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 | 1,487,621 | 10,700 | SH | SOLE | 10,700 | 0 | 0 | |||
| Arrow Electronics Inc (ARW) | COMMON | 042735100 | 223,293,048 | 1,826,528 | SH | SOLE | 458,928 | 1,367,600 | 0 | |||
| Avnet Inc (AVT) | COMMON | 053807103 | 193,273,870 | 3,834,799 | SH | SOLE | 905,700 | 2,929,099 | 0 | |||
| Berkshire Hathaway Inc. Class B (BRK/B) | COMMON | 084670702 | 357,017 | 1,001 | SH | SOLE | 1,001 | 0 | 0 | |||
| Citigroup Inc (C) | COMMON | 172967424 | 828,868,409 | 16,113,305 | SH | SOLE | 4,207,700 | 11,905,605 | 0 | |||
| CRH PLC (CRH) | COMMON | G25508105 | 770,576,363 | 11,141,937 | SH | SOLE | 3,007,985 | 8,133,952 | 0 | |||
| D R Horton, Inc. (DHI) | COMMON | 23331A109 | 539,217,137 | 3,547,948 | SH | SOLE | 238,964 | 3,308,984 | 0 | |||
| Technipfmc PLC (FTI) | COMMON | G87110105 | 312,170 | 15,500 | SH | SOLE | 15,500 | 0 | 0 | |||
| Genpact LTD (G) | COMMON | G3922B107 | 10,510,362 | 302,805 | SH | SOLE | 168,486 | 134,319 | 0 | |||
| General Motors Co (GM) | COMMON | 35045V100 | 827,534,227 | 23,038,258 | SH | SOLE | 5,480,816 | 17,557,442 | 0 | |||
| Goldman Sachs (GS) | COMMON | 38141G104 | 899,028,112 | 2,330,477 | SH | SOLE | 579,331 | 1,751,146 | 0 | |||
| International Paper Co (IP) | COMMON | 460146103 | 355,549,529 | 9,835,395 | SH | SOLE | 2,996,420 | 6,838,975 | 0 | |||
| J P Morgan Chase (JPM) | COMMON | 46625H100 | 803,468,030 | 4,723,504 | SH | SOLE | 1,002,050 | 3,721,454 | 0 | |||
| Lear Corporation (LEA) | COMMON | 521865204 | 253,169,761 | 1,792,860 | SH | SOLE | 329,810 | 1,463,050 | 0 | |||
| Lennar Corporation - A (LEN) | COMMON | 526057104 | 1,347,725,647 | 9,042,711 | SH | SOLE | 2,148,327 | 6,894,384 | 0 | |||
| Lennar Corporation - B SHS (LEN/B) | COMMON | 526057302 | 76,329,276 | 569,409 | SH | SOLE | 386,583 | 182,826 | 0 | |||
| 3M Company (MMM) | COMMON | 88579Y101 | 258,870 | 2,368 | SH | SOLE | 2,368 | 0 | 0 | |||
| Morgan Stanley (MS) | COMMON | 617446448 | 932,500 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
| Meritage Homes Corp (MTH) | COMMON | 59001A102 | 144,026,992 | 826,791 | SH | SOLE | 276,619 | 550,172 | 0 | |||
| NOV INC (NOV) | COMMON | 62955J103 | 32,253,312 | 1,590,400 | SH | SOLE | 47,000 | 1,543,400 | 0 | |||
| Oshkosh Corp (OSK) | COMMON | 688239201 | 267,749,825 | 2,469,789 | SH | SOLE | 570,049 | 1,899,740 | 0 | |||
| PulteGroup Inc. (PHM) | COMMON | 745867101 | 591,075,705 | 5,726,368 | SH | SOLE | 1,366,100 | 4,360,268 | 0 | |||
| Charles Schwab Corporation (SCHW) | COMMON | 808513105 | 1,376,000 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | |||
| Terex Corp (TEX) | COMMON | 880779103 | 83,701,982 | 1,456,700 | SH | SOLE | 103,000 | 1,353,700 | 0 | |||
| Toll Brothers, Inc. (TOL) | COMMON | 889478103 | 569,969,214 | 5,544,987 | SH | SOLE | 2,136,187 | 3,408,800 | 0 | |||
| Union Pacific Corp (UNP) | COMMON | 907818108 | 499,100 | 2,032 | SH | SOLE | 2,032 | 0 | 0 | |||
| Westrock CO (WRK) | COMMON | 96145D105 | 556,808,984 | 13,410,621 | SH | SOLE | 3,426,891 | 9,983,730 | 0 | |||