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 | 1,271 | 10,700 | SH | SOLE | 10,700 | 0 | 0 | ||
| Autoliv Inc. (ALV) | COMMON | 052800109 | 3,817 | 53,330 | SH | SOLE | 32,360 | 20,970 | 0 | ||
| Berkshire Hathaway Inc. Class B (BRK/B) | COMMON | 084670702 | 273 | 1,001 | SH | SOLE | 1,001 | 0 | 0 | ||
| Citigroup Inc (C) | COMMON | 172967424 | 301,861 | 6,563,620 | SH | SOLE | 1,409,480 | 5,154,140 | 0 | ||
| CRH PLC - Sponsored ADR (CRH) | ADR | 12626K203 | 26,200 | 752,445 | SH | SOLE | 164,995 | 587,450 | 0 | ||
| D R Horton, Inc. (DHI) | COMMON | 23331A109 | 251,756 | 3,803,532 | SH | SOLE | 235,264 | 3,568,268 | 0 | ||
| Technipfmc PLC (FTI) | COMMON | G87110105 | 125 | 18,600 | SH | SOLE | 17,100 | 1,500 | 0 | ||
| General Motors Co (GM) | COMMON | 35045V100 | 460,368 | 14,495,199 | SH | SOLE | 3,234,221 | 11,260,978 | 0 | ||
| Goldman Sachs (GS) | COMMON | 38141G104 | 658,200 | 2,216,011 | SH | SOLE | 504,967 | 1,711,044 | 0 | ||
| International Paper Co (IP) | COMMON | 460146103 | 208,913 | 4,994,325 | SH | SOLE | 1,038,550 | 3,955,775 | 0 | ||
| J P Morgan Chase (JPM) | COMMON | 46625H100 | 510,558 | 4,533,856 | SH | SOLE | 877,600 | 3,656,256 | 0 | ||
| Lear Corporation (LEA) | COMMON | 521865204 | 96,962 | 770,210 | SH | SOLE | 149,550 | 620,660 | 0 | ||
| Lennar Corporation - A (LEN) | COMMON | 526057104 | 657,767 | 9,320,767 | SH | SOLE | 2,177,205 | 7,143,562 | 0 | ||
| Lennar Corporation - B SHS (LEN/B) | COMMON | 526057302 | 33,756 | 574,964 | SH | SOLE | 376,583 | 198,381 | 0 | ||
| M.D.C. Holdings, Inc. (MDC) | COMMON | 552676108 | 3,335 | 103,210 | SH | SOLE | 82,100 | 21,110 | 0 | ||
| 3M Company (MMM) | COMMON | 88579Y101 | 324 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | ||
| Morgan Stanley (MS) | COMMON | 617446448 | 761 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| Meritage Homes Corp (MTH) | COMMON | 59001A102 | 53,256 | 734,559 | SH | SOLE | 220,819 | 513,740 | 0 | ||
| PulteGroup Inc. (PHM) | COMMON | 745867101 | 168,140 | 4,242,740 | SH | SOLE | 565,200 | 3,677,540 | 0 | ||
| Proshares Short QQQ (PSQ) | COMMON | 74347B714 | 14,472 | 1,005,000 | SH | SOLE | 605,000 | 400,000 | 0 | ||
| Charles Schwab Corporation (SCHW) | COMMON | 808513105 | 1,264 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| Proshares Short S&P500 (SH) | COMMON | 74347B425 | 11,468 | 695,000 | SH | SOLE | 550,000 | 145,000 | 0 | ||
| Stanley Black & Decker INC (SWK) | COMMON | 854502101 | 138,520 | 1,321,002 | SH | SOLE | 218,874 | 1,102,128 | 0 | ||
| Toll Brothers, Inc. (TOL) | COMMON | 889478103 | 238,962 | 5,357,903 | SH | SOLE | 2,008,427 | 3,349,476 | 0 | ||
| Union Pacific Corp (UNP) | COMMON | 907818108 | 433 | 2,032 | SH | SOLE | 2,032 | 0 | 0 | ||
| Whirlpool Corp (WHR) | COMMON | 963320106 | 438,826 | 2,833,509 | SH | SOLE | 896,895 | 1,936,614 | 0 | ||
| Westrock CO (WRK) | COMMON | 96145D105 | 351,752 | 8,829,104 | SH | SOLE | 2,376,830 | 6,452,274 | 0 | ||