13F filing recap · Q1 2007

What did Greenhaven Associates buy in Q1 2007?

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

Stock value

$3.45B

Positions

Estimated turnover

86.6%

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

PPPPogo Producing Company$11.06Mreported value+230.0K shares VCTLRainmaker Systems Inc$161.0Kreported value+19.2K shares

Increased positions

HIGThe Hartford Insurance Group, Inc.$428.64Mreported value+75.6K shares+1.7%AIGAmerican International Group, Inc.$398.64Mreported value+327.3K shares+5.8%MMM3m Company$380.66Mreported value+909.5K shares+22.3%NSCNorfolk Southern Corp$105.82Mreported value+509.8K shares

Reduced positions

UNPUnion Pacific Corp$472.96Mreported value-197.5K shares-4.1%GEGeneral Electric Company$378.56Mreported value-4.54M shares-86.5%TMToyota Motor Corp/$274.96Mreported value-994.7K shares-31.7%BNIBurlington Northern Santa Fe Corporation$210.14Mreported value-159.8K shares

Exited positions

CAACalatlantic Group, Inc.$17.74Mprior reported value-662.2K shares-100.0%WYWeyerhaeuser Company$13.71Mprior reported value-194.1K shares-100.0%