Greenhaven Associates 13F holdings, Q1 1999
Holdings as of March 31, 1999 · filings on SEC EDGAR · latest filing →
Greenhaven Associates disclosed 100 US equity positions worth $842.3m in its Q1 1999 13F filing. The largest position was AA at 11.0% of the reported book, followed by General Motors Corp and GATX.
What did Greenhaven Associates own in Q1 1999? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | AA Aluminum Company of America | Basic Materials | 11.0% | $92.6m | 2,248,670 | – | |
| 2 | General Motors Corp | 9.5% | $79.9m | 918,150 | – | ||
| 3 | GATX GATX Corp | Industrials | 7.8% | $65.3m | 1,983,750 | – | |
| 4 | Reynolds Metals | 6.8% | $57.5m | 1,189,500 | – | ||
| 5 | DE Deere & Co | Industrials | 6.5% | $54.7m | 1,415,200 | – | |
| 6 | TIG Holdings Inc | 5.5% | $46.2m | 2,833,500 | – | ||
| 7 | Moore Corp Ltd | 3.5% | $29.4m | 2,979,700 | – | ||
| 8 | SNA Snap-On Inc | Industrials | 3.5% | $29.3m | 1,009,200 | – | |
| 9 | U.S. Home Corp | 3.4% | $28.4m | 871,650 | – | ||
| 10 | MAN Manpower Inc | Industrials | 3.0% | $25.6m | 1,093,500 | – | |
| 11 | Abitibi-Consolidated | 3.0% | $25.0m | 2,835,000 | – | ||
| 12 | St. Laurent Paperboard | 2.5% | $21.4m | 1,617,700 | – | ||
| 13 | Case Corporation | 2.4% | $20.0m | 788,700 | – | ||
| 14 | CIT Group | 2.1% | $17.9m | 585,400 | – | ||
| 15 | Gulf Canada Resources | 2.1% | $17.4m | 6,463,700 | – | ||
| 16 | Varian Associates Inc | 1.9% | $16.2m | 419,000 | – | ||
| 17 | Corp | 1.8% | $15.3m | 1,614,800 | – | ||
| 18 | GT Goodyear Tire & Rubber Co | Consumer Cyclical | 1.7% | $14.2m | 284,300 | – | |
| 19 | Cleveland Cliffs | 1.3% | $11.3m | 331,100 | – | ||
| 20 | MEOH Methanex Corp | Basic Materials | 1.1% | $9.2m | 2,834,000 | – | |
| 21 | California Microwave | 1.0% | $8.8m | 784,400 | – | ||
| 22 | Fresh Del Monte | 0.8% | $7.1m | 383,700 | – | ||
| 23 | Chiquita Brands | 0.8% | $6.8m | 664,500 | – | ||
| 24 | Beazer Homes | 0.8% | $6.5m | 309,800 | – | ||
| 25 | Mack-Cali Realty | 0.8% | $6.4m | 219,200 | – | ||
| 26 | Stolt-Nielsen S.A | 0.7% | $6.1m | 564,700 | – | ||
| 27 | Ryland Group Inc | 0.7% | $6.0m | 237,550 | – | ||
| 28 | IBM Machines | Technology | 0.7% | $5.5m | 30,900 | – | |
| 29 | CENX Century Aluminum | Basic Materials | 0.6% | $4.8m | 850,100 | – | |
| 30 | Ford Motor Co | 0.6% | $4.8m | 84,250 | – | ||
| 31 | CAT Caterpillar Inc | Industrials | 0.6% | $4.7m | 101,400 | – | |
| 32 | The Limited | 0.5% | $4.2m | 106,400 | – | ||
| 33 | Pennsylvania Real Estate | 0.5% | $4.1m | 218,100 | – | ||
| 34 | MediaOne Group | 0.5% | $4.0m | 62,600 | – | ||
| 35 | Asia Pacific Morgan Stanley | 0.5% | $3.9m | 492,200 | – | ||
| 36 | IFF Intl Flavors & Fragrances | Basic Materials | 0.4% | $3.7m | 97,900 | – | |
| 37 | Varian Medical Systems Inc | 0.4% | $3.5m | 201,500 | – | ||
| 38 | Hartford Financial Services | 0.4% | $3.2m | 55,710 | – | ||
| 39 | Union Pacific Resources | 0.4% | $3.1m | 258,000 | – | ||
| 40 | Texaco Inc | 0.3% | $2.8m | 49,800 | – | ||
| 41 | Finlay Enterprises Inc | 0.3% | $2.6m | 242,500 | – | ||
| 42 | DGX Quest Diagnostics | Healthcare | 0.3% | $2.6m | 117,300 | – | |
| 43 | York International | 0.3% | $2.6m | 73,900 | – | ||
| 44 | Agribrands International | 0.3% | $2.6m | 79,300 | – | ||
| 45 | BWA Borg-Warner Auto | Consumer Cyclical | 0.3% | $2.6m | 53,800 | – | |
| 46 | International Inc | 0.3% | $2.4m | 99,300 | – | ||
| 47 | HRB H&R Block | Consumer Cyclical | 0.3% | $2.3m | 48,200 | – | |
| 48 | NAV Navistar International Corp | 0.3% | $2.2m | 55,200 | – | ||
| 49 | Stolt-Nielsen S.A | 0.3% | $2.2m | 181,700 | – | ||
| 50 | Allmerica Financial Corp | 0.3% | $2.2m | 40,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.