Greenhaven Associates as of June 30, 2013
Portfolio Holdings for Greenhaven Associates
Greenhaven Associates holds 26 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lowe's Companies (LOW) | 12.9 | $485M | 12M | 40.90 | |
| FedEx Corporation (FDX) | 12.2 | $457M | 4.6M | 98.58 | |
| Baker Hughes Incorporated | 9.9 | $372M | 8.1M | 46.13 | |
| United Parcel Service (UPS) | 9.3 | $349M | 4.0M | 86.48 | |
| Air Products & Chemicals (APD) | 9.3 | $348M | 3.8M | 91.57 | |
| 3M Company (MMM) | 8.0 | $300M | 2.7M | 109.35 | |
| Whirlpool Corporation (WHR) | 6.8 | $254M | 2.2M | 114.36 | |
| Te Connectivity Ltd for | 5.8 | $217M | 4.8M | 45.54 | |
| Boeing Company (BA) | 5.5 | $208M | 2.0M | 102.44 | |
| Devon Energy Corporation (DVN) | 5.5 | $205M | 4.0M | 51.88 | |
| Agilent Technologies Inc C ommon (A) | 4.4 | $165M | 3.8M | 42.76 | |
| Southwest Airlines (LUV) | 3.8 | $142M | 11M | 12.89 | |
| Praxair | 2.2 | $81M | 704k | 115.16 | |
| PerkinElmer (RVTY) | 1.4 | $54M | 1.7M | 32.50 | |
| Molex Incorporated | 1.0 | $39M | 1.3M | 29.34 | |
| Avnet (AVT) | 0.4 | $16M | 485k | 33.60 | |
| Arrow Electronics (ARW) | 0.4 | $15M | 372k | 39.85 | |
| Mohawk Industries (MHK) | 0.4 | $14M | 127k | 112.49 | |
| Lennox International (LII) | 0.3 | $11M | 176k | 64.54 | |
| Rhj International | 0.2 | $8.7M | 1.9M | 4.70 | |
| Plains All American Pipeline (PAA) | 0.1 | $4.6M | 83k | 55.81 | |
| Molex Incorporated | 0.1 | $3.0M | 120k | 24.86 | |
| American Independence | 0.0 | $1.4M | 201k | 6.94 | |
| TD Ameritrade Holding | 0.0 | $399k | 16k | 24.28 | |
| Pall Corporation | 0.0 | $233k | 3.5k | 66.57 | |
| Union Pacific Corporation (UNP) | 0.0 | $154k | 1.0k | 154.00 |
