Greenhaven Associates as of March 31, 2012
Portfolio Holdings for Greenhaven Associates
Greenhaven Associates holds 17 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Devon Energy Corporation (DVN) | 20.8 | $337M | 4.7M | 71.12 | |
| Air Products & Chemicals (APD) | 19.7 | $318M | 3.5M | 91.80 | |
| Baker Hughes Incorporated | 13.5 | $219M | 5.2M | 41.94 | |
| EQT Corporation (EQT) | 9.6 | $155M | 3.2M | 48.21 | |
| Te Connectivity Ltd for | 8.7 | $140M | 3.8M | 36.75 | |
| Rockwell Collins | 6.9 | $112M | 1.9M | 57.56 | |
| Home Depot (HD) | 6.4 | $104M | 2.1M | 50.31 | |
| Praxair | 3.7 | $60M | 523k | 114.64 | |
| Southwestern Energy Company | 3.2 | $53M | 1.7M | 30.60 | |
| PerkinElmer (RVTY) | 2.9 | $47M | 1.7M | 27.66 | |
| Molex Incorporated | 2.5 | $40M | 1.4M | 28.12 | |
| Lennox International (LII) | 1.0 | $17M | 414k | 40.30 | |
| Mohawk Industries (MHK) | 0.6 | $9.7M | 146k | 66.51 | |
| Plains All American Pipeline (PAA) | 0.2 | $3.3M | 42k | 78.44 | |
| Molex Incorporated | 0.2 | $2.9M | 125k | 23.45 | |
| American Independence | 0.1 | $887k | 201k | 4.42 | |
| Pall Corporation | 0.0 | $358k | 6.0k | 59.67 |
