13F filing recap · Q2 2002

What did Greenhaven Associates buy in Q2 2002?

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

Stock value

$1.59B

Positions

Estimated turnover

39.5%

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

OVVOvintiv Inc.$173.22Mreported value+5.66M shares EPEl Paso Corp$93.28Mreported value+4.53M shares

Increased positions

CTXCentex Corp$248.40Mreported value+156.0K shares+3.8%DEDeere & Co$168.83Mreported value+20.5K shares+0.6%UNMUnum Group$124.94Mreported value+1.04M shares+26.8%RRyder System, Inc.$118.02Mreported value+33.5K shares

Reduced positions

PHMPultegroup, Inc.$170.29Mreported value-50.5K shares-1.7%LENLennar Corp /new/$64.60Mreported value-194.7K shares-15.6%BNIBurlington Northern Santa Fe Corporation$29.81Mreported value-1.0K shares-0.1%DHID.r. Horton, Inc.$23.82Mreported value-256.1K shares

Exited positions

AOGAlberta Energy Company Ltd$167.28Mprior reported value-3.81M shares-100.0%ABYAbitibi-Consolidated$26.44Mprior reported value-2.97M shares-100.0%KWDKellwood Company$14.46Mprior reported value-595.2K shares-100.0%GTIVGentiva Health Services Inc$7.92Mprior reported value