Edgar Wachenheim III - Greenhaven Associates 13F Activity & Position Changes (Q3 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 Sep 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 Q3 2013, the filing reported:

New Buys - Microsoft Corporation

Increases - Devon Energy Corporation, Southwest Airlines Company

Reductions - Agilent Technologies, Inc., FedEx Corporation, Lowe's Companies, Inc., 3M Company, Revvity, Inc., and 2 more

Complete Exits - Air Products and Chemicals, Inc, Arrow Electronics, Inc., Avnet, Inc., Boeing Company (The), Lennox International, Inc., and 2 more

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
Q3 2013	A Agilent Technologies, Inc.	Agilent Technologies, Inc.	Sell	-45,190	-1.2%	$194.82K	3,801,349
Q3 2013	APD Air Products and Chemicals, Inc	Air Products and Chemicals, Inc	Sell - Position Exit	-3,794,476	-100.0%	$0.00	-
Q3 2013	ARW Arrow Electronics, Inc.	Arrow Electronics, Inc.	Sell - Position Exit	-372,330	-100.0%	$0.00	-
Q3 2013	AVT Avnet, Inc.	Avnet, Inc.	Sell - Position Exit	-484,640	-100.0%	$0.00	-
Q3 2013	BA Boeing Company (The)	Boeing Company (The)	Sell - Position Exit	-2,031,493	-100.0%	$0.00	-
Q3 2013	DVN Devon Energy Corporation	Devon Energy Corporation	Buy	+426,237	+10.8%	$253.29K	4,385,180
Q3 2013	FDX FedEx Corporation	FedEx Corporation	Sell	-123,320	-2.7%	$514.51K	4,508,905
Q3 2013	LII Lennox International, Inc.	Lennox International, Inc.	Sell - Position Exit	-176,350	-100.0%	$0.00	-
Q3 2013	LOW Lowe's Companies, Inc.	Lowe's Companies, Inc.	Sell	-332,427	-2.8%	$548.95K	11,530,169
Q3 2013	LUV Southwest Airlines Company	Southwest Airlines Company	Buy	+402,430	+3.7%	$166.11K	11,408,684
Q3 2013	MHK Mohawk Industries, Inc.	Mohawk Industries, Inc.	Sell - Position Exit	-127,290	-100.0%	$0.00	-
Q3 2013	MMM 3M Company	3M Company	Sell	-123,163	-4.5%	$313.23K	2,623,166
Q3 2013	MSFT Microsoft Corporation	Microsoft Corporation	Buy - Position Entry	+1,904,875	-	$63.39K	1,904,875
Q3 2013	RVTY Revvity, Inc.	Revvity, Inc.	Sell	-439,165	-26.5%	$45.97K	1,217,615
Q3 2013	UNP Union Pacific Corporation	Union Pacific Corporation	Sell - Position Exit	-1,000	-100.0%	$0.00	-
Q3 2013	UPS United Parcel Service, Inc.	United Parcel Service, Inc.	Sell	-56,210	-1.4%	$363.57K	3,979,100
Q3 2013	WHR Whirlpool Corporation	Whirlpool Corporation	Sell	-7,760	-0.3%	$324.06K	2,212,956