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 |
AMERICAN EXPRESS CO | COM | 025816109 | 35,093 | 473,400 | SH | SOLE | 473,400 | 0 | 0 | ||
ALLEGHANY CORP DEL | COM | 017175100 | 119,546 | 255,380 | SH | SOLE | 255,380 | 0 | 0 | ||
ARROW ELECTRS INC | COM | 042735100 | 77,326 | 1,398,800 | SH | SOLE | 1,398,800 | 0 | 0 | ||
BANK OF AMERICA CORP | COM | 060505104 | 145,949 | 9,367,745 | SH | SOLE | 9,367,745 | 0 | 0 | ||
BANK NEW YORK MELLON CORP | COM | 064058100 | 55,257 | 1,411,415 | SH | SOLE | 1,411,415 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 47,648 | 365,400 | SH | SOLE | 365,400 | 0 | 0 | ||
CITIGROUP INC | COM NEW | 172967424 | 164,616 | 3,318,211 | SH | SOLE | 3,318,211 | 0 | 0 | ||
CNA FINL CORP | COM | 126117100 | 62,972 | 1,802,800 | SH | SOLE | 1,802,800 | 0 | 0 | ||
CORNING INC | COM | 219350105 | 117,474 | 6,861,800 | SH | SOLE | 6,861,800 | 0 | 0 | ||
ENSCO PLC | SHS CLASS A | G3157S106 | 16,227 | 1,152,500 | SH | SOLE | 1,152,500 | 0 | 0 | ||
FRANKLIN RES INC | COM | 354613101 | 116,620 | 3,129,900 | SH | SOLE | 3,129,900 | 0 | 0 | ||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 170,468 | 981,053 | SH | SOLE | 981,053 | 0 | 0 | ||
HELMERICH & PAYNE INC | COM | 423452101 | 42,666 | 902,792 | SH | SOLE | 902,792 | 0 | 0 | ||
INGRAM MICRO INC | CL A | 457153104 | 99,086 | 3,637,500 | SH | SOLE | 3,637,500 | 0 | 0 | ||
JACOBS ENGR GROUP INC DEL | COM | 469814107 | 36,592 | 977,600 | SH | SOLE | 977,600 | 0 | 0 | ||
JOY GLOBAL INC | COM | 481165108 | 60,879 | 4,077,605 | SH | SOLE | 4,077,605 | 0 | 0 | ||
KT CORP | SPONSORED ADR | 48268K101 | 88,227 | 6,750,346 | SH | SOLE | 6,750,346 | 0 | 0 | ||
LOEWS CORP | COM | 540424108 | 122,818 | 3,398,400 | SH | SOLE | 3,398,400 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 75,323 | 1,701,829 | SH | SOLE | 1,701,829 | 0 | 0 | ||
MORGAN STANLEY | COM NEW | 617446448 | 78,733 | 2,499,461 | SH | SOLE | 2,499,461 | 0 | 0 | ||
NATIONAL OILWELL VARCO INC | COM | 637071101 | 37,770 | 1,003,200 | SH | SOLE | 1,003,200 | 0 | 0 | ||
PATTERSON UTI ENERGY INC | COM | 703481101 | 68,800 | 5,235,900 | SH | SOLE | 5,235,900 | 0 | 0 | ||
POSCO | SPONSORED ADR | 693483109 | 70,824 | 2,022,400 | SH | SOLE | 2,022,400 | 0 | 0 | ||
ROWAN COMPANIES PLC | SHS CL A | G7665A101 | 30,083 | 1,862,694 | SH | SOLE | 1,862,694 | 0 | 0 | ||
SUNTRUST BKS INC | COM | 867914103 | 76,216 | 1,993,100 | SH | SOLE | 1,993,100 | 0 | 0 | ||
TENARIS SA | SPONSORED ADR | 88031M109 | 76,079 | 3,155,500 | SH | SOLE | 3,155,500 | 0 | 0 | ||
VALE SA | ADR | 91912E105 | 60,485 | 14,401,193 | SH | SOLE | 14,401,193 | 0 | 0 |