13F filing recap · Q2 2009

What did Greenhaven Associates buy in Q2 2009?

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

Stock value

$1.51B

Positions

Estimated turnover

42.9%

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.

New positions

PLLPall Corporation$58.12Mreported value+2.19M shares TMOThermo Fisher Scientific Inc.$52.03Mreported value+1.28M shares VARIVarian Inc$35.88Mreported value+910.1K shares BRKRBruker Corporation$9.72Mreported value+1.05M shares HXLHexcel Corp /de/$810.0Kreported value+85.0K shares UNMUnum Group$159.0Kreported value+10.0K shares

Increased positions

MMM3m Company$195.03Mreported value+265.8K shares+8.9%FDXFedex Corporation$168.30Mreported value+404.7K shares+15.4%AAgilent Technologies, Inc.$150.87Mreported value+3.47M shares+87.8%UNPUnion Pacific Corp$143.62Mreported value+380.8K shares

Reduced positions

HIGThe Hartford Insurance Group, Inc.$24.81Mreported value-40.2K shares-1.9%CCitigroup Inc$7.12Mreported value-137.5K shares-5.4%

Exited positions

TMToyota Motor Corp/$57.65Mprior reported value-910.8K shares-100.0%HMCHonda Motor Co., Ltd.$17.09Mprior reported value-721.2K shares-100.0%