Greenhaven Associates·CIK 846222
22
Positions
$5.2B
Portfolio Value
40
Quarters tracked
Q1 2026
Latest filing
Portfolio Allocation — Q3 2016
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| FDX | 15.02% | $787,378,000 |
| GS |
11.52% |
| $604,083,000 |
| LOW | 10.50% | $550,362,000 |
| C | 10.15% | $532,278,000 |
| EADSY | 9.93% | $520,732,000 |
| JPM | 9.89% | $518,647,000 |
| WHR | 8.09% | $424,014,000 |
| BA | 4.34% | $227,686,000 |
| LEN | 4.09% | $214,200,000 |
| DHI | 3.91% | $204,742,000 |
| OC | 3.29% | $172,453,000 |
| PHM | 2.12% | $111,259,000 |
| TOL | 1.91% | $100,081,000 |
| USG | 1.75% | $91,870,000 |
| TPH | 1.30% | $67,980,000 |
| ACM | 1.07% | $55,890,000 |
| CAA | 0.78% | $41,062,000 |
| MMM | 0.17% | $8,812,000 |
| PX | 0.15% | $8,028,000 |
| STRL | 0.01% | $655,000 |
| A | 0.01% | $504,000 |
| AMTD | 0.00% | $241,000 |