Greenhaven Associates·CIK 846222
26
Positions
$9.8B
Portfolio Value
40
Quarters tracked
Q1 2026
Latest filing
Portfolio Allocation — Q1 2024
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| LEN | 14.15% | $1,536,375,935 |
| C |
9.49% |
| $1,030,290,902 |
| GS | 8.83% | $959,090,171 |
| CRH | 8.76% | $951,344,029 |
| JPM | 8.53% | $926,664,715 |
| TOL | 6.57% | $713,203,097 |
| PHM | 6.30% | $684,014,067 |
| WRK | 5.76% | $625,266,124 |
| DHI | 5.44% | $590,404,248 |
| IP | 3.65% | $396,653,323 |
| OSK | 2.85% | $309,291,899 |
| LEA | 2.40% | $260,647,813 |
| ARW | 2.21% | $239,608,193 |
| AVT | 1.76% | $191,306,264 |
| MTH | 1.34% | $145,088,751 |
| TEX | 0.88% | $95,073,720 |
| LENB | 0.73% | $79,680,224 |
| G | 0.33% | $35,837,573 |
| NOV | 0.32% | $35,116,012 |
| A | 0.01% | $1,556,957 |
| SCHW | 0.01% | $1,446,800 |
| MS | 0.01% | $941,600 |
| UNP | 0.00% | $499,730 |
| BRKB | 0.00% | $420,941 |
| FTI | 0.00% | $389,205 |
| MMM | 0.00% | $251,174 |