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
| Ticker | % Portfolio | Value |
|---|---|---|
| GS | 14.22% | $942,165,000 |
13.32% |
| $882,312,000 |
| C | 13.05% | $864,318,000 |
| FDX | 11.19% | $741,608,000 |
| JPM | 11.07% | $733,415,000 |
| WHR | 7.32% | $484,934,000 |
| DHI | 6.31% | $418,237,000 |
| LEN | 5.20% | $344,514,000 |
| PHM | 2.89% | $191,168,000 |
| TOL | 2.86% | $189,276,000 |
| CAA | 2.61% | $173,174,000 |
| F | 2.48% | $164,194,000 |
| ADNT | 2.24% | $148,178,000 |
| TPH | 1.39% | $92,372,000 |
| USG | 1.35% | $89,415,000 |
| TMHC | 1.00% | $65,959,000 |
| ACM | 0.90% | $59,422,000 |
| LENB | 0.37% | $24,418,000 |
| MMM | 0.18% | $11,769,000 |
| PX | 0.05% | $3,473,000 |
| A | 0.01% | $717,000 |
| AMTD | 0.01% | $367,000 |
| UNP | 0.00% | $272,000 |