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 | 1,556,957 | 10,700 | SH | SOLE | 10,700 | 0 | 0 | |||
| Arrow Electronics Inc (ARW) | COMMON | 042735100 | 239,608,193 | 1,850,828 | SH | SOLE | 470,228 | 1,380,600 | 0 | |||
| Avnet Inc (AVT) | COMMON | 053807103 | 191,306,264 | 3,858,537 | SH | SOLE | 906,700 | 2,951,837 | 0 | |||
| Berkshire Hathaway Inc. Class B (BRK/B) | COMMON | 084670702 | 420,941 | 1,001 | SH | SOLE | 1,001 | 0 | 0 | |||
| Citigroup Inc (C) | COMMON | 172967424 | 1,030,290,902 | 16,291,760 | SH | SOLE | 4,265,300 | 12,026,460 | 0 | |||
| CRH PLC (CRH) | COMMON | G25508105 | 951,344,029 | 11,028,797 | SH | SOLE | 3,007,985 | 8,020,812 | 0 | |||
| D R Horton, Inc. (DHI) | COMMON | 23331A109 | 590,404,248 | 3,587,993 | SH | SOLE | 273,464 | 3,314,529 | 0 | |||
| Technipfmc PLC (FTI) | COMMON | G87110105 | 389,205 | 15,500 | SH | SOLE | 15,500 | 0 | 0 | |||
| Genpact LTD (G) | COMMON | G3922B107 | 35,837,573 | 1,087,635 | SH | SOLE | 273,786 | 813,849 | 0 | |||
| General Motors Co (GM) | COMMON | 35045V100 | 1,050,041,065 | 23,154,158 | SH | SOLE | 5,533,016 | 17,621,142 | 0 | |||
| Goldman Sachs (GS) | COMMON | 38141G104 | 959,090,171 | 2,296,177 | SH | SOLE | 579,331 | 1,716,846 | 0 | |||
| International Paper Co (IP) | COMMON | 460146103 | 396,653,323 | 10,165,385 | SH | SOLE | 3,148,780 | 7,016,605 | 0 | |||
| J P Morgan Chase (JPM) | COMMON | 46625H100 | 926,664,715 | 4,626,384 | SH | SOLE | 1,002,050 | 3,624,334 | 0 | |||
| Lear Corporation (LEA) | COMMON | 521865204 | 260,647,813 | 1,799,060 | SH | SOLE | 329,810 | 1,469,250 | 0 | |||
| Lennar Corporation - A (LEN) | COMMON | 526057104 | 1,536,375,935 | 8,933,457 | SH | SOLE | 2,148,327 | 6,785,130 | 0 | |||
| Lennar Corporation - B SHS (LEN/B) | COMMON | 526057302 | 79,680,224 | 516,800 | SH | SOLE | 346,445 | 170,355 | 0 | |||
| 3M Company (MMM) | COMMON | 88579Y101 | 251,174 | 2,368 | SH | SOLE | 2,368 | 0 | 0 | |||
| Morgan Stanley (MS) | COMMON | 617446448 | 941,600 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
| Meritage Homes Corp (MTH) | COMMON | 59001A102 | 145,088,751 | 826,905 | SH | SOLE | 277,879 | 549,026 | 0 | |||
| NOV INC (NOV) | COMMON | 62955J103 | 35,116,012 | 1,798,976 | SH | SOLE | 67,500 | 1,731,476 | 0 | |||
| Oshkosh Corp (OSK) | COMMON | 688239201 | 309,291,899 | 2,480,089 | SH | SOLE | 570,049 | 1,910,040 | 0 | |||
| PulteGroup Inc. (PHM) | COMMON | 745867101 | 684,014,067 | 5,670,818 | SH | SOLE | 1,366,100 | 4,304,718 | 0 | |||
| Charles Schwab Corporation (SCHW) | COMMON | 808513105 | 1,446,800 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | |||
| Terex Corp (TEX) | COMMON | 880779103 | 95,073,720 | 1,476,300 | SH | SOLE | 108,600 | 1,367,700 | 0 | |||
| Toll Brothers, Inc. (TOL) | COMMON | 889478103 | 713,203,097 | 5,512,894 | SH | SOLE | 2,117,897 | 3,394,997 | 0 | |||
| Union Pacific Corp (UNP) | COMMON | 907818108 | 499,730 | 2,032 | SH | SOLE | 2,032 | 0 | 0 | |||
| Westrock CO (WRK) | COMMON | 96145D105 | 625,266,124 | 12,644,411 | SH | SOLE | 3,184,102 | 9,460,309 | 0 | |||