Greenhaven Associates

Q2 2013 13F · by Edgar Wachenheim, founder

Picture99.8% US stock

Full picture · of what this 13F reports is US stock

First filing on record. Nothing to compare against.

Concentrated · behaves like 12 equal-sized positions

Turnover · first filing on record


LOWLowe's Companies Inc.	12.94%	11,862,596	$485M	held	—	new
FDXFedEx Corporation	12.18%	4,632,225	$457M	held	—	new
unresolvedBaker Hughes Inc.	9.92%	8,065,938	$372M	held	—	new
UPSUnited Parcel Service, Inc. Class B	9.31%	4,035,310	$349M	held	—	new
APDAir Products & Chemicals, Inc.	9.27%	3,794,476	$347M	held	—	new
MMM3M Company	8.01%	2,746,329	$300M	held	—	new
WHRWhirlpool Corp.	6.77%	2,220,716	$254M	held	—	new
0VQJLTe Connectivity Ltd	5.78%	4,756,603	$217M	held	—	new
BABoeing Company	5.55%	2,031,493	$208M	held	—	new
DVNDevon Energy Corporation	5.48%	3,958,943	$205M	held	—	new
AAgilent Technologies Inc.	4.39%	3,846,539	$164M	held	—	new
LUVSouthwest Airlines Co.	3.78%	11,006,254	$142M	held	—	new
PXGBXPraxair Inc	2.16%	703,910	$81M	held	—	new
RVTYRevvity, Inc.	1.44%	1,656,780	$54M	held	—	new
unresolvedMolex Inc	1.03%	1,316,315	$39M	held	—	new
AVTAvnet, Inc.	0.43%	484,640	$16M	held	—	new
ARWArrow Electronics, Inc.	0.40%	372,330	$15M	held	—	new
MHKMohawk Industries, Inc.	0.38%	127,290	$14M	held	—	new
LIILennox International Inc.	0.30%	176,350	$11M	held	—	new
unresolvedRHJ International (RHJI)	0.23%	1,856,194	$9M	held	—	new
PAAPlains All American Pipeline, L.P. Common Units representing Limited Partner Interests	0.12%	83,000	$5M	held	—	new
unresolvedMolex Inc	0.08%	119,704	$3M	held	—	new
unresolvedAmerican Independence Corp	0.04%	200,639	$1M	held	—	new
unresolvedPall Corp	0.01%	3,500	$233,000	held	—	new
AMTTd Ameritrade Holding Corp	0.01%	16,430	$399,000	held	—	new
UNPUnion Pacific Corp.	0.00%	1,000	$154,000	held	—	new