13F-HR 1 holdings.txt HOLDINGS REPORT FORM 13 F INFORMATION TABLE
FORM 13F INFORMATION TABLE NAME OF ISSUER TITLE OF VALUE SHARES/ SH/ INVSTMT OTHER VOTING AUTHORITY CLASS CUSIP x$1000 PRN AMT PRN DSCRETN MANAGERS SOLE SHARED NONE AGRIUM INC COM 068916108 16187 1769060 SH SOLE 1480960 0 288100 ANGLO AMERICAN ADR COM 03485P102 4688 372077 SH SOLE 288313 0 83764 ANGLOGOLD ADR COM 35128206 2153 80791 SH SOLE 80791 0 0 ASHANTI GOLDFIELDS GDR COM 043743202 12419 2186500 SH SOLE 2088500 0 98000 BAKER HUGHES INC COM 57224107 8463 291533 SH SOLE 238500 0 53033 BAXTER INTERNATIONAL INC. COM 071813109 8324 272487 SH SOLE 221900 0 50587 BERKSHIRE HATHAWAY "B" COM 084670207 13814 5604 SH SOLE 4641 0 963 BRISTOL-MYERS SQUIBB CO COM 110122108 12390 520586 SH SOLE 443800 0 76786 BURLINGTON NORTHERN SANTA FE CORP COM 12189T104 15161 633802 SH SOLE 520800 0 113002 CAPITAL ONE FINANCIAL CORP COM 14040h105 7776 222684 SH SOLE 177300 0 45384 COMCAST CORP SPECIAL CLASS A COM 2003002001 11552 553806 SH SOLE 455700 0 98106 CONSECO INC COM 208464107 272 3579000 SH SOLE 2720300 0 858700 DELL COMPUTER COM 247025109 9299 395523 SH SOLE 331500 0 64023 DELPHI AUTOMOTIVE SYSTEMS CORP COM 247126105 5963 697455 SH SOLE 553525 0 143930 EASTMAN KODAK COM 277461109 7549 277116 SH SOLE 228100 0 49016 ERICSSON LM TELEPHONE CO ADR COM 294821400 60 165600 SH SOLE 165600 0 0 ETHAN ALLEN INTERIORS INC COM 297602104 12274 379300 SH SOLE 308200 0 71100 FREEPORT MCMORAN COPPER AND GAS COM 35671D857 8431 626400 SH SOLE 536400 0 90000 FMS - ADR COM 358029106 29419 3912060 SH SOLE 3356396 0 555664 GENERAL MOTORS CORP COM 370442105 10348 266014 SH SOLE 217900 0 48114 HASBRO INC COM 418056107 5659 508442 SH SOLE 422400 0 86042 HEWLETT PACKARD COM 428236103 3724 319118 SH SOLE 255300 0 63818 HOLLINGER INTERNATIONAL COM 435569108 482 53000 SH SOLE 0 0 53000 IMS HEALTH INC COM 449934108 8501 567893 SH SOLE 445000 0 122893 INCO LTD COM 453258402 9366 583200 SH SOLE 486700 0 96500 INDUSTRIE NATUZZI SPA ADR COM 456478106 18307 1676489 SH SOLE 1451689 0 224800 INTERNATIONAL SPEEDWAY CORP - CLASS A COM 460335201 13762 346400 SH SOLE 275000 0 71400 J C PENNEY COMPANY INC COM 456478106 5962 374471 SH SOLE 320300 0 54171 KANSAS CITY SOUTHERN INDUSTRIES COM 485170302 7251 584700 SH SOLE 487300 0 97400 KT CORP - SP ADR COM 48268K101 312 14050 SH SOLE 14050 0 0 LEAR CORP COM 521865105 10850 260500 SH SOLE 221400 0 39100 LIBERTY MEDIA CORP A COM 530718105 10297 1434136 SH SOLE 1147500 0 286636 LIMITED INC COM 532716107 6611 460984 SH SOLE 393466 0 67518 LTV CORP COM 501921100 8 1298763 SH SOLE 1262500 0 36263 LUCENT TECHNOLOGIES INC COM 5494631071 3973 5227861 SH SOLE 4013000 0 1214861 LUXOTTICA GROUP SPA ADR COM 55068R202 79448 6168354 SH SOLE 5423454 0 744900 MANDALAY RESORT GROUP COM 562567107 15534 463000 SH SOLE 387200 0 75800 MASSEY ENERGY CO COM 57206106 2562 397200 SH SOLE 315900 0 81300 MATTEL COM 577081102 7398 410782 SH SOLE 345900 0 64882 MBIA INC COM 55262C100 9409 235524 SH SOLE 190400 0 45124 MCCORMICK & CO COM 579780206 10148 445100 SH SOLE 368800 0 76300 MERCURY GENERAL CORP COM 589400100 12104 282800 SH SOLE 229100 0 53700 MOODYS CORPORATION COM 615369105 15634 322350 SH SOLE 269700 0 52650 NEXTEL COMM INC-A COM 65332V103 11015 1458916 SH SOLE 1237500 0 221416 NORTEL NETWORKS CORP COM 656568102 2154 3989641 SH SOLE 3213850 0 775791 NORTHWEST AIRLINES COM 667280101 6790 1016500 SH SOLE 850400 0 166100 PALM INC COM 696642107 2571 3474654 SH SOLE 2827900 0 646754 PHILIP MORRIS COMPANIES INC COM 718154107 5699 146892 SH SOLE 133800 0 13092 PLUM CREEK TIMBER CO INC COM 729251108 5586 247058 SH SOLE 208258 0 38800 PPG INDUSTRIES INC COM 693506107 8454 189135 SH SOLE 157700 0 31435 PRIMEDIA COM 7415K101 5830 4194382 SH SOLE 3057582 0 1136800 QWEST COMMUNICATIONS INTL COM 749121109 10848 4757829 SH SOLE 3942100 0 815729 RAYTHEON "A" COM 755111101 6253 213405 SH SOLE 180698 0 32707 READERS DIGEST "A" COM 755267101 7553 482641 SH SOLE 396800 0 85841 READERS DIGEST "B" COM 755267200 519 28000 SH SOLE 0 0 28000 RITE AID CORP COM 767754104 5030 2395100 SH SOLE 1990100 0 405000 SABMILLER PLC - ADR COM 78572M1053 545 85156 SH SOLE 85156 0 0 SABRE HOLDINGS CORP COM 785905100 5071 262077 SH SOLE 200055 0 62022 SAKS INCORPORATED COM 79377W108 7226 686200 SH SOLE 511700 0 174500 SARA LEE COM 803111103 9351 511273 SH SOLE 431400 0 79873 SBC COMMUNICATIONS INC COM 78387G103 6997 348105 SH SOLE 280919 0 67186 SCOTTS COMPANY A SHARES COM 810186106 12286 294700 SH SOLE 245100 0 49600 SK TELECOM CO ADR COM 78440P108 1329 63600 SH SOLE 63600 0 0 SUN MICROSYSTEMS INC COM 8668101046 5253 2028053 SH SOLE 1620000 0 408053 TELEFONOS DE MEXICO SA ADR COM 879403780 3313 117700 SH SOLE 90600 0 27100 TEMPLE INLAND COM 879868107 9066 234680 SH SOLE 194000 0 40680 TOYS "R" US COM 892335100 8311 816424 SH SOLE 638200 0 178224 UNISYS CORP COM 909214108 5385 769244 SH SOLE 605500 0 163744 UNITRIN INC COM 913275103 9190 299337 SH SOLE 251900 0 47437 VITRO SOCIEDAD ANONIMA ADR COM 928502301 1965 770750 SH SOLE 513500 0 257250 WASTE MANAGEMENT INC COM 94106L109 10928 468632 SH SOLE 380500 0 88132 XEROX CORP COM 984121103 9582 1935754 SH SOLE 1541400 0 394354