Greenhaven Associates·CIK 846222
23
Positions
$6.6B
Portfolio Value
40
Quarters tracked
Q1 2026
Latest filing
Portfolio Allocation — Q4 2017
Portfolio Value Over Time
| ▲ +1.4% |
| 3 | JPM | 11.07% | $733,415,000 | ▲ +1.2% |
| 4 | FDX | 11.19% | $741,608,000 | ▲ +1.1% |
| 5 | GS | 14.22% | $942,165,000 | ▲ +1% |
| 6 | LEN | 5.20% | $344,514,000 | ▲ +0.9% |
| 7 | CAA | 2.61% | $173,174,000 | ▲ +0.8% |
| 8 | EADSY | 13.32% | $882,312,000 | ▲ +0.6% |
| 9 | PHM | 2.89% | $191,168,000 | ▲ +0.5% |
| 10 | C | 13.05% | $864,318,000 | ▲ +0.5% |
| 11 | LENB | 0.37% | $24,418,000 | NEW |
| 12 | TPH | 1.39% | $92,372,000 | ▲ +0.3% |
| 13 | TOL | 2.86% | $189,276,000 | ▲ +0.3% |
| 14 | USG | 1.35% | $89,415,000 | ▲ +0.2% |
| 15 | TMHC | 1.00% | $65,959,000 | ▲ +0.2% |
| 16 | MMM | 0.18% | $11,769,000 | ▲ +0% |