Greenhaven Associates·CIK 846222
30
Positions
$4.3B
Portfolio Value
40
Quarters tracked
Q1 2026
Latest filing
Portfolio Allocation — Q3 2022
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| LEN | 14.62% | $694,789,000 |
13.62% |
| $647,344,000 |
| JPM | 10.60% | $503,793,000 |
| WHR | 8.03% | $381,779,000 |
| WRK | 6.46% | $307,251,000 |
| C | 6.33% | $301,090,000 |
| DHI | 5.36% | $254,603,000 |
| TOL | 4.74% | $225,112,000 |
| PHM | 4.19% | $198,949,000 |
| IP | 3.32% | $157,952,000 |
| OSK | 2.57% | $122,303,000 |
| LEA | 2.50% | $118,757,000 |
| SWK | 2.10% | $99,755,000 |
| CRHXXXX | 1.22% | $57,851,000 |
| MTH | 1.17% | $55,723,000 |
| AVT | 1.02% | $48,490,000 |
| LENB | 0.71% | $33,928,000 |
| GIL | 0.56% | $26,755,000 |
| PSQXXXX | 0.32% | $14,995,000 |
| SHXXXX | 0.25% | $12,010,000 |
| ALV | 0.12% | $5,750,000 |
| MDC | 0.06% | $2,800,000 |
| SCHW | 0.03% | $1,437,000 |
| A | 0.03% | $1,301,000 |
| BIL | 0.02% | $1,091,000 |
| MS | 0.02% | $790,000 |
| UNP | 0.01% | $396,000 |
| BRKB | 0.01% | $267,000 |
| MMM | 0.01% | $262,000 |
| FTI | 0.00% | $131,000 |