The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| ALLY FINL INC | COM | 02005N100 | BBG001LYYYZ9 | 15,317,400 | 420,000 | SH | SOLE | 420,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S4MT03 | 11,598,000 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| AMENTUM HOLDINGS INC | COM | 023939101 | BBG01PR6J642 | 10,422,849 | 572,684 | SH | SOLE | 572,684 | 0 | 0 | ||
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | BBG011Y7QJ21 | 13,694,000 | 100,000 | SH | SOLE | 100,000 | 0 | 0 | ||
| ARROW ELECTRS INC | COM | 042735100 | BBG000BCD5L1 | 12,459,600 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| AVNET INC | COM | 053807103 | BBG000BCPMP7 | 5,770,800 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| BERRY GLOBAL GROUP INC | COM | 08579W103 | BBG002S8JL91 | 24,782,550 | 355,000 | SH | SOLE | 355,000 | 0 | 0 | ||
| CAPITAL ONE FINL CORP | COM | 14040H105 | BBG000BGKVR1 | 13,447,500 | 75,000 | SH | SOLE | 75,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | BBG000C3HV48 | 15,041,000 | 65,000 | SH | SOLE | 65,000 | 0 | 0 | ||
| CNA FINL CORP | COM | 126117100 | BBG000BFYCD5 | 12,616,984,543 | 248,414,738 | SH | SOLE | 248,414,738 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | BBG000BFTG15 | 7,380,000 | 200,000 | SH | SOLE | 200,000 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | BBG000DQTZG1 | 6,992,150 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| EAGLE POINT CREDIT COMPANY I | COM | 269808101 | BBG00729LSV3 | 19,845,000 | 2,450,000 | SH | SOLE | 2,450,000 | 0 | 0 | ||
| ELEVANCE HEALTH INC | COM | 036752103 | BBG000BCGBK6 | 20,008,160 | 46,000 | SH | SOLE | 46,000 | 0 | 0 | ||
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 | BBG01NMT2H37 | 11,216,100 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | BBG0014WFHK6 | 7,524,800 | 160,000 | SH | SOLE | 160,000 | 0 | 0 | ||
| HANESBRANDS INC | COM | 410345102 | BBG000D2ZX90 | 134,513,558 | 23,312,575 | SH | SOLE | 23,312,575 | 0 | 0 | ||
| KINDER MORGAN INC DEL | COM | 49456B101 | BBG0019JZ8D6 | 14,978,250 | 525,000 | SH | SOLE | 525,000 | 0 | 0 | ||
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | BBG000WCFWH2 | 14,572,800 | 207,000 | SH | SOLE | 207,000 | 0 | 0 | ||
| MAGNERA CORP | COM SHS | 55939A107 | BBG000BKFQ26 | 4,004,280 | 220,500 | SH | SOLE | 220,500 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | BBG002GPKKZ7 | 19,596,240 | 34,000 | SH | SOLE | 34,000 | 0 | 0 | ||
| NUTRIEN LTD | COM | 67077M108 | BBG00JM9XLR2 | 6,953,800 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
| TAYLOR MORRISON HOME CORP | COM | 87724P106 | BBG003PGJHT1 | 4,202,800 | 70,000 | SH | SOLE | 70,000 | 0 | 0 | ||
| UBER TECHNOLOGIES INC | COM | 90353T100 | BBG00NW4HS14 | 35,337,100 | 485,000 | SH | SOLE | 485,000 | 0 | 0 | ||
| VISTA GOLD CORP | COM NEW | 927926303 | BBG000F2BGL7 | 2,835,252 | 3,424,217 | SH | SOLE | 3,424,217 | 0 | 0 | ||