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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
Agilent Technologies, Inc. (A) | COMMON | 00846U101 | 1,480,238 | 10,700 | SH | SOLE | 10,700 | 0 | 0 | |||
Autoliv Inc. (ALV) | COMMON | 052800109 | 7,285,814 | 78,040 | SH | SOLE | 47,395 | 30,645 | 0 | |||
Arrow Electronics Inc (ARW) | COMMON | 042735100 | 83,911,017 | 671,987 | SH | SOLE | 129,587 | 542,400 | 0 | |||
Avnet Inc (AVT) | COMMON | 053807103 | 142,719,136 | 3,157,503 | SH | SOLE | 670,804 | 2,486,699 | 0 | |||
Bank of America Corp (BAC) | COMMON | 060505104 | 35,735,700 | 1,249,500 | SH | SOLE | 482,500 | 767,000 | 0 | |||
SPDR Bloomberg 1-3 Month T-B (BIL) | COMMON | 78468R663 | 491,237 | 5,350 | SH | SOLE | 0 | 5,350 | 0 | |||
Berkshire Hathaway Inc. Class B (BRK/B) | COMMON | 084670702 | 309,079 | 1,001 | SH | SOLE | 1,001 | 0 | 0 | |||
Citigroup Inc (C) | COMMON | 172967424 | 472,719,659 | 10,081,460 | SH | SOLE | 2,320,270 | 7,761,190 | 0 | |||
CRH PLC - Sponsored ADR (CRH) | ADR | 12626K203 | 87,396,949 | 1,718,045 | SH | SOLE | 473,297 | 1,244,748 | 0 | |||
D R Horton, Inc. (DHI) | COMMON | 23331A109 | 356,766,127 | 3,652,023 | SH | SOLE | 235,264 | 3,416,759 | 0 | |||
Ford Motor Co (F) | COMMON | 345370860 | 70,263,900 | 5,576,500 | SH | SOLE | 2,070,000 | 3,506,500 | 0 | |||
Technipfmc PLC (FTI) | COMMON | G87110105 | 211,575 | 15,500 | SH | SOLE | 15,500 | 0 | 0 | |||
Gildan Activewear Inc (GIL) | COMMON | 375916103 | 36,180,419 | 1,090,100 | SH | SOLE | 18,600 | 1,071,500 | 0 | |||
General Motors Co (GM) | COMMON | 35045V100 | 743,214,488 | 20,262,118 | SH | SOLE | 4,825,286 | 15,436,832 | 0 | |||
Goldman Sachs (GS) | COMMON | 38141G104 | 727,753,674 | 2,224,798 | SH | SOLE | 541,112 | 1,683,686 | 0 | |||
International Paper Co (IP) | COMMON | 460146103 | 229,537,226 | 6,365,425 | SH | SOLE | 1,701,250 | 4,664,175 | 0 | |||
J P Morgan Chase (JPM) | COMMON | 46625H100 | 617,510,943 | 4,738,784 | SH | SOLE | 928,300 | 3,810,484 | 0 | |||
Lear Corporation (LEA) | COMMON | 521865204 | 241,115,440 | 1,728,550 | SH | SOLE | 314,450 | 1,414,100 | 0 | |||
Lennar Corporation - A (LEN) | COMMON | 526057104 | 956,646,893 | 9,101,388 | SH | SOLE | 2,169,205 | 6,932,183 | 0 | |||
Lennar Corporation - B SHS (LEN/B) | COMMON | 526057302 | 51,546,963 | 577,169 | SH | SOLE | 386,583 | 190,586 | 0 | |||
M.D.C. Holdings, Inc. (MDC) | COMMON | 552676108 | 2,587,148 | 66,559 | SH | SOLE | 57,392 | 9,167 | 0 | |||
3M Company (MMM) | COMMON | 88579Y101 | 248,900 | 2,368 | SH | SOLE | 2,368 | 0 | 0 | |||
Morgan Stanley (MS) | COMMON | 617446448 | 878,000 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
Meritage Homes Corp (MTH) | COMMON | 59001A102 | 94,628,259 | 810,451 | SH | SOLE | 256,714 | 553,737 | 0 | |||
Oshkosh Corp (OSK) | COMMON | 688239201 | 162,808,963 | 1,957,309 | SH | SOLE | 429,149 | 1,528,160 | 0 | |||
PulteGroup Inc. (PHM) | COMMON | 745867101 | 328,605,369 | 5,638,390 | SH | SOLE | 1,258,600 | 4,379,790 | 0 | |||
Charles Schwab Corporation (SCHW) | COMMON | 808513105 | 1,047,600 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | |||
Stanley Black & Decker INC (SWK) | COMMON | 854502101 | 1,162,769 | 14,430 | SH | SOLE | 7,900 | 6,530 | 0 | |||
Toll Brothers, Inc. (TOL) | COMMON | 889478103 | 320,976,508 | 5,346,935 | SH | SOLE | 2,020,227 | 3,326,708 | 0 | |||
Union Pacific Corp (UNP) | COMMON | 907818108 | 408,960 | 2,032 | SH | SOLE | 2,032 | 0 | 0 | |||
Whirlpool Corp (WHR) | COMMON | 963320106 | 280,778,816 | 2,126,790 | SH | SOLE | 545,215 | 1,581,575 | 0 | |||
Westrock CO (WRK) | COMMON | 96145D105 | 386,564,358 | 12,686,720 | SH | SOLE | 3,440,310 | 9,246,410 | 0 |