Greenhaven Associates·CIK 846222
22
Positions
$4.5B
Portfolio Value
40
Quarters tracked
Q1 2026
Latest filing
Portfolio Allocation — Q4 2018
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| C | 12.28% | $636,759,000 |
10.80% |
| $560,106,000 |
| EADSY | 10.60% | $550,011,000 |
| JPM | 9.51% | $493,263,000 |
| FDX | 8.49% | $440,353,000 |
| LEN | 7.06% | $366,111,000 |
| WHR | 5.84% | $302,857,000 |
| DHI | 5.76% | $298,708,000 |
| F | 4.84% | $250,848,000 |
| PHM | 3.46% | $179,250,000 |
| TOL | 2.78% | $144,076,000 |
| PWR | 1.58% | $82,190,000 |
| TPH | 1.04% | $53,779,000 |
| TMHC | 0.86% | $44,492,000 |
| ACM | 0.84% | $43,584,000 |
| ADNT | 0.52% | $26,997,000 |
| LENB | 0.35% | $18,014,000 |
| MMM | 0.18% | $9,527,000 |
| MTH | 0.05% | $2,692,000 |
| A | 0.01% | $722,000 |
| AMTD | 0.01% | $351,000 |
| UNP | 0.01% | $281,000 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDPX | $3,215,000 | 0.05% |