13F filing recap · Q2 2003

What did Greenhaven Associates buy in Q2 2003?

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

Stock value

$1.74B

Positions

Estimated turnover

10.7%

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

GDGeneral Dynamics Corp$53.93Mreported value+743.9K shares CVXChevron Corp$24.72Mreported value+342.4K shares LEN.BLennar Corp /new/$7.73Mreported value+107.2K shares RDS.BShell Plc$6.64Mreported value+142.5K shares BPBp Plc$6.30Mreported value+150.0K shares

Increased positions

DEDeere & Co$142.77Mreported value+279.7K shares+9.8%ALAlcan Inc.$81.92Mreported value+20.8K shares+0.8%UNMUnum Group$80.67Mreported value+534.0K shares+9.7%FROFrontline Plc$19.43Mreported value+8.0K shares

Reduced positions

CTXCentex Corp$336.23Mreported value-6.0K shares-0.1%PHMPultegroup, Inc.$184.22Mreported value-16.5K shares-0.5%RRyder System, Inc.$114.56Mreported value-25.0K shares-0.6%LHLabcorp Holdings Inc.$95.74Mreported value-5.0K shares

Exited positions

EPEl Paso Corp$21.90Mprior reported value-3.62M shares-100.0%OMMOmi Corporation$9.94Mprior reported value-2.11M shares-100.0%CXPCentex Construction Products, Inc.$2.16Mprior reported value-60.1K shares-100.0%ABFAirborne, Inc.$784.0Kprior reported value-40.0K shares