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 | 134,224,114 | 847,214 | SH | SOLE | 847,214 | 0 | 0 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 32,715,684 | 370,800 | SH | SOLE | 370,800 | 0 | 0 | ||
AMERICAN EXPRESS CO | COM | 025816109 | 23,968,448 | 162,223 | SH | SOLE | 162,223 | 0 | 0 | ||
APPLIED MATLS INC | COM | 038222105 | 29,214,000 | 300,000 | SH | SOLE | 300,000 | 0 | 0 | ||
AUTOLIV INC | COM | 052800109 | 48,107,556 | 628,200 | SH | SOLE | 628,200 | 0 | 0 | ||
AUTOZONE INC | COM | 053332102 | 17,714,571 | 7,183 | SH | SOLE | 7,183 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 23,637,028 | 76,520 | SH | SOLE | 76,520 | 0 | 0 | ||
CARMAX INC | COM | 143130102 | 58,990,232 | 968,800 | SH | SOLE | 968,800 | 0 | 0 | ||
CIGNA CORP NEW | COM | 125523100 | 37,308,884 | 112,600 | SH | SOLE | 112,600 | 0 | 0 | ||
CHECK POINT SOFTWARE TECH LT | ORD | M22465104 | 35,085,096 | 278,100 | SH | SOLE | 278,100 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 75,806,602 | 2,167,761 | SH | SOLE | 2,167,761 | 0 | 0 | ||
CVS HEALTH CORP | COM | 126650100 | 70,616,400 | 757,768 | SH | SOLE | 757,768 | 0 | 0 | ||
EBAY INC. | COM | 278642103 | 49,647,635 | 1,197,194 | SH | SOLE | 1,197,194 | 0 | 0 | ||
EXXON MOBIL CORP | COM | 30231G102 | 77,223,788 | 700,125 | SH | SOLE | 700,125 | 0 | 0 | ||
FEDEX CORP | COM | 31428X106 | 61,382,080 | 354,400 | SH | SOLE | 354,400 | 0 | 0 | ||
HARLEY DAVIDSON INC | COM | 412822108 | 25,813,341 | 620,513 | SH | SOLE | 620,513 | 0 | 0 | ||
HCA HEALTHCARE INC | COM | 40412C101 | 31,290,784 | 130,400 | SH | SOLE | 130,400 | 0 | 0 | ||
KT CORP | SPONSORED ADR | 48268K101 | 31,358,921 | 2,322,883 | SH | SOLE | 2,322,883 | 0 | 0 | ||
LIBERTY GLOBAL PLC | SHS CL A | G5480U104 | 42,941,512 | 2,268,437 | SH | SOLE | 2,268,437 | 0 | 0 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 28,508,314 | 58,600 | SH | SOLE | 58,600 | 0 | 0 | ||
LYONDELLBASELL INDUSTRIES N | SHS - A - | N53745100 | 52,707,444 | 634,800 | SH | SOLE | 634,800 | 0 | 0 | ||
MICRON TECHNOLOGY INC | COM | 595112103 | 36,638,339 | 733,060 | SH | SOLE | 733,060 | 0 | 0 | ||
MEDTRONIC PLC | SHS | G5960L103 | 15,194,260 | 195,500 | SH | SOLE | 195,500 | 0 | 0 | ||
NORTHROP GRUMMAN CORP | COM | 666807102 | 31,805,789 | 58,294 | SH | SOLE | 58,294 | 0 | 0 | ||
QURATE RETAIL INC | COM SER A | 74915M100 | 13,190,286 | 8,092,200 | SH | SOLE | 8,092,200 | 0 | 0 | ||
SOUTHWEST AIRLS CO | COM | 844741108 | 51,774,999 | 1,537,719 | SH | SOLE | 1,537,719 | 0 | 0 | ||
STATE STR CORP | COM | 857477103 | 17,647,175 | 227,500 | SH | SOLE | 227,500 | 0 | 0 | ||
UNITED NAT FOODS INC | COM | 911163103 | 83,118,151 | 2,147,201 | SH | SOLE | 2,147,201 | 0 | 0 | ||
VONTIER CORPORATION | COM | 928881101 | 37,927,393 | 1,962,100 | SH | SOLE | 1,962,100 | 0 | 0 | ||
WALGREENS BOOTS ALLIANCE INC | COM | 931427108 | 47,189,416 | 1,263,100 | SH | SOLE | 1,263,100 | 0 | 0 | ||
WELLS FARGO CO NEW | COM | 949746101 | 39,770,487 | 963,199 | SH | SOLE | 963,199 | 0 | 0 |