Greenhaven Associates·CIK 846222
28
Positions
$6.7B
Portfolio Value
40
Quarters tracked
Q1 2026
Latest filing
Portfolio Allocation — Q2 2023
Portfolio Value Over Time
| ▲ +1.6% |
| 3 | PHM | 5.97% | $449,250,628 | ▲ +0.9% |
| 4 | TOL | 5.81% | $437,885,469 | ▲ +0.8% |
| 5 | DHI | 5.81% | $437,407,647 | ▲ +0.3% |
| 6 | IP | 3.85% | $290,231,418 | ▲ +0.3% |
| 7 | TEX | 0.59% | $44,214,968 | NEW |
| 8 | OSK | 2.71% | $204,164,327 | ▲ +0.2% |
| 9 | AVT | 2.44% | $183,763,570 | ▲ +0.2% |
| 10 | CRHXXXX | 1.55% | $116,504,958 | ▲ +0.2% |
| 11 | MTH | 1.53% | $115,365,463 | ▲ +0.1% |
| 12 | LENB | 0.86% | $64,770,756 | ▲ +0.1% |