Greenhaven Associates·CIK 846222
23
Positions
$5.8B
Portfolio Value
40
Quarters tracked
Q1 2026
Latest filing
Portfolio Allocation — Q3 2018
Portfolio Value Over Time
11.70% |
| $755,565,000 |
| EADSY | 11.64% | $751,710,000 |
| FDX | 10.34% | $667,645,000 |
| JPM | 9.11% | $588,165,000 |
| LEN | 6.71% | $433,491,000 |
| DHI | 5.70% | $368,203,000 |
| WHR | 5.29% | $341,873,000 |
| F | 4.73% | $305,607,000 |
| PHM | 2.68% | $173,041,000 |
| TOL | 2.10% | $135,637,000 |
| PWR | 1.33% | $86,064,000 |
| ADNT | 1.15% | $74,042,000 |
| TPH | 0.97% | $62,595,000 |
| ACM | 0.83% | $53,435,000 |
| TMHC | 0.80% | $51,344,000 |
| LENB | 0.34% | $21,952,000 |
| MMM | 0.16% | $10,536,000 |
| PX | 0.05% | $3,215,000 |
| MTH | 0.05% | $2,946,000 |
| A | 0.01% | $755,000 |
| AMTD | 0.01% | $379,000 |
| UNP | 0.01% | $331,000 |