13F filing recap · Q4 2001

What did Greenhaven Associates buy in Q4 2001?

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

Stock value

$1.43B

Positions

Estimated turnover

24.2%

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

MPSMps Group, Inc.$8.13Mreported value+1.04M shares IGIImagistics International Inc$1.50Mreported value+120.2K shares RAReckson Associates Realty Corp$474.0Kreported value+20.2K shares

Increased positions

CTXCentex Corp$222.48Mreported value+21.6K shares+0.5%AOGAlberta Energy Company Ltd$133.18Mreported value+258.4K shares+7.8%PHMPultegroup, Inc.$122.31Mreported value+58.2K shares+2.1%UNMUnum Group$98.96Mreported value+871.5K shares

Reduced positions

DEDeere & Co$152.01Mreported value-254.5K shares-6.8%AAAlcoa Corp$55.09Mreported value-239.0K shares-13.3%SNASnap-On Inc$44.35Mreported value-6.1K shares-0.5%DOWDow Inc.$42.41Mreported value-746.9K shares

Exited positions

SFGStancorp Financial Group Inc$64.16Mprior reported value-1.33M shares-100.0%MANManpowergroup Inc.$36.99Mprior reported value-1.41M shares-100.0%MPSMps Group, Inc.$7.96Mprior reported value-1.99M shares-100.0%CATCaterpillar Inc$4.33Mprior reported value-96.6K shares