Greenhaven Associates·CIK 846222
26
Positions
$8.6B
Portfolio Value
40
Quarters tracked
Q1 2026
Latest filing
Portfolio Allocation — Q4 2023
Portfolio Value Over Time
| 3 | PHM | 6.30% | $591,075,705 | ▲ +0.8% |
| 4 | CRH | 8.22% | $770,576,363 | ▲ +0.4% |
| 5 | DHI | 5.75% | $539,217,137 | ▲ +0.8% |
| 6 | TOL | 6.08% | $569,969,214 | ▲ +0.8% |
| 7 | MTH | 1.54% | $144,026,992 | ▲ +0.3% |
| 8 | TEX | 0.89% | $83,701,982 | ▲ +0.4% |
| 9 | LENB | 0.81% | $76,329,276 | ▲ +0.1% |
| 10 | G | 0.11% | $10,510,362 | NEW |