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
| Ticker | % Portfolio | Value |
|---|---|---|
| LEN | 12.91% | $582,919,000 |
| GS |
12.90% |
| $582,471,000 |
| MS | 10.15% | $458,602,000 |
| DHI | 9.78% | $441,742,000 |
| WHR | 7.97% | $359,984,000 |
| DE | 7.26% | $327,958,000 |
| PHM | 3.96% | $178,666,000 |
| TOL | 3.66% | $165,275,000 |
| F | 3.54% | $159,931,000 |
| SCHW | 2.74% | $123,612,000 |
| C | 2.54% | $114,790,000 |
| FDX | 2.50% | $112,871,000 |
| CF | 2.15% | $97,266,000 |
| BRKB | 1.91% | $86,203,000 |
| MHK | 1.61% | $72,746,000 |
| KBH | 1.23% | $55,512,000 |
| OC | 1.03% | $46,521,000 |
| BGXXXX | 0.80% | $36,279,000 |
| PWR | 0.72% | $32,679,000 |
| LEA | 0.70% | $31,748,000 |
| ADNT | 0.61% | $27,690,000 |
| LENB | 0.59% | $26,495,000 |
| JPM | 0.48% | $21,514,000 |
| MDC | 0.15% | $6,741,000 |
| ALV | 0.11% | $4,800,000 |
| MTH | 0.06% | $2,489,000 |
| A | 0.02% | $946,000 |
| MMM | 0.02% | $780,000 |
| TMHC | 0.02% | $756,000 |
| UNP | 0.01% | $344,000 |
| TPH | 0.00% | $216,000 |
| AMTD | 0.00% | $188,000 |
| ETRN | 0.00% | $147,000 |