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 |
AerCap Holdings NV | COM | N00985106 | 382,458 | 6,615,776 | SH | SOLE | 5,305,260 | 0 | 1,310,516 | ||
Alphabet Inc Cl A | COM | 02079K305 | 309,594 | 115,800 | SH | SOLE | 99,496 | 0 | 16,304 | ||
Alphabet Inc Cl C | COM | 02079K107 | 3,032,678 | 1,137,833 | SH | SOLE | 904,737 | 0 | 233,096 | ||
Amazon.com Inc | COM | 023135106 | 2,305,612 | 701,852 | SH | SOLE | 557,368 | 0 | 144,484 | ||
American International Group | COM | 026874784 | 725 | 13,200 | SH | SOLE | 13,200 | 0 | 0 | ||
Anthem Inc | COM | 036752103 | 949,482 | 2,546,895 | SH | SOLE | 2,032,357 | 0 | 514,538 | ||
Aon PLC | COM | G0403H108 | 1,813,701 | 6,346,716 | SH | SOLE | 5,058,675 | 0 | 1,288,041 | ||
Bank of America Corp | COM | 060505104 | 4,591 | 108,162 | SH | SOLE | 97,612 | 0 | 10,550 | ||
Berkshire Hathaway Inc-Cl A | COM | 084670108 | 2,057 | 5 | SH | SOLE | 5 | 0 | 0 | ||
Berkshire Hathaway Inc-Cl B | COM | 084670702 | 187,846 | 688,233 | SH | SOLE | 565,550 | 0 | 122,683 | ||
Capital One Financial Corp | COM | 14040H105 | 589,068 | 3,636,896 | SH | SOLE | 2,901,130 | 0 | 735,766 | ||
Charter Communications Inc-A | COM | 16119P108 | 232,971 | 320,208 | SH | SOLE | 257,741 | 0 | 62,467 | ||
Citigroup Inc | COM | 172967424 | 1,393,416 | 19,854,886 | SH | SOLE | 15,864,004 | 0 | 3,990,882 | ||
Comcast Corp-Class A | COM | 20030N101 | 1,614,441 | 28,865,386 | SH | SOLE | 22,999,060 | 0 | 5,866,326 | ||
ConocoPhillips | COM | 20825C104 | 380 | 5,600 | SH | SOLE | 5,600 | 0 | 0 | ||
Dish Network Corp Cl A | COM | 25470M109 | 799,670 | 18,400,141 | SH | SOLE | 14,679,253 | 0 | 3,720,888 | ||
Ecolab Inc | COM | 278865100 | 5,315 | 25,478 | SH | SOLE | 19,596 | 0 | 5,882 | ||
General Electric Co | COM | 369604301 | 1,408,773 | 13,673,421 | SH | SOLE | 11,430,959 | 0 | 2,242,462 | ||
General Motors Co | COM | 37045V100 | 614,767 | 11,663,191 | SH | SOLE | 9,329,378 | 0 | 2,333,813 | ||
Goldman Sachs Group Inc | COM | 38141G104 | 1,386,945 | 3,668,876 | SH | SOLE | 2,875,037 | 0 | 793,839 | ||
Hilton Worldwide Holdings Inc | COM | 43300A203 | 1,000,755 | 7,575,162 | SH | SOLE | 6,049,711 | 0 | 1,525,451 | ||
Intl Business Machines Corp | COM | 459200101 | 375 | 2,700 | SH | SOLE | 2,700 | 0 | 0 | ||
JPMorgan Chase & Co | COM | 46625H100 | 1,700 | 10,385 | SH | SOLE | 10,101 | 0 | 284 | ||
Liberty Broadband-A | COM | 530307107 | 129,184 | 767,354 | SH | SOLE | 702,439 | 0 | 64,915 | ||
Liberty Broadband-C | COM | 530307305 | 1,530,009 | 8,859,345 | SH | SOLE | 6,967,363 | 0 | 1,891,982 | ||
Liberty Global Plc-Series C | COM | G5480U120 | 2,020 | 68,558 | SH | SOLE | 68,558 | 0 | 0 | ||
LyondellBasell Industries-Cl A | COM | N53745100 | 302,502 | 3,223,252 | SH | SOLE | 2,578,375 | 0 | 644,877 | ||
Marriott International -Cl A | COM | 571903202 | 1,421,364 | 9,597,976 | SH | SOLE | 7,654,698 | 0 | 1,943,278 | ||
Meta Platforms Inc | COM | 30303M102 | 2,442,893 | 7,197,894 | SH | SOLE | 5,743,042 | 0 | 1,454,852 | ||
Microsoft Corp | COM | 594918104 | 2,880,060 | 10,215,877 | SH | SOLE | 8,163,117 | 0 | 2,052,760 | ||
Morgan Stanley | COM | 617446448 | 1,460,686 | 15,010,646 | SH | SOLE | 12,037,615 | 0 | 2,973,031 | ||
Netflix Inc | COM | 64110L106 | 1,675,999 | 2,746,008 | SH | SOLE | 2,195,514 | 0 | 550,494 | ||
Oracle Corp | COM | 68389X105 | 6,839 | 78,494 | SH | SOLE | 78,494 | 0 | 0 | ||
Thermo Fisher Scientific Inc | COM | 883556102 | 16,392 | 28,691 | SH | SOLE | 21,750 | 0 | 6,941 | ||
Travelers Companies, Inc | COM | 89417E109 | 1,049 | 6,900 | SH | SOLE | 6,900 | 0 | 0 | ||
UnitedHealth Group Inc | COM | 91324P102 | 1,205,366 | 3,084,830 | SH | SOLE | 2,489,926 | 0 | 594,904 | ||
W R Berkley Corp | COM | 084423102 | 4,018 | 54,910 | SH | SOLE | 44,910 | 0 | 10,000 | ||
Walt Disney Co/The | COM | 254687106 | 641,216 | 3,790,366 | SH | SOLE | 2,991,778 | 0 | 798,588 | ||
Wells Fargo & Co | COM | 949746101 | 1,566,324 | 33,749,706 | SH | SOLE | 27,006,151 | 0 | 6,743,555 | ||
Willis Towers Watson Plc | COM | G96629103 | 484,320 | 2,083,454 | SH | SOLE | 1,661,227 | 0 | 422,227 | ||
Woodward Inc | COM | 980745103 | 217,430 | 1,920,762 | SH | SOLE | 1,548,156 | 0 | 372,606 |