Greenhaven Associates 13F holdings, Q3 2000
Holdings as of September 30, 2000 · filings on SEC EDGAR · latest filing →
Greenhaven Associates disclosed 88 US equity positions worth $1.2bn in its Q3 2000 13F filing. The largest position was Centex Corp (CTX) at 7.9% of the reported book, followed by CIT Group (CIT) and GATX. Against the Q2 2000 filing, it opened 1 new position, added to 26 and reduced 14 among the top 50 holdings.
What did Greenhaven Associates own in Q3 2000? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2000 |
|---|---|---|---|---|---|---|---|
| 1 | Centex Corp (CTX) | 7.9% | $93.6m | 2,896,700 | 6% | added | |
| 2 | CIT Group (CIT) | 7.7% | $90.8m | 5,188,200 | 1% | added | |
| 3 | GATX GATX Corp (GMT) | Industrials | 7.5% | $88.5m | 2,106,050 | -0% | held |
| 4 | UNM UnumProvident Corp (UNM) | Financial Services | 6.6% | $78.0m | 2,894,800 | 2% | added |
| 5 | DE Deere & Company (DE) | Industrials | 6.1% | $71.7m | 2,200,400 | 33% | added |
| 6 | PHM Pulte Corp (PHM) | Consumer Cyclical | 5.6% | $66.2m | 2,002,500 | 3% | added |
| 7 | StanCorp Financial Group (SFG) | 5.3% | $63.1m | 1,479,100 | -3% | reduced | |
| 8 | R Ryder Systems Inc. (R) | Industrials | 4.9% | $58.3m | 3,366,300 | 1% | added |
| 9 | LEN Lennar Corporation (LEN) | Consumer Cyclical | 4.8% | $57.0m | 1,896,010 | -2% | reduced |
| 10 | Heller Financial (HF) | 4.4% | $51.6m | 1,799,500 | -0% | held | |
| 11 | MAN Manpower (MAN) | Industrials | 3.6% | $43.1m | 1,345,800 | -2% | reduced |
| 12 | SNA Snap-On (SNA) | Industrials | 2.4% | $28.1m | 1,217,900 | 4% | added |
| 13 | Abitibi-Consolidated (ABY) | 2.3% | $27.5m | 3,011,000 | 0% | held | |
| 14 | Gentiva Health Services (GTIV) | 2.2% | $26.0m | 2,039,994 | 0% | held | |
| 15 | GT Goodyear Tire Rubber (GT) | Consumer Cyclical | 2.2% | $25.8m | 1,421,000 | 3% | added |
| 16 | IP International Paper (IP) | Consumer Cyclical | 2.0% | $23.9m | 848,900 | 11% | added |
| 17 | Mack-Cali Realty Corp (CLI) | 1.9% | $21.9m | 787,400 | 28% | added | |
| 18 | Burlington Northern Santa Fe (BNI) | 1.7% | $19.5m | 930,300 | 17% | added | |
| 19 | Ryland Group (RYL) | 1.6% | $19.2m | 618,600 | 17% | added | |
| 20 | MEOH Methanex Corp (MEOH) | Basic Materials | 1.4% | $16.3m | 3,114,086 | -9% | reduced |
| 21 | UNP Union Pacific Corp (UNP) | Industrials | 1.2% | $14.7m | 382,400 | 4% | added |
| 22 | AA Alcoa Inc (AA) | Basic Materials | 1.2% | $13.8m | 558,878 | 24% | added |
| 23 | Moore Corp (MCL) | 1.1% | $13.2m | 4,480,000 | 1% | added | |
| 24 | Beazer Homes (BZH) | 1.0% | $12.1m | 448,937 | 1% | added | |
| 25 | CENX Century Aluminum (CENX) | Basic Materials | 1.0% | $12.1m | 967,800 | 5% | added |
| 26 | CAT Caterpillar Inc. (CAT) | Industrials | 1.0% | $11.9m | 383,200 | 238% | added |
| 27 | Kellwood Company (KWD) | 0.9% | $10.3m | 563,600 | 447% | added | |
| 28 | Cleveland Cliffs (CLF) | 0.6% | $7.5m | 333,200 | 1% | added | |
| 29 | Rollins Truck Leasing Corp (RLC) | 0.6% | $7.1m | 1,117,600 | – | new | |
| 30 | Chicago Bridge & Iron (CBI) | 0.5% | $6.4m | 449,200 | 0% | held | |
| 31 | DHI D R Horton Inc (DHI) | Consumer Cyclical | 0.5% | $5.7m | 335,502 | 9% | added |
| 32 | NAV Navistar International (NAV) | 0.5% | $5.4m | 171,000 | -17% | reduced | |
| 33 | WY Weyerhaeuser Co (WY) | Real Estate | 0.4% | $5.3m | 142,700 | -25% | reduced |
| 34 | Fleetwood Enterprises (FLE) | 0.4% | $4.9m | 366,300 | 0% | held | |
| 35 | IBM IBM (IBM) | Technology | 0.4% | $4.5m | 39,270 | -3% | reduced |
| 36 | Alcan Aluminum (AL) | 0.4% | $4.4m | 155,200 | 67% | added | |
| 37 | Morgan Stanley Asia Pac (APF) | 0.3% | $4.1m | 439,700 | 0% | held | |
| 38 | CNF Transportation Inc (CNF) | 0.3% | $3.8m | 172,500 | 47% | added | |
| 39 | HS Resources (HSE) | 0.3% | $3.6m | 105,100 | -3% | reduced | |
| 40 | HIG Hartford Financial (HIG) | Financial Services | 0.3% | $3.3m | 44,710 | -1% | reduced |
| 41 | Finlay Enterprises (FNLY) | 0.3% | $3.0m | 211,300 | 0% | held | |
| 42 | Astoria Financial Corp (ASFC) | 0.2% | $2.9m | 74,500 | 8% | added | |
| 43 | Fresh Del Monte (FDP) | 0.2% | $2.7m | 432,700 | 0% | held | |
| 44 | Associates First Capital (AFS) | 0.2% | $2.7m | 70,100 | -3% | reduced | |
| 45 | Texaco (TX) | 0.2% | $2.4m | 45,900 | -1% | reduced | |
| 46 | Phelps Dodge (PD) | 0.2% | $2.4m | 56,600 | 12% | added | |
| 47 | Genesis Energy LP (GEL) | 0.2% | $2.1m | 311,500 | -9% | reduced | |
| 48 | Chiquita Brands (CQB) | 0.2% | $2.0m | 656,000 | -1% | reduced | |
| 49 | General Motors (GM) | 0.2% | $2.0m | 30,400 | -69% | reduced | |
| 50 | Delta Air Lines (DAL) | 0.2% | $1.9m | 43,400 | 1% | added |
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.