OIL LTD | COM NEW | 453038408 | 654,914 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| JEFFERIES FINL GROUP INC | COM | 47233W109 | 6,159,014 | 149,237 | SH | SOLE | 149,237 | 0 | 0 | ||
| KRAFT HEINZ CO | COM | 500754106 | 1,563,055 | 69,500 | SH | SOLE | 69,500 | 0 | 0 | ||
| LOUISIANA PAC CORP | COM | 546347105 | 428,207 | 5,886 | SH | SOLE | 5,886 | 0 | 0 | ||
| MAGNA INTL INC | COM | 559222401 | 558,100 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| MBIA INC | COM | 55262C100 | 1,897,110 | 321,000 | SH | SOLE | 321,000 | 0 | 0 | ||
| METHANEX CORP | COM | 59151K108 | 1,191,719 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| MOODYS CORP | COM | 615369105 | 654,375 | 1,500 | SH | SOLE | 1,500 | 0 | 0 | ||
| OCCIDENTAL PETE CORP | COM | 674599105 | 20,345,004 | 313,000 | SH | SOLE | 313,000 | 0 | 0 | ||
| PATHWARD FINANCIAL INC | COM | 59100U108 | 2,443,922 | 27,389 | SH | SOLE | 27,389 | 0 | 0 | ||
| PAYPAL HLDGS INC | COM | 70450Y103 | 7,571,505 | 167,400 | SH | SOLE | 167,400 | 0 | 0 | ||
| POOL CORP | COM | 73278L105 | 2,151,982 | 10,636 | SH | SOLE | 10,636 | 0 | 0 | ||
| RYANAIR HOLDINGS PLC | SPONSORED ADS | 783513203 | 343,159 | 5,937 | SH | SOLE | 5,937 | 0 | 0 | ||
| SIRIUSXM HOLDINGS INC | COMMON STOCK | 829933100 | 9,453,319 | 409,589 | SH | SOLE | 409,589 | 0 | 0 | ||
| STELLANTIS N.V | COM | N82405106 | 9,884,838 | 1,394,194 | SH | SOLE | 1,394,194 | 0 | 0 | ||
| SYNCHRONY FINANCIAL | COM | 87165B103 | 15,182,205 | 223,202 | SH | SOLE | 223,202 | 0 | 0 | ||
| WELLS FARGO CO NEW | COM | 949746101 | 4,740,140 | 59,542 | SH | SOLE | 59,542 | 0 | 0 | ||