13F filing recap · Q4 2008

What did Greenhaven Associates buy in Q4 2008?

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

Stock value

$1.29B

Positions

Estimated turnover

41.0%

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

APDAir Products and Chemicals, Inc.$56.79Mreported value+1.13M shares BKRBaker Hughes Co$55.95Mreported value+1.74M shares EQTEqt Corporation$23.70Mreported value+706.3K shares

Increased positions

HIGThe Hartford Insurance Group, Inc.$98.67Mreported value+344.2K shares+6.1%UNPUnion Pacific Corp$97.35Mreported value+314.7K shares+18.3%BAThe Boeing Company$84.17Mreported value+107.7K shares+5.8%COLRockwell Collins Inc.$44.13Mreported value+129.3K shares

Reduced positions

MMM3m Company$211.83Mreported value-984.9K shares-21.1%FDXFedex Corporation$195.31Mreported value-283.9K shares-8.5%TMToyota Motor Corp/$191.59Mreported value-392.8K shares-11.8%HMCHonda Motor Co., Ltd.$89.44Mreported value-642.3K shares

Exited positions

GEGeneral Electric Company$286.72Mprior reported value-11.24M shares-100.0%UNMUnum Group$65.87Mprior reported value-2.62M shares-100.0%NSCNorfolk Southern Corp$7.61Mprior reported value-115.0K shares-100.0%AIGAmerican International Group, Inc.$450.0Kprior reported value-135.0K shares