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 |
|
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 | 946 | 10,700 | SH | SOLE | 10,700 | 0 | 0 | ||
Adient PLC (ADNT) | COMMON | G0084W101 | 27,690 | 1,686,386 | SH | SOLE | 510,097 | 1,176,289 | 0 | ||
Autoliv, Inc. (ALV) | COMMON | 052800109 | 4,800 | 74,400 | SH | SOLE | 0 | 74,400 | 0 | ||
TD Ameritrade (AMTD) | COMMON | 87236Y108 | 188 | 5,170 | SH | SOLE | 5,170 | 0 | 0 | ||
Bunge Ltd (BG) | COMMON | G16962105 | 36,279 | 882,061 | SH | SOLE | 499,600 | 382,461 | 0 | ||
Berkshire Hathaway Inc. Class B (BRK/B) | COMMON | 084670702 | 86,203 | 482,902 | SH | SOLE | 8,900 | 474,002 | 0 | ||
Citigroup (C) | COMMON | 172967424 | 114,790 | 2,246,374 | SH | SOLE | 100,300 | 2,146,074 | 0 | ||
CF Industries Holdings, Inc. (CF) | COMMON | 125269100 | 97,266 | 3,456,491 | SH | SOLE | 745,000 | 2,711,491 | 0 | ||
Deere & Co (DE) | COMMON | 244199105 | 327,958 | 2,086,910 | SH | SOLE | 443,300 | 1,643,610 | 0 | ||
D R Horton, Inc. (DHI) | COMMON | 23331A109 | 441,742 | 7,966,496 | SH | SOLE | 1,509,834 | 6,456,662 | 0 | ||
Equitrans Midstream Corp (ETRN) | COMMON | 294600101 | 147 | 17,809 | SH | SOLE | 17,809 | 0 | 0 | ||
Ford Motor Co (F) | COMMON | 345370860 | 159,931 | 26,304,489 | SH | SOLE | 4,269,800 | 22,034,689 | 0 | ||
FedEx Corporation (FDX) | COMMON | 31428X106 | 112,871 | 804,960 | SH | SOLE | 98,340 | 706,620 | 0 | ||
General Motors Co (GM) | COMMON | 35045V100 | 356,125 | 14,076,097 | SH | SOLE | 3,881,887 | 10,194,210 | 0 | ||
Goldman Sachs (GS) | COMMON | 38141G104 | 582,471 | 2,947,430 | SH | SOLE | 788,121 | 2,159,309 | 0 | ||
J P Morgan Chase (JPM) | COMMON | 46625H100 | 21,514 | 228,725 | SH | SOLE | 6,300 | 222,425 | 0 | ||
KB Home(KBH) | COMMON | 48666K109 | 55,512 | 1,809,400 | SH | SOLE | 595,000 | 1,214,400 | 0 | ||
Lear Corporation (LEA) | COMMON | 521865204 | 31,748 | 291,211 | SH | SOLE | 73,711 | 217,500 | 0 | ||
Lennar Corporation - A (LEN) | COMMON | 526057104 | 582,919 | 9,459,894 | SH | SOLE | 2,572,275 | 6,887,619 | 0 | ||
Lennar Corporation - B SHS (LEN/B) | COMMON | 526057302 | 26,495 | 574,858 | SH | SOLE | 362,780 | 212,078 | 0 | ||
M.D.C. Holdings, Inc. (MDC) | COMMON | 552676108 | 6,741 | 188,837 | SH | SOLE | 57,837 | 131,000 | 0 | ||
Mohawk Industries, Inc (MHK) | COMMON | 608190104 | 72,746 | 714,874 | SH | SOLE | 91,300 | 623,574 | 0 | ||
3M Company (MMM) | COMMON | 88579Y101 | 780 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
Morgan Stanley (MS) | COMMON | 617446448 | 458,602 | 9,494,874 | SH | SOLE | 2,262,327 | 7,232,547 | 0 | ||
Meritage Homes Corp (MTH) | COMMON | 59001A102 | 2,489 | 32,700 | SH | SOLE | 0 | 32,700 | 0 | ||
Owens Corning, Inc (OC) | COMMON | 690742101 | 46,521 | 834,316 | SH | SOLE | 104,800 | 729,516 | 0 | ||
PulteGroup (PHM) | COMMON | 745867101 | 178,666 | 5,250,246 | SH | SOLE | 428,500 | 4,821,746 | 0 | ||
Quanta Services Inc (PWR) | COMMON | 74762E102 | 32,679 | 833,011 | SH | SOLE | 5,000 | 828,011 | 0 | ||
Charles Schwab Corporation (SCHW) | COMMON | 808513105 | 123,612 | 3,663,668 | SH | SOLE | 181,545 | 3,482,123 | 0 | ||
Taylor Morrison Home Corp (TMHC) | COMMON | 87724P106 | 756 | 39,183 | SH | SOLE | 10,583 | 28,600 | 0 | ||
Toll Brothers, Inc. (TOL) | COMMON | 889478103 | 165,275 | 5,071,355 | SH | SOLE | 1,970,187 | 3,101,168 | 0 | ||
Tri Pointe Group, Inc. (TPH) | COMMON | 87265H109 | 216 | 14,700 | SH | SOLE | 0 | 14,700 | 0 | ||
Union Pacific Corp (UNP) | COMMON | 907818108 | 344 | 2,032 | SH | SOLE | 2,032 | 0 | 0 | ||
Whirlpool Corp (WHR) | COMMON | 963320106 | 359,984 | 2,779,157 | SH | SOLE | 901,476 | 1,877,681 | 0 |