Greenhaven Associates·CIK 846222
23
Positions
$6.7B
Portfolio Value
40
Quarters tracked
Q1 2026
Latest filing
Portfolio Allocation — Q3 2017
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| GS | 13.19% | $878,954,000 |
| EADSY |
12.71% |
| $847,079,000 |
| C | 12.56% | $836,969,000 |
| FDX | 10.09% | $672,592,000 |
| JPM | 9.90% | $659,638,000 |
| LOW | 8.44% | $562,542,000 |
| WHR | 7.64% | $508,994,000 |
| DHI | 4.92% | $328,016,000 |
| LEN | 4.30% | $286,446,000 |
| BA | 3.03% | $201,715,000 |
| TOL | 2.54% | $169,026,000 |
| ADNT | 2.36% | $157,004,000 |
| PHM | 2.35% | $156,725,000 |
| CAA | 1.76% | $117,143,000 |
| USG | 1.15% | $76,608,000 |
| TPH | 1.07% | $71,324,000 |
| ACM | 0.89% | $59,131,000 |
| TMHC | 0.84% | $55,704,000 |
| MMM | 0.16% | $10,495,000 |
| PX | 0.10% | $6,435,000 |
| A | 0.01% | $687,000 |
| AMTD | 0.01% | $350,000 |
| UNP | 0.00% | $236,000 |