Greenhaven Associates·CIK 846222
24
Positions
$5.9B
Portfolio Value
40
Quarters tracked
Q1 2026
Latest filing
Portfolio Allocation — Q4 2016
Portfolio Value Over Time
11.38% |
| $674,813,000 |
| JPM | 10.99% | $651,657,000 |
| EADSY | 9.85% | $583,738,000 |
| FDX | 9.58% | $567,816,000 |
| LOW | 8.72% | $517,134,000 |
| WHR | 8.18% | $485,074,000 |
| BA | 7.46% | $442,116,000 |
| LEN | 3.91% | $231,565,000 |
| DHI | 3.41% | $202,236,000 |
| OC | 2.40% | $142,169,000 |
| TOL | 2.04% | $120,922,000 |
| PHM | 1.77% | $105,102,000 |
| USG | 1.60% | $95,075,000 |
| CAA | 1.23% | $72,734,000 |
| ACM | 1.04% | $61,606,000 |
| TPH | 1.00% | $59,212,000 |
| MMM | 0.15% | $8,929,000 |
| PX | 0.13% | $7,786,000 |
| CNMGF | 0.02% | $1,344,000 |
| STRL | 0.01% | $716,000 |
| A | 0.01% | $487,000 |
| AMTD | 0.01% | $298,000 |
| UNP | 0.00% | $211,000 |