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
| Ticker | % Portfolio | Value |
|---|---|---|
| LEN | 14.37% | $1,347,725,647 |
| GS |
9.59% |
| $899,028,112 |
| C | 8.84% | $828,868,409 |
| JPM | 8.57% | $803,468,030 |
| CRH | 8.22% | $770,576,363 |
| PHM | 6.30% | $591,075,705 |
| TOL | 6.08% | $569,969,214 |
| WRK | 5.94% | $556,808,984 |
| DHI | 5.75% | $539,217,137 |
| IP | 3.79% | $355,549,529 |
| OSK | 2.85% | $267,749,825 |
| LEA | 2.70% | $253,169,761 |
| ARW | 2.38% | $223,293,048 |
| AVT | 2.06% | $193,273,870 |
| MTH | 1.54% | $144,026,992 |
| TEX | 0.89% | $83,701,982 |
| LENB | 0.81% | $76,329,276 |
| NOV | 0.34% | $32,253,312 |
| G | 0.11% | $10,510,362 |
| A | 0.02% | $1,487,621 |
| SCHW | 0.01% | $1,376,000 |
| MS | 0.01% | $932,500 |
| UNP | 0.01% | $499,100 |
| BRKB | 0.00% | $357,017 |
| FTI | 0.00% | $312,170 |
| MMM | 0.00% | $258,870 |