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	Home > Reed Conner & Birdwell
	Changes: All | New | Increased | Decreased | Sold Out	Portfolio as of: Most recent 06/30/2010 03/31/2010 12/31/2009 09/30/2009 06/30/2009 03/31/2009 12/31/2008 09/30/2008 06/30/2008 03/31/2008 12/31/2007 09/30/2007 06/30/2007 03/31/2007 12/31/2006 09/30/2006 06/30/2006 03/31/2006 12/31/2005 09/30/2005 06/30/2005 03/31/2005 12/31/2004 09/30/2004 06/30/2004 03/31/2004 12/31/2003 09/30/2003 06/30/2003 03/31/2003 12/31/2002 09/30/2002 06/30/2002 03/31/2002 12/31/2001 09/30/2001 06/30/2001 03/31/2001 12/31/2000 09/30/2000 06/30/2000 03/31/2000 12/31/1999 09/30/1999 06/30/1999 03/31/1999
	Name Ticker Class Shares Change Value Change Date WILLIAMS SONOMA INC WSM Common 2,546,664 28,205 63,208,000 -3,002,000 06/30/2010 WHITE MOUNTAINS INSURANCE GROUP LTD WTM Common 170,512 -8,257 55,280,000 -8,183,000 06/30/2010 Tyco Electronics Ltd. TEL COM 1,715,012 -130,296 43,527,000 -7,182,000 06/30/2010 RALCORP HOLDINGS INC /MO RAH Common 788,497 10,097 43,210,000 -9,550,000 06/30/2010 BAXTER INTERNATIONAL INC BAX Common 1,015,807 754,793 41,282,000 26,091,000 06/30/2010 Covidien Ltd. COV COM 976,683 26,575 39,243,000 -8,528,000 06/30/2010 PIONEER NATURAL RESOURCES CO PXD Common 657,327 148,563 39,078,000 10,424,000 06/30/2010 LOWES COMPANIES INC LOW Common 1,903,923 -10,357 38,878,000 -7,524,000 06/30/2010 YAHOO INC YHOO Common 2,723,826 46,875 37,698,000 -6,552,000 06/30/2010 AES CORP AES Common 4,044,724 138,962 37,373,000 -5,590,000 06/30/2010 HALLIBURTON CO HAL Common 1,514,646 320,744 37,185,000 1,213,000 06/30/2010 J P MORGAN CHASE & CO JPM Common 1,011,272 -5,458 37,023,000 -8,476,000 06/30/2010 EQUIFAX INC EFX Common 1,311,961 24,711 36,814,000 -9,270,000 06/30/2010 KRAFT FOODS INC KFT Common 1,269,527 -206,987 35,547,000 -9,103,000 06/30/2010 Legacy Vulcan Corp. VMC Common 805,385 -5,485 35,300,000 -3,005,000 06/30/2010 3M CO MMM Common 431,846 -1,492 34,112,000 -2,102,000 06/30/2010 ITT CORP ITT Common 737,721 269,486 33,138,000 8,036,000 06/30/2010 TYCO INTERNATIONAL LTD /BER/ TYC COM 897,617 -23,286 31,623,000 -3,602,000 06/30/2010 Accenture plc ACN COM 766,972 355,720 29,643,000 12,391,000 06/30/2010 LIBERTY MEDIA CORP LINTA Common 2,596,376 1,339,280 27,262,000 8,028,000 06/30/2010 WAL MART STORES INC WMT Common 531,252 5,784 25,537,000 -3,679,000 06/30/2010 GOODRICH CORP GR Common 375,555 375,555 24,881,000 24,881,000 06/30/2010 LOEWS CORP LTR Common 696,722 22,648 23,208,000 -1,921,000 06/30/2010 YUM BRANDS INC YUM Common 574,086 -27,315 22,412,000 -640,000 06/30/2010 CENTRAL GARDEN & PET CO CENTA Common 2,320,301 311,862 20,813,000 2,416,000 06/30/2010 CHESAPEAKE ENERGY CORP CHK Common 985,365 106,677 20,643,000 -129,000 06/30/2010 PEPSICO INC PEP Common 337,141 6,231 20,549,000 -1,344,000 06/30/2010 CHIMERA INVESTMENT CORP CIM Common 5,385,607 582,517 19,442,000 758,000 06/30/2010 ALLEGHANY CORP /DE Y Common 61,086 -5,723 17,917,000 -1,511,000 06/30/2010 SPARTECH CORP SEH Common 1,702,441 -149,426 17,450,000 -4,217,000 06/30/2010 HSBC HOLDINGS PLC HBC Common 353,607 -1,261 16,121,000 -1,867,000 06/30/2010 TRIARC COMPANIES INC WEN Common 4,030,316 463,660 16,121,000 -1,712,000 06/30/2010 PARKER HANNIFIN CORP PH Common 290,064 -6,890 16,087,000 -3,138,000 06/30/2010 TELEFLEX INC TFX Common 251,407 155,606 13,646,000 7,508,000 06/30/2010 LIFELINE SYSTEMS CO LIFE COM 273,567 273,567 12,926,000 12,926,000 06/30/2010 << Prev     Next >>

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