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 |
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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 | COMMON | 00846U101 | 820 | 10,700 | SH | SOLE | 10,700 | 0 | 0 | ||
ADIENT PLC | COMMON | G0084W101 | 40,905 | 1,781,564 | SH | SOLE | 510,097 | 1,271,467 | 0 | ||
TD AMERITRADE HLDG CORP | COMMON | 87236Y108 | 335 | 7,170 | SH | SOLE | 5,170 | 2,000 | 0 | ||
CITIGROUP INC | COMMON | 172967424 | 836,112 | 12,103,531 | SH | SOLE | 3,237,870 | 8,865,661 | 0 | ||
D R HORTON INC | COMMON | 23331A109 | 440,157 | 8,350,534 | SH | SOLE | 1,389,700 | 6,960,834 | 0 | ||
FORD MTR CO DEL | COMMON | 345370860 | 317,480 | 34,659,420 | SH | SOLE | 8,051,876 | 26,607,544 | 0 | ||
FEDEX CORP | COMMON | 31428X106 | 164,795 | 1,132,065 | SH | SOLE | 160,336 | 971,729 | 0 | ||
General Motors Co (GM) | COMMON | 35045V100 | 755,625 | 20,160,745 | SH | SOLE | 4,902,590 | 15,258,155 | 0 | ||
GOLDMAN SACHS GROUP INC | COMMON | 38141G104 | 693,564 | 3,346,831 | SH | SOLE | 838,100 | 2,508,731 | 0 | ||
JPMORGAN CHASE & CO | COMMON | 46625H100 | 244,102 | 2,074,113 | SH | SOLE | 71,173 | 2,002,940 | 0 | ||
LENNAR CORP | COMMON | 526057104 | 521,868 | 9,344,099 | SH | SOLE | 2,462,129 | 6,881,970 | 0 | ||
LENNAR CORP | COMMON | 526057302 | 25,426 | 573,055 | SH | SOLE | 357,780 | 215,275 | 0 | ||
3M CO | COMMON | 88579Y101 | 4,110 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
MORGAN STANLEY | COMMON | 617446448 | 11,670 | 273,500 | SH | SOLE | 140,000 | 133,500 | 0 | ||
PULTE GROUP INC | COMMON | 745867101 | 133,871 | 3,662,694 | SH | SOLE | 12,300 | 3,650,394 | 0 | ||
QUANTA SVCS INC | COMMON | 74762E102 | 93,031 | 2,461,146 | SH | SOLE | 505,000 | 1,956,146 | 0 | ||
INVESCO EXCHANGE TRADED FD T | COMMON | 46137V357 | 6,215 | 57,500 | SH | SOLE | 8,500 | 49,000 | 0 | ||
TAYLOR MORRISON HOME CORP | COMMON | 87724P106 | 22,530 | 868,555 | SH | SOLE | 54,465 | 814,090 | 0 | ||
TOLL BROTHERS INC | COMMON | 889478103 | 153,586 | 3,741,427 | SH | SOLE | 1,104,710 | 2,636,717 | 0 | ||
TRI POINTE GROUP INC | COMMON | 87265H109 | 33,443 | 2,223,572 | SH | SOLE | 63,715 | 2,159,857 | 0 | ||
UNION PACIFIC CORP | COMMON | 907818108 | 329 | 2,032 | SH | SOLE | 2,032 | 0 | 0 | ||
WHIRLPOOL CORP | COMMON | 963320106 | 446,127 | 2,817,170 | SH | SOLE | 868,576 | 1,948,594 | 0 |