Greenhaven Associates·CIK 846222
22
Positions
$6.2B
Portfolio Value
40
Quarters tracked
Q1 2026
Latest filing
Portfolio Allocation — Q1 2018
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| GS | 14.20% | $902,553,000 |
12.80% |
| $813,415,000 |
| EADSY | 12.69% | $806,456,000 |
| JPM | 11.54% | $733,502,000 |
| FDX | 10.97% | $697,403,000 |
| LEN | 8.06% | $512,232,000 |
| WHR | 6.98% | $443,565,000 |
| DHI | 5.63% | $357,924,000 |
| PHM | 3.03% | $192,360,000 |
| TOL | 2.75% | $175,046,000 |
| F | 2.55% | $161,862,000 |
| ADNT | 1.79% | $113,654,000 |
| TPH | 1.33% | $84,565,000 |
| TMHC | 1.06% | $67,550,000 |
| ACM | 0.92% | $58,531,000 |
| PWR | 0.68% | $43,305,000 |
| LENB | 0.43% | $27,361,000 |
| MMM | 0.17% | $10,976,000 |
| PX | 0.05% | $3,240,000 |
| A | 0.01% | $716,000 |
| AMTD | 0.01% | $425,000 |
| UNP | 0.00% | $273,000 |