The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information 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
Alphabet Inc. - Class A COMMON 02079K305 83,183,585 232,766 SH SOLE 152,656 0 80,110
Amazon.com, Inc. COMMON 023135106 83,451,414 350,136 SH SOLE 230,636 0 119,500
American Airlines Group Inc. COMMON 02376R102 107,567,927 5,952,846 SH SOLE 3,921,561 0 2,031,285
Bank of America Corporation COMMON 060505104 116,142,220 2,038,298 SH SOLE 1,352,323 0 685,975
Berkshire Hathaway Inc. - Class B COMMON 084670702 102,031,022 203,903 SH SOLE 119,153 0 84,750
BP PLC Sponsored ADR COMMON 055622104 82,816,663 2,241,317 SH SOLE 1,442,822 0 798,495
Chevron Corporation COMMON 166764100 2,233,616 13,475 SH SOLE 13,475 0 0
Citigroup Inc. COMMON 172967424 86,164,275 615,635 SH SOLE 405,330 0 210,305
CSX Corporation COMMON 126408103 69,985,121 1,472,441 SH SOLE 969,086 0 503,355
Elevance Health, Inc. COMMON 036752103 94,150,192 243,452 SH SOLE 160,622 0 82,830
EQT Corporation COMMON 26884L109 83,226,363 1,565,288 SH SOLE 1,025,598 0 539,690
GE HealthCare Technologies Inc. COMMON 36266G107 71,639,544 1,119,193 SH SOLE 736,978 0 382,215
General Motors Company COMMON 37045V100 78,944,334 1,024,187 SH SOLE 675,722 0 348,465
Genuine Parts Company COMMON 372460105 68,350,887 579,343 SH SOLE 382,233 0 197,110
Incyte Corporation COMMON 45337C102 85,895,479 757,723 SH SOLE 500,403 0 257,320
Kyndryl Holdings, Inc. COMMON 50155Q100 28,324,199 2,504,350 SH SOLE 1,653,825 0 850,525
Medtronic, PLC COMMON G5960L103 65,601,566 838,573 SH SOLE 551,418 0 287,155
Mohawk Industries, Inc. COMMON 608190104 76,963,987 634,336 SH SOLE 430,946 0 203,390
National Fuel Gas Company COMMON 636180101 69,703,489 902,778 SH SOLE 596,248 0 306,530
NXP Semiconductors NV COMMON N6596X109 80,571,020 286,699 SH SOLE 188,579 0 98,120
Omnicom Group Inc. COMMON 681919106 82,269,496 1,129,610 SH SOLE 743,800 0 385,810
Oracle Corporation COMMON 68389X105 66,637,457 454,708 SH SOLE 299,043 0 155,665
Owens Corning COMMON 690742101 92,932,626 584,629 SH SOLE 386,494 0 198,135
Packaging Corporation of America COMMON 695156109 14,541,037 61,025 SH SOLE 9,460 0 51,565
Pfizer Inc COMMON 717081103 91,988,417 3,820,117 SH SOLE 2,327,082 0 1,493,035
Public Service Enterprise Group Incorporated COMMON 744573106 78,685,675 969,513 SH SOLE 638,938 0 330,575
QUALCOMM Incorporated COMMON 747525103 101,230,179 547,812 SH SOLE 359,957 0 187,855
QXO, Inc. COMMON 82846H405 89,828,369 5,198,401 SH SOLE 3,421,786 0 1,776,615
Regeneron Pharmaceuticals, Inc. COMMON 75886F107 79,185,839 126,994 SH SOLE 83,534 0 43,460
Smurfit WestRock Public Limited Company COMMON G8267P108 84,924,894 1,835,817 SH SOLE 1,397,422 0 438,395
Southwest Airlines Co. COMMON 844741108 125,545,221 2,441,564 SH SOLE 1,610,079 0 831,485
TE Connectivity PLC COMMON G87052109 90,192,250 447,360 SH SOLE 294,665 0 152,695
Teva Pharmaceutical Industries Ltd. - ADR COMMON 881624209 128,896,358 3,804,497 SH SOLE 2,566,677 0 1,237,820
The Boeing Company COMMON 097023105 88,115,845 407,058 SH SOLE 266,823 0 140,235
The Walt Disney Company COMMON 254687106 93,153,638 967,830 SH SOLE 636,810 0 331,020
Thermo Fisher Scientific, Inc. COMMON 883556102 82,883,832 165,318 SH SOLE 108,893 0 56,425
United Parcel Service, Inc. Cl B COMMON 911312106 86,190,490 801,772 SH SOLE 520,897 0 280,875
Vistra Corp. COMMON 92840M102 91,590,583 577,385 SH SOLE 380,455 0 196,930
Wells Fargo & Company COMMON 949746101 73,627,777 890,946 SH SOLE 601,041 0 289,905
Zimmer Biomet Holdings Inc. COMMON 98956P102 68,407,286 794,602 SH SOLE 525,112 0 269,490