Greenhaven Associates as of Dec. 31, 2012
Portfolio Holdings for Greenhaven Associates
Greenhaven Associates holds 23 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lowe's Companies (LOW) | 17.9 | $428M | 12M | 35.52 | |
| FedEx Corporation (FDX) | 17.4 | $414M | 4.5M | 91.72 | |
| Air Products & Chemicals (APD) | 12.7 | $303M | 3.6M | 84.02 | |
| Baker Hughes Incorporated | 12.1 | $287M | 7.0M | 40.85 | |
| Devon Energy Corporation (DVN) | 9.9 | $236M | 4.5M | 52.04 | |
| EQT Corporation (EQT) | 7.7 | $184M | 3.1M | 58.98 | |
| Te Connectivity Ltd for (TEL) | 6.1 | $145M | 3.9M | 37.12 | |
| Boeing Company (BA) | 3.3 | $78M | 1.0M | 75.36 | |
| Home Depot (HD) | 2.3 | $56M | 897k | 61.85 | |
| PerkinElmer (RVTY) | 2.2 | $52M | 1.6M | 31.74 | |
| Praxair | 1.9 | $45M | 415k | 109.45 | |
| Southwest Airlines (LUV) | 1.6 | $38M | 3.7M | 10.24 | |
| Molex Incorporated | 1.5 | $36M | 1.3M | 27.33 | |
| Mohawk Industries (MHK) | 1.1 | $26M | 288k | 90.47 | |
| Lennox International (LII) | 0.9 | $22M | 412k | 52.52 | |
| Southwestern Energy Company (SWN) | 0.6 | $15M | 437k | 33.41 | |
| Rhj International | 0.4 | $9.8M | 1.9M | 5.26 | |
| Plains All American Pipeline (PAA) | 0.2 | $3.8M | 83k | 45.24 | |
| Molex Incorporated | 0.1 | $2.6M | 118k | 22.32 | |
| TD Ameritrade Holding | 0.0 | $848k | 50k | 16.81 | |
| American Independence | 0.0 | $1.0M | 201k | 5.00 | |
| Pall Corporation | 0.0 | $301k | 5.0k | 60.20 | |
| Karolinska Development | 0.0 | $24k | 10k | 2.40 |
