13F filing recap · Q1 2013
What did Greenhaven Associates buy in Q1 2013?
Reported stock-position changes between this filing and the previous one.
Stock value
$3.65B
Positions
25
Estimated turnover
16.7%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Increased positions
FDXFedex Corporation$453.37Mreported value+99.2K shares+2.2%BKRBaker Hughes Co$364.85Mreported value+831.3K shares+11.8%UPSUnited Parcel Service, Inc$347.05Mreported value+201.4K shares+5.2%APDAir Products and Chemicals, Inc.$328.97Mreported value+174.4K shares+4.8%WHRWhirlpool Corp /de/$260.93Mreported value+75.7K shares+3.6%TELTe Connectivity Plc$191.88Mreported value+683.4K shares+17.6%BAThe Boeing Company$177.85Mreported value+1.03M shares+99.3%AAgilent Technologies, Inc.$159.43Mreported value+352.4K shares+10.2%LUVSouthwest Airlines Co.$123.94Mreported value+5.53M shares+150.5%RVTYRevvity, Inc$55.45Mreported value+10.9K shares+0.7%MOLXMolex Inc.$38.73Mreported value+4.8K shares+0.4%