Greenhaven Associates·CIK 846222
28
Positions
$7.0B
Portfolio Value
40
Quarters tracked
Q1 2026
Latest filing
Portfolio Allocation — Q3 2023
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| LEN | 13.07% | $1,008,077,918 |
| GS |
9.79% |
| $755,191,995 |
| JPM | 8.87% | $684,349,960 |
| CRH | 7.83% | $604,133,110 |
| C | 7.02% | $541,467,936 |
| WRK | 6.28% | $484,007,766 |
| PHM | 5.47% | $422,234,433 |
| TOL | 5.33% | $410,766,962 |
| DHI | 4.90% | $377,604,658 |
| IP | 4.51% | $347,952,010 |
| LEA | 3.11% | $240,195,186 |
| OSK | 3.04% | $234,632,691 |
| ARW | 2.85% | $220,062,711 |
| WHR | 2.75% | $211,923,859 |
| AVT | 2.36% | $181,776,969 |
| MTH | 1.29% | $99,619,341 |
| LENB | 0.75% | $58,171,324 |
| TEX | 0.54% | $41,659,836 |
| NOV | 0.42% | $32,643,710 |
| GIL | 0.20% | $15,734,169 |
| ALV | 0.05% | $3,886,697 |
| A | 0.02% | $1,196,474 |
| SCHW | 0.01% | $1,098,000 |
| MS | 0.01% | $816,700 |
| UNP | 0.01% | $413,776 |
| BRKB | 0.00% | $350,650 |
| FTI | 0.00% | $315,270 |
| MMM | 0.00% | $221,692 |