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 |
| Agilent Technologies, Inc. (A) | COMMON | 00846U101 | 1,416 | 10,700 | SH | SOLE | 10,700 | 0 | 0 | ||
| Berkshire Hathaway Inc. Class B (BRK/B) | COMMON | 084670702 | 353 | 1,001 | SH | SOLE | 1,001 | 0 | 0 | ||
| Citigroup Inc (C) | COMMON | 172967424 | 286,867 | 5,372,040 | SH | SOLE | 1,061,080 | 4,310,960 | 0 | ||
| D R Horton, Inc. (DHI) | COMMON | 23331A109 | 54,346 | 729,385 | SH | SOLE | 13,500 | 715,885 | 0 | ||
| General Motors Co (GM) | COMMON | 35045V100 | 630,043 | 14,404,269 | SH | SOLE | 3,188,121 | 11,216,148 | 0 | ||
| Goldman Sachs (GS) | COMMON | 38141G104 | 693,837 | 2,101,900 | SH | SOLE | 457,907 | 1,643,993 | 0 | ||
| International Paper Co (IP) | COMMON | 460146103 | 230,534 | 4,995,325 | SH | SOLE | 1,038,550 | 3,956,775 | 0 | ||
| J P Morgan Chase (JPM) | COMMON | 46625H100 | 88,201 | 647,011 | SH | SOLE | 5,000 | 642,011 | 0 | ||
| Lear Corporation (LEA) | COMMON | 521865204 | 21,433 | 150,310 | SH | SOLE | 0 | 150,310 | 0 | ||
| Lennar Corporation - A (LEN) | COMMON | 526057104 | 606,308 | 7,469,610 | SH | SOLE | 1,595,416 | 5,874,194 | 0 | ||
| Lennar Corporation - B SHS (LEN/B) | COMMON | 526057302 | 33,831 | 494,968 | SH | SOLE | 322,554 | 172,414 | 0 | ||
| M.D.C. Holdings, Inc. (MDC) | COMMON | 552676108 | 946 | 25,000 | SH | SOLE | 25,000 | 0 | 0 | ||
| 3M Company (MMM) | COMMON | 88579Y101 | 372 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | ||
| Morgan Stanley (MS) | COMMON | 617446448 | 874 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| Proshares Short QQQ (PSQ) | COMMON | 74347B714 | 11,638 | 1,005,000 | SH | SOLE | 605,000 | 400,000 | 0 | ||
| Charles Schwab Corporation (SCHW) | COMMON | 808513105 | 1,686 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| Proshares Short S&P500 (SH) | COMMON | 74347B425 | 9,793 | 695,000 | SH | SOLE | 550,000 | 145,000 | 0 | ||
| Stanley Black & Decker INC (SWK) | COMMON | 854502101 | 25,836 | 184,823 | SH | SOLE | 0 | 184,823 | 0 | ||
| Toll Brothers, Inc. (TOL) | COMMON | 889478103 | 245,078 | 5,212,203 | SH | SOLE | 1,998,227 | 3,213,976 | 0 | ||
| Union Pacific Corp (UNP) | COMMON | 907818108 | 555 | 2,032 | SH | SOLE | 2,032 | 0 | 0 | ||
| Whirlpool Corp (WHR) | COMMON | 963320106 | 489,591 | 2,833,609 | SH | SOLE | 895,445 | 1,938,164 | 0 | ||
| Westrock CO (WRK) | COMMON | 96145D105 | 337,501 | 7,176,300 | SH | SOLE | 1,675,040 | 5,501,260 | 0 | ||