Greenhaven Associates·CIK 846222
23
Positions
$6.6B
Portfolio Value
40
Quarters tracked
Q1 2026
Latest filing
Portfolio Allocation — Q2 2017
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| GS | 12.73% | $841,730,000 |
11.63% |
| $768,798,000 |
| EADSY | 11.22% | $741,801,000 |
| FDX | 9.91% | $655,399,000 |
| JPM | 9.72% | $642,894,000 |
| BA | 8.39% | $554,581,000 |
| LOW | 8.33% | $550,938,000 |
| WHR | 7.93% | $524,493,000 |
| LEN | 4.37% | $289,022,000 |
| DHI | 4.27% | $282,511,000 |
| TOL | 2.41% | $159,224,000 |
| PHM | 2.14% | $141,177,000 |
| CAA | 1.63% | $107,812,000 |
| ADNT | 1.60% | $105,581,000 |
| USG | 1.14% | $75,326,000 |
| TPH | 1.03% | $68,311,000 |
| ACM | 0.79% | $52,130,000 |
| TMHC | 0.47% | $31,127,000 |
| MMM | 0.16% | $10,410,000 |
| PX | 0.11% | $7,524,000 |
| A | 0.01% | $635,000 |
| AMTD | 0.00% | $270,000 |
| UNP | 0.00% | $221,000 |