Edgar Wachenheim III - Greenhaven Associates 13F Activity & Position Changes (Q4 2013)
As of Dec 31, 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 Q4 2013, the filing reported:
New Buys - Air Products and Chemicals, Inc, Arrow Electronics, Inc., Avnet, Inc., Boeing Company (The), Owens Corning Inc
Reductions - Agilent Technologies, Inc., Devon Energy Corporation, FedEx Corporation, Lowe's Companies, Inc., Southwest Airlines Company, and 2 more
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 | Type | Change Qty |
|---|---|---|---|
|
Q4 2013
|
A
Agilent Technologies, Inc.
|
Sell |
-116,750
|
|
Q4 2013
|
APD
Air Products and Chemicals, Inc
|
Buy - Position Entry |
+3,708,920
|
|
Q4 2013
|
ARW
Arrow Electronics, Inc.
|
Buy - Position Entry |
+435,605
|
|
Q4 2013
|
AVT
Avnet, Inc.
|
Buy - Position Entry |
+640,170
|
|
Q4 2013
|
BA
Boeing Company (The)
|
Buy - Position Entry |
+1,548,043
|
|
Q4 2013
|
DVN
Devon Energy Corporation
|
Sell |
-1,335,242
|
|
Q4 2013
|
FDX
FedEx Corporation
|
Sell |
-30,110
|
|
Q4 2013
|
LOW
Lowe's Companies, Inc.
|
Sell |
-378,995
|
|
Q4 2013
|
LUV
Southwest Airlines Company
|
Sell |
-48,390
|
|
Q4 2013
|
MMM
3M Company
|
Sell |
-56,555
|
|
Q4 2013
|
MSFT
Microsoft Corporation
|
Buy |
+82,600
|
|
Q4 2013
|
OC
Owens Corning Inc
|
Buy - Position Entry |
+795,850
|
|
Q4 2013
|
RVTY
Revvity, Inc.
|
Sell |
-8,980
|
|
Q4 2013
|
UPS
United Parcel Service, Inc.
|
Buy |
+294,399
|
|
Q4 2013
|
WHR
Whirlpool Corporation
|
Buy |
+81,110
|