Greenhaven Associates·CIK 846222
19
Positions
$3.8B
Portfolio Value
40
Quarters tracked
Q1 2026
Latest filing
Portfolio Allocation — Q4 2019
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| C | 21.23% | $951,888,000 |
16.88% |
| $756,611,000 |
| LEN | 11.32% | $507,576,000 |
| DHI | 9.55% | $428,004,000 |
| WHR | 9.08% | $406,947,000 |
| F | 7.09% | $317,974,000 |
| TOL | 3.28% | $146,991,000 |
| PWR | 1.59% | $71,415,000 |
| PHM | 1.33% | $59,655,000 |
| ADNT | 0.85% | $38,059,000 |
| LENB | 0.57% | $25,614,000 |
| TPH | 0.42% | $19,035,000 |
| TMHC | 0.22% | $9,915,000 |
| FDX | 0.12% | $5,323,000 |
| MMM | 0.10% | $4,411,000 |
| A | 0.02% | $913,000 |
| JPM | 0.02% | $697,000 |
| UNP | 0.01% | $367,000 |
| AMTD | 0.01% | $257,000 |