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) 5,719

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

Sector Weighting

Basic Materials 4.27%
Capital Goods 7.77%
Conglomerates
Consumer Cyclical 8.32%
Consumer/Non-Cyclical 2.23%
Energy 7.04%
Financial 26.9%
Healthcare
Services 13.12%
Technology 0.01%
Transportation 22.96%
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 796,473 -1,354 (0.17) 4,546,599
LOWES COS INC COM 750,184 -32,255 (4.12) 10,787,799
GOLDMAN SACHS GROUP INC COM 650,147 63,545 10.83 3,128,715
JPMORGAN CHASE & CO COM 586,726 93,268 18.90 8,826,930
UNITED PARCEL SERVICE INC CL B 505,853 -19,882 (3.78) 4,987,216
WHIRLPOOL CORP COM 475,746 2,634 .56 2,477,714
AIRBUS GROUP ADR 422,338 422,338 New 24,147,380
SCHLUMBERGER LTD COM 397,166 12,615 3.28 4,316,083
3M CO COM 255,766 -101,055 (28.32) 1,588,804
CITIGROUP INC COM NEW 231,607 5,645 2.50 4,213,334
AIRGAS INC COM 143,258 18,284 14.63 1,373,910
OWENS CORNING NEW COM 127,490 7,032 5.84 3,172,189
PRAXAIR INC COM 100,877 -63,133 (38.49) 826,792
MASCO CORP COM 69,684 3,899 5.93 2,548,800
WELLS FARGO & CO NEW COM 68,835 43,327 169.86 1,229,200
D R HORTON INC COM 60,288 6,076 11.21 2,262,200
BOEING CO COM 48,624 -139,199 (74.11) 335,780
CON-WAY INC COM 10,306 10,306 New 245,500
U S G CORP COM NEW 9,450 -1,985 (17.36) 333,200
BAKER HUGHES INC COM 5,518 -5,704 (50.83) 84,200