Edgar Wachenheim III - Greenhaven Associates 13F Activity & Position Changes (Q3 2013)

As of Sep 30, 2013, the Greenhaven Associates portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Apr 06, 2026. 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