Greenhaven Associates as of Sept. 30, 2013
Portfolio Holdings for Greenhaven Associates
Greenhaven Associates holds 23 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lowe's Companies (LOW) | 12.9 | $549M | 12M | 47.61 | |
| FedEx Corporation (FDX) | 12.1 | $515M | 4.5M | 114.11 | |
| Baker Hughes | 10.3 | $440M | 9.0M | 49.10 | |
| Air Prod & Chem | 9.3 | $396M | 3.7M | 106.57 | |
| United Parcel Service (UPS) | 8.5 | $364M | 4.0M | 91.37 | |
| Whirlpool Corporation (WHR) | 7.6 | $324M | 2.2M | 146.44 | |
| 3M Company (MMM) | 7.4 | $313M | 2.6M | 119.41 | |
| Devon Energy Corporation (DVN) | 6.0 | $253M | 4.4M | 57.76 | |
| Te Connectivity Ltd for (TEL) | 5.7 | $244M | 4.7M | 51.78 | |
| Boeing | 4.9 | $208M | 1.8M | 117.50 | |
| Agilent Technologies Inc C ommon (A) | 4.6 | $195M | 3.8M | 51.25 | |
| Southwest Airlines (LUV) | 3.9 | $166M | 11M | 14.56 | |
| Praxair | 1.6 | $70M | 579k | 120.21 | |
| Microsoft Corporation (MSFT) | 1.5 | $63M | 1.9M | 33.28 | |
| Superior Energy Services | 1.2 | $50M | 2.0M | 25.04 | |
| PerkinElmer (RVTY) | 1.1 | $46M | 1.2M | 37.75 | |
| Avnet | 0.6 | $26M | 630k | 41.71 | |
| Arrow Elec | 0.5 | $21M | 442k | 48.53 | |
| Rhj International | 0.2 | $7.2M | 1.9M | 3.87 | |
| Plains All American Pipeline (PAA) | 0.1 | $4.4M | 83k | 52.66 | |
| American Independence | 0.1 | $2.0M | 201k | 9.97 | |
| TD Ameritrade Holding | 0.0 | $428k | 16k | 26.21 | |
| Pall Corporation | 0.0 | $270k | 3.5k | 77.14 |
