13F filing recap · Q4 2009

What did Greenhaven Associates buy in Q4 2009?

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

Stock value

$2.33B

Positions

Estimated turnover

16.8%

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

BDXBecton Dickinson & Co$39.81Mreported value+504.8K shares ADPAutomatic Data Processing Inc$7.43Mreported value+173.5K shares

Increased positions

FDXFedex Corporation$261.23Mreported value+3.4K shares+0.1%DVNDevon Energy Corp/de$239.01Mreported value+261.5K shares+8.7%UNPUnion Pacific Corp$192.11Mreported value+241.7K shares+8.7%WMBWilliams Companies, Inc.$184.19Mreported value+3.79M shares

Reduced positions

MMM3m Company$267.71Mreported value-16.1K shares-0.5%AAgilent Technologies, Inc.$232.67Mreported value-36.5K shares-0.5%HIGThe Hartford Insurance Group, Inc.$28.51Mreported value-1.02M shares-45.3%BRKRBruker Corporation$4.37Mreported value-687.0K shares

Exited positions

BNIBurlington Northern Santa Fe Corporation$62.96Mprior reported value-788.6K shares-100.0%BAThe Boeing Company$18.96Mprior reported value-350.1K shares-100.0%CSXCsx Corporation$12.47Mprior reported value-297.9K shares-100.0%HGTXUHugoton Royalty Trust$4.41Mprior reported value