The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
|
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
|
||||||||||||||||
| 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 | 121,742 | 231,880 | SH | SOLE | 231,880 | 0 | 0 | ||
| AMERICAN EXPRESS CO | COM | 025816109 | 129,053 | 2,015,200 | SH | SOLE | 2,015,200 | 0 | 0 | ||
| ARROW ELECTRS INC | COM | 042735100 | 105,902 | 1,655,500 | SH | SOLE | 1,655,500 | 0 | 0 | ||
| BANK OF AMER CORP | COM | 060505104 | 166,396 | 10,632,345 | SH | SOLE | 10,632,345 | 0 | 0 | ||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 46,909 | 324,700 | SH | SOLE | 324,700 | 0 | 0 | ||
| BORGWARNER INC | COM | 099724106 | 67,322 | 1,913,647 | SH | SOLE | 1,913,647 | 0 | 0 | ||
| CITIGROUP INC | COM NEW | 172967424 | 232,089 | 4,914,011 | SH | SOLE | 4,914,011 | 0 | 0 | ||
| CORNING INC | COM | 219350105 | 188,736 | 7,980,400 | SH | SOLE | 7,980,400 | 0 | 0 | ||
| DIEBOLD INC | COM | 253651103 | 23,973 | 967,048 | SH | SOLE | 967,048 | 0 | 0 | ||
| FRANKLIN RES INC | COM | 354613101 | 195,350 | 5,492,000 | SH | SOLE | 5,492,000 | 0 | 0 | ||
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 259,863 | 1,611,353 | SH | SOLE | 1,611,353 | 0 | 0 | ||
| HARLEY DAVIDSON | COM | 412822108 | 130,192 | 2,475,600 | SH | SOLE | 2,475,600 | 0 | 0 | ||
| HELMERICH & PAYNE INC | COM | 423452101 | 93,488 | 1,389,129 | SH | SOLE | 1,389,129 | 0 | 0 | ||
| JOY GLOBAL INC | COM | 481165108 | 130,256 | 4,695,586 | SH | SOLE | 4,695,586 | 0 | 0 | ||
| KT CORP | SPONSORED ADR | 48268K101 | 115,148 | 7,174,346 | SH | SOLE | 7,174,346 | 0 | 0 | ||
| LOEWS CORP | COM | 540424108 | 113,739 | 2,764,000 | SH | SOLE | 2,764,000 | 0 | 0 | ||
| MICROSOFT CORP | COM | 594918104 | 41,120 | 713,896 | SH | SOLE | 713,896 | 0 | 0 | ||
| MORGAN STANLEY | COM NEW | 617446448 | 166,411 | 5,190,597 | SH | SOLE | 5,190,597 | 0 | 0 | ||
| POSCO | SPONSORED ADR | 693483109 | 10,597 | 207,455 | SH | SOLE | 207,455 | 0 | 0 | ||
| STATE STR CORP | COM | 857477103 | 53,721 | 771,514 | SH | SOLE | 771,514 | 0 | 0 | ||
| TENARIS SA | SPONSORED ADR | 88031M109 | 124,807 | 4,394,600 | SH | SOLE | 4,394,600 | 0 | 0 | ||