Greenhaven Associates·CIK 846222
23
Positions
$3.8B
Portfolio Value
40
Quarters tracked
Q1 2026
Latest filing
Portfolio Allocation — Q1 2021
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| GS | 19.71% | $872,059,000 |
| LEN |
16.07% |
| $711,163,000 |
| WHR | 13.86% | $613,337,000 |
| MS | 9.99% | $442,217,000 |
| TOL | 6.87% | $303,833,000 |
| DE | 5.04% | $222,822,000 |
| CF | 2.54% | $112,296,000 |
| DHI | 2.17% | $96,022,000 |
| LEA | 2.10% | $93,021,000 |
| SCHW | 1.85% | $81,780,000 |
| BRKB | 1.72% | $75,910,000 |
| PHM | 1.20% | $52,899,000 |
| BGXXXX | 1.11% | $49,258,000 |
| LENB | 0.85% | $37,526,000 |
| OC | 0.51% | $22,463,000 |
| PSQXXXX | 0.32% | $13,980,000 |
| SHXXXX | 0.23% | $10,391,000 |
| ALV | 0.06% | $2,645,000 |
| MDC | 0.05% | $2,207,000 |
| A | 0.03% | $1,360,000 |
| JPM | 0.02% | $761,000 |
| MMM | 0.01% | $482,000 |
| UNP | 0.01% | $448,000 |