Greenhaven Associates·CIK 846222
25
Positions
$6.3B
Portfolio Value
40
Quarters tracked
Q1 2026
Latest filing
Portfolio Allocation — Q1 2017
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| GS | 13.50% | $850,443,000 |
| EADSY |
10.86% |
| $684,196,000 |
| C | 10.81% | $681,093,000 |
| JPM | 10.21% | $643,273,000 |
| FDX | 9.41% | $593,008,000 |
| LOW | 9.40% | $592,426,000 |
| BA | 7.95% | $500,496,000 |
| WHR | 7.40% | $465,995,000 |
| LEN | 4.37% | $275,111,000 |
| DHI | 4.04% | $254,475,000 |
| OC | 2.33% | $147,034,000 |
| TOL | 2.32% | $146,004,000 |
| PHM | 2.15% | $135,419,000 |
| CAA | 1.52% | $95,810,000 |
| USG | 1.38% | $86,914,000 |
| TPH | 1.03% | $64,952,000 |
| ACM | 0.94% | $59,451,000 |
| MMM | 0.15% | $9,567,000 |
| PX | 0.13% | $7,880,000 |
| TMHC | 0.04% | $2,723,000 |
| CNMGF | 0.02% | $1,116,000 |
| STRL | 0.01% | $783,000 |
| A | 0.01% | $566,000 |
| AMTD | 0.00% | $244,000 |
| UNP | 0.00% | $215,000 |