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 | 1,286,675 | 10,700 | SH | SOLE | 10,700 | 0 | 0 | |||
| Autoliv Inc. (ALV) | COMMON | 052800109 | 6,636,522 | 78,040 | SH | SOLE | 47,395 | 30,645 | 0 | |||
| Arrow Electronics Inc (ARW) | COMMON | 042735100 | 214,563,983 | 1,498,038 | SH | SOLE | 378,528 | 1,119,510 | 0 | |||
| Avnet Inc (AVT) | COMMON | 053807103 | 183,763,570 | 3,642,489 | SH | SOLE | 827,400 | 2,815,089 | 0 | |||
| Bank of America Corp (BAC) | COMMON | 060505104 | 35,704,705 | 1,244,500 | SH | SOLE | 482,500 | 762,000 | 0 | |||
| Berkshire Hathaway Inc. Class B (BRK/B) | COMMON | 084670702 | 341,341 | 1,001 | SH | SOLE | 1,001 | 0 | 0 | |||
| Citigroup Inc (C) | COMMON | 172967424 | 505,100,696 | 10,970,910 | SH | SOLE | 2,492,070 | 8,478,840 | 0 | |||
| CRH PLC - Sponsored ADR (CRH) | ADR | 12626K203 | 116,504,958 | 2,090,525 | SH | SOLE | 616,807 | 1,473,718 | 0 | |||
| D R Horton, Inc. (DHI) | COMMON | 23331A109 | 437,407,647 | 3,594,442 | SH | SOLE | 235,264 | 3,359,178 | 0 | |||
| Technipfmc PLC (FTI) | COMMON | G87110105 | 257,610 | 15,500 | SH | SOLE | 15,500 | 0 | 0 | |||
| Gildan Activewear Inc (GIL) | COMMON | 375916103 | 33,717,882 | 1,045,840 | SH | SOLE | 18,600 | 1,027,240 | 0 | |||
| General Motors Co (GM) | COMMON | 35045V100 | 849,716,566 | 22,036,218 | SH | SOLE | 5,405,036 | 16,631,182 | 0 | |||
| Goldman Sachs (GS) | COMMON | 38141G104 | 733,961,058 | 2,275,566 | SH | SOLE | 555,192 | 1,720,374 | 0 | |||
| International Paper Co (IP) | COMMON | 460146103 | 290,231,418 | 9,123,905 | SH | SOLE | 2,536,420 | 6,587,485 | 0 | |||
| J P Morgan Chase (JPM) | COMMON | 46625H100 | 699,116,118 | 4,806,904 | SH | SOLE | 1,002,050 | 3,804,854 | 0 | |||
| Lear Corporation (LEA) | COMMON | 521865204 | 259,686,257 | 1,809,030 | SH | SOLE | 329,810 | 1,479,220 | 0 | |||
| Lennar Corporation - A (LEN) | COMMON | 526057104 | 1,136,091,788 | 9,066,250 | SH | SOLE | 2,181,705 | 6,884,545 | 0 | |||
| Lennar Corporation - B SHS (LEN/B) | COMMON | 526057302 | 64,770,756 | 573,294 | SH | SOLE | 386,583 | 186,711 | 0 | |||
| 3M Company (MMM) | COMMON | 88579Y101 | 237,013 | 2,368 | SH | SOLE | 2,368 | 0 | 0 | |||
| Morgan Stanley (MS) | COMMON | 617446448 | 854,000 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
| Meritage Homes Corp (MTH) | COMMON | 59001A102 | 115,365,463 | 810,891 | SH | SOLE | 256,714 | 554,177 | 0 | |||
| Oshkosh Corp (OSK) | COMMON | 688239201 | 204,164,327 | 2,357,828 | SH | SOLE | 542,549 | 1,815,279 | 0 | |||
| PulteGroup Inc. (PHM) | COMMON | 745867101 | 449,250,628 | 5,783,350 | SH | SOLE | 1,356,100 | 4,427,250 | 0 | |||
| Charles Schwab Corporation (SCHW) | COMMON | 808513105 | 1,133,600 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | |||
| Terex Corp (TEX) | COMMON | 880779103 | 44,214,968 | 739,010 | SH | SOLE | 6,600 | 732,410 | 0 | |||
| Toll Brothers, Inc. (TOL) | COMMON | 889478103 | 437,885,469 | 5,537,947 | SH | SOLE | 2,096,227 | 3,441,720 | 0 | |||
| Union Pacific Corp (UNP) | COMMON | 907818108 | 415,788 | 2,032 | SH | SOLE | 2,032 | 0 | 0 | |||
| Whirlpool Corp (WHR) | COMMON | 963320106 | 314,234,065 | 2,111,930 | SH | SOLE | 545,215 | 1,566,715 | 0 | |||
| Westrock CO (WRK) | COMMON | 96145D105 | 394,231,933 | 13,561,470 | SH | SOLE | 3,450,310 | 10,111,160 | 0 | |||