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 |
ALLEGHANY CORP DEL | COM | 017175100 | 122,086 | 263,400 | SH | SOLE | 263,400 | 0 | 0 | ||
ARROW ELECTRS INC | COM | 042735100 | 30,375 | 524,700 | SH | SOLE | 524,700 | 0 | 0 | ||
BANK OF AMERICA CORP | COM | 060505104 | 129,158 | 7,219,547 | SH | SOLE | 7,219,547 | 0 | 0 | ||
BANK NEW YORK MELLON CORP | COM | 064058100 | 107,856 | 2,658,521 | SH | SOLE | 2,658,521 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 36,111 | 240,500 | SH | SOLE | 240,500 | 0 | 0 | ||
CITIGROUP INC | COM NEW | 172967424 | 140,990 | 2,605,610 | SH | SOLE | 2,605,610 | 0 | 0 | ||
CNA FINL CORP | COM | 126117100 | 59,261 | 1,530,900 | SH | SOLE | 1,530,900 | 0 | 0 | ||
CORNING INC | COM | 219350105 | 113,864 | 4,965,700 | SH | SOLE | 4,965,700 | 0 | 0 | ||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 156,858 | 809,253 | SH | SOLE | 809,253 | 0 | 0 | ||
HELMERICH & PAYNE INC | COM | 423452101 | 18,466 | 273,900 | SH | SOLE | 273,900 | 0 | 0 | ||
INGRAM MICRO INC | CL A | 457153104 | 66,065 | 2,390,200 | SH | SOLE | 2,390,200 | 0 | 0 | ||
KT CORP | SPONSORED ADR | 48268K101 | 58,520 | 4,144,456 | SH | SOLE | 4,144,456 | 0 | 0 | ||
LOEWS CORP | COM | 540424108 | 69,972 | 1,665,200 | SH | SOLE | 1,665,200 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 90,607 | 1,950,629 | SH | SOLE | 1,950,629 | 0 | 0 | ||
MORGAN STANLEY | COM NEW | 617446448 | 130,924 | 3,374,341 | SH | SOLE | 3,374,341 | 0 | 0 | ||
PATTERSON UTI ENERGY INC | COM | 703481101 | 37,155 | 2,239,600 | SH | SOLE | 2,239,600 | 0 | 0 | ||
POSCO | SPONSORED ADR | 693483109 | 57,289 | 897,800 | SH | SOLE | 897,800 | 0 | 0 | ||
SK TELECOM LTD | SPONSORED ADR | 78440P108 | 10,834 | 401,100 | SH | SOLE | 401,100 | 0 | 0 | ||
SUNTRUST BKS INC | COM | 867914103 | 62,511 | 1,491,900 | SH | SOLE | 1,491,900 | 0 | 0 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 45,022 | 957,503 | SH | SOLE | 957,503 | 0 | 0 |