0000891092-13-000779.txt : 20130130 0000891092-13-000779.hdr.sgml : 20130130 20130130160736 ACCESSION NUMBER: 0000891092-13-000779 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20121231 FILED AS OF DATE: 20130130 DATE AS OF CHANGE: 20130130 EFFECTIVENESS DATE: 20130130 FILER: COMPANY DATA: COMPANY CONFORMED NAME: GREENHAVEN ASSOCIATES INC CENTRAL INDEX KEY: 0000846222 IRS NUMBER: 133436799 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-02408 FILM NUMBER: 13559208 BUSINESS ADDRESS: STREET 1: THREE MANHATTANVILLE RD CITY: PURCHASE STATE: NY ZIP: 10577 BUSINESS PHONE: 914-253-9350 MAIL ADDRESS: STREET 1: 3 MANHATTANVILLE RD CITY: PURCHASE STATE: NY ZIP: 10577 13F-HR 1 e51774_13fhr.txt HOLDINGS REPORT UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended DECEMBER 31, 2012 Check here if amendment [ ]; Amendment Number: __ This Amendment (Check only one): [ ] a restatement [ ] adds new holdings entries Institutional Investment Manager Filing this report: Name: GREENHAVEN ASSOCIATES, INC. THREE MANHATTANVILLE ROAD PURCHASE, NY 10577 Form 13F File Number: 28-2408 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: CHRIS A. WACHENHEIM Title: CO-PRESIDENT Phone: 914-253-9374 Signature, Place, and Date of Signing: /s/ CHRIS A. WACHENHEIM PURCHASE, NY JANUARY 30, 2013 ------------------------ ------------ ---------------- [Signature] [City, State] [Date] Report Type (Check only one): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [_] 13F NOTICE. (Check here if no holdings reported in this report, and all holdings are reported by other reporting manager(s). ) [_] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s). ) List of other Managers Reporting for this Manager: [If there are no entries in this list omit this section.] Form 13F File Number Name ------------------------- ------------------------------- [Repeat as necessary.] Greenhaven Associates, Inc. 13F Period Ending December 31, 2012

------------------------------------------------------------------------------------------------------------------------------------ COL 1 COL 2 COL 3 COL 5 COL 6 COL 7 ------------------------------------------------------------------------------------------------------------------------------------ TITLE OF VALUE PRINCIPAL SHARED ------------------------------------------------------------------------------------------------------------------------------------ CLASS CUSIP ($000) AMOUNT SOLE OTHER SOLE NONE ------------------------------------------------------------------------------------------------------------------------------------ Agilent Technologies, Inc. (A) COMMON 00846U101 141,131 3,447,258 334,200 3,113,058 334,200 3,113,058 ------------------------------------------------------------------------------------------------------------------------------------ Air Products & Chemicals (APD) COMMON 009158106 302,648 3,602,095 683,375 2,918,720 683,375 2,918,720 ------------------------------------------------------------------------------------------------------------------------------------ American Independence Corp (AMIC) COMMON 026760405 1,003 200,639 200,639 - 200,639 ------------------------------------------------------------------------------------------------------------------------------------ Baker Hughes Inc. (BHI) COMMON 057224107 287,324 7,033,639 1,482,950 5,550,689 1,482,950 5,550,689 ------------------------------------------------------------------------------------------------------------------------------------ Boeing Company (BA) COMMON 097023105 78,367 1,039,900 1,039,900 - 1,039,900 ------------------------------------------------------------------------------------------------------------------------------------ Devon Energy Corp (DVN) COMMON 25179M103 236,310 4,540,933 735,340 3,805,593 735,340 3,805,593 ------------------------------------------------------------------------------------------------------------------------------------ EQT Corporation (EQT) COMMON 26884L109 184,419 3,126,810 673,900 2,452,910 673,900 2,452,910 ------------------------------------------------------------------------------------------------------------------------------------ FedEx Corp (FDX) COMMON 31428X106 414,046 4,514,239 1,201,121 3,313,118 1,201,121 3,313,118 ------------------------------------------------------------------------------------------------------------------------------------ Home Depot Inc. (HD) COMMON 437076102 55,462 896,710 896,710 - 896,710 ------------------------------------------------------------------------------------------------------------------------------------ Karolinska Development (KDEV) COMMON B3FPFG1 24 10,000 10,000 - 10,000 ------------------------------------------------------------------------------------------------------------------------------------ Lennox International Inc. (LII) COMMON 526107107 21,647 412,160 412,160 - 412,160 ------------------------------------------------------------------------------------------------------------------------------------ Lowe's Companies, Inc. (LOW) COMMON 548661107 427,677 12,040,454 2,226,600 9,813,854 2,226,600 9,813,854 ------------------------------------------------------------------------------------------------------------------------------------ Mohawk Industries Inc. (MHK) COMMON 608190104 26,035 287,770 2,600 285,170 2,600 285,170 ------------------------------------------------------------------------------------------------------------------------------------ Molex Inc. (MOLX) COMMON 608554101 36,024 1,318,125 259,500 1,058,625 259,500 1,058,625 ------------------------------------------------------------------------------------------------------------------------------------ Molex Inc. - CL A (MOLXA) COMMON 608554200 2,634 118,000 36,500 81,500 36,500 81,500 ------------------------------------------------------------------------------------------------------------------------------------ Pall Corporation (PLL) COMMON 696429307 301 5,000 5,000 - 5,000 - ------------------------------------------------------------------------------------------------------------------------------------ Perkinelmer, Inc. (PKI) COMMON 714046109 51,975 1,637,510 7,000 1,630,510 7,000 1,630,510 ------------------------------------------------------------------------------------------------------------------------------------ Plains All Amer Pipeline LP (PAA) COMMON 726503105 3,755 83,000 3,000 80,000 3,000 80,000 ------------------------------------------------------------------------------------------------------------------------------------ Praxair Inc. (PX) COMMON 74005P104 45,412 414,907 2,060 412,847 2,060 412,847 ------------------------------------------------------------------------------------------------------------------------------------ RHJ International (RHJI) COMMON B06S4F0BE 9,817 1,866,444 1,418,019 448,425 1,418,019 448,425 ------------------------------------------------------------------------------------------------------------------------------------ Southwestern Energy Co (SWN) COMMON 845467109 14,613 437,385 437,385 - 437,385 ------------------------------------------------------------------------------------------------------------------------------------ Southwest Airlines (LUV) COMMON 844741108 37,611 3,672,970 15,000 3,657,970 15,000 3,657,970 ------------------------------------------------------------------------------------------------------------------------------------ TD Ameritrade (AMTD) COMMON 87236Y108 848 50,435 21,700 28,735 21,700 28,735 ------------------------------------------------------------------------------------------------------------------------------------ TE Connectivity Ltd (TEL) COMMON H84989104 144,544 3,893,975 744,220 3,149,755 744,220 3,149,755 ------------------------------------------------------------------------------------------------------------------------------------ 3M Company (MMM) COMMON 88579Y101 268,280 2,889,389 405,260 2,484,129 405,260 2,484,129 ------------------------------------------------------------------------------------------------------------------------------------ Union Pacific Corp (UNP) COMMON 907818108 377 3,000 3,000 - 3,000 - ------------------------------------------------------------------------------------------------------------------------------------ United Parcel Service (UPS) COMMON 911312106 283,029 3,838,719 593,700 3,245,019 593,700 3,245,019 ------------------------------------------------------------------------------------------------------------------------------------ Whirlpool Corp (WHR) COMMON 963320106 216,407 2,126,846 373,000 1,753,846 373,000 1,753,846 ------------------------------------------------------------------------------------------------------------------------------------ 3,291,718