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 |
| ALLEGHANY CORP DEL | COM | 017175100 | 124,634 | 226,780 | SH | SOLE | 226,780 | 0 | 0 | ||
| AMERICAN EXPRESS CO | COM | 025816109 | 96,128 | 1,582,100 | SH | SOLE | 1,582,100 | 0 | 0 | ||
| ARROW ELECTRS INC | COM | 042735100 | 100,334 | 1,620,900 | SH | SOLE | 1,620,900 | 0 | 0 | ||
| BANK OF AMERICA CORP | COM | 060505104 | 138,128 | 10,409,045 | SH | SOLE | 10,409,045 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 46,043 | 318,000 | SH | SOLE | 318,000 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 203,824 | 4,808,311 | SH | SOLE | 4,808,311 | 0 | 0 | ||
| CORNING INC | COM | 219350105 | 160,049 | 7,814,900 | SH | SOLE | 7,814,900 | 0 | 0 | ||
| FRANKLIN RES INC | COM | 354613101 | 156,802 | 4,698,900 | SH | SOLE | 4,698,900 | 0 | 0 | ||
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 220,203 | 1,482,053 | SH | SOLE | 1,482,053 | 0 | 0 | ||
| HARLEY DAVIDSON | COM | 412822108 | 66,577 | 1,469,700 | SH | SOLE | 1,469,700 | 0 | 0 | ||
| HELMERICH & PAYNE INC | COM | 423452101 | 91,211 | 1,358,729 | SH | SOLE | 1,358,729 | 0 | 0 | ||
| JOY GLOBAL INC | COM | 481165108 | 138,152 | 6,535,102 | SH | SOLE | 6,535,102 | 0 | 0 | ||
| KT CORP | SPONSORED ADR | 48268K101 | 100,157 | 7,023,646 | SH | SOLE | 7,023,646 | 0 | 0 | ||
| LOEWS CORP | COM | 540424108 | 111,148 | 2,705,000 | SH | SOLE | 2,705,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 41,707 | 815,069 | SH | SOLE | 815,069 | 0 | 0 | ||
| MORGAN STANLEY | COM NEW | 617446448 | 128,413 | 4,942,761 | SH | SOLE | 4,942,761 | 0 | 0 | ||
| PATTERSON UTI ENERGY INC | COM | 703481101 | 32,763 | 1,536,746 | SH | SOLE | 1,536,746 | 0 | 0 | ||
| POSCO | SPONSORED ADR | 693483109 | 50,982 | 1,145,657 | SH | SOLE | 1,145,657 | 0 | 0 | ||
| TENARIS SA | SPONSORED ADR | 88031M109 | 124,021 | 4,300,300 | SH | SOLE | 4,300,300 | 0 | 0 | ||
| VALE SA | ADR | 91912E105 | 86,215 | 17,038,593 | SH | SOLE | 17,038,593 | 0 | 0 | ||