13F filing recap · Q3 2009

What did Greenhaven Associates buy in Q3 2009?

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

Stock value

$2.06B

Positions

Estimated turnover

28.6%

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

EMREmerson Electric Co.$52.79Mreported value+1.32M shares RVTYRevvity, Inc$19.05Mreported value+990.2K shares

Increased positions

MMM3m Company$240.18Mreported value+9.3K shares+0.3%FDXFedex Corporation$235.21Mreported value+101.1K shares+3.3%AAgilent Technologies, Inc.$209.42Mreported value+96.5K shares+1.3%DVNDevon Energy Corp/de$201.34Mreported value+1.19M shares

Reduced positions

NSCNorfolk Southern Corp$37.73Mreported value-4.2K shares-0.5%BAThe Boeing Company$18.96Mreported value-1.85M shares-84.1%CSXCsx Corporation$12.47Mreported value-402.4K shares-57.5%CCitigroup Inc$3.10Mreported value-1.76M shares

Exited positions

VARIVarian Inc$35.88Mprior reported value-910.1K shares-100.0%HXLHexcel Corp /de/$810.0Kprior reported value-85.0K shares-100.0%