Greenhaven Associates as of March 31, 2015
Portfolio Holdings for Greenhaven Associates
Greenhaven Associates holds 25 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lowe's Companies (LOW) | 14.4 | $803M | 11M | 74.39 | |
| FedEx Corporation (FDX) | 13.6 | $752M | 4.5M | 165.45 | |
| Goldman Sachs (GS) | 10.6 | $588M | 3.1M | 187.97 | |
| JPMorgan Chase & Co. (JPM) | 9.6 | $535M | 8.8M | 60.58 | |
| Whirlpool Corporation (WHR) | 9.0 | $501M | 2.5M | 202.06 | |
| United Parcel Service (UPS) | 8.7 | $484M | 5.0M | 96.94 | |
| Airbus Group Nv - Unsp (EADSY) | 7.0 | $391M | 24M | 16.21 | |
| Schlumberger (SLB) | 6.5 | $360M | 4.3M | 83.44 | |
| 3M Company (MMM) | 4.7 | $262M | 1.6M | 164.95 | |
| Citigroup (C) | 3.9 | $217M | 4.2M | 51.52 | |
| Airgas | 2.6 | $146M | 1.4M | 106.11 | |
| Owens Corning (OC) | 2.5 | $138M | 3.2M | 43.40 | |
| Praxair | 1.8 | $100M | 827k | 120.74 | |
| Masco Corporation (MAS) | 1.2 | $68M | 2.5M | 26.70 | |
| Wells Fargo & Company (WFC) | 1.2 | $67M | 1.2M | 54.40 | |
| D.R. Horton (DHI) | 1.2 | $64M | 2.3M | 28.48 | |
| Boeing Company (BA) | 0.9 | $50M | 336k | 150.08 | |
| Con-way | 0.2 | $11M | 246k | 44.13 | |
| USG Corporation | 0.2 | $8.9M | 333k | 26.70 | |
| Baker Hughes Incorporated | 0.1 | $5.4M | 84k | 63.57 | |
| American Independence | 0.0 | $1.0M | 99k | 10.21 | |
| Pall Corporation | 0.0 | $351k | 3.5k | 100.29 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $445k | 11k | 41.59 | |
| TD Ameritrade Holding | 0.0 | $259k | 6.9k | 37.32 | |
| Union Pacific Corporation (UNP) | 0.0 | $220k | 2.0k | 108.27 |
