3M COMPANY COMMON 88579Y101 76742 642680 SH DFND 0 0 642680 3M COMPANY COMMON 88579Y101 165072 1382400 SH SOLE 1184300 0 198100 ALTERA CORP COMMON 021441100 13508 363500 SH DFND 0 0 363500 ALTERA CORP COMMON 021441100 30285 814993 SH SOLE 700493 0 114500 AMERICAN EXPRESS CO COMMON 025816109 7982 105700 SH DFND 0 0 105700 AMERICAN EXPRESS CO COMMON 025816109 26228 347300 SH SOLE 296000 0 51300 APACHE CORP COMMON 037411105 68843 808591 SH DFND 0 0 808591 APACHE CORP COMMON 037411105 115662 1358490 SH SOLE 1170490 0 188000 AUSTRAL&NEW ZEAL BKG BKG SP ADR (1 ORD) 052528304 9382 328150 SH SOLE 328150 0 0 BEAM INC COMMON 073730103 3113 48150 SH DFND 0 0 48150 BEAM INC COMMON 073730103 1080 16700 SH SOLE 16700 0 0 BECTON DICKINSON COMMON 075887109 39157 391490 SH DFND 0 0 391490 BECTON DICKINSON COMMON 075887109 84967 849500 SH SOLE 761600 0 87900 BEMIS INC COMMON 081437105 17771 455543 SH DFND 0 0 455543 BEMIS INC COMMON 081437105 32846 841980 SH SOLE 722780 0 119200 BERKSHIRE HATHAWAY CLASS B 084670702 55160 485945 SH DFND 0 0 485945 BERKSHIRE HATHAWAY CLASS B 084670702 126692 1116130 SH SOLE 956070 0 160060 BROWN FORMAN CORP CLASS B 115637209 1281 18799 SH DFND 0 0 18799 BROWN FORMAN CORP CLASS B 115637209 573 8413 SH SOLE 8413 0 0 CARLISLE COS INC COMMON 142339100 11014 156700 SH DFND 0 0 156700 CARLISLE COS INC COMMON 142339100 3782 53800 SH SOLE 53800 0 0 CARNIVAL CORP COMMON 143658300 40189 1231295 SH DFND 0 0 1231295 CARNIVAL CORP COMMON 143658300 91908 2815824 SH SOLE 2406018 0 409806 COCA-COLA CO COMMON 191216100 40810 1077340 SH DFND 0 0 1077340 COCA-COLA CO COMMON 191216100 80692 2130200 SH SOLE 1826900 0 303300 COVIDIEN PLC SHARES G2554F113 5204 85400 SH DFND 0 0 85400 COVIDIEN PLC SHARES G2554F113 14882 244200 SH SOLE 207700 0 36500 CULLEN FROST BANKERS COMMON 229899109 14816 210000 SH DFND 0 0 210000 CULLEN FROST BANKERS COMMON 229899109 33920 480800 SH SOLE 413800 0 67000 DENBURY RES INC COMMON 247916208 26852 1458550 SH DFND 0 0 1458550 DENBURY RES INC COMMON 247916208 64012 3477000 SH SOLE 2973300 0 503700 DENTSPLY INTL INC COMMON 249030107 10658 245500 SH DFND 0 0 245500 DENTSPLY INTL INC COMMON 249030107 23435 539789 SH SOLE 462889 0 76900 EMERSON ELEC CO COMMON 291011104 1398 21600 SH DFND 0 0 21600 EMERSON ELEC CO COMMON 291011104 16227 250800 SH SOLE 212400 0 38400 FLIR SYS INC COMMON 302445101 19474 620200 SH DFND 0 0 620200 FLIR SYS INC COMMON 302445101 36656 1167400 SH SOLE 1053100 0 114300 GANNETT INC COMMON 364730101 56424 2106150 SH DFND 0 0 2106150 GANNETT INC COMMON 364730101 92007 3434380 SH SOLE 2982390 0 451990 GENERAL DYNAMICS COMMON 369550108 14502 165700 SH DFND 0 0 165700 GENERAL DYNAMICS COMMON 369550108 35402 404500 SH SOLE 362600 0 41900 GENTEX CORP COMMON 371901109 6669 260600 SH DFND 0 0 260600 GENTEX CORP COMMON 371901109 19924 778600 SH SOLE 664200 0 114400 GOOGLE INC CLASS A 38259P508 17349 19807 SH DFND 0 0 19807 GOOGLE INC CLASS A 38259P508 39518 45116 SH SOLE 38293 0 6823 GRANITE CONSTR INC COMMON 387328107 10630 347400 SH DFND 0 0 347400 GRANITE CONSTR INC COMMON 387328107 23694 774300 SH SOLE 666300 0 108000 HEARTLAND EXPRESS IN COMMON 422347104 11027 777072 SH DFND 0 0 777072 HEARTLAND EXPRESS IN COMMON 422347104 3506 247073 SH SOLE 247073 0 0 HUBBELL INC CLASS B 443510201 3218 30720 SH DFND 0 0 30720 HUBBELL INC CLASS B 443510201 9217 88000 SH SOLE 73800 0 14200 INFOSYS LIMITED ADR 456788108 171344 3561495 SH SOLE 2976295 0 585200 INTEL CORP COMMON 458140100 34809 1518665 SH DFND 0 0 1518665 INTEL CORP COMMON 458140100 75162 3279180 SH SOLE 2795360 0 483820 JACOBS ENGR GROUP COMMON 469814107 4398 75600 SH DFND 0 0 75600 JACOBS ENGR GROUP COMMON 469814107 19254 330939 SH SOLE 280139 0 50800 JOHNSON & JOHNSON COMMON 478160104 50506 582603 SH DFND 0 0 582603 JOHNSON & JOHNSON COMMON 478160104 113651 1311000 SH SOLE 1184400 0 126600 LENNAR CORP CLASS B 526057302 3474 121250 SH DFND 0 0 121250 LENNAR CORP CLASS B 526057302 1365 47658 SH SOLE 47658 0 0 MALLINCKRODT PLC SHARES G5785G107 425 9630 SH DFND 0 0 9630 MALLINCKRODT PLC SHARES G5785G107 1350 30609 SH SOLE 25973 0 4636 MARKEL CORP COMMON 570535104 78225 151080 SH DFND 0 0 151080 MARKEL CORP COMMON 570535104 209662 404933 SH SOLE 345056 0 59877 MDU RES GROUP INC COMMON 552690109 50777 1815400 SH DFND 0 0 1815400 MDU RES GROUP INC COMMON 552690109 91739 3279900 SH SOLE 2824100 0 455800 MERCK & CO INC COMMON 58933Y105 45731 960525 SH DFND 0 0 960525 MERCK & CO INC COMMON 58933Y105 111043 2332350 SH SOLE 2092250 0 240100 MICROSOFT CORP COMMON 594918104 58420 1755407 SH DFND 0 0 1755407 MICROSOFT CORP COMMON 594918104 110802 3329400 SH SOLE 2861100 0 468300 NABORS INDS LTD COMMON G6359F103 24806 1544600 SH DFND 0 0 1544600 NABORS INDS LTD COMMON G6359F103 49855 3104300 SH SOLE 2669100 0 435200 NATL AUSTRALIA BK SP ADR (1 ORD) 632525408 6462 200733 SH SOLE 200733 0 0 PETROLEO BRASILEIRO ADR (2 ORD) 71654V408 212245 13702088 SH SOLE 11403588 0 2298500 PFIZER INC COMMON 717081103 46225 1610062 SH DFND 0 0 1610062 PFIZER INC COMMON 717081103 107621 3748560 SH SOLE 3365640 0 382920 POSCO ADR (0.25 ORD) 693483109 254889 3461286 SH SOLE 2882966 0 578320 PROCTER & GAMBLE CO COMMON 742718109 55684 736658 SH DFND 0 0 736658 PROCTER & GAMBLE CO COMMON 742718109 122169 1616200 SH SOLE 1379700 0 236500 ROCKWELL COLLINS INC COMMON 774341101 5069 74700 SH DFND 0 0 74700 ROCKWELL COLLINS INC COMMON 774341101 18003 265300 SH SOLE 236500 0 28800 RYANAIR HLDGS SP ADR (5 ORD) 783513104 197359 3967810 SH SOLE 3346210 0 621600 SAMSUNG ELECTRS LTD GDR 144A (0.5 ORD) 796050888 409234 643444 SH SOLE 539206 0 104238 SIGNET JEWELERS LT ORDINARY G81276100 56213 784545 SH SOLE 432576 0 351969 SYSCO CORP COMMON 871829107 36595 1149700 SH DFND 0 0 1149700 SYSCO CORP COMMON 871829107 77894 2447200 SH SOLE 2100900 0 346300 TELLABS INC COMMON 879664100 9270 4082000 SH DFND 0 0 4082000 TELLABS INC COMMON 879664100 3395 1494900 SH SOLE 1494900 0 0 TIDEWATER INC COMMON 886423102 46030 776350 SH DFND 0 0 776350 TIDEWATER INC COMMON 886423102 103582 1747033 SH SOLE 1495067 0 251966 UNITED TECHNOLOGIES COMMON 913017109 14293 132565 SH DFND 0 0 132565 UNITED TECHNOLOGIES COMMON 913017109 41004 380300 SH SOLE 340400 0 39900 WALGREEN CO COMMON 931422109 46568 865570 SH DFND 0 0 865570 WALGREEN CO COMMON 931422109 98535 1831500 SH SOLE 1567100 0 264400 WALT DISNEY CO COMMON 254687106 18499 286850 SH DFND 0 0 286850 WALT DISNEY CO COMMON 254687106 40690 630950 SH SOLE 538150 0 92800 WASHINGTON FEDERAL COMMON 938824109 43407 2099000 SH DFND 0 0 2099000 WASHINGTON FEDERAL COMMON 938824109 102057 4935075 SH SOLE 4227395 0 707680 WELLS FARGO & CO COMMON 949746101 77173 1867681 SH DFND 0 0 1867681 WELLS FARGO & CO COMMON 949746101 165743 4011200 SH SOLE 3431300 0 579900 WESTAMERICA BANCORP COMMON 957090103 9023 181400 SH DFND 0 0 181400 WESTAMERICA BANCORP COMMON 957090103 21140 425000 SH SOLE 363300 0 61700