13F filing recap · Q4 2000

What did Greenhaven Associates buy in Q4 2000?

Reported stock-position changes between this filing and the previous one.

Stock value

$2.52B

Positions

101

Estimated turnover

78.0%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

ROLRollins Truck Leasing Corp$18.06Mreported value+2.51M shares MPSMps Group, Inc.$4.40Mreported value+1.12M shares SABRSabre Corporation$3.00Mreported value+85.1K shares HNTHealth Net Inc$1.87Mreported value+74.7K shares WHIWashington Homes Inc.$1.46Mreported value+150.0K shares FFord Motor Co$855.0Kreported value+35.1K shares MLNMMillennium Pharmaceuticals$813.0Kreported value+15.0K shares PYPechiney SA$536.0Kreported value+25.0K shares CQB PR BChiquita Brands International Inc$406.0Kreported value+108.3K shares CQB.AChiquita Brands International Inc$329.0Kreported value+101.2K shares OLNOlin Corp$314.0Kreported value+15.4K shares SSCCSmurfit-Stone Container Corporation$283.0Kreported value+20.0K shares CMINCommonwealth Industries, Inc.$195.0Kreported value+40.0K shares

Increased positions

CTXCentex Corp$199.67Mreported value+3.13M shares+114.1%CINTCit Group Inc$197.44Mreported value+5.52M shares+107.0%DEDeere & Co$189.75Mreported value+3.18M shares+192.0%GATXGatx Corp$150.14Mreported value+1.27M shares

Reduced positions

GMGeneral Motors Corp$2.74Mreported value-52.2K shares-54.0%BSCBear Stearns Companies Inc$2.42Mreported value-9.5K shares-18.1%MSMorgan Stanley High Yield$1.43Mreported value-40.1K shares-21.4%FFord Motor Co$1.41Mreported value-9.0K shares

Exited positions

SOIEFStolt-Nielsen Limited$5.14Mprior reported value-286.8K shares-100.0%IGLImc Global Inc$4.40Mprior reported value-338.5K shares-100.0%STESteris Plc$1.91Mprior reported value-214.8K shares-100.0%AFGAmerican Financial Group, Inc.$1.83Mprior reported value-115.0K shares