The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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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 | 1,262,707 | 10,700 | SH | SOLE | 10,700 | 0 | 0 | ||
| Arrow Electronics Inc (ARW) | COMMON | 042735100 | 243,735,234 | 1,912,699 | SH | SOLE | 476,128 | 1,436,571 | 0 | ||
| Avnet Inc (AVT) | COMMON | 053807103 | 210,352,696 | 3,962,937 | SH | SOLE | 898,400 | 3,064,537 | 0 | ||
| Citigroup Inc (C) | COMMON | 172967424 | 1,376,863,923 | 16,175,563 | SH | SOLE | 4,542,100 | 11,633,463 | 0 | ||
| CRH PLC (CRH) | COMMON | G25508105 | 2,472,817 | 26,937 | SH | SOLE | 25,000 | 1,937 | 0 | ||
| D R Horton, Inc. (DHI) | COMMON | 23331A109 | 474,562,642 | 3,681,063 | SH | SOLE | 309,264 | 3,371,799 | 0 | ||
| Genpact LTD (G) | COMMON | G3922B107 | 484,902 | 11,018 | SH | SOLE | 10,000 | 1,018 | 0 | ||
| General Motors Co (GM) | COMMON | 35045V100 | 1,164,030,957 | 23,654,358 | SH | SOLE | 6,028,316 | 17,626,042 | 0 | ||
| Goldman Sachs (GS) | COMMON | 38141G104 | 1,769,375 | 2,500 | SH | SOLE | 2,500 | 0 | 0 | ||
| Icon PLC (ICLR) | COMMON | G4705A100 | 2,564,720 | 17,633 | SH | SOLE | 16,058 | 1,575 | 0 | ||
| J P Morgan Chase (JPM) | COMMON | 46625H100 | 1,449,550 | 5,000 | SH | SOLE | 5,000 | 0 | 0 | ||
| Lear Corporation (LEA) | COMMON | 521865204 | 174,919,632 | 1,841,647 | SH | SOLE | 330,810 | 1,510,837 | 0 | ||
| Lennar Corporation - A (LEN) | COMMON | 526057104 | 1,050,085,437 | 9,493,585 | SH | SOLE | 2,617,702 | 6,875,883 | 0 | ||
| Lennar Corporation - B SHS (LEN/B) | COMMON | 526057302 | 38,317,210 | 364,059 | SH | SOLE | 235,089 | 128,970 | 0 | ||
| Millrose Properties (MRP) | COMMON | 601137102 | 224,873,081 | 7,887,516 | SH | SOLE | 2,331,390 | 5,556,126 | 0 | ||
| Morgan Stanley (MS) | COMMON | 617446448 | 1,408,600 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
| Meritage Homes Corp (MTH) | COMMON | 59001A102 | 99,916,226 | 1,491,955 | SH | SOLE | 534,237 | 957,718 | 0 | ||
| NOV INC (NOV) | COMMON | 62955J103 | 61,932,674 | 4,982,516 | SH | SOLE | 183,500 | 4,799,016 | 0 | ||
| Oshkosh Corp (OSK) | COMMON | 688239201 | 290,027,257 | 2,554,406 | SH | SOLE | 574,549 | 1,979,857 | 0 | ||
| PulteGroup Inc. (PHM) | COMMON | 745867101 | 588,511,937 | 5,580,428 | SH | SOLE | 1,399,150 | 4,181,278 | 0 | ||
| Charles Schwab Corporation (SCHW) | COMMON | 808513105 | 1,824,800 | 20,000 | SH | SOLE | 20,000 | 0 | 0 | ||
| Stellantis NV (STLA) | COMMON | N82405106 | 361,080 | 36,000 | SH | SOLE | 36,000 | 0 | 0 | ||
| Terex Corp (TEX) | COMMON | 880779103 | 70,031,872 | 1,499,933 | SH | SOLE | 103,600 | 1,396,333 | 0 | ||
| Toll Brothers, Inc. (TOL) | COMMON | 889478103 | 639,346,673 | 5,601,916 | SH | SOLE | 2,179,672 | 3,422,244 | 0 | ||
| Union Pacific Corp (UNP) | COMMON | 907818108 | 467,523 | 2,032 | SH | SOLE | 2,032 | 0 | 0 | ||