Greenhaven Associates·CIK 846222
31
Positions
$5.7B
Portfolio Value
40
Quarters tracked
Q1 2026
Latest filing
Portfolio Allocation — Q1 2023
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| LEN | 14.85% | $956,646,893 |
| GS |
11.29% |
| $727,753,674 |
| JPM | 9.58% | $617,510,943 |
| C | 7.34% | $472,719,659 |
| WRK | 6.00% | $386,564,358 |
| DHI | 5.54% | $356,766,127 |
| PHM | 5.10% | $328,605,369 |
| TOL | 4.98% | $320,976,508 |
| WHR | 4.36% | $280,778,816 |
| LEA | 3.74% | $241,115,440 |
| IP | 3.56% | $229,537,226 |
| OSK | 2.53% | $162,808,963 |
| AVT | 2.21% | $142,719,136 |
| MTH | 1.47% | $94,628,259 |
| CRHXXXX | 1.36% | $87,396,949 |
| ARW | 1.30% | $83,911,017 |
| F | 1.09% | $70,263,900 |
| LENB | 0.80% | $51,546,963 |
| GIL | 0.56% | $36,180,419 |
| BAC | 0.55% | $35,735,700 |
| ALV | 0.11% | $7,285,814 |
| MDC | 0.04% | $2,587,148 |
| A | 0.02% | $1,480,238 |
| SWK | 0.02% | $1,162,769 |
| SCHW | 0.02% | $1,047,600 |
| MS | 0.01% | $878,000 |
| BIL | 0.01% | $491,237 |
| UNP | 0.01% | $408,960 |
| BRKB | 0.00% | $309,079 |
| MMM | 0.00% | $248,900 |
| FTI | 0.00% | $211,575 |