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
Estimated average burden
hours per response: 23.8
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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AMERICAN EXPRESS CO COM 025816109 BBG001S5P034 265,368,604 1,796,065 SH   SOLE   1,796,065 0 0
AMGEN INC COM 031162100 BBG001S5NNL6 299,988,459 1,142,204 SH   SOLE   1,142,204 0 0
BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 200,707,631 6,060,013 SH   SOLE   6,060,013 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 58,342,561 188,872 SH   SOLE   188,872 0 0
CENOVUS ENERGY INC COM 15135U109 BBG001T2PJV8 7,672,276 395,442 SH   SOLE   395,442 0 0
CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 147,513,139 821,846 SH   SOLE   821,846 0 0
CONOCOPHILLIPS COM 20825C104 BBG001S5TZM2 276,021,706 2,339,167 SH   SOLE   2,339,167 0 0
CREDIT ACCEP CORP MICH COM 225310101 BBG001S71KS5 87,642,554 184,744 SH   SOLE   184,744 0 0
D R HORTON INC COM 23331A109 BBG001S8M692 256,598,047 2,878,596 SH   SOLE   2,878,596 0 0
EBAY INC. COM 278642103 BBG001S9B9J5 136,875,467 3,300,590 SH   SOLE   3,300,590 0 0
HOME DEPOT INC COM 437076102 BBG001S5RTW7 145,356,877 460,194 SH   SOLE   460,194 0 0
JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 187,516,723 1,398,335 SH   SOLE   1,398,335 0 0
LENNAR CORP CL A 526057104 BBG001S5SRK3 268,123,445 2,962,690 SH   SOLE   2,962,690 0 0
MACERICH CO COM 554382101 BBG001S7HGB5 238,261,195 21,159,964 SH   SOLE   21,159,964 0 0
MERCK & CO INC COM 58933Y105 BBG001S5TC52 330,475,559 2,978,599 SH   SOLE   2,978,599 0 0
NVR INC COM 62944T105 BBG001S5TSM8 242,404,917 52,553 SH   SOLE   52,553 0 0
OCCIDENTAL PETE CORP COM 674599105 BBG001S5TZG9 430,325,759 6,831,652 SH   SOLE   6,831,652 0 0
OCCIDENTAL PETE CORP *W EXP 08/03/202 674599162 BBG00VTL2DT1 8,239,362 199,839 SH   SOLE   199,839 0 0
OVINTIV INC COM 69047Q102 BBG00R2NHQ74 201,836,855 3,980,218 SH   SOLE   3,980,218 0 0
PFIZER INC COM 717081103 BBG001S5V466 73,027,504 1,425,205 SH   SOLE   1,425,205 0 0
QUALCOMM INC COM 747525103 BBG001S6VS70 83,629,929 760,687 SH   SOLE   760,687 0 0
SIMON PPTY GROUP INC NEW COM 828806109 BBG001S77WM9 280,075,492 2,384,027 SH   SOLE   2,384,027 0 0
TARGET CORP COM 87612E106 BBG001SC0K41 190,752,570 1,279,875 SH   SOLE   1,279,875 0 0
U HAUL HOLDING COMPANY COM SER N 023586506 BBG01B6SGC20 110,488,083 2,009,605 SH   SOLE   2,009,605 0 0
U HAUL HOLDING COMPANY COM 023586100 BBG001S6VFM1 34,876,855 579,446 SH   SOLE   579,446 0 0
WARNER BROS DISCOVERY INC COM SER A 934423104 BBG011386VG3 112,887,840 11,908,000 SH   SOLE   11,908,000 0 0