Greenhaven Associates·CIK 846222
21
Positions
$4.2B
Portfolio Value
40
Quarters tracked
Q1 2026
Latest filing
Portfolio Allocation — Q3 2019
Portfolio Value Over Time
14.02% |
| $693,564,000 |
| LEN | 10.55% | $521,868,000 |
| WHR | 9.02% | $446,127,000 |
| DHI | 8.90% | $440,157,000 |
| F | 6.42% | $317,480,000 |
| JPM | 4.94% | $244,102,000 |
| FDX | 3.33% | $164,795,000 |
| TOL | 3.11% | $153,586,000 |
| PHM | 2.71% | $133,871,000 |
| PWR | 1.88% | $93,031,000 |
| ADNT | 0.83% | $40,905,000 |
| TPH | 0.68% | $33,443,000 |
| LENB | 0.51% | $25,426,000 |
| TMHC | 0.46% | $22,530,000 |
| MS | 0.24% | $11,670,000 |
| RSP | 0.13% | $6,215,000 |
| MMM | 0.08% | $4,110,000 |
| A | 0.02% | $820,000 |
| AMTD | 0.01% | $335,000 |
| UNP | 0.01% | $329,000 |