Greenhaven Associates·CIK 846222
31
Positions
$5.1B
Portfolio Value
40
Quarters tracked
Q1 2026
Latest filing
Portfolio Allocation — Q4 2022
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| LEN | 14.88% | $838,415,983 |
| GS |
13.29% |
| $748,869,201 |
| JPM | 11.42% | $643,114,634 |
| WHR | 6.80% | $383,155,020 |
| WRK | 6.20% | $349,297,864 |
| C | 6.17% | $347,470,429 |
| DHI | 5.95% | $335,346,730 |
| TOL | 4.75% | $267,315,060 |
| PHM | 4.55% | $256,060,265 |
| IP | 3.74% | $210,613,600 |
| OSK | 2.72% | $153,245,470 |
| LEA | 2.28% | $128,366,901 |
| SWK | 1.72% | $96,886,546 |
| MTH | 1.34% | $75,581,042 |
| CRHXXXX | 1.28% | $71,942,111 |
| AVT | 0.99% | $55,724,269 |
| LENB | 0.77% | $43,332,318 |
| BAC | 0.74% | $41,549,040 |
| GIL | 0.55% | $30,786,640 |
| PSQXXXX | 0.26% | $14,793,600 |
| SHXXXX | 0.20% | $11,140,850 |
| ALV | 0.11% | $5,976,303 |
| MDC | 0.04% | $2,103,264 |
| SCHW | 0.03% | $1,665,200 |
| A | 0.03% | $1,601,255 |
| BIL | 0.02% | $1,066,083 |
| MS | 0.02% | $850,200 |
| UNP | 0.01% | $420,766 |
| BRKB | 0.01% | $309,209 |
| MMM | 0.01% | $283,971 |
| FTI | 0.00% | $188,945 |