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
| Ticker | % Portfolio | Value |
|---|---|---|
| LEN | 15.09% | $1,136,091,788 |
9.75% |
| $733,961,058 |
| JPM | 9.28% | $699,116,118 |
| C | 6.71% | $505,100,696 |
| PHM | 5.97% | $449,250,628 |
| TOL | 5.81% | $437,885,469 |
| DHI | 5.81% | $437,407,647 |
| WRK | 5.23% | $394,231,933 |
| WHR | 4.17% | $314,234,065 |
| IP | 3.85% | $290,231,418 |
| LEA | 3.45% | $259,686,257 |
| ARW | 2.85% | $214,563,983 |
| OSK | 2.71% | $204,164,327 |
| AVT | 2.44% | $183,763,570 |
| CRHXXXX | 1.55% | $116,504,958 |
| MTH | 1.53% | $115,365,463 |
| LENB | 0.86% | $64,770,756 |
| TEX | 0.59% | $44,214,968 |
| BAC | 0.47% | $35,704,705 |
| GIL | 0.45% | $33,717,882 |
| ALV | 0.09% | $6,636,522 |
| A | 0.02% | $1,286,675 |
| SCHW | 0.02% | $1,133,600 |
| MS | 0.01% | $854,000 |
| UNP | 0.01% | $415,788 |
| BRKB | 0.00% | $341,341 |
| FTI | 0.00% | $257,610 |
| MMM | 0.00% | $237,013 |