Edgar Wachenheim III - Greenhaven Associates 13F Activity & Position Changes (Q2 2013)

According to the SEC 13F filed on Jul 28, 2026, the Greenhaven Associates portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2013. 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 Q2 2013, the filing reported:

New Buys - Agilent Technologies, Inc., Air Products and Chemicals, Inc, Arrow Electronics, Inc., Avnet, Inc., Boeing Company (The), and 12 more

Increases - None reported

Reductions - None reported

Complete Exits - None reported

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
Q2 2013	A Agilent Technologies, Inc.	Agilent Technologies, Inc.	Buy - Position Entry	+3,846,539	-	$164.48K	3,846,539
Q2 2013	APD Air Products and Chemicals, Inc	Air Products and Chemicals, Inc	Buy - Position Entry	+3,794,476	-	$347.46K	3,794,476
Q2 2013	ARW Arrow Electronics, Inc.	Arrow Electronics, Inc.	Buy - Position Entry	+372,330	-	$14.84K	372,330
Q2 2013	AVT Avnet, Inc.	Avnet, Inc.	Buy - Position Entry	+484,640	-	$16.28K	484,640
Q2 2013	BA Boeing Company (The)	Boeing Company (The)	Buy - Position Entry	+2,031,493	-	$208.11K	2,031,493
Q2 2013	DVN Devon Energy Corporation	Devon Energy Corporation	Buy - Position Entry	+3,958,943	-	$205.39K	3,958,943
Q2 2013	FDX FedEx Corporation	FedEx Corporation	Buy - Position Entry	+4,632,225	-	$456.64K	4,632,225
Q2 2013	LII Lennox International, Inc.	Lennox International, Inc.	Buy - Position Entry	+176,350	-	$11.38K	176,350
Q2 2013	LOW Lowe's Companies, Inc.	Lowe's Companies, Inc.	Buy - Position Entry	+11,862,596	-	$485.18K	11,862,596
Q2 2013	LUV Southwest Airlines Company	Southwest Airlines Company	Buy - Position Entry	+11,006,254	-	$141.87K	11,006,254
Q2 2013	MHK Mohawk Industries, Inc.	Mohawk Industries, Inc.	Buy - Position Entry	+127,290	-	$14.32K	127,290
Q2 2013	MMM 3M Company	3M Company	Buy - Position Entry	+2,746,329	-	$300.31K	2,746,329
Q2 2013	PAA Plains All American Pipeline, L	Plains All American Pipeline, L	Buy - Position Entry	+83,000	-	$4.63K	83,000
Q2 2013	RVTY Revvity, Inc.	Revvity, Inc.	Buy - Position Entry	+1,656,780	-	$53.84K	1,656,780
Q2 2013	UNP Union Pacific Corporation	Union Pacific Corporation	Buy - Position Entry	+1,000	-	$154.00	1,000
Q2 2013	UPS United Parcel Service, Inc.	United Parcel Service, Inc.	Buy - Position Entry	+4,035,310	-	$348.97K	4,035,310
Q2 2013	WHR Whirlpool Corporation	Whirlpool Corporation	Buy - Position Entry	+2,220,716	-	$253.96K	2,220,716