Greenhaven Associates·CIK 846222
24
Positions
$4.9B
Portfolio Value
40
Quarters tracked
Q1 2026
Latest filing
Portfolio Allocation — Q2 2019
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| C | 14.78% | $846,617,000 |
12.06% |
| $691,225,000 |
| JPM | 9.57% | $548,164,000 |
| LEN | 7.88% | $451,536,000 |
| FDX | 7.82% | $447,866,000 |
| WHR | 7.00% | $401,364,000 |
| DHI | 6.40% | $366,635,000 |
| F | 5.79% | $331,933,000 |
| EADSY | 3.25% | $186,099,000 |
| PHM | 3.05% | $174,944,000 |
| TOL | 2.76% | $158,359,000 |
| PWR | 1.85% | $105,865,000 |
| TPH | 1.00% | $57,416,000 |
| TMHC | 1.00% | $57,237,000 |
| ADNT | 0.76% | $43,327,000 |
| KKR | 0.64% | $36,698,000 |
| LENB | 0.39% | $22,083,000 |
| RSP | 0.15% | $8,355,000 |
| MTH | 0.09% | $4,965,000 |
| MMM | 0.08% | $4,334,000 |
| DXC | 0.06% | $3,447,000 |
| A | 0.01% | $799,000 |
| AMTD | 0.01% | $358,000 |
| UNP | 0.01% | $344,000 |