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 |
| Alphabet Inc | Class C | 02079K107 | 124,424 | 43,000 | SH | SOLE | 43,000 | 0 | 0 | ||
| Alibaba | Sponsored ADS | 01609W102 | 59,395 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| Arch Capital Group LTD | COM | G0450A105 | 133,350 | 3,000,000 | SH | SOLE | 3,000,000 | 0 | 0 | ||
| Avalon Bay | COM | 053484101 | 101,036 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| Bank of the Ozarks | COM | 063904106 | 24,830 | 533,635 | SH | SOLE | 533,635 | 0 | 0 | ||
| Berkshire Hathaway Inc Del Cl A Frmly | CL A | 084670108 | 59,079 | 120 | SH | SOLE | 120 | 0 | 0 | ||
| Berkshire Hathaway Inc Del Cl B Frmly | CL B | 084670702 | 59,800 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| AXOS Financial Inc | COM | 05465C100 | 41,932 | 750,000 | SH | SOLE | 750,000 | 0 | 0 | ||
| Chubb Limited | COM | H1467J104 | 86,989 | 450,000 | SH | SOLE | 450,000 | 0 | 0 | ||
| Citigroup | COM | 172967424 | 36,234 | 600,000 | SH | SOLE | 600,000 | 0 | 0 | ||
| Meta Platforms | Cl A | 30303M102 | 134,540 | 400,000 | SH | SOLE | 400,000 | 0 | 0 | ||
| Five Star Bancorp | COM | 33830T103 | 19,089 | 636,300 | SH | SOLE | 636,300 | 0 | 0 | ||
| Glacier Bancorp | COM | 37637Q105 | 44,756 | 789,353 | SH | SOLE | 789,353 | 0 | 0 | ||
| Global Payments Inc. | COM | 37940X102 | 135,180 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| Goldman Sachs Group Inc | COM | 38141G104 | 45,906 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| Jones Lange Lasalle Inc. | COM | 48020Q107 | 40,401 | 150,000 | SH | SOLE | 150,000 | 0 | 0 | ||
| KKR & Co. | COM | 48248M102 | 74,500 | 1,000,000 | SH | SOLE | 1,000,000 | 0 | 0 | ||
| Markel | COM | 570535104 | 30,850 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| Mastercard Inc | COM | 57636Q104 | 30,542 | 85,000 | SH | SOLE | 85,000 | 0 | 0 | ||
| Pacwest Bancorp | COM | 695263103 | 91,695 | 2,030,000 | SH | SOLE | 2,030,000 | 0 | 0 | ||
| Raymond James Financial Inc | COM | 754730109 | 30,120 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| Schwab Charles | COM | 808513105 | 36,455 | 433,479 | SH | SOLE | 433,479 | 0 | 0 | ||
| Servisfirst Bancshares Inc | COM | 81768T108 | 91,028 | 1,071,682 | SH | SOLE | 1,071,682 | 0 | 0 | ||
| Signature Bank New York | COM | 82669G104 | 161,735 | 500,000 | SH | SOLE | 500,000 | 0 | 0 | ||
| Southern States Bancshares | COM | 843878307 | 15,040 | 768,571 | SH | SOLE | 768,571 | 0 | 0 | ||
| State Street Corp | COM | 857477103 | 18,600 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| Sterling Bancorp | COM | 85917A100 | 32,237 | 1,250,000 | SH | SOLE | 1,250,000 | 0 | 0 | ||
| Timberland Bancorp Inc | COM | 887098101 | 4,832 | 174,476 | SH | SOLE | 174,476 | 0 | 0 | ||
| TriCo Bancshares | COM | 896095906 | 11,611 | 270,280 | SH | SOLE | 270,280 | 0 | 0 | ||
| US Bancorp Del Com New | COM | 902973304 | 68,368 | 1,217,174 | SH | SOLE | 1,217,174 | 0 | 0 | ||
| Visa Inc Com | COM | 92826C839 | 65,013 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
| Wells Fargo & Co. New | COM | 949746101 | 17,033 | 355 | SH | SOLE | 355 | 0 | 0 | ||
| Western Alliance Bancorp | COM | 957638109 | 186,884 | 1,736,035 | SH | SOLE | 1,736,035 | 0 | 0 | ||