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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| Agilent Technologies, Inc. (A) | COMMON | 00846U101 | 1,588,736 | 10,700 | SH | SOLE | 10,700 | 0 | 0 | |||
| Arrow Electronics Inc (ARW) | COMMON | 042735100 | 250,301,266 | 1,884,373 | SH | SOLE | 471,228 | 1,413,145 | 0 | |||
| Avnet Inc (AVT) | COMMON | 053807103 | 213,147,850 | 3,924,652 | SH | SOLE | 906,700 | 3,017,952 | 0 | |||
| Berkshire Hathaway Inc. Class B (BRK/B) | COMMON | 084670702 | 460,720 | 1,001 | SH | SOLE | 1,001 | 0 | 0 | |||
| Citigroup Inc (C) | COMMON | 172967424 | 1,056,900,277 | 16,883,391 | SH | SOLE | 4,796,500 | 12,086,891 | 0 | |||
| CRH PLC (CRH) | COMMON | G25508105 | 1,034,540,018 | 11,155,273 | SH | SOLE | 3,267,885 | 7,887,388 | 0 | |||
| D R Horton, Inc. (DHI) | COMMON | 23331A109 | 700,413,009 | 3,671,505 | SH | SOLE | 314,764 | 3,356,741 | 0 | |||
| Genpact LTD (G) | COMMON | G3922B107 | 48,769,908 | 1,243,813 | SH | SOLE | 364,866 | 878,947 | 0 | |||
| General Motors Co (GM) | COMMON | 35045V100 | 1,068,575,583 | 23,830,856 | SH | SOLE | 6,056,816 | 17,774,040 | 0 | |||
| Goldman Sachs (GS) | COMMON | 38141G104 | 4,475,794 | 9,040 | SH | SOLE | 8,000 | 1,040 | 0 | |||
| International Paper Co (IP) | COMMON | 460146103 | 1,723,819 | 35,288 | SH | SOLE | 35,288 | 0 | 0 | |||
| J P Morgan Chase (JPM) | COMMON | 46625H100 | 1,054,300 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | |||
| Lear Corporation (LEA) | COMMON | 521865204 | 198,614,361 | 1,819,646 | SH | SOLE | 331,850 | 1,487,796 | 0 | |||
| Lennar Corporation - A (LEN) | COMMON | 526057104 | 1,703,665,631 | 9,087,186 | SH | SOLE | 2,378,757 | 6,708,429 | 0 | |||
| Lennar Corporation - B SHS (LEN/B) | COMMON | 526057302 | 63,007,403 | 364,331 | SH | SOLE | 235,089 | 129,242 | 0 | |||
| Morgan Stanley (MS) | COMMON | 617446448 | 1,042,400 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
| Meritage Homes Corp (MTH) | COMMON | 59001A102 | 152,646,520 | 744,363 | SH | SOLE | 255,279 | 489,084 | 0 | |||
| NOV INC (NOV) | COMMON | 62955J103 | 32,504,955 | 2,035,376 | SH | SOLE | 67,500 | 1,967,876 | 0 | |||
| Oshkosh Corp (OSK) | COMMON | 688239201 | 254,181,062 | 2,536,484 | SH | SOLE | 576,949 | 1,959,535 | 0 | |||
| PulteGroup Inc. (PHM) | COMMON | 745867101 | 802,788,982 | 5,593,179 | SH | SOLE | 1,401,100 | 4,192,079 | 0 | |||
| Charles Schwab Corporation (SCHW) | COMMON | 808513105 | 1,296,200 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | |||
| Terex Corp (TEX) | COMMON | 880779103 | 79,356,693 | 1,499,843 | SH | SOLE | 108,600 | 1,391,243 | 0 | |||
| Toll Brothers, Inc. (TOL) | COMMON | 889478103 | 856,203,664 | 5,542,130 | SH | SOLE | 2,147,102 | 3,395,028 | 0 | |||
| Union Pacific Corp (UNP) | COMMON | 907818108 | 500,847 | 2,032 | SH | SOLE | 2,032 | 0 | 0 | |||