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 |
| AB Inbev | BUD | 03524A108 | 1,181,000 | 16,070 | SH | SOLE | 0 | 0 | 0 | ||
| Abbott Laboratories | ABT | 002824100 | 876,000 | 8,864 | SH | SOLE | 0 | 0 | 0 | ||
| Abbvie Inc | ABBV | 00287Y109 | 4,654,000 | 17,791 | SH | SOLE | 0 | 0 | 0 | ||
| Alphabet Inc. Class A | GOOGL | 02079K305 | 15,814,000 | 45,959 | SH | SOLE | 0 | 0 | 0 | ||
| Alphabet Inc. Class C | GOOG | 02079K107 | 9,295,000 | 27,280 | SH | SOLE | 0 | 0 | 0 | ||
| American Express | AXP | 025816109 | 1,834,000 | 6,032 | SH | SOLE | 0 | 0 | 0 | ||
| Affiliated Managers | AMG | 008252108 | 2,266,000 | 6,197 | SH | SOLE | 0 | 0 | 0 | ||
| Amazon | AMZN | 023135106 | 1,129,000 | 4,532 | SH | SOLE | 0 | 0 | 0 | ||
| Apple Inc | AAPL | 037833100 | 500,000 | 1,500 | SH | SOLE | 0 | 0 | 0 | ||
| ATT | T | 00206R102 | 343,000 | 14,077 | SH | SOLE | 0 | 0 | 0 | ||
| Bank of America | BAC | 060505104 | 1,085,000 | 19,940 | SH | SOLE | 0 | 0 | 0 | ||
| Beckshire Hathaway | BRKB | 084670702 | 51,966,000 | 104,359 | SH | SOLE | 0 | 0 | 0 | ||
| Berkley W R Corp | WRB | 084423102 | 1,975,000 | 29,243 | SH | SOLE | 0 | 0 | 0 | ||
| Boeing Company | BA | 097023105 | 632,000 | 3,395 | SH | SOLE | 0 | 0 | 0 | ||
| Booking Holdings Inc | BKNG | 09857L108 | 2,293,000 | 14,075 | SH | SOLE | 0 | 0 | 0 | ||
| Brown Forman | BFB | 115637209 | 178,000 | 6,804 | SH | SOLE | 0 | 0 | 0 | ||
| Canadian National Railway | CNI | 136375102 | 851,000 | 7,161 | SH | SOLE | 0 | 0 | 0 | ||
| Capital One | COF | 14040H105 | 161,000 | 835 | SH | SOLE | 0 | 0 | 0 | ||
| Cigna Corp | CI | 125523100 | 281,000 | 1,033 | SH | SOLE | 0 | 0 | 0 | ||
| Vistaprint NV Cimpress | CMPR | N93540107 | 661,000 | 8,575 | SH | SOLE | 0 | 0 | 0 | ||
| Coca Cola Co | KO | 191216100 | 3,356,000 | 38,983 | SH | SOLE | 0 | 0 | 0 | ||
| Colgate Palmolive | CL | 172967333 | 277,000 | 3,247 | SH | SOLE | 0 | 0 | 0 | ||
| Comcast | CMCSA | 20030N101 | 344,000 | 15,830 | SH | SOLE | 0 | 0 | 0 | ||
| Credit Acceptance Corp | CACC | 225310101 | 1,335,000 | 2,515 | SH | SOLE | 0 | 0 | 0 | ||
| CSX Corp | CSX | 126408103 | 1,790,000 | 38,485 | SH | SOLE | 0 | 0 | 0 | ||
| Danaher Corp | DHR | 235851102 | 963,000 | 4,348 | SH | SOLE | 0 | 0 | 0 | ||
| Warner Brothers Discovery,inc | WBD | 934423104 | 1,556,000 | 50,263 | SH | SOLE | 0 | 0 | 0 | ||
| ESAB Corp | ESAB | 29605J106 | 194,000 | 2,939 | SH | SOLE | 0 | 0 | 0 | ||
| Disney Company | DIS | 254687106 | 2,304,000 | 21,961 | SH | SOLE | 0 | 0 | 0 | ||
| Eaton Corp | ETN | G29183103 | 1,394,000 | 3,244 | SH | SOLE | 0 | 0 | 0 | ||
| Everest Re Group Inc | EG | G3223R108 | 740,000 | 2,027 | SH | SOLE | 0 | 0 | 0 | ||
| Fiserv Inc | FISV | 337738108 | 145,000 | 3,204 | SH | SOLE | 0 | 0 | 0 | ||
| FTI Consulting, Inc. | FCN | 302941109 | 225,000 | 1,670 | SH | SOLE | 0 | 0 | 0 | ||
| General Dynamics Corp | GD | 369550108 | 2,757,000 | 8,307 | SH | SOLE | 0 | 0 | 0 | ||
| Goldman Sachs Group Inc. | GS | 38141G104 | 3,644,000 | 4,047 | SH | SOLE | 0 | 0 | 0 | ||
| Howard Hughs | HHC | 44267D107 | 831,000 | 11,692 | SH | SOLE | 0 | 0 | 0 | ||
| IBM Corp | IBM | 459200101 | 3,634,000 | 16,525 | SH | SOLE | 0 | 0 | 0 | ||
| Idexx Labs Inc | IDXX | 45168D104 | 1,899,000 | 3,637 | SH | SOLE | 0 | 0 | 0 | ||
| Imperial Metals Corp | IPMLF | 452892102 | 10,188,000 | 1,719,147 | SH | SOLE | 0 | 0 | 0 | ||
| John Marshall Bancorp | JMSB | 47804G103 | 823,000 | 36,250 | SH | SOLE | 0 | 0 | 0 | ||
| Jefferies Financial | JEF | 47233W109 | 871,000 | 19,050 | SH | SOLE | 0 | 0 | 0 | ||
| Johnson & Johnson | JNJ | 478160104 | 6,089,000 | 23,001 | SH | SOLE | 0 | 0 | 0 | ||
| JPMorgan Chase & Co | JPM | 46625H100 | 2,841,000 | 8,589 | SH | SOLE | 0 | 0 | 0 | ||
| Keurig Dr. Pepper | KDP | 49271V100 | 220,000 | 7,235 | SH | SOLE | 0 | 0 | 0 | ||
| Leidos Holdings Inc | LDOS | 525327102 | 500,000 | 4,102 | SH | SOLE | 0 | 0 | 0 | ||
| Lincoln Electric Holdings | LECO | 533900106 | 310,000 | 1,171 | SH | SOLE | 0 | 0 | 0 | ||
| Hagerty, Inc | HGTY | 405166109 | 219,000 | 16,300 | SH | SOLE | 0 | 0 | 0 | ||
| Liberty Global cl A | LBTYA | G5480U104 | 40,000 | 4,414 | SH | SOLE | 0 | 0 | 0 | ||
| Liberty Global cl C | LBTYK | G5480U120 | 70,000 | 7,820 | SH | SOLE | 0 | 0 | 0 | ||
| Sirius XM Holdings | SIRI | 82968B103 | 191,000 | 7,396 | SH | SOLE | 0 | 0 | 0 | ||
| Lowes | LOW | 548661107 | 767,000 | 4,160 | SH | SOLE | 0 | 0 | 0 | ||
| Markel Corp | MKL | 570535104 | 26,387,000 | 15,409 | SH | SOLE | 0 | 0 | 0 | ||
| Mastercard | MA | 57636Q104 | 637,000 | 1,155 | SH | SOLE | 0 | 0 | 0 | ||
| McDonald's | MCD | 580135101 | 2,400,000 | 10,392 | SH | SOLE | 0 | 0 | 0 | ||
| Medtronic | MDT | BTN1Y11US | 1,757,000 | 20,361 | SH | SOLE | 0 | 0 | 0 | ||
| META | META | 30303M102 | 573,000 | 790 | SH | SOLE | 0 | 0 | 0 | ||
| Mettler Toledo Intl | MTD | 592688105 | 2,561,000 | 1,695 | SH | SOLE | 0 | 0 | 0 | ||
| Microsoft Corp | MSFT | 594918104 | 7,578,000 | 14,774 | SH | SOLE | 0 | 0 | 0 | ||
| Mohawk Industries | MHK | 608190104 | 1,211,000 | 9,710 | SH | SOLE | 0 | 0 | 0 | ||
| Mondelez Intl Inc | MDLZ | 609207105 | 258,000 | 4,468 | SH | SOLE | 0 | 0 | 0 | ||
| Moodys Corp | MCO | 615369105 | 3,464,000 | 7,627 | SH | SOLE | 0 | 0 | 0 | ||
| MSCI Inc | MSCI | 55354G100 | 312,000 | 580 | SH | SOLE | 0 | 0 | 0 | ||
| Oracle Corp | ORCL | 68389X105 | 3,076,000 | 22,400 | SH | SOLE | 0 | 0 | 0 | ||
| PepsiCo | PEP | 713448108 | 1,957,000 | 15,441 | SH | SOLE | 0 | 0 | 0 | ||
| Philip Morris Intl | PM | 718172109 | 7,529,000 | 39,455 | SH | SOLE | 0 | 0 | 0 | ||
| Pinnacle Financial Partners | PNFP | 72346Q104 | 179,000 | 1,909 | SH | SOLE | 0 | 0 | 0 | ||
| Proctor & Gamble Co | PG | 742718109 | 488,000 | 3,358 | SH | SOLE | 0 | 0 | 0 | ||
| Raytheon Technologies Corp | RTX | 75513E101 | 5,156,000 | 27,773 | SH | SOLE | 0 | 0 | 0 | ||
| Radiant Logistics | RLGT | 75113E101 | 287,000 | 33,052 | SH | SOLE | 0 | 0 | 0 | ||
| SEI Investments | SEIC | 784117103 | 379,000 | 3,690 | SH | SOLE | 0 | 0 | 0 | ||
| Sysco Corp | SYY | 871829107 | 720,000 | 9,226 | SH | SOLE | 0 | 0 | 0 | ||
| United Parcel Service Inc | UPS | 911312205 | 337,000 | 3,603 | SH | SOLE | 0 | 0 | 0 | ||
| White Mountains | WTM | G9618E107 | 200,000 | 100 | SH | SOLE | 0 | 0 | 0 | ||
| Wells Fargo | WFC | 949746101 | 1,604,000 | 20,041 | SH | SOLE | 0 | 0 | 0 | ||
| Willis Tower Watson | WTW | G96629103 | 235,000 | 817 | SH | SOLE | 0 | 0 | 0 | ||
| Wynn Resorts | WYNN | 983134107 | 452,000 | 5,696 | SH | SOLE | 0 | 0 | 0 | ||