Greenhaven Associates·CIK 846222
26
Positions
$5.1B
Portfolio Value
40
Quarters tracked
Q1 2026
Latest filing
Portfolio Allocation — Q1 2026
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| LEN | 15.21% | $923,294,256 |
| TOL |
12.69% |
| $770,415,319 |
| PHM | 10.65% | $646,514,989 |
| DHI | 7.84% | $475,730,762 |
| OSK | 6.14% | $372,589,246 |
| ARW | 4.48% | $271,885,283 |
| AVT | 3.98% | $241,581,949 |
| BAX | 3.96% | $240,369,158 |
| SLB | 3.95% | $239,712,612 |
| ICLR | 3.65% | $221,586,801 |
| LEA | 3.38% | $205,517,439 |
| AVTR | 2.92% | $177,135,690 |
| NOV | 1.78% | $108,182,668 |
| VBIL | 1.49% | $90,509,551 |
| MTH | 1.48% | $89,967,862 |
| LENB | 0.50% | $30,624,643 |
| TMHC | 0.26% | $15,760,210 |
| DNOW | 0.16% | $9,819,640 |
| CRH | 0.03% | $1,839,600 |
| A | 0.02% | $1,219,586 |
| JPM | 0.02% | $1,176,640 |
| SCHW | 0.02% | $1,174,750 |
| TEX | 0.01% | $645,490 |
| UNP | 0.01% | $493,004 |
| G | 0.01% | $372,500 |
| STLA | 0.00% | $262,330 |