13F filing recap · Q2 2010

What did Greenhaven Associates buy in Q2 2010?

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

Stock value

$2.27B

Positions

Estimated turnover

6.3%

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

MOLXMolex Inc.$20.36Mreported value+1.12M shares MOLXAMolex Inc.$844.0Kreported value+54.6K shares

Increased positions

MMM3m Company$259.57Mreported value+10.4K shares+0.3%DVNDevon Energy Corp/de$254.07Mreported value+178.9K shares+4.5%FDXFedex Corporation$228.31Mreported value+89.3K shares+2.8%BDXBecton Dickinson & Co$166.37Mreported value+688.7K shares

Reduced positions

UNPUnion Pacific Corp$205.09Mreported value-51.9K shares-1.7%AAgilent Technologies, Inc.$147.21Mreported value-1.2K shares-0.0%WMBWilliams Companies, Inc.$141.51Mreported value-463.3K shares-5.6%BKRBaker Hughes Co$111.51Mreported value-2.0K shares

Exited positions

HIGThe Hartford Insurance Group, Inc.$17.04Mprior reported value-599.7K shares-100.0%