Greenhaven Associates·CIK 846222
24
Positions
$5.6B
Portfolio Value
40
Quarters tracked
Q1 2026
Latest filing
Portfolio Allocation — Q1 2019
Portfolio Value Over Time
| ▲ +1.2% |
| 3 | LEN | 8.16% | $459,202,000 | ▲ +1.1% |
| 4 | GS | 11.40% | $642,001,000 | ▲ +0.6% |
| 5 | WHR | 6.69% | $376,448,000 | ▲ +0.9% |
| 6 | FDX | 8.86% | $498,872,000 | ▲ +0.4% |
| 7 | DHI | 6.28% | $353,586,000 | ▲ +0.5% |
| 8 | F | 5.06% | $284,803,000 | ▲ +0.2% |
| 9 | FCAU | 0.45% | $25,500,000 | NEW |
| 10 | PWR | 1.87% | $105,164,000 | ▲ +0.3% |
| 11 | TOL | 2.79% | $157,053,000 | ▲ +0% |
| 12 | TPH | 1.09% | $61,179,000 | ▲ +0.1% |
| 13 | LENB | 0.40% | $22,482,000 | ▲ +0.1% |
| 14 | MTH | 0.08% | $4,284,000 | ▲ +0% |