13F filing recap · Q4 2007

What did Greenhaven Associates buy in Q4 2007?

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

Stock value

$3.52B

Positions

Estimated turnover

23.0%

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

FDXFedex Corporation$264.88Mreported value+2.98M shares CVCOCavco Industries, Inc.$338.0Kreported value+10.0K shares

Increased positions

GEGeneral Electric Company$499.66Mreported value+454.2K shares+3.5%HIGThe Hartford Insurance Group, Inc.$447.21Mreported value+348.8K shares+7.3%AIGAmerican International Group, Inc.$413.62Mreported value+572.9K shares+8.8%BNIBurlington Northern Santa Fe Corporation$197.33Mreported value

Reduced positions

MMM3m Company$387.09Mreported value-165.0K shares-3.5%TMToyota Motor Corp/$341.80Mreported value-13.8K shares-0.4%UNPUnion Pacific Corp$227.03Mreported value-2.73M shares-60.2%AAPAdvance Auto Parts, Inc.$135.81Mreported value-299.8K shares