13F filing recap · Q2 2007

What did Greenhaven Associates buy in Q2 2007?

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

Stock value

$3.92B

Positions

Estimated turnover

27.5%

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

CCitigroup Inc$58.01Mreported value+1.13M shares IBMInternational Business Machines Corp$57.92Mreported value+550.3K shares MMacy'S, Inc.$525.0Kreported value+13.2K shares

Increased positions

GEGeneral Electric Company$498.85Mreported value+12.33M shares+1746.1%AIGAmerican International Group, Inc.$467.00Mreported value+738.1K shares+12.4%HIGThe Hartford Insurance Group, Inc.$452.38Mreported value+107.6K shares+2.4%TMToyota Motor Corp/$377.83Mreported value

Reduced positions

UNPUnion Pacific Corp$534.08Mreported value-19.3K shares-0.4%MMM3m Company$432.08Mreported value-2.0K shares-0.0%BNIBurlington Northern Santa Fe Corporation$218.41Mreported value-47.5K shares-1.8%UNMUnum Group$170.98Mreported value-27.5K shares

Exited positions

AAAlcoa Corp$84.40Mprior reported value-2.49M shares-100.0%PPPPogo Producing Company$11.06Mprior reported value-230.0K shares-100.0%GELGenesis Energy, L.p.$6.16Mprior reported value-288.8K shares-100.0%