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 | 1,268 | 10,700 | SH | SOLE | 10,700 | 0 | 0 | ||
| Adient PLC (ADNT) | COMMON | G0084W101 | 50,771 | 1,460,196 | SH | SOLE | 510,097 | 950,099 | 0 | ||
| Autoliv, Inc. (ALV) | COMMON | 052800109 | 6,419 | 69,700 | SH | SOLE | 0 | 69,700 | 0 | ||
| Bunge Ltd (BG) | COMMON | G16962105 | 71,230 | 1,086,161 | SH | SOLE | 556,200 | 529,961 | 0 | ||
| Berkshire Hathaway Inc. Class B (BRK/B) | COMMON | 084670702 | 91,685 | 395,417 | SH | SOLE | 3,360 | 392,057 | 0 | ||
| Citigroup (C) | COMMON | 172967424 | 286,663 | 4,649,084 | SH | SOLE | 619,930 | 4,029,154 | 0 | ||
| CF Industries Holdings, Inc. (CF) | COMMON | 125269100 | 131,547 | 3,398,261 | SH | SOLE | 747,570 | 2,650,691 | 0 | ||
| Deere & Co (DE) | COMMON | 244199105 | 384,842 | 1,430,372 | SH | SOLE | 176,048 | 1,254,324 | 0 | ||
| D R Horton, Inc. (DHI) | COMMON | 23331A109 | 228,541 | 3,316,040 | SH | SOLE | 251,963 | 3,064,077 | 0 | ||
| Ford Motor Co (F) | COMMON | 345370860 | 171,041 | 19,458,550 | SH | SOLE | 4,435,820 | 15,022,730 | 0 | ||
| Fedex Corp (FDX) | COMMON | 31428X106 | 649 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | ||
| General Motors Co (GM) | COMMON | 35045V100 | 765,691 | 18,388,356 | SH | SOLE | 4,434,947 | 13,953,409 | 0 | ||
| Goldman Sachs (GS) | COMMON | 38141G104 | 808,057 | 3,064,188 | SH | SOLE | 831,121 | 2,233,067 | 0 | ||
| J P Morgan Chase (JPM) | COMMON | 46625H100 | 635 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| Lear Corporation (LEA) | COMMON | 521865204 | 81,618 | 513,221 | SH | SOLE | 73,711 | 439,510 | 0 | ||
| Lennar Corporation - A (LEN) | COMMON | 526057104 | 575,067 | 7,543,842 | SH | SOLE | 1,647,772 | 5,896,070 | 0 | ||
| Lennar Corporation - B SHS (LEN/B) | COMMON | 526057302 | 27,884 | 455,624 | SH | SOLE | 288,313 | 167,311 | 0 | ||
| M.D.C. Holdings, Inc. (MDC) | COMMON | 552676108 | 1,672 | 34,400 | SH | SOLE | 28,700 | 5,700 | 0 | ||
| 3M Company (MMM) | COMMON | 88579Y101 | 437 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | ||
| Morgan Stanley (MS) | COMMON | 617446448 | 653,814 | 9,540,545 | SH | SOLE | 2,279,227 | 7,261,318 | 0 | ||
| Owens Corning, Inc (OC) | COMMON | 690742101 | 32,993 | 435,496 | SH | SOLE | 2,800 | 432,696 | 0 | ||
| PulteGroup (PHM) | COMMON | 745867101 | 82,322 | 1,909,140 | SH | SOLE | 10,400 | 1,898,740 | 0 | ||
| Proshares Short QQQ (PSQ) | COMMON | 74347B714 | 11,730 | 814,000 | SH | SOLE | 475,000 | 339,000 | 0 | ||
| Quanta Services Inc (PWR) | COMMON | 74762E102 | 15,743 | 218,595 | SH | SOLE | 0 | 218,595 | 0 | ||
| Charles Schwab Corporation (SCHW) | COMMON | 808513105 | 92,630 | 1,746,417 | SH | SOLE | 175,677 | 1,570,740 | 0 | ||
| Toll Brothers, Inc. (TOL) | COMMON | 889478103 | 232,917 | 5,358,107 | SH | SOLE | 2,072,787 | 3,285,320 | 0 | ||
| Union Pacific Corp (UNP) | COMMON | 907818108 | 423 | 2,032 | SH | SOLE | 2,032 | 0 | 0 | ||
| Whirlpool Corp (WHR) | COMMON | 963320106 | 502,197 | 2,782,407 | SH | SOLE | 902,706 | 1,879,701 | 0 | ||