The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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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