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 |
| ALLY FINL INC | COM | 02005N100 | 15,124,200 | 420,000 | SH | SOLE | 420,000 | 0 | 0 | ||
| ALPHABET INC | CAP STK CL A | 02079K305 | 16,563,750 | 87,500 | SH | SOLE | 87,500 | 0 | 0 | ||
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | 19,819,200 | 120,000 | SH | SOLE | 120,000 | 0 | 0 | ||
| ARROW ELECTRS INC | COM | 042735100 | 18,777,920 | 166,000 | SH | SOLE | 166,000 | 0 | 0 | ||
| BERRY GLOBAL GROUP INC | COM | 08579W103 | 21,987,800 | 340,000 | SH | SOLE | 340,000 | 0 | 0 | ||
| CHENIERE ENERGY INC | COM NEW | 16411R208 | 19,768,040 | 92,000 | SH | SOLE | 92,000 | 0 | 0 | ||
| CNA FINL CORP | COM | 126117100 | 12,015,820,877 | 248,414,738 | SH | SOLE | 248,414,738 | 0 | 0 | ||
| COMCAST CORP NEW | CL A | 20030N101 | 8,256,600 | 220,000 | SH | SOLE | 220,000 | 0 | 0 | ||
| D R HORTON INC | COM | 23331A109 | 2,796,400 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| ELEVANCE HEALTH INC | COM | 036752103 | 15,493,800 | 42,000 | SH | SOLE | 42,000 | 0 | 0 | ||
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 | 7,984,220 | 46,000 | SH | SOLE | 46,000 | 0 | 0 | ||
| GENERAL MTRS CO | COM | 37045V100 | 9,055,900 | 170,000 | SH | SOLE | 170,000 | 0 | 0 | ||
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | 7,730,370 | 13,500 | SH | SOLE | 13,500 | 0 | 0 | ||
| HANESBRANDS INC | COM | 410345102 | 135,408,900 | 16,635,000 | SH | SOLE | 16,635,000 | 0 | 0 | ||
| LEAR CORP | COM NEW | 521865204 | 10,890,500 | 115,000 | SH | SOLE | 115,000 | 0 | 0 | ||
| LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 7,946,890 | 107,000 | SH | SOLE | 107,000 | 0 | 0 | ||
| MAGNERA CORP | COM SHS | 55939A107 | 1,235,015 | 67,970 | SH | SOLE | 67,970 | 0 | 0 | ||
| META PLATFORMS INC | CL A | 30303M102 | 21,371,115 | 36,500 | SH | SOLE | 36,500 | 0 | 0 | ||
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 3,949,800 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| TAYLOR MORRISON HOME CORP | COM | 87724P106 | 3,366,550 | 55,000 | SH | SOLE | 55,000 | 0 | 0 | ||
| VISTA GOLD CORP | COM NEW | 927926303 | 1,910,713 | 3,424,217 | SH | SOLE | 3,424,217 | 0 | 0 | ||
