Greenhaven Associates·CIK 846222
19
Positions
$2.8B
Portfolio Value
40
Quarters tracked
Q1 2026
Latest filing
Portfolio Allocation — Q2 2021
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| GS | 29.32% | $1,003,317,000 |
| LEN |
20.39% |
| $697,684,000 |
| WHR | 17.45% | $596,962,000 |
| TOL | 8.69% | $297,358,000 |
| DHI | 2.05% | $70,122,000 |
| LENB | 1.08% | $36,987,000 |
| LEA | 0.78% | $26,679,000 |
| MS | 0.74% | $25,333,000 |
| PSQXXXX | 0.36% | $12,452,000 |
| SHXXXX | 0.31% | $10,696,000 |
| SCHW | 0.31% | $10,501,000 |
| BRKB | 0.21% | $7,223,000 |
| BGXXXX | 0.09% | $3,165,000 |
| CF | 0.07% | $2,495,000 |
| A | 0.05% | $1,582,000 |
| MDC | 0.04% | $1,265,000 |
| JPM | 0.02% | $778,000 |
| MMM | 0.01% | $497,000 |
| UNP | 0.01% | $447,000 |