Greenhaven Associates as of March 31, 2013
Portfolio Holdings for Greenhaven Associates
Greenhaven Associates holds 21 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lowe's Companies (LOW) | 17.5 | $455M | 12M | 37.92 | |
| FedEx Corporation (FDX) | 17.5 | $453M | 4.6M | 98.27 | |
| Baker Hughes Incorporated | 14.1 | $365M | 7.9M | 46.39 | |
| Air Products & Chemicals (APD) | 12.7 | $329M | 3.8M | 87.11 | |
| Devon Energy Corporation (DVN) | 8.7 | $227M | 4.0M | 56.42 | |
| Te Connectivity Ltd for (TEL) | 7.4 | $192M | 4.6M | 41.92 | |
| Boeing Company (BA) | 6.9 | $178M | 2.1M | 85.83 | |
| Southwest Airlines (LUV) | 4.8 | $124M | 9.2M | 13.47 | |
| PerkinElmer (RVTY) | 2.1 | $56M | 1.6M | 33.64 | |
| Home Depot (HD) | 2.1 | $55M | 792k | 69.78 | |
| Praxair | 1.8 | $46M | 415k | 111.56 | |
| Molex Incorporated | 1.5 | $39M | 1.3M | 29.28 | |
| Mohawk Industries (MHK) | 1.2 | $30M | 269k | 113.13 | |
| Lennox International (LII) | 1.0 | $26M | 406k | 63.47 | |
| Rhj International | 0.3 | $8.8M | 1.9M | 4.74 | |
| Plains All American Pipeline (PAA) | 0.2 | $4.7M | 83k | 56.43 | |
| Molex Incorporated | 0.1 | $2.8M | 118k | 24.12 | |
| American Independence | 0.1 | $1.4M | 201k | 7.01 | |
| EQT Corporation (EQT) | 0.0 | $651k | 9.6k | 67.71 | |
| TD Ameritrade Holding | 0.0 | $344k | 17k | 20.65 | |
| Pall Corporation | 0.0 | $342k | 5.0k | 68.40 |
