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
| Ticker | % Portfolio | Value |
|---|---|---|
| GS | 16.73% | $449,532,000 |
| LEN |
13.69% |
| $367,896,000 |
| C | 13.26% | $356,459,000 |
| DHI | 10.36% | $278,489,000 |
| WHR | 8.81% | $236,877,000 |
| GM | 7.81% | $209,782,000 |
| F | 6.15% | $165,405,000 |
| DE | 5.20% | $139,759,000 |
| MS | 3.69% | $99,113,000 |
| TOL | 3.56% | $95,680,000 |
| PHM | 2.77% | $74,521,000 |
| AXP | 1.80% | $48,275,000 |
| JPM | 1.56% | $41,873,000 |
| PWR | 1.00% | $26,991,000 |
| KBH | 0.80% | $21,418,000 |
| LENB | 0.62% | $16,672,000 |
| ADNT | 0.58% | $15,572,000 |
| MHK | 0.56% | $15,042,000 |
| LEVI | 0.37% | $9,896,000 |
| OC | 0.28% | $7,486,000 |
| RL | 0.26% | $7,066,000 |
| MMM | 0.07% | $1,747,000 |
| A | 0.03% | $766,000 |
| TMHC | 0.02% | $484,000 |
| UNP | 0.01% | $287,000 |
| AMTD | 0.01% | $179,000 |
| TPH | 0.01% | $144,000 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDFDX | $5,323,000 | 0.12% |