GREENHAVEN ASSOCIATES INC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 27
New Positions 3
Increased Positions 14
Decreased Positions 11
Positions with Activity 25
Sold Out Positions 1
Total Mkt Value (in $ millions) 5,279

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

Sector Weighting

Basic Materials 4.1%
Capital Goods 10.14%
Conglomerates
Consumer Cyclical 6.98%
Consumer/Non-Cyclical 1.03%
Energy 27.12%
Financial 7.33%
Healthcare
Services 11.23%
Technology 6.3%
Transportation 25.61%
Utilities

27 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FEDEX CORP COM 673,827 5,764 .86 4,556,580
BAKER HUGHES INC COM 646,666 -3,487 (0.54) 9,352,993
LOWES COS INC COM 592,703 2,160 .37 11,287,432
UNITED PARCEL SERVICE INC CL B 457,454 2,764 .61 4,700,035
SCHLUMBERGER LTD COM 398,833 8,026 2.05 3,637,660
3M CO COM 388,442 5,421 1.42 2,697,517
GOLDMAN SACHS GROUP INC COM 385,584 385,584 New 2,152,780
WHIRLPOOL CORP COM 368,536 5,690 1.57 2,408,418
DEVON ENERGY CORP NEW COM 224,971 -2,959 (1.3) 2,982,913
SOUTHWEST AIRLS CO COM 220,989 -137,767 (38.4) 6,903,738
SUPERIOR ENERGY SVCS INC COM 160,814 147 .09 4,486,985
BOEING CO COM 146,725 -4,708 (3.11) 1,157,138
AIR PRODS & CHEMS INC COM 140,941 -223,771 (61.36) 1,058,036
TE CONNECTIVITY LTD REG SHS 121,925 -55,512 (31.29) 1,945,191
AGILENT TECHNOLOGIES INC COM 76,733 -2,197 (2.78) 1,342,424
PRAXAIR INC COM 75,769 8 .01 575,970
MICROSOFT CORP COM 74,672 -3,984 (5.07) 1,643,675
OWENS CORNING NEW COM 54,405 13,000 31.40 1,511,244
AVNET INC COM 32,573 3,610 12.46 731,810
ARROW ELECTRS INC COM 26,463 31 .12 425,105