Greenhaven Associates 13F holdings, Q4 2000
Holdings as of December 31, 2000 · filings on SEC EDGAR · latest filing →
Greenhaven Associates disclosed 91 US equity positions worth $1.3bn in its Q4 2000 13F filing. The largest position was DE at 8.8% of the reported book, followed by CIT Group (CIT) and Centex Corp (CTX). Against the Q3 2000 filing, it opened 2 new positions, added to 19 and reduced 21 among the top 50 holdings.
What did Greenhaven Associates own in Q4 2000? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2000 |
|---|---|---|---|---|---|---|---|
| 1 | DE Deere & Company (DE) | Industrials | 8.8% | $118.1m | 2,635,300 | 20% | added |
| 2 | CIT Group (CIT) | 8.0% | $106.6m | 5,486,500 | 6% | added | |
| 3 | Centex Corp (CTX) | 7.9% | $106.1m | 2,972,200 | 3% | added | |
| 4 | PHM Pulte Corp (PHM) | Consumer Cyclical | 5.7% | $76.7m | 1,903,500 | -5% | reduced |
| 5 | UNM UnumProvident Corp (UNM) | Financial Services | 5.1% | $68.9m | 2,716,900 | -6% | reduced |
| 6 | LEN Lennar Corporation (LEN) | Consumer Cyclical | 4.8% | $63.6m | 1,811,050 | -4% | reduced |
| 7 | GATX GATX Corp (GMT) | Industrials | 4.6% | $61.7m | 1,268,650 | -40% | reduced |
| 8 | StanCorp Financial Group (SFG) | 4.6% | $61.2m | 1,330,600 | -10% | reduced | |
| 9 | AA Alcoa Inc (AA) | Basic Materials | 4.4% | $58.8m | 1,823,068 | 226% | added |
| 10 | R Ryder Systems Inc. (R) | Industrials | 4.2% | $56.2m | 3,470,400 | 3% | added |
| 11 | Heller Financial (HF) | 4.0% | $54.1m | 1,780,000 | -1% | reduced | |
| 12 | MAN Manpower (MAN) | Industrials | 3.8% | $50.2m | 1,394,700 | 4% | added |
| 13 | Burlington Northern Santa Fe (BNI) | 2.6% | $35.5m | 1,239,300 | 33% | added | |
| 14 | SNA Snap-On (SNA) | Industrials | 2.6% | $34.4m | 1,256,700 | 3% | added |
| 15 | GT Goodyear Tire Rubber (GT) | Consumer Cyclical | 2.4% | $32.2m | 1,415,700 | -0% | held |
| 16 | Gentiva Health Services (GTIV) | 2.0% | $27.2m | 2,063,744 | 1% | added | |
| 17 | Abitibi-Consolidated (ABY) | 2.0% | $26.5m | 2,987,500 | -1% | reduced | |
| 18 | MEOH Methanex Corp (MEOH) | Basic Materials | 1.8% | $24.1m | 3,894,700 | 25% | added |
| 19 | CAT Caterpillar Inc. (CAT) | Industrials | 1.8% | $23.5m | 507,800 | 33% | added |
| 20 | Ryland Group (RYL) | 1.8% | $23.5m | 615,500 | -1% | reduced | |
| 21 | Mack-Cali Realty Corp (CLI) | 1.7% | $22.7m | 825,600 | 5% | added | |
| 22 | UNP Union Pacific Corp (UNP) | Industrials | 1.4% | $18.9m | 372,400 | -3% | reduced |
| 23 | Beazer Homes (BZH) | 1.2% | $15.7m | 437,437 | -3% | reduced | |
| 24 | Moore Corp (MCL) | 1.0% | $14.0m | 4,385,000 | -2% | reduced | |
| 25 | Kellwood Company (KWD) | 1.0% | $12.9m | 608,800 | 8% | added | |
| 26 | Rollins Truck Leasing Corp (RLC) | 0.8% | $11.0m | 1,397,100 | 25% | added | |
| 27 | CENX Century Aluminum (CENX) | Basic Materials | 0.8% | $10.4m | 967,800 | 0% | held |
| 28 | Alcan Aluminum (AL) | 0.7% | $9.0m | 269,500 | 74% | added | |
| 29 | DHI D R Horton Inc (DHI) | Consumer Cyclical | 0.6% | $8.5m | 335,502 | 0% | held |
| 30 | WY Weyerhaeuser Co (WY) | Real Estate | 0.6% | $8.1m | 161,900 | 13% | added |
| 31 | Chicago Bridge & Iron (CBI) | 0.6% | $7.5m | 419,600 | -7% | reduced | |
| 32 | Cleveland Cliffs (CLF) | 0.5% | $7.1m | 323,000 | -3% | reduced | |
| 33 | Citigroup [C] | 0.4% | $5.0m | 98,017 | 40% | added | |
| 34 | Modis Professional Services (MPS) | 0.3% | $4.4m | 1,118,600 | – | new | |
| 35 | HS Resources (HSE) | 0.3% | $4.4m | 103,500 | -2% | reduced | |
| 36 | Astoria Financial Corp (ASFC) | 0.3% | $3.9m | 74,500 | 0% | held | |
| 37 | Morgan Stanley Asia Pac (APF) | 0.3% | $3.8m | 439,700 | 0% | held | |
| 38 | Fleetwood Enterprises (FLE) | 0.3% | $3.6m | 343,800 | -6% | reduced | |
| 39 | IBM IBM (IBM) | Technology | 0.2% | $3.3m | 39,070 | -1% | reduced |
| 40 | NAV Navistar International (NAV) | 0.2% | $3.1m | 116,650 | -32% | reduced | |
| 41 | HIG Hartford Financial (HIG) | Financial Services | 0.2% | $3.0m | 44,210 | -1% | reduced |
| 42 | Phelps Dodge (PD) | 0.2% | $2.9m | 55,600 | -2% | reduced | |
| 43 | Texaco (TX) | 0.2% | $2.9m | 45,900 | 0% | held | |
| 44 | Finlay Enterprises (FNLY) | 0.2% | $2.7m | 210,500 | -0% | held | |
| 45 | AMR Corporation (AMR) | 0.2% | $2.6m | 66,600 | 36% | added | |
| 46 | Fresh Del Monte (FDP) | 0.2% | $2.1m | 433,200 | 0% | held | |
| 47 | Delta Air Lines (DAL) | 0.2% | $2.1m | 41,800 | -4% | reduced | |
| 48 | Health Net Inc | 0.1% | $1.9m | 74,700 | – | new | |
| 49 | Sabre Holdings Corp (TSG) | 0.1% | $1.8m | 45,413 | 14% | added | |
| 50 | Agribrands Intl (AGX) | 0.1% | $1.7m | 32,500 | -10% | reduced |
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.