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 |
| Agilent Technologies, Inc. (A) | COMMON | 00846U101 | 1,387,041 | 10,700 | SH | SOLE | 10,700 | 0 | 0 | |||
| Arrow Electronics Inc (ARW) | COMMON | 042735100 | 227,376,589 | 1,882,880 | SH | SOLE | 471,228 | 1,411,652 | 0 | |||
| Avnet Inc (AVT) | COMMON | 053807103 | 201,961,184 | 3,922,338 | SH | SOLE | 906,700 | 3,015,638 | 0 | |||
| Berkshire Hathaway Inc. Class B (BRK/B) | COMMON | 084670702 | 407,207 | 1,001 | SH | SOLE | 1,001 | 0 | 0 | |||
| Citigroup Inc (C) | COMMON | 172967424 | 1,056,028,087 | 16,640,846 | SH | SOLE | 4,728,300 | 11,912,546 | 0 | |||
| CRH PLC (CRH) | COMMON | G25508105 | 833,782,399 | 11,120,064 | SH | SOLE | 3,337,885 | 7,782,179 | 0 | |||
| D R Horton, Inc. (DHI) | COMMON | 23331A109 | 517,198,020 | 3,669,893 | SH | SOLE | 303,464 | 3,366,429 | 0 | |||
| Genpact LTD (G) | COMMON | G3922B107 | 39,940,547 | 1,240,775 | SH | SOLE | 362,366 | 878,409 | 0 | |||
| General Motors Co (GM) | COMMON | 35045V100 | 1,080,968,931 | 23,266,658 | SH | SOLE | 5,958,016 | 17,308,642 | 0 | |||
| Goldman Sachs (GS) | COMMON | 38141G104 | 25,899,391 | 57,259 | SH | SOLE | 9,540 | 47,719 | 0 | |||
| International Paper Co (IP) | COMMON | 460146103 | 233,177,638 | 5,403,885 | SH | SOLE | 1,710,048 | 3,693,837 | 0 | |||
| J P Morgan Chase (JPM) | COMMON | 46625H100 | 1,516,950 | 7,500 | SH | SOLE | 5,000 | 2,500 | 0 | |||
| Lear Corporation (LEA) | COMMON | 521865204 | 207,505,865 | 1,816,880 | SH | SOLE | 329,810 | 1,487,070 | 0 | |||
| Lennar Corporation - A (LEN) | COMMON | 526057104 | 1,344,713,371 | 8,972,532 | SH | SOLE | 2,262,902 | 6,709,630 | 0 | |||
| Lennar Corporation - B SHS (LEN/B) | COMMON | 526057302 | 67,309,833 | 482,750 | SH | SOLE | 344,430 | 138,320 | 0 | |||
| 3M Company (MMM) | COMMON | 88579Y101 | 241,986 | 2,368 | SH | SOLE | 2,368 | 0 | 0 | |||
| Morgan Stanley (MS) | COMMON | 617446448 | 971,900 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | |||
| Meritage Homes Corp (MTH) | COMMON | 59001A102 | 124,972,963 | 772,153 | SH | SOLE | 255,279 | 516,874 | 0 | |||
| NOV INC (NOV) | COMMON | 62955J103 | 34,198,534 | 1,798,976 | SH | SOLE | 67,500 | 1,731,476 | 0 | |||
| Oshkosh Corp (OSK) | COMMON | 688239201 | 272,343,944 | 2,517,042 | SH | SOLE | 570,049 | 1,946,993 | 0 | |||
| PulteGroup Inc. (PHM) | COMMON | 745867101 | 613,951,511 | 5,576,308 | SH | SOLE | 1,366,100 | 4,210,208 | 0 | |||
| Charles Schwab Corporation (SCHW) | COMMON | 808513105 | 1,473,800 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | |||
| Terex Corp (TEX) | COMMON | 880779103 | 82,241,958 | 1,499,671 | SH | SOLE | 108,600 | 1,391,071 | 0 | |||
| Toll Brothers, Inc. (TOL) | COMMON | 889478103 | 641,067,347 | 5,565,787 | SH | SOLE | 2,165,202 | 3,400,585 | 0 | |||
| Union Pacific Corp (UNP) | COMMON | 907818108 | 459,760 | 2,032 | SH | SOLE | 2,032 | 0 | 0 | |||