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 | 44,248 | 636,200 | SH | SOLE | 636,200 | 0 | 0 | ||
ALLEGHANY CORP DEL | COM | 017175100 | 115,936 | 242,580 | SH | SOLE | 242,580 | 0 | 0 | ||
ARROW ELECTRS INC | COM | 042735100 | 79,878 | 1,474,300 | SH | SOLE | 1,474,300 | 0 | 0 | ||
BANK OF AMERICA CORP | COM | 060505104 | 147,780 | 8,780,745 | SH | SOLE | 8,780,745 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 50,849 | 385,100 | SH | SOLE | 385,100 | 0 | 0 | ||
CITIGROUP INC | COM NEW | 172967424 | 180,939 | 3,496,411 | SH | SOLE | 3,496,411 | 0 | 0 | ||
CNA FINL CORP | COM | 126117100 | 28,897 | 822,103 | SH | SOLE | 822,103 | 0 | 0 | ||
CORNING INC | COM | 219350105 | 139,535 | 7,633,200 | SH | SOLE | 7,633,200 | 0 | 0 | ||
FRANKLIN RES INC | COM | 354613101 | 139,069 | 3,777,000 | SH | SOLE | 3,777,000 | 0 | 0 | ||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 186,331 | 1,033,853 | SH | SOLE | 1,033,853 | 0 | 0 | ||
HELMERICH & PAYNE INC | COM | 423452101 | 69,222 | 1,292,661 | SH | SOLE | 1,292,661 | 0 | 0 | ||
INGRAM MICRO INC | CL A | 457153104 | 55,125 | 1,814,500 | SH | SOLE | 1,814,500 | 0 | 0 | ||
JACOBS ENGR GROUP INC DEL | COM | 469814107 | 43,360 | 1,033,600 | SH | SOLE | 1,033,600 | 0 | 0 | ||
JOY GLOBAL INC | COM | 481165108 | 82,391 | 6,533,822 | SH | SOLE | 6,533,822 | 0 | 0 | ||
KT CORP | SPONSORED ADR | 48268K101 | 84,762 | 7,116,846 | SH | SOLE | 7,116,846 | 0 | 0 | ||
LOEWS CORP | COM | 540424108 | 123,590 | 3,218,500 | SH | SOLE | 3,218,500 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 53,351 | 961,629 | SH | SOLE | 961,629 | 0 | 0 | ||
MORGAN STANLEY | COM NEW | 617446448 | 83,510 | 2,625,261 | SH | SOLE | 2,625,261 | 0 | 0 | ||
NATIONAL OILWELL VARCO INC | COM | 637071101 | 53,295 | 1,591,357 | SH | SOLE | 1,591,357 | 0 | 0 | ||
PATTERSON UTI ENERGY INC | COM | 703481101 | 76,569 | 5,077,500 | SH | SOLE | 5,077,500 | 0 | 0 | ||
POSCO | SPONSORED ADR | 693483109 | 75,327 | 2,130,300 | SH | SOLE | 2,130,300 | 0 | 0 | ||
TENARIS SA | SPONSORED ADR | 88031M109 | 87,010 | 3,655,900 | SH | SOLE | 3,655,900 | 0 | 0 | ||
VALE SA | ADR | 91912E105 | 50,998 | 15,500,993 | SH | SOLE | 15,500,993 | 0 | 0 |