-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, Rystju3ha23FHLd7c97UNWpHw8M+aSQ2LS4d3Gog5sDYq6vtY/7l4DW4dlO37vWl 0L8ArAQ8DeMusdkwI6SRfw== 0000891092-04-000085.txt : 20040108 0000891092-04-000085.hdr.sgml : 20040108 20040108155915 ACCESSION NUMBER: 0000891092-04-000085 CONFORMED SUBMISSION TYPE: SC 13G/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20040108 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: GREENHAVEN ASSOCIATES INC CENTRAL INDEX KEY: 0000846222 IRS NUMBER: 133436799 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G/A BUSINESS ADDRESS: STREET 1: THREE MANHATTANVILLE RD CITY: PURCHASE STATE: NY ZIP: 10577 MAIL ADDRESS: STREET 1: 3 MANHATTANVILLE RD CITY: PURCHASE STATE: NY ZIP: 10577 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: CAVCO INDUSTRIES INC CENTRAL INDEX KEY: 0000278166 STANDARD INDUSTRIAL CLASSIFICATION: MOBILE HOMES [2451] IRS NUMBER: 860214910 STATE OF INCORPORATION: DE FISCAL YEAR END: 0331 FILING VALUES: FORM TYPE: SC 13G/A SEC ACT: 1934 Act SEC FILE NUMBER: 005-39946 FILM NUMBER: 04515565 BUSINESS ADDRESS: STREET 1: 2728 N HARWOOD CITY: DALLAS STATE: TX ZIP: 75201-1516 BUSINESS PHONE: 2149815000 MAIL ADDRESS: STREET 1: 2728 N HARWOOD CITY: DALLAS STATE: AZ ZIP: 75201-1516 SC 13G/A 1 e16565sc13_ga.txt SCHEDULE 13G/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1 ) Cavco Industries, Inc. - -------------------------------------------------------------------------------- (Name of Issuer) $.01 Par Common Stock - -------------------------------------------------------------------------------- (Title of Class of Securities) 149568107 ----------------------- (CUSIP Number) Check the following box if a fee is being paid with this statement [ ]. (A fee is not required only if the filing person: (1) has a previous statement on file reporting beneficial ownership of more than five percent of the class of securities described in Item 1; and (2) has filed no amendment subsequent thereto reporting beneficial ownership of five percent or less of such class.) (See Rule 13d-7). * The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter disclosures provided in a prior cover page. The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). CUSIP NO 149568107 Page 2 of 4 Greenhaven Associates, Inc. Schedule 13G - -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSON S. S. OR I.R.S. IDENTIFICATION NO. OF ABOVE PERSON Greenhaven Associates, Inc. Tax ID #13-3436799 - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [ ] (b) [X] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Westchester County, New York, USA - -------------------------------------------------------------------------------- 5 SOLE VOTING POWER 42,625 Number of Shares ---------------------------------------------- Beneficially 6 SHARED VOTING POWER owned by Each 0 Reporting Person With ---------------------------------------------- 7 SOLE DISPOSITIVE POWER 42,625 ---------------------------------------------- 8 SHARED DISPOSITIVE POWER 150,990 - -------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 193,615 - -------------------------------------------------------------------------------- 10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] - -------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 6.15% - -------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON* 1A - -------------------------------------------------------------------------------- CUSIP NO 149568107 Page 3 of 4 Greenhaven Associates, Inc. Schedule 13G Item 1 (a) Cavco Industries, Inc. (b) 1001 North Central 8th Floor Phoenix, AZ 85004 Item 2 (a) Greenhaven Associates, Inc. (b) Three Manhattanville Road Purchase, New York 10577 (c) United States (d) Common Shares (e) CUSIP #149568107 Item 3 Investment Adviser registered under Section 203 of the Investment Advisers Act of 1940. Item 4 (a) 193,615 (b) 6.15% (c) (I) 42,625 (II) 0 (III) 42,625 (IV) 150,990 Item 5 NOT APPLICABLE Item 6 Greenhaven Associates, Inc. (Greenhaven) has investment discretion with respect to the securities to which this statement relates. Greenhaven has sole power to vote to the extent of 42,625 shares. Clients of Greenhaven are the direct owners of all other shares reported as beneficially owned. Such clients have the sole right to receive and the power to direct the receipt of dividends from, and the proceeds from the sale of such securities. No such client has an interest that relates to more than 5% of the shares. Item 7 NOT APPLICABLE Item 8 NOT APPLICABLE Item 9 NOT APPLICABLE CUSIP NO 149568107 Page 4 of 4 Greenhaven Associates, Inc. Schedule 13G By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired in the ordinary course of business and were not acquired for the purpose of and do not have the effect of changing or influencing the control of the issuer of such securities and were not acquired in connection with or as a participant in any transaction having such purposes or effect. SIGNATURE After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct. January 8, 2004 ------------------------------------------ (Date) Chris Wachenheim ------------------------------------------ (Signature) Chris Wachenheim, Executive Vice President ------------------------------------------ (Name/Title) -----END PRIVACY-ENHANCED MESSAGE-----