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
| Ticker | % Portfolio | Value |
|---|---|---|
| C | 13.44% | $756,345,000 |
13.40% |
| $754,274,000 |
| GS | 11.40% | $642,001,000 |
| JPM | 8.94% | $503,171,000 |
| FDX | 8.86% | $498,872,000 |
| LEN | 8.16% | $459,202,000 |
| WHR | 6.69% | $376,448,000 |
| DHI | 6.28% | $353,586,000 |
| EADSY | 5.45% | $306,960,000 |
| F | 5.06% | $284,803,000 |
| PHM | 3.40% | $191,202,000 |
| TOL | 2.79% | $157,053,000 |
| PWR | 1.87% | $105,164,000 |
| TPH | 1.09% | $61,179,000 |
| TMHC | 0.87% | $48,871,000 |
| ACM | 0.85% | $47,878,000 |
| FCAU | 0.45% | $25,500,000 |
| ADNT | 0.41% | $23,169,000 |
| LENB | 0.40% | $22,482,000 |
| MMM | 0.09% | $5,195,000 |
| MTH | 0.08% | $4,284,000 |
| A | 0.02% | $860,000 |
| AMTD | 0.01% | $358,000 |
| UNP | 0.01% | $340,000 |