Greenhaven Associates·CIK 846222
33
Positions
$4.2B
Portfolio Value
40
Quarters tracked
Q1 2026
Latest filing
Portfolio Allocation — Q2 2020
Portfolio Value Over Time
| 3 | SCHW | 2.74% | $123,612,000 | NEW |
| 4 | FDX | 2.50% | $112,871,000 | NEW |
| 5 | PHM | 3.96% | $178,666,000 | ▲ +1.2% |
| 6 | CF | 2.15% | $97,266,000 | NEW |
| 7 | BRKB | 1.91% | $86,203,000 | NEW |
| 8 | TOL | 3.66% | $165,275,000 | ▲ +0.1% |
| 9 | MHK | 1.61% | $72,746,000 | ▲ +1.1% |
| 10 | OC | 1.03% | $46,521,000 | ▲ +0.8% |
| 11 | BGXXXX | 0.80% | $36,279,000 | NEW |
| 12 | KBH | 1.23% | $55,512,000 | ▲ +0.4% |
| 13 | LEA | 0.70% | $31,748,000 | NEW |
| 14 | ADNT | 0.61% | $27,690,000 | ▲ +0% |
| 15 | MDC | 0.15% | $6,741,000 | NEW |
| 16 | ALV | 0.11% | $4,800,000 | NEW |
| 17 | MTH | 0.06% | $2,489,000 | NEW |
| 18 | ETRN | 0.00% | $147,000 | NEW |