GREENHAVEN ASSOCIATES INC Information

THREE MANHATTANVILLE RD, PURCHASE, New York, 10577, (914) 253-9350

Report Date: 03/31/2015

Position Statistics

Total Positions 30
New Positions 2
Increased Positions 13
Decreased Positions 13
Positions with Activity 26
Sold Out Positions 4
Total Mkt Value (in $ millions) 5,620

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 4.35%
Capital Goods 7.6%
Conglomerates
Consumer Cyclical 7.54%
Consumer/Non-Cyclical 2.34%
Energy 6.56%
Financial 27.82%
Healthcare
Services 12.91%
Technology 0.01%
Transportation 22.51%
Utilities

30 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FEDEX CORP COM 772,058 -1,313 (0.17) 4,546,599
LOWES COS INC COM 725,372 -31,188 (4.12) 10,787,799
GOLDMAN SACHS GROUP INC COM 656,842 64,199 10.83 3,128,715
JPMORGAN CHASE & CO COM 600,849 95,513 18.90 8,826,930
UNITED PARCEL SERVICE INC CL B 483,461 -19,002 (3.78) 4,987,216
WHIRLPOOL CORP COM 423,689 2,346 .56 2,477,714
AIRBUS GROUP ADR 401,692 401,692 New 24,147,380
SCHLUMBERGER LTD COM 363,846 11,557 3.28 4,316,083
3M CO COM 247,297 -97,709 (28.32) 1,588,804
CITIGROUP INC COM NEW 234,598 5,718 2.50 4,213,334
AIRGAS INC COM 145,634 18,587 14.63 1,373,910
OWENS CORNING NEW COM 131,487 7,253 5.84 3,172,189
PRAXAIR INC COM 98,620 -61,721 (38.49) 826,792
WELLS FARGO & CO NEW COM 69,954 44,031 169.86 1,229,200
TOPBUILD CORP COM 68,818 3,850 5.93 2,548,800
D R HORTON INC COM 62,346 6,284 11.21 2,262,200
MASCO CORP COM 60,585 3,390 5.93 2,548,800
BOEING CO COM 47,254 -135,277 (74.11) 335,780
CON-WAY INC COM 9,334 9,334 New 245,500
U S G CORP COM NEW 9,293 -1,952 (17.36) 333,200