ALLEGHANY CORP DEL COM 017175100 124634 226780 SH SOLE 226780 0 0 AMERICAN EXPRESS CO COM 025816109 96128 1582100 SH SOLE 1582100 0 0 ARROW ELECTRS INC COM 042735100 100334 1620900 SH SOLE 1620900 0 0 BANK OF AMERICA CORP COM 060505104 138128 10409045 SH SOLE 10409045 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 46043 318000 SH SOLE 318000 0 0 CITIGROUP INC COM NEW 172967424 203824 4808311 SH SOLE 4808311 0 0 CORNING INC COM 219350105 160049 7814900 SH SOLE 7814900 0 0 FRANKLIN RES INC COM 354613101 156802 4698900 SH SOLE 4698900 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 220203 1482053 SH SOLE 1482053 0 0 HARLEY DAVIDSON COM 412822108 66577 1469700 SH SOLE 1469700 0 0 HELMERICH & PAYNE INC COM 423452101 91211 1358729 SH SOLE 1358729 0 0 JOY GLOBAL INC COM 481165108 138152 6535102 SH SOLE 6535102 0 0 KT CORP SPONSORED ADR 48268K101 100157 7023646 SH SOLE 7023646 0 0 LOEWS CORP COM 540424108 111148 2705000 SH SOLE 2705000 0 0 MICROSOFT CORP COM 594918104 41707 815069 SH SOLE 815069 0 0 MORGAN STANLEY COM NEW 617446448 128413 4942761 SH SOLE 4942761 0 0 PATTERSON UTI ENERGY INC COM 703481101 32763 1536746 SH SOLE 1536746 0 0 POSCO SPONSORED ADR 693483109 50982 1145657 SH SOLE 1145657 0 0 TENARIS SA SPONSORED ADR 88031M109 124021 4300300 SH SOLE 4300300 0 0 VALE SA ADR 91912E105 86215 17038593 SH SOLE 17038593 0 0