The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
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 |
Alphabet Inc | Class C | 02079K107 | 107,771 | 43,000 | SH | SOLE | 43,000 | 0 | 0 | ||
Alibaba | Sponsored ADS | 01609W102 | 113,390 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
Alta Bancorp | COM | 021347109 | 42,889 | 990,283 | SH | SOLE | 990,283 | 0 | 0 | ||
Arch Capital Group LTD | COM | G0450A105 | 97,350 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
Avalon Bay | COM | 053484101 | 83,476 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
Bank of the Ozarks | COM | 063904106 | 41,827 | 992,115 | SH | SOLE | 992,115 | 0 | 0 | ||
Berkshire Hathaway Inc Del Cl A Frmly | CL A | 084670108 | 50,232 | 120 | SH | SOLE | 120 | 0 | 0 | ||
Berkshire Hathaway Inc Del Cl B Frmly | CL B | 084670702 | 55,584 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
AXOS Financial Inc | COM | 05465C100 | 31,344 | 675,676 | SH | SOLE | 675,676 | 0 | 0 | ||
Cadence Bancorporation | COM | 12739A100 | 52,200 | 2,500,000 | SH | SOLE | 2,500,000 | 0 | 0 | ||
Chubb Limited | COM | H1467J104 | 71,523 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
Citigroup | COM | 172967424 | 42,450 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
Eagle Bancorp | COM | 268948106 | 16,275 | 290,214 | SH | SOLE | 290,214 | 0 | 0 | ||
Cl A | 30303M102 | 139,084 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | |||
Five Star Bancorp | COM | 33830T103 | 12,075 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
Global Payments Inc. | COM | 37940X102 | 47,274 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
Goldman Sachs Group Inc | COM | 38141G104 | 45,543 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
Jones Lange Lasalle Inc. | COM | 48020Q107 | 29,319 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
KKR & Co. | COM | 48248M102 | 59,240 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
Markel | COM | 570535104 | 29,667 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
Mastercard Inc | COM | 57636Q104 | 31,032 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
Moodys Corp | COM | 615369105 | 18,118 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
Pacwest Bancorp | COM | 695263103 | 83,554 | 2,030,000 | SH | SOLE | 2,030,000 | 0 | 0 | ||
Raymond James Financial Inc | COM | 754730109 | 25,980 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
S&P Global Inc | COM | 78409V104 | 20,522 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
Schwab Charles | COM | 808513105 | 31,561 | 433,479 | SH | SOLE | 433,479 | 0 | 0 | ||
Servisfirst Bancshares Inc | COM | 81768T108 | 72,852 | 1,071,682 | SH | SOLE | 1,071,682 | 0 | 0 | ||
Signature Bank New York | COM | 82669G104 | 122,825 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
Sterling Bancorp | COM | 85917A100 | 30,987 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
Timberland Bancorp Inc | COM | 887098101 | 4,906 | 174,476 | SH | SOLE | 174,476 | 0 | 0 | ||
TriCo Bancshares | COM | 896095906 | 6,878 | 158,480 | SH | SOLE | 158,480 | 0 | 0 | ||
US Bancorp Del Com New | COM | 902973304 | 69,342 | 1,217,174 | SH | SOLE | 1,217,174 | 0 | 0 | ||
Visa Inc Com | COM | 92826C839 | 70,146 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
Wells Fargo & Co. New | COM | 949746101 | 16,078 | 355 | SH | SOLE | 355 | 0 | 0 | ||
Western Alliance Bancorp | COM | 957638109 | 161,190 | 1,736,035 | SH | SOLE | 1,736,035 | 0 | 0 |