Edgar Wachenheim III - Greenhaven Associates 13F Activity & Position Changes (Q2 2014)

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, 2014. 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 2014, the filing reported:

New Buys - Goldman Sachs Group, Inc. (The), Plains All American Pipeline, L, State Street Corporation

Increases - Arrow Electronics, Inc., Avnet, Inc., FedEx Corporation, Lowe's Companies, Inc., 3M Company, and 4 more

Reductions - Agilent Technologies, Inc., Air Products and Chemicals, Inc, Boeing Company (The), Devon Energy Corporation, Southwest Airlines Company, and 1 more

Complete Exits - Wells Fargo & Company

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 2014	A Agilent Technologies, Inc.	Agilent Technologies, Inc.	Sell	-38,430	-2.8%	$77.11K	1,342,424
Q2 2014	APD Air Products and Chemicals, Inc	Air Products and Chemicals, Inc	Sell	-1,679,839	-61.4%	$136.08K	1,058,036
Q2 2014	ARW Arrow Electronics, Inc.	Arrow Electronics, Inc.	Buy	+500	+0.1%	$25.68K	425,105
Q2 2014	AVT Avnet, Inc.	Avnet, Inc.	Buy	+81,100	+12.5%	$32.43K	731,810
Q2 2014	BA Boeing Company (The)	Boeing Company (The)	Sell	-37,130	-3.1%	$147.22K	1,157,138
Q2 2014	DVN Devon Energy Corporation	Devon Energy Corporation	Sell	-39,227	-1.3%	$236.84K	2,982,913
Q2 2014	FDX FedEx Corporation	FedEx Corporation	Buy	+38,979	+0.9%	$689.77K	4,556,580
Q2 2014	GS Goldman Sachs Group, Inc. (The)	Goldman Sachs Group, Inc. (The)	Buy - Position Entry	+2,152,780	-	$360.46K	2,152,780
Q2 2014	LOW Lowe's Companies, Inc.	Lowe's Companies, Inc.	Buy	+41,129	+0.4%	$541.68K	11,287,432
Q2 2014	LUV Southwest Airlines Company	Southwest Airlines Company	Sell	-4,303,876	-38.4%	$185.43K	6,903,738
Q2 2014	MMM 3M Company	3M Company	Buy	+37,648	+1.4%	$386.39K	2,697,517
Q2 2014	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-87,700	-5.1%	$68.54K	1,643,675
Q2 2014	OC Owens Corning Inc	Owens Corning Inc	Buy	+361,100	+31.4%	$58.45K	1,511,244
Q2 2014	PAA Plains All American Pipeline, L	Plains All American Pipeline, L	Buy - Position Entry	+7,200	-	$432.00	7,200
Q2 2014	SLB Schlumberger N.V.	Schlumberger N.V.	Buy	+73,200	+2.1%	$429.06K	3,637,660
Q2 2014	STT State Street Corporation	State Street Corporation	Buy - Position Entry	+3,800	-	$255.00	3,800
Q2 2014	UPS United Parcel Service, Inc.	United Parcel Service, Inc.	Buy	+28,400	+0.6%	$482.50K	4,700,035
Q2 2014	WFC Wells Fargo & Company	Wells Fargo & Company	Sell - Position Exit	-92,000	-100.0%	$0.00	-
Q2 2014	WHR Whirlpool Corporation	Whirlpool Corporation	Buy	+37,182	+1.6%	$335.30K	2,408,418