13F filing recap · Q3 2006

What did Greenhaven Associates buy in Q3 2006?

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

Stock value

$3.12B

Positions

Estimated turnover

6.9%

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.

Increased positions

UNPUnion Pacific Corp$430.66Mreported value+8.1K shares+0.2%HIGThe Hartford Insurance Group, Inc.$313.43Mreported value+599.9K shares+19.9%WYWeyerhaeuser Company$209.28Mreported value+678.1K shares+24.9%HMCHonda Motor Co., Ltd.$205.56Mreported value+1.5K shares+0.0%AAPAdvance Auto Parts, Inc.$196.61Mreported value+946.0K shares+18.8%YARIYYara International Asa$87.39Mreported value+7.5K shares+0.1%MDCM.d.c. Holdings, Inc.$65.31Mreported value+166.5K shares+13.4%SSCCSmurfit-Stone Container Corporation$45.06Mreported value+20.0K shares+0.5%CSXCsx Corporation$40.56Mreported value+617.7K shares+100.0%

Reduced positions

TMToyota Motor Corp/$486.88Mreported value-7.0K shares-0.2%AIGAmerican International Group, Inc.$368.22Mreported value-585.5K shares-9.5%BNIBurlington Northern Santa Fe Corporation$205.95Mreported value-134.6K shares-4.6%UNMUnum Group$155.52Mreported value-4.5K shares

Exited positions

CPCAYCathay Pacific Airways Limited$3.48Mprior reported value-400.0K shares-100.0%TWTUFTimberwest Forest Corp.$2.26Mprior reported value-175.1K shares-100.0%APCAnadarko Petroleum Corporation$954.0Kprior reported value-20.0K shares-100.0%