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 |
AFFILIATED MANAGERS GROUP IN | COM | 008252108 | 118,979,662 | 835,414 | SH | SOLE | 835,414 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 56,958,143 | 549,100 | SH | SOLE | 549,100 | 0 | 0 | ||
AMERICAN EXPRESS CO | COM | 025816109 | 24,993,719 | 151,523 | SH | SOLE | 151,523 | 0 | 0 | ||
APPLIED MATLS INC | COM | 038222105 | 36,677,038 | 298,600 | SH | SOLE | 298,600 | 0 | 0 | ||
AUTOLIV INC | COM | 052800109 | 58,340,664 | 624,900 | SH | SOLE | 624,900 | 0 | 0 | ||
AUTOZONE INC | COM | 053332102 | 13,969,666 | 5,683 | SH | SOLE | 5,683 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 23,534,449 | 76,220 | SH | SOLE | 76,220 | 0 | 0 | ||
CARMAX INC | COM | 143130102 | 70,862,272 | 1,102,400 | SH | SOLE | 1,102,400 | 0 | 0 | ||
CIGNA CORP NEW | COM | 125523100 | 28,644,913 | 112,100 | SH | SOLE | 112,100 | 0 | 0 | ||
CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | 36,023,000 | 277,100 | SH | SOLE | 277,100 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 87,092,956 | 2,297,361 | SH | SOLE | 2,297,361 | 0 | 0 | ||
CVS HEALTH CORP | COM | 126650100 | 65,048,596 | 875,368 | SH | SOLE | 875,368 | 0 | 0 | ||
EBAY INC. | COM | 278642103 | 56,429,500 | 1,271,794 | SH | SOLE | 1,271,794 | 0 | 0 | ||
EXXON MOBIL CORP | COM | 30231G102 | 54,141,884 | 493,725 | SH | SOLE | 493,725 | 0 | 0 | ||
FEDEX CORP | COM | 31428X106 | 69,483,809 | 304,100 | SH | SOLE | 304,100 | 0 | 0 | ||
HARLEY DAVIDSON INC | COM | 412822108 | 19,870,195 | 523,313 | SH | SOLE | 523,313 | 0 | 0 | ||
HCA HEALTHCARE INC | COM | 40412C101 | 41,529,600 | 157,500 | SH | SOLE | 157,500 | 0 | 0 | ||
KT CORP | SPONSORED ADR | 48268K101 | 29,614,217 | 2,611,483 | SH | SOLE | 2,611,483 | 0 | 0 | ||
LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 45,706,772 | 2,343,937 | SH | SOLE | 2,343,937 | 0 | 0 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 24,156,503 | 51,100 | SH | SOLE | 51,100 | 0 | 0 | ||
LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 59,310,313 | 631,700 | SH | SOLE | 631,700 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 43,997,514 | 729,160 | SH | SOLE | 729,160 | 0 | 0 | ||
MEDTRONIC PLC | SHS | G5960L103 | 20,719,340 | 257,000 | SH | SOLE | 257,000 | 0 | 0 | ||
NORTHROP GRUMMAN CORP | COM | 666807102 | 23,406,434 | 50,694 | SH | SOLE | 50,694 | 0 | 0 | ||
QURATE RETAIL INC | COM SER A | 74915M100 | 8,053,731 | 8,153,200 | SH | SOLE | 8,153,200 | 0 | 0 | ||
SOUTHWEST AIRLS CO | COM | 844741108 | 69,945,348 | 2,149,519 | SH | SOLE | 2,149,519 | 0 | 0 | ||
STATE STR CORP | COM | 857477103 | 18,854,379 | 249,100 | SH | SOLE | 249,100 | 0 | 0 | ||
UNITED NAT FOODS INC | COM | 911163103 | 42,895,191 | 1,627,901 | SH | SOLE | 1,627,901 | 0 | 0 | ||
VONTIER CORPORATION | COM | 928881101 | 47,743,842 | 1,746,300 | SH | SOLE | 1,746,300 | 0 | 0 | ||
WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 46,848,984 | 1,354,800 | SH | SOLE | 1,354,800 | 0 | 0 | ||
WELLS FARGO CO NEW | COM | 949746101 | 40,703,045 | 1,088,899 | SH | SOLE | 1,088,899 | 0 | 0 |