Edgar Wachenheim III - Greenhaven Associates 13F Activity & Position Changes (Q4 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 Dec 31, 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 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
|