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. (A) | COMMON | 00846U101 | 766 | 10,700 | SH | SOLE | 10,700 | 0 | 0 | ||
Adient PLC (ADNT) | COMMON | G0084W101 | 15,572 | 1,716,901 | SH | SOLE | 510,097 | 1,206,804 | 0 | ||
TD Ameritrade (AMTD) | COMMON | 87236Y108 | 179 | 5,170 | SH | SOLE | 5,170 | 0 | 0 | ||
American Express Co (AXP) | COMMON | 025816109 | 48,275 | 563,900 | SH | SOLE | 3,500 | 560,400 | 0 | ||
Citigroup (C) | COMMON | 172967424 | 356,459 | 8,462,940 | SH | SOLE | 1,820,420 | 6,642,520 | 0 | ||
Deere & Co (DE) | COMMON | 244199105 | 139,759 | 1,011,572 | SH | SOLE | 302,000 | 709,572 | 0 | ||
D R Horton, Inc. (DHI) | COMMON | 23331A109 | 278,489 | 8,190,844 | SH | SOLE | 1,509,834 | 6,681,010 | 0 | ||
Ford Motor Co (F) | COMMON | 345370860 | 165,405 | 34,245,326 | SH | SOLE | 8,276,876 | 25,968,450 | 0 | ||
General Motors Co (GM) | COMMON | 37045V100 | 209,782 | 10,095,386 | SH | SOLE | 2,121,057 | 7,974,329 | 0 | ||
Goldman Sachs (GS) | COMMON | 38141G104 | 449,532 | 2,907,897 | SH | SOLE | 730,721 | 2,177,176 | 0 | ||
J P Morgan Chase (JPM) | COMMON | 46625H100 | 41,873 | 465,100 | SH | SOLE | 7,700 | 457,400 | 0 | ||
KB Home(KBH) | COMMON | 48666K109 | 21,418 | 1,183,300 | SH | SOLE | 350,000 | 833,300 | 0 | ||
Lennar Corporation 0 A (LEN) | COMMON | 526057104 | 367,896 | 9,630,790 | SH | SOLE | 2,572,275 | 7,058,515 | 0 | ||
Lennar Corporation 0 B SHS (LEN/B) | COMMON | 526057302 | 16,672 | 576,484 | SH | SOLE | 362,780 | 213,704 | 0 | ||
Levi Strauss & Co (LEVI) | COMMON | 52736R102 | 9,896 | 796,160 | SH | SOLE | 500,000 | 296,160 | 0 | ||
Mohawk Industries, Inc (MHK) | COMMON | 608190104 | 15,042 | 197,296 | SH | SOLE | 1,300 | 195,996 | 0 | ||
3M Company (MMM) | COMMON | 88579Y101 | 1,747 | 12,800 | SH | SOLE | 12,800 | 0 | 0 | ||
Morgan Stanley (MS) | COMMON | 617446448 | 99,113 | 2,915,100 | SH | SOLE | 1,255,000 | 1,660,100 | 0 | ||
Owens Corning, Inc(OC) | COMMON | 690742101 | 7,486 | 192,900 | SH | SOLE | 0 | 192,900 | 0 | ||
PulteGroup (PHM) | COMMON | 745867101 | 74,521 | 3,338,743 | SH | SOLE | 353,500 | 2,985,243 | 0 | ||
Quanta Services Inc (PWR) | COMMON | 74762E102 | 26,991 | 850,642 | SH | SOLE | 5,000 | 845,642 | 0 | ||
Ralph Lauren Corp (RL) | COMMON | 751212101 | 7,066 | 105,736 | SH | SOLE | 56,036 | 49,700 | 0 | ||
Taylor Morrison Home Corp (TMHC) | COMMON | 87724P106 | 484 | 43,983 | SH | SOLE | 10,583 | 33,400 | 0 | ||
Toll Brothers, Inc. (TOL) | COMMON | 889478103 | 95,680 | 4,970,396 | SH | SOLE | 1,870,187 | 3,100,209 | 0 | ||
Tri Pointe Group, Inc. (TPH) | COMMON | 87265H109 | 144 | 16,400 | SH | SOLE | 0 | 16,400 | 0 | ||
Union Pacific Corp (UNP) | COMMON | 907818108 | 287 | 2,032 | SH | SOLE | 2,032 | 0 | 0 | ||
Whirlpool Corp (WHR) | COMMON | 963320106 | 236,877 | 2,760,802 | SH | SOLE | 867,976 | 1,892,826 | 0 |