Greenhaven Associates as of March 31, 2014
Portfolio Holdings for Greenhaven Associates
Greenhaven Associates holds 24 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Baker Hughes Incorporated | 12.6 | $611M | 9.4M | 65.02 | |
| FedEx Corporation (FDX) | 12.3 | $599M | 4.5M | 132.56 | |
| Lowe's Companies (LOW) | 11.3 | $550M | 11M | 48.90 | |
| United Parcel Service (UPS) | 9.3 | $455M | 4.7M | 97.38 | |
| 3M Company (MMM) | 7.4 | $361M | 2.7M | 135.66 | |
| Whirlpool Corporation (WHR) | 7.3 | $354M | 2.4M | 149.46 | |
| Schlumberger (SLB) | 7.1 | $348M | 3.6M | 97.50 | |
| Air Products & Chemicals (APD) | 6.7 | $326M | 2.7M | 119.04 | |
| Southwest Airlines (LUV) | 5.4 | $265M | 11M | 23.61 | |
| Devon Energy Corporation (DVN) | 4.2 | $202M | 3.0M | 66.93 | |
| Te Connectivity Ltd for (TEL) | 3.5 | $170M | 2.8M | 60.21 | |
| Boeing Company (BA) | 3.1 | $150M | 1.2M | 125.49 | |
| Superior Energy Services | 2.8 | $138M | 4.5M | 30.76 | |
| Agilent Technologies Inc C ommon (A) | 1.6 | $77M | 1.4M | 55.92 | |
| Praxair | 1.6 | $75M | 576k | 130.97 | |
| Microsoft Corporation (MSFT) | 1.5 | $71M | 1.7M | 40.99 | |
| Owens Corning (OC) | 1.0 | $50M | 1.2M | 43.17 | |
| Avnet (AVT) | 0.6 | $30M | 651k | 46.53 | |
| Arrow Electronics (ARW) | 0.5 | $25M | 425k | 59.36 | |
| Rhj International | 0.2 | $9.3M | 1.9M | 5.01 | |
| Wells Fargo & Company (WFC) | 0.1 | $4.6M | 92k | 49.74 | |
| American Independence | 0.0 | $1.1M | 103k | 10.80 | |
| Pall Corporation | 0.0 | $313k | 3.5k | 89.43 | |
| TD Ameritrade Holding | 0.0 | $236k | 6.9k | 34.01 |
