13F filing recap · Q4 2002

What did Greenhaven Associates buy in Q4 2002?

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

Stock value

$1.37B

Positions

Estimated turnover

19.5%

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

LHLabcorp Holdings Inc.$73.23Mreported value+3.15M shares BZHBeazer Homes Usa, Inc.$29.89Mreported value+493.2K shares

Increased positions

CTXCentex Corp$217.88Mreported value+37.0K shares+0.9%PHMPultegroup, Inc.$144.00Mreported value+41.6K shares+1.4%RRyder System, Inc.$100.03Mreported value+94.0K shares+2.2%UNMUnum Group$95.13Mreported value+449.2K shares

Reduced positions

DEDeere & Co$125.17Mreported value-21.5K shares-0.8%OVVOvintiv Inc.$74.99Mreported value-3.05M shares-55.8%BNIBurlington Northern Santa Fe Corporation$25.77Mreported value-1.0K shares-0.1%DLIDelaware Laboratories, Inc$2.23Mreported value-4.7K shares