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 | 1,196,474 | 10,700 | SH | SOLE | 10,700 | 0 | 0 | |||
| Autoliv Inc. (ALV) | COMMON | 052800109 | 3,886,697 | 40,285 | SH | SOLE | 23,985 | 16,300 | 0 | |||
| Arrow Electronics Inc (ARW) | COMMON | 042735100 | 220,062,711 | 1,757,128 | SH | SOLE | 442,028 | 1,315,100 | 0 | |||
| Avnet Inc (AVT) | COMMON | 053807103 | 181,776,969 | 3,772,089 | SH | SOLE | 884,900 | 2,887,189 | 0 | |||
| Berkshire Hathaway Inc. Class B (BRK/B) | COMMON | 084670702 | 350,650 | 1,001 | SH | SOLE | 1,001 | 0 | 0 | |||
| Citigroup Inc (C) | COMMON | 172967424 | 541,467,936 | 13,164,793 | SH | SOLE | 3,434,400 | 9,730,393 | 0 | |||
| CRH PLC (CRH) | COMMON | G25508105 | 604,133,110 | 11,038,427 | SH | SOLE | 3,142,365 | 7,896,062 | 0 | |||
| D R Horton, Inc. (DHI) | COMMON | 23331A109 | 377,604,658 | 3,513,582 | SH | SOLE | 235,264 | 3,278,318 | 0 | |||
| Technipfmc PLC (FTI) | COMMON | G87110105 | 315,270 | 15,500 | SH | SOLE | 15,500 | 0 | 0 | |||
| Gildan Activewear Inc (GIL) | COMMON | 375916103 | 15,734,169 | 561,734 | SH | SOLE | 6,200 | 555,534 | 0 | |||
| General Motors Co (GM) | COMMON | 35045V100 | 732,593,004 | 22,219,988 | SH | SOLE | 5,511,066 | 16,708,922 | 0 | |||
| Goldman Sachs (GS) | COMMON | 38141G104 | 755,191,995 | 2,333,937 | SH | SOLE | 583,192 | 1,750,745 | 0 | |||
| International Paper Co (IP) | COMMON | 460146103 | 347,952,010 | 9,809,755 | SH | SOLE | 2,996,420 | 6,813,335 | 0 | |||
| J P Morgan Chase (JPM) | COMMON | 46625H100 | 684,349,960 | 4,719,004 | SH | SOLE | 1,002,050 | 3,716,954 | 0 | |||
| Lear Corporation (LEA) | COMMON | 521865204 | 240,195,186 | 1,789,830 | SH | SOLE | 329,810 | 1,460,020 | 0 | |||
| Lennar Corporation - A (LEN) | COMMON | 526057104 | 1,008,077,918 | 8,982,250 | SH | SOLE | 2,181,705 | 6,800,545 | 0 | |||
| Lennar Corporation - B SHS (LEN/B) | COMMON | 526057302 | 58,171,324 | 569,024 | SH | SOLE | 386,583 | 182,441 | 0 | |||
| 3M Company (MMM) | COMMON | 88579Y101 | 221,692 | 2,368 | SH | SOLE | 2,368 | 0 | 0 | |||
| Morgan Stanley (MS) | COMMON | 617446448 | 816,700 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
| Meritage Homes Corp (MTH) | COMMON | 59001A102 | 99,619,341 | 813,950 | SH | SOLE | 267,367 | 546,583 | 0 | |||
| NOV INC (NOV) | COMMON | 62955J103 | 32,643,710 | 1,561,900 | SH | SOLE | 47,000 | 1,514,900 | 0 | |||
| Oshkosh Corp (OSK) | COMMON | 688239201 | 234,632,691 | 2,458,689 | SH | SOLE | 570,049 | 1,888,640 | 0 | |||
| PulteGroup Inc. (PHM) | COMMON | 745867101 | 422,234,433 | 5,702,018 | SH | SOLE | 1,356,100 | 4,345,918 | 0 | |||
| Charles Schwab Corporation (SCHW) | COMMON | 808513105 | 1,098,000 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | |||
| Terex Corp (TEX) | COMMON | 880779103 | 41,659,836 | 723,010 | SH | SOLE | 6,600 | 716,410 | 0 | |||
| Toll Brothers, Inc. (TOL) | COMMON | 889478103 | 410,766,962 | 5,553,907 | SH | SOLE | 2,128,687 | 3,425,220 | 0 | |||
| Union Pacific Corp (UNP) | COMMON | 907818108 | 413,776 | 2,032 | SH | SOLE | 2,032 | 0 | 0 | |||
| Whirlpool Corp (WHR) | COMMON | 963320106 | 211,923,859 | 1,585,070 | SH | SOLE | 435,481 | 1,149,589 | 0 | |||
| Westrock CO (WRK) | COMMON | 96145D105 | 484,007,766 | 13,519,770 | SH | SOLE | 3,490,310 | 10,029,460 | 0 | |||