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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| Agilent Technologies, Inc. (A) | COMMON | 00846U101 | 1,080 | 10,700 | SH | SOLE | 10,700 | 0 | 0 | ||
| Adient PLC (ADNT) | COMMON | G0084W101 | 28,573 | 1,648,786 | SH | SOLE | 510,097 | 1,138,689 | 0 | ||
| Autoliv, Inc. (ALV) | COMMON | 052800109 | 5,284 | 72,500 | SH | SOLE | 0 | 72,500 | 0 | ||
| TD Ameritrade (AMTD) | COMMON | 87236Y108 | 202 | 5,170 | SH | SOLE | 5,170 | 0 | 0 | ||
| Bunge Ltd (BG) | COMMON | G16962105 | 49,820 | 1,090,161 | SH | SOLE | 556,200 | 533,961 | 0 | ||
| Berkshire Hathaway Inc. Class B (BRK/B) | COMMON | 084670702 | 95,109 | 446,647 | SH | SOLE | 3,360 | 443,287 | 0 | ||
| Citigroup (C) | COMMON | 172967424 | 90,540 | 2,100,204 | SH | SOLE | 100,300 | 1,999,904 | 0 | ||
| CF Industries Holdings, Inc. (CF) | COMMON | 125269100 | 104,426 | 3,400,391 | SH | SOLE | 745,000 | 2,655,391 | 0 | ||
| Deere & Co (DE) | COMMON | 244199105 | 447,216 | 2,017,850 | SH | SOLE | 443,300 | 1,574,550 | 0 | ||
| D R Horton, Inc. (DHI) | COMMON | 23331A109 | 265,172 | 3,506,171 | SH | SOLE | 279,963 | 3,226,208 | 0 | ||
| Ford Motor Co (F) | COMMON | 345370860 | 127,618 | 19,161,910 | SH | SOLE | 4,234,380 | 14,927,530 | 0 | ||
| General Motors Co (GM) | COMMON | 37045V100 | 539,368 | 18,228,066 | SH | SOLE | 4,360,047 | 13,868,019 | 0 | ||
| Goldman Sachs (GS) | COMMON | 38141G104 | 597,721 | 2,974,180 | SH | SOLE | 819,621 | 2,154,559 | 0 | ||
| J P Morgan Chase (JPM) | COMMON | 46625H100 | 481 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| Lear Corporation (LEA) | COMMON | 521865204 | 56,152 | 514,921 | SH | SOLE | 73,711 | 441,210 | 0 | ||
| Lennar Corporation - A (LEN) | COMMON | 526057104 | 619,749 | 7,587,525 | SH | SOLE | 1,645,545 | 5,941,980 | 0 | ||
| Lennar Corporation - B SHS (LEN/B) | COMMON | 526057302 | 30,432 | 463,481 | SH | SOLE | 286,288 | 177,193 | 0 | ||
| M.D.C. Holdings, Inc. (MDC) | COMMON | 552676108 | 1,620 | 34,400 | SH | SOLE | 28,700 | 5,700 | 0 | ||
| 3M Company (MMM) | COMMON | 88579Y101 | 801 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| Morgan Stanley (MS) | COMMON | 617446448 | 445,293 | 9,209,774 | SH | SOLE | 2,262,327 | 6,947,447 | 0 | ||
| Owens Corning, Inc (OC) | COMMON | 690742101 | 31,482 | 457,526 | SH | SOLE | 2,800 | 454,726 | 0 | ||
| PulteGroup (PHM) | COMMON | 745867101 | 94,707 | 2,045,955 | SH | SOLE | 9,000 | 2,036,955 | 0 | ||
| Proshares Short QQQ (PSQ) | COMMON | 74347B714 | 8,143 | 492,000 | SH | SOLE | 280,000 | 212,000 | 0 | ||
| Quanta Services Inc (PWR) | COMMON | 74762E102 | 17,445 | 330,020 | SH | SOLE | 2,500 | 327,520 | 0 | ||
| Charles Schwab Corporation (SCHW) | COMMON | 808513105 | 121,187 | 3,344,940 | SH | SOLE | 181,545 | 3,163,395 | 0 | ||
| Toll Brothers, Inc. (TOL) | COMMON | 889478103 | 257,467 | 5,291,137 | SH | SOLE | 2,032,137 | 3,259,000 | 0 | ||
| Union Pacific Corp (UNP) | COMMON | 907818108 | 400 | 2,032 | SH | SOLE | 2,032 | 0 | 0 | ||
| Whirlpool Corp (WHR) | COMMON | 963320106 | 513,407 | 2,791,927 | SH | SOLE | 901,476 | 1,890,451 | 0 | ||