Greenhaven Associates·CIK 846222
26
Positions
$4.2B
Portfolio Value
40
Quarters tracked
Q1 2026
Latest filing
Portfolio Allocation — Q2 2022
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| GS | 14.21% | $658,200,000 |
| LEN |
14.20% |
| $657,767,000 |
| JPM | 11.02% | $510,558,000 |
| WHR | 9.47% | $438,826,000 |
| WRK | 7.59% | $351,752,000 |
| C | 6.52% | $301,861,000 |
| DHI | 5.43% | $251,756,000 |
| TOL | 5.16% | $238,962,000 |
| IP | 4.51% | $208,913,000 |
| PHM | 3.63% | $168,140,000 |
| SWK | 2.99% | $138,520,000 |
| LEA | 2.09% | $96,962,000 |
| MTH | 1.15% | $53,256,000 |
| LENB | 0.73% | $33,756,000 |
| CRHXXXX | 0.57% | $26,200,000 |
| PSQXXXX | 0.31% | $14,472,000 |
| SHXXXX | 0.25% | $11,468,000 |
| ALV | 0.08% | $3,817,000 |
| MDC | 0.07% | $3,335,000 |
| A | 0.03% | $1,271,000 |
| SCHW | 0.03% | $1,264,000 |
| MS | 0.02% | $761,000 |
| UNP | 0.01% | $433,000 |
| MMM | 0.01% | $324,000 |
| BRKB | 0.01% | $273,000 |
| FTI | 0.00% | $125,000 |