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
| 3 | PHM | 2.08% | $94,707,000 | ▼ -1.9% |
| 4 | MHK | 1.61% | $72,746,000 | SOLD |
| 5 | KBH | 1.23% | $55,512,000 | SOLD |
| 6 | F | 2.80% | $127,618,000 | ▼ -0.7% |
| 7 | C | 1.99% | $90,540,000 | ▼ -0.6% |
| 8 | JPM | 0.01% | $481,000 | ▼ -0.5% |
| 9 | PWR | 0.38% | $17,445,000 | ▼ -0.3% |
| 10 | OC | 0.69% | $31,482,000 | ▼ -0.3% |
| 11 | MS | 9.78% | $445,293,000 | ▼ -0.4% |
| 12 | MDC | 0.04% | $1,620,000 | ▼ -0.1% |
| 13 | MTH | 0.06% | $2,489,000 | SOLD |
| 14 | SCHW | 2.66% | $121,187,000 | ▼ -0.1% |
| 15 | TMHC | 0.02% | $756,000 | SOLD |
| 16 | TPH | 0.00% | $216,000 | SOLD |
| 17 | ETRN | 0.00% | $147,000 | SOLD |