13F filing recap · Q4 2011

What did Greenhaven Associates buy in Q4 2011?

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

Stock value

$2.99B

Positions

Estimated turnover

30.5%

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

LIILennox International Inc$13.39Mreported value+396.8K shares MHKMohawk Industries, Inc.$8.92Mreported value+149.1K shares AMICAmerican Independence Corp$582.0Kreported value+150.3K shares

Increased positions

FDXFedex Corporation$369.44Mreported value+40.8K shares+0.9%LOWLowe’s Companies, Inc.$307.57Mreported value+1.03M shares+9.3%APDAir Products and Chemicals, Inc.$294.70Mreported value+22.3K shares+0.6%DVNDevon Energy Corp/de$293.14Mreported value+688.5K shares

Reduced positions

MMM3m Company$295.50Mreported value-99.5K shares-2.7%EQTEqt Corporation$173.07Mreported value-49.2K shares-1.5%TELTe Connectivity Plc$115.34Mreported value-22.5K shares-0.6%PXPraxair, Inc.$62.31Mreported value-123.7K shares