Greenhaven Associates·CIK 846222
24
Positions
$6.5B
Portfolio Value
40
Quarters tracked
Q1 2026
Latest filing
Portfolio Allocation — Q2 2024
Portfolio Value Over Time
| ▲ +2.2% |
| 3 | DHI | 6.80% | $517,198,020 | ▲ +1.4% |
| 4 | TOL | 8.42% | $641,067,347 | ▲ +1.8% |
| 5 | PHM | 8.07% | $613,951,511 | ▲ +1.8% |
| 6 | LEA | 2.73% | $207,505,865 | ▲ +0.3% |
| 7 | OSK | 3.58% | $272,343,944 | ▲ +0.7% |
| 8 | C | 13.87% | $1,056,028,087 | ▲ +4.4% |
| 9 | MTH | 1.64% | $124,972,963 | ▲ +0.3% |
| 10 | TEX | 1.08% | $82,241,958 | ▲ +0.2% |
| 11 | LENB | 0.88% | $67,309,833 | ▲ +0.2% |
| 12 | ARW | 2.99% | $227,376,589 | ▲ +0.8% |
| 13 | AVT | 2.65% | $201,961,184 | ▲ +0.9% |
| 14 | G | 0.52% | $39,940,547 | ▲ +0.2% |
| 15 | NOV | 0.45% | $34,198,534 | ▲ +0.1% |