13F filing recap · Q1 2003

What did Greenhaven Associates buy in Q1 2003?

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

Stock value

$1.32B

Positions

Estimated turnover

11.1%

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

AAgilent Technologies, Inc.$35.60Mreported value+2.71M shares RYLCalatlantic Group Inc$6.32Mreported value+146.4K shares ABFAirborne, Inc.$784.0Kreported value+40.0K shares

Increased positions

DEDeere & Co$111.67Mreported value+114.2K shares+4.2%LHLabcorp Holdings Inc.$94.30Mreported value+29.4K shares+0.9%RRyder System, Inc.$92.22Mreported value+38.5K shares+0.9%ALAlcan Inc.$72.47Mreported value+260.0K shares

Reduced positions

CTXCentex Corp$235.29Mreported value-12.0K shares-0.3%PHMPultegroup, Inc.$150.66Mreported value-4.0K shares-0.1%OVVOvintiv Inc.$76.78Mreported value-38.8K shares-1.6%EPEl Paso Corp$21.90Mreported value-3.84M shares

Exited positions

DOWDow Inc.$53.70Mprior reported value-1.81M shares-100.0%