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
| ▼ -2.6% |
| 3 | LEN | 10.83% | $575,067,000 | ▼ -2.8% |
| 4 | DHI | 4.30% | $228,541,000 | ▼ -1.5% |
| 5 | SCHW | 1.74% | $92,630,000 | ▼ -0.9% |
| 6 | TOL | 4.39% | $232,917,000 | ▼ -1.3% |
| 7 | PHM | 1.55% | $82,322,000 | ▼ -0.5% |
| 8 | WHR | 9.46% | $502,197,000 | ▼ -1.8% |
| 9 | BRKB | 1.73% | $91,685,000 | ▼ -0.4% |
| 10 | LENB | 0.53% | $27,884,000 | ▼ -0.1% |
| 11 | PWR | 0.30% | $15,743,000 | ▼ -0.1% |
| 12 | OC | 0.62% | $32,993,000 | ▼ -0.1% |
| 13 | AMTD | 0.00% | $202,000 | SOLD |