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       <nameOfIssuer>ALLEGHANY CORP DEL</nameOfIssuer>
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       <nameOfIssuer>AMERICAN EXPRESS CO</nameOfIssuer>
       <titleOfClass>COM</titleOfClass>
       <cusip>025816109</cusip>
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       <titleOfClass>COM</titleOfClass>
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       <value>128447</value>
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       <nameOfIssuer>AUTONATION INC</nameOfIssuer>
       <titleOfClass>COM</titleOfClass>
       <cusip>05329W102</cusip>
       <value>87795</value>
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       <nameOfIssuer>BORGWARNER INC</nameOfIssuer>
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       <nameOfIssuer>CITIGROUP INC</nameOfIssuer>
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       <value>321824</value>
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       <nameOfIssuer>CORNING INC</nameOfIssuer>
       <titleOfClass>COM</titleOfClass>
       <cusip>219350105</cusip>
       <value>69737</value>
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   <infoTable>
       <nameOfIssuer>CVS HEALTH CORP</nameOfIssuer>
       <titleOfClass>COM</titleOfClass>
       <cusip>126650100</cusip>
       <value>167942</value>
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           <None>0</None>
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       <nameOfIssuer>FRANKLIN RES INC</nameOfIssuer>
       <titleOfClass>COM</titleOfClass>
       <cusip>354613101</cusip>
       <value>274075</value>
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           <Sole>6157600</Sole>
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           <None>0</None>
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       <nameOfIssuer>GENERAL ELECTRIC CO</nameOfIssuer>
       <titleOfClass>COM</titleOfClass>
       <cusip>369604103</cusip>
       <value>102088</value>
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           <Sole>4222000</Sole>
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           <None>0</None>
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       <nameOfIssuer>GOLDMAN SACHS GROUP INC</nameOfIssuer>
       <titleOfClass>COM</titleOfClass>
       <cusip>38141G104</cusip>
       <value>319646</value>
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           <sshPrnamt>1347637</sshPrnamt>
           <sshPrnamtType>SH</sshPrnamtType>
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       <votingAuthority>
           <Sole>1347637</Sole>
           <Shared>0</Shared>
           <None>0</None>
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       <nameOfIssuer>HARLEY DAVIDSON</nameOfIssuer>
       <titleOfClass>COM</titleOfClass>
       <cusip>412822108</cusip>
       <value>173874</value>
       <shrsOrPrnAmt>
           <sshPrnamt>3606600</sshPrnamt>
           <sshPrnamtType>SH</sshPrnamtType>
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           <Sole>3606600</Sole>
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           <None>0</None>
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       <nameOfIssuer>HELMERICH &amp; PAYNE INC</nameOfIssuer>
       <titleOfClass>COM</titleOfClass>
       <cusip>423452101</cusip>
       <value>131114</value>
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           <sshPrnamt>2516102</sshPrnamt>
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           <Sole>2516102</Sole>
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           <None>0</None>
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       <nameOfIssuer>INVESCO LTD</nameOfIssuer>
       <titleOfClass>SHS</titleOfClass>
       <cusip>G491BT108</cusip>
       <value>203351</value>
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           <sshPrnamt>5803410</sshPrnamt>
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       <votingAuthority>
           <Sole>5803410</Sole>
           <Shared>0</Shared>
           <None>0</None>
       </votingAuthority>
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       <nameOfIssuer>MCKESSON CORP</nameOfIssuer>
       <titleOfClass>COM</titleOfClass>
       <cusip>58155Q103</cusip>
       <value>214982</value>
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           <sshPrnamt>1399532</sshPrnamt>
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       <votingAuthority>
           <Sole>1399532</Sole>
           <Shared>0</Shared>
           <None>0</None>
       </votingAuthority>
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       <nameOfIssuer>MORGAN STANLEY</nameOfIssuer>
       <titleOfClass>COM NEW</titleOfClass>
       <cusip>617446448</cusip>
       <value>209115</value>
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           <sshPrnamt>4341197</sshPrnamt>
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       <investmentDiscretion>SOLE</investmentDiscretion>
       <votingAuthority>
           <Sole>4341197</Sole>
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           <None>0</None>
       </votingAuthority>
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       <nameOfIssuer>POLARIS INDS INC</nameOfIssuer>
       <titleOfClass>COM</titleOfClass>
       <cusip>731068102</cusip>
       <value>139584</value>
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           <sshPrnamt>1334076</sshPrnamt>
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       <votingAuthority>
           <Sole>1334076</Sole>
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           <None>0</None>
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       <nameOfIssuer>SCHLUMBERGER LTD</nameOfIssuer>
       <titleOfClass>COM</titleOfClass>
       <cusip>806857108</cusip>
       <value>54099</value>
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           <Sole>775500</Sole>
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           <None>0</None>
       </votingAuthority>
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       <nameOfIssuer>STATE STR CORP</nameOfIssuer>
       <titleOfClass>COM</titleOfClass>
       <cusip>857477103</cusip>
       <value>51390</value>
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           <sshPrnamt>537895</sshPrnamt>
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           <None>0</None>
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       <nameOfIssuer>UNITED NAT FOODS INC</nameOfIssuer>
       <titleOfClass>COM</titleOfClass>
       <cusip>911163103</cusip>
       <value>156746</value>
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       <nameOfIssuer>VIACOM INC NEW</nameOfIssuer>
       <titleOfClass>CL B</titleOfClass>
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       <titleOfClass>COM</titleOfClass>
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           <None>0</None>
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</informationTable>
