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 |
Agilent Technologies, Inc. (A) | COMMON | 00846U101 | 1,601,255 | 10,700 | SH | SOLE | 10,700 | 0 | 0 | ||
Autoliv Inc. (ALV) | COMMON | 052800109 | 5,976,303 | 78,040 | SH | SOLE | 47,395 | 30,645 | 0 | ||
Avnet Inc (AVT) | COMMON | 053807103 | 55,724,269 | 1,340,170 | SH | SOLE | 209,100 | 1,131,070 | 0 | ||
Bank of America Corp (BAC) | COMMON | 060505104 | 41,549,040 | 1,254,500 | SH | SOLE | 482,500 | 772,000 | 0 | ||
SPDR Bloomberg 1-3 Month T-B (BIL) | COMMON | 78468R663 | 1,066,083 | 11,655 | SH | SOLE | 0 | 11,655 | 0 | ||
Berkshire Hathaway Inc. Class B (BRK/B) | COMMON | 084670702 | 309,209 | 1,001 | SH | SOLE | 1,001 | 0 | 0 | ||
Citigroup Inc (C) | COMMON | 172967424 | 347,470,429 | 7,682,300 | SH | SOLE | 1,856,590 | 5,825,710 | 0 | ||
CRH PLC - Sponsored ADR (CRH) | ADR | 12626K203 | 71,942,111 | 1,808,045 | SH | SOLE | 473,297 | 1,334,748 | 0 | ||
D R Horton, Inc. (DHI) | COMMON | 23331A109 | 335,346,730 | 3,762,023 | SH | SOLE | 235,264 | 3,526,759 | 0 | ||
Technipfmc PLC (FTI) | COMMON | G87110105 | 188,945 | 15,500 | SH | SOLE | 15,500 | 0 | 0 | ||
Gildan Activewear Inc (GIL) | COMMON | 375916103 | 30,786,640 | 1,123,600 | SH | SOLE | 18,600 | 1,105,000 | 0 | ||
General Motors Co (GM) | COMMON | 35045V100 | 515,331,261 | 15,319,003 | SH | SOLE | 3,543,286 | 11,775,717 | 0 | ||
Goldman Sachs (GS) | COMMON | 38141G104 | 748,869,201 | 2,180,876 | SH | SOLE | 510,512 | 1,670,364 | 0 | ||
International Paper Co (IP) | COMMON | 460146103 | 210,613,600 | 6,081,825 | SH | SOLE | 1,516,250 | 4,565,575 | 0 | ||
J P Morgan Chase (JPM) | COMMON | 46625H100 | 643,114,634 | 4,795,784 | SH | SOLE | 927,600 | 3,868,184 | 0 | ||
Lear Corporation (LEA) | COMMON | 521865204 | 128,366,901 | 1,035,050 | SH | SOLE | 176,650 | 858,400 | 0 | ||
Lennar Corporation - A (LEN) | COMMON | 526057104 | 838,415,983 | 9,264,265 | SH | SOLE | 2,167,205 | 7,097,060 | 0 | ||
Lennar Corporation - B SHS (LEN/B) | COMMON | 526057302 | 43,332,318 | 579,464 | SH | SOLE | 386,583 | 192,881 | 0 | ||
M.D.C. Holdings, Inc. (MDC) | COMMON | 552676108 | 2,103,264 | 66,559 | SH | SOLE | 57,392 | 9,167 | 0 | ||
3M Company (MMM) | COMMON | 88579Y101 | 283,971 | 2,368 | SH | SOLE | 2,368 | 0 | 0 | ||
Morgan Stanley (MS) | COMMON | 617446448 | 850,200 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
Meritage Homes Corp (MTH) | COMMON | 59001A102 | 75,581,042 | 819,751 | SH | SOLE | 259,214 | 560,537 | 0 | ||
Oshkosh Corp (OSK) | COMMON | 688239201 | 153,245,470 | 1,737,674 | SH | SOLE | 392,949 | 1,344,725 | 0 | ||
PulteGroup Inc. (PHM) | COMMON | 745867101 | 256,060,265 | 5,623,990 | SH | SOLE | 1,258,600 | 4,365,390 | 0 | ||
Proshares Short QQQ (PSQ) | COMMON | 74347B714 | 14,793,600 | 1,005,000 | SH | SOLE | 605,000 | 400,000 | 0 | ||
Charles Schwab Corporation (SCHW) | COMMON | 808513105 | 1,665,200 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
Proshares Short S&P500 (SH) | COMMON | 74347B425 | 11,140,850 | 695,000 | SH | SOLE | 550,000 | 145,000 | 0 | ||
Stanley Black & Decker INC (SWK) | COMMON | 854502101 | 96,886,546 | 1,289,757 | SH | SOLE | 223,724 | 1,066,033 | 0 | ||
Toll Brothers, Inc. (TOL) | COMMON | 889478103 | 267,315,060 | 5,354,869 | SH | SOLE | 2,008,427 | 3,346,442 | 0 | ||
Union Pacific Corp (UNP) | COMMON | 907818108 | 420,766 | 2,032 | SH | SOLE | 2,032 | 0 | 0 | ||
Whirlpool Corp (WHR) | COMMON | 963320106 | 383,155,020 | 2,708,575 | SH | SOLE | 792,395 | 1,916,180 | 0 | ||
Westrock CO (WRK) | COMMON | 96145D105 | 349,297,864 | 9,934,524 | SH | SOLE | 2,791,953 | 7,142,571 | 0 |