Greenhaven Associates·CIK 846222
28
Positions
$4.6B
Portfolio Value
40
Quarters tracked
Q1 2026
Latest filing
Portfolio Allocation — Q3 2020
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| LEN | 13.62% | $619,749,000 |
| GS |
13.13% |
| $597,721,000 |
| GM | 11.85% | $539,368,000 |
| WHR | 11.28% | $513,407,000 |
| DE | 9.83% | $447,216,000 |
| MS | 9.78% | $445,293,000 |
| DHI | 5.83% | $265,172,000 |
| TOL | 5.66% | $257,467,000 |
| F | 2.80% | $127,618,000 |
| SCHW | 2.66% | $121,187,000 |
| CF | 2.29% | $104,426,000 |
| BRKB | 2.09% | $95,109,000 |
| PHM | 2.08% | $94,707,000 |
| C | 1.99% | $90,540,000 |
| LEA | 1.23% | $56,152,000 |
| BGXXXX | 1.09% | $49,820,000 |
| OC | 0.69% | $31,482,000 |
| LENB | 0.67% | $30,432,000 |
| ADNT | 0.63% | $28,573,000 |
| PWR | 0.38% | $17,445,000 |
| PSQXXXX | 0.18% | $8,143,000 |
| ALV | 0.12% | $5,284,000 |
| MDC | 0.04% | $1,620,000 |
| A | 0.02% | $1,080,000 |
| MMM | 0.02% | $801,000 |
| JPM | 0.01% | $481,000 |
| UNP | 0.01% | $400,000 |
| AMTD | 0.00% | $202,000 |