Edgar Wachenheim III - Greenhaven Associates 13F Activity & Position Changes (Q1 2015)

According to the SEC 13F filed on Jul 28, 2026, the Greenhaven Associates portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2015. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q1 2015, the filing reported:

New Buys - Airbus SE

Increases - Citigroup, Inc., D.R. Horton, Inc., Goldman Sachs Group, Inc. (The), JP Morgan Chase & Co., Masco Corporation, and 4 more

Reductions - Boeing Company (The), FedEx Corporation, Lowe's Companies, Inc., 3M Company, United Parcel Service, Inc.

Complete Exits - Air Products and Chemicals, Inc, Devon Energy Corporation, Microsoft Corporation

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2015	APD Air Products and Chemicals, Inc	Air Products and Chemicals, Inc	Sell - Position Exit	-2,810	-100.0%	$0.00	-
Q1 2015	BA Boeing Company (The)	Boeing Company (The)	Sell	-961,251	-74.1%	$50.39K	335,780
Q1 2015	C Citigroup, Inc.	Citigroup, Inc.	Buy	+102,685	+2.5%	$217.07K	4,213,334
Q1 2015	DHI D.R. Horton, Inc.	D.R. Horton, Inc.	Buy	+228,000	+11.2%	$64.43K	2,262,200
Q1 2015	DVN Devon Energy Corporation	Devon Energy Corporation	Sell - Position Exit	-2,325,448	-100.0%	$0.00	-
Q1 2015	EADSY Airbus SE	Airbus SE	Buy - Position Entry	+24,147,380	-	$391.43K	24,147,380
Q1 2015	FDX FedEx Corporation	FedEx Corporation	Sell	-7,730	-0.2%	$752.24K	4,546,599
Q1 2015	GS Goldman Sachs Group, Inc. (The)	Goldman Sachs Group, Inc. (The)	Buy	+305,797	+10.8%	$588.11K	3,128,715
Q1 2015	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Buy	+1,403,155	+18.9%	$534.74K	8,826,930
Q1 2015	LOW Lowe's Companies, Inc.	Lowe's Companies, Inc.	Sell	-463,834	-4.1%	$802.50K	10,787,799
Q1 2015	MAS Masco Corporation	Masco Corporation	Buy	+142,600	+5.9%	$68.05K	2,548,800
Q1 2015	MMM 3M Company	3M Company	Sell	-627,750	-28.3%	$262.07K	1,588,804
Q1 2015	MSFT Microsoft Corporation	Microsoft Corporation	Sell - Position Exit	-7,170	-100.0%	$0.00	-
Q1 2015	OC Owens Corning Inc	Owens Corning Inc	Buy	+174,975	+5.8%	$137.67K	3,172,189
Q1 2015	SLB Schlumberger N.V.	Schlumberger N.V.	Buy	+137,090	+3.3%	$360.13K	4,316,083
Q1 2015	UPS United Parcel Service, Inc.	United Parcel Service, Inc.	Sell	-196,015	-3.8%	$483.46K	4,987,216
Q1 2015	WFC Wells Fargo & Company	Wells Fargo & Company	Buy	+773,700	+169.9%	$66.87K	1,229,200
Q1 2015	WHR Whirlpool Corporation	Whirlpool Corporation	Buy	+13,720	+0.6%	$500.65K	2,477,714