Greenhaven Associates as of Dec. 31, 2013
Portfolio Holdings for Greenhaven Associates
Greenhaven Associates holds 24 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| FedEx Corporation (FDX) | 13.5 | $644M | 4.5M | 143.77 | |
| Lowe's Companies (LOW) | 11.6 | $553M | 11M | 49.55 | |
| Baker Hughes Incorporated | 10.7 | $509M | 9.2M | 55.26 | |
| United Parcel Service (UPS) | 9.4 | $449M | 4.3M | 105.08 | |
| Air Products & Chemicals (APD) | 8.7 | $415M | 3.7M | 111.78 | |
| 3M Company (MMM) | 7.5 | $360M | 2.6M | 140.25 | |
| Whirlpool Corporation (WHR) | 7.5 | $360M | 2.3M | 156.86 | |
| Te Connectivity Ltd for | 5.6 | $266M | 4.8M | 55.11 | |
| Southwest Airlines (LUV) | 4.5 | $214M | 11M | 18.84 | |
| Boeing Company (BA) | 4.4 | $211M | 1.5M | 136.49 | |
| Agilent Technologies Inc C ommon (A) | 4.4 | $211M | 3.7M | 57.19 | |
| Devon Energy Corporation (DVN) | 4.0 | $189M | 3.0M | 61.87 | |
| Superior Energy Services | 2.0 | $98M | 3.7M | 26.61 | |
| Microsoft Corporation (MSFT) | 1.6 | $74M | 2.0M | 37.41 | |
| Praxair | 1.5 | $74M | 566k | 130.03 | |
| PerkinElmer (RVTY) | 1.0 | $50M | 1.2M | 41.23 | |
| Owens Corning (OC) | 0.7 | $32M | 796k | 40.72 | |
| Avnet (AVT) | 0.6 | $28M | 640k | 44.11 | |
| Arrow Electronics (ARW) | 0.5 | $24M | 436k | 54.25 | |
| Rhj International | 0.2 | $9.4M | 1.9M | 5.08 | |
| Plains All American Pipeline (PAA) | 0.1 | $4.3M | 83k | 51.77 | |
| American Independence | 0.0 | $1.2M | 103k | 12.02 | |
| TD Ameritrade Holding | 0.0 | $500k | 16k | 30.62 | |
| Pall Corporation | 0.0 | $299k | 3.5k | 85.43 |
