Greenhaven Associates·CIK 846222
27
Positions
$4.5B
Portfolio Value
40
Quarters tracked
Q1 2026
Latest filing
Portfolio Allocation — Q4 2020
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| GS | 15.22% | $808,057,000 |
| MS |
12.31% |
| $653,814,000 |
| LEN | 10.83% | $575,067,000 |
| WHR | 9.46% | $502,197,000 |
| DE | 7.25% | $384,842,000 |
| C | 5.40% | $286,663,000 |
| TOL | 4.39% | $232,917,000 |
| DHI | 4.30% | $228,541,000 |
| F | 3.22% | $171,041,000 |
| CF | 2.48% | $131,547,000 |
| SCHW | 1.74% | $92,630,000 |
| BRKB | 1.73% | $91,685,000 |
| PHM | 1.55% | $82,322,000 |
| LEA | 1.54% | $81,618,000 |
| BGXXXX | 1.34% | $71,230,000 |
| ADNT | 0.96% | $50,771,000 |
| OC | 0.62% | $32,993,000 |
| LENB | 0.53% | $27,884,000 |
| PWR | 0.30% | $15,743,000 |
| PSQXXXX | 0.22% | $11,730,000 |
| ALV | 0.12% | $6,419,000 |
| MDC | 0.03% | $1,672,000 |
| A | 0.02% | $1,268,000 |
| FDX | 0.01% | $649,000 |
| JPM | 0.01% | $635,000 |
| MMM | 0.01% | $437,000 |
| UNP | 0.01% | $423,000 |