Greenhaven Associates·CIK 846222
23
Positions
$5.9B
Portfolio Value
40
Quarters tracked
Q1 2026
Latest filing
Portfolio Allocation — Q2 2018
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| C | 12.35% | $824,846,000 |
11.26% |
| $751,842,000 |
| EADSY | 10.79% | $720,236,000 |
| FDX | 9.49% | $633,586,000 |
| JPM | 8.33% | $556,084,000 |
| LEN | 7.28% | $486,370,000 |
| WHR | 6.31% | $421,235,000 |
| F | 5.43% | $362,239,000 |
| DHI | 5.36% | $357,599,000 |
| PHM | 3.01% | $200,893,000 |
| TOL | 2.27% | $151,251,000 |
| ADNT | 1.39% | $92,804,000 |
| PWR | 1.26% | $83,971,000 |
| TPH | 1.24% | $82,760,000 |
| TMHC | 0.88% | $59,024,000 |
| ACM | 0.81% | $53,928,000 |
| LENB | 0.36% | $24,356,000 |
| MMM | 0.15% | $10,319,000 |
| PX | 0.05% | $3,551,000 |
| MTH | 0.04% | $2,934,000 |
| A | 0.01% | $662,000 |
| AMTD | 0.01% | $393,000 |
| UNP | 0.00% | $288,000 |