Greenhaven Associates·CIK 846222
27
Positions
$2.7B
Portfolio Value
40
Quarters tracked
Q1 2026
Latest filing
Portfolio Allocation — Q1 2020
Portfolio Value Over Time
| ▲ +0.8% |
| 3 | DE | 5.20% | $139,759,000 | NEW |
| 4 | LEN | 13.69% | $367,896,000 | ▲ +2.4% |
| 5 | MS | 3.69% | $99,113,000 | NEW |
| 6 | TOL | 3.56% | $95,680,000 | ▲ +0.3% |
| 7 | AXP | 1.80% | $48,275,000 | NEW |
| 8 | JPM | 1.56% | $41,873,000 | ▲ +1.5% |
| 9 | KBH | 0.80% | $21,418,000 | NEW |
| 10 | MHK | 0.56% | $15,042,000 | NEW |
| 11 | PHM | 2.77% | $74,521,000 | ▲ +1.4% |
| 12 | LEVI | 0.37% | $9,896,000 | NEW |
| 13 | LENB | 0.62% | $16,672,000 | ▲ +0.1% |
| 14 | OC | 0.28% | $7,486,000 | NEW |
| 15 | RL | 0.26% | $7,066,000 | NEW |