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
| 3 | EADSY | 10.79% | $720,236,000 | ▼ -1.9% |
| 4 | FDX | 9.49% | $633,586,000 | ▼ -1.5% |
| 5 | LEN | 7.28% | $486,370,000 | ▼ -0.8% |
| 6 | TOL | 2.27% | $151,251,000 | ▼ -0.5% |
| 7 | WHR | 6.31% | $421,235,000 | ▼ -0.7% |
| 8 | ADNT | 1.39% | $92,804,000 | ▼ -0.4% |
| 9 | C | 12.35% | $824,846,000 | ▼ -0.5% |
| 10 | PHM | 3.01% | $200,893,000 | ▼ -0% |
| 11 | TMHC | 0.88% | $59,024,000 | ▼ -0.2% |
| 12 | ACM | 0.81% | $53,928,000 | ▼ -0.1% |
| 13 | LENB | 0.36% | $24,356,000 | ▼ -0.1% |
| 14 | TPH | 1.24% | $82,760,000 | ▼ -0.1% |
| 15 | MMM | 0.15% | $10,319,000 | ▼ -0% |
| 16 | DHI | 5.36% | $357,599,000 | ▼ -0.3% |