Greenhaven Associates as of Dec. 31, 2014
Portfolio Holdings for Greenhaven Associates
Greenhaven Associates holds 27 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| FedEx Corporation (FDX) | 14.2 | $791M | 4.6M | 173.66 | |
| Lowe's Companies (LOW) | 13.9 | $774M | 11M | 68.80 | |
| United Parcel Service (UPS) | 10.4 | $576M | 5.2M | 111.17 | |
| Goldman Sachs (GS) | 9.8 | $547M | 2.8M | 193.83 | |
| Whirlpool Corporation (WHR) | 8.6 | $477M | 2.5M | 193.74 | |
| JPMorgan Chase & Co. (JPM) | 8.4 | $465M | 7.4M | 62.58 | |
| 3M Company (MMM) | 6.6 | $364M | 2.2M | 164.32 | |
| Schlumberger (SLB) | 6.4 | $357M | 4.2M | 85.41 | |
| Citigroup (C) | 4.0 | $222M | 4.1M | 54.11 | |
| Praxair | 3.1 | $174M | 1.3M | 129.56 | |
| Boeing Company (BA) | 3.0 | $169M | 1.3M | 129.98 | |
| Devon Energy Corporation (DVN) | 2.6 | $142M | 2.3M | 61.21 | |
| Airgas | 2.5 | $138M | 1.2M | 115.18 | |
| Owens Corning (OC) | 1.9 | $107M | 3.0M | 35.81 | |
| Superior Energy Services | 1.6 | $91M | 4.5M | 20.15 | |
| Masco Corporation (MAS) | 1.1 | $61M | 2.4M | 25.20 | |
| D.R. Horton (DHI) | 0.9 | $51M | 2.0M | 25.29 | |
| Wells Fargo & Company (WFC) | 0.5 | $25M | 456k | 54.82 | |
| USG Corporation | 0.2 | $11M | 403k | 27.99 | |
| Baker Hughes Incorporated | 0.2 | $9.6M | 171k | 56.07 | |
| American Independence | 0.0 | $1.0M | 100k | 10.26 | |
| Microsoft Corporation (MSFT) | 0.0 | $333k | 7.2k | 46.44 | |
| Pall Corporation | 0.0 | $354k | 3.5k | 101.14 | |
| Air Products & Chemicals (APD) | 0.0 | $405k | 2.8k | 144.13 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $437k | 11k | 40.84 | |
| TD Ameritrade Holding | 0.0 | $248k | 6.9k | 35.73 | |
| Union Pacific Corporation (UNP) | 0.0 | $242k | 2.0k | 119.09 |
