13F filing recap · Q3 2004

What did Greenhaven Associates buy in Q3 2004?

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

Stock value

$2.15B

Positions

Estimated turnover

26.5%

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

AAPAdvance Auto Parts, Inc.$77.05Mreported value+2.24M shares EDSElectronic Data Systems Corp$75.68Mreported value+3.90M shares CAACalatlantic Group, Inc.$5.51Mreported value+97.7K shares IMNYI-Many, Inc.$970.0Kreported value+1.00M shares

Increased positions

CTXCentex Corp$457.73Mreported value+950.1K shares+11.7%UNPUnion Pacific Corp$196.10Mreported value+463.7K shares+16.1%RDS.BShell Plc$155.09Mreported value+7.5K shares+0.3%UNMUnum Group$113.11Mreported value+108.6K shares

Reduced positions

APCAnadarko Petroleum Corporation$272.10Mreported value-62.0K shares-1.5%PHMPultegroup, Inc.$183.43Mreported value-2.77M shares-48.1%BNIBurlington Northern Santa Fe Corporation$82.14Mreported value-13.0K shares-0.6%DHID.r. Horton, Inc.$77.03Mreported value-343.6K shares

Exited positions

RRyder System, Inc.$33.65Mprior reported value-839.8K shares-100.0%