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 |
AMERICAN EXPRESS CO | COM | 025816109 | 5,358 | 63,600 | SH | SOLE | NONE | 63,600 | 0 | 0 | |
BED BATH & BEYOND INC | COM | 075896100 | 1,754 | 57,700 | SH | SOLE | NONE | 57,700 | 0 | 0 | |
CUMMINS INC | COM | 231021106 | 7,722 | 47,600 | SH | SOLE | NONE | 47,600 | 0 | 0 | |
DEERE & CO | COM | 244199105 | 13,638 | 110,350 | SH | SOLE | NONE | 110,350 | 0 | 0 | |
DIAMOND OFFSHORE DRILLING | COM | 25271C102 | 13,044 | 1,204,455 | SH | SOLE | NONE | 1,204,455 | 0 | 0 | |
LEUCADIA NATL CORP | COM | 527288104 | 13,090 | 500,387 | SH | SOLE | NONE | 500,387 | 0 | 0 | |
MARKEL CORP | COM | 570535104 | 7,661 | 7,850 | SH | SOLE | NONE | 7,850 | 0 | 0 | |
TENARIS S A | SPONSORED ADR | 88031M109 | 3,379 | 108,500 | SH | SOLE | NONE | 108,500 | 0 | 0 | |
TERNIUM SA | SPON ADR | 880890108 | 8,597 | 306,037 | SH | SOLE | NONE | 306,037 | 0 | 0 |