GREENHAVEN ASSOCIATES INC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 29
New Positions 2
Increased Positions 12
Decreased Positions 13
Positions with Activity 25
Sold Out Positions 4
Total Mkt Value (in $ millions) 5,634

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

Sector Weighting

Basic Materials 4.29%
Capital Goods 7.78%
Conglomerates
Consumer Cyclical 7.92%
Consumer/Non-Cyclical 2.21%
Energy 7.23%
Financial 26.5%
Healthcare
Services 13.64%
Technology 0.01%
Transportation 23.07%
Utilities

29 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FEDEX CORP COM 783,515 -1,332 (0.17) 4,546,599
LOWES COS INC COM 768,631 -33,048 (4.12) 10,787,799
GOLDMAN SACHS GROUP INC COM 623,553 60,945 10.83 3,128,715
JPMORGAN CHASE & CO COM 571,279 90,812 18.90 8,826,930
UNITED PARCEL SERVICE INC CL B 505,853 -19,882 (3.78) 4,987,216
WHIRLPOOL CORP COM 446,360 2,472 .56 2,477,714
AIRBUS GROUP ADR 414,369 414,369 New 24,147,380
SCHLUMBERGER LTD COM 401,309 12,747 3.28 4,316,083
3M CO COM 252,652 -99,825 (28.32) 1,588,804
CITIGROUP INC COM NEW 228,236 5,562 2.50 4,213,334
AIRGAS INC COM 140,455 17,926 14.63 1,373,910
OWENS CORNING NEW COM 124,445 6,864 5.84 3,172,189
PRAXAIR INC COM 101,092 -63,268 (38.49) 826,792
MASCO CORP COM 69,786 3,904 5.93 2,548,800
WELLS FARGO & CO NEW COM 68,503 43,118 169.86 1,229,200
D R HORTON INC COM 57,958 5,841 11.21 2,262,200
BOEING CO COM 48,359 -138,439 (74.11) 335,780
CON-WAY INC COM 10,331 10,331 New 245,500
U S G CORP COM NEW 9,020 -1,895 (17.36) 333,200
BAKER HUGHES INC COM 5,821 -6,018 (50.83) 84,200


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