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
| Ticker | % Portfolio | Value |
|---|---|---|
| LEN | 17.67% | $1,344,713,371 |
13.87% |
| $1,056,028,087 |
| CRH | 10.95% | $833,782,399 |
| TOL | 8.42% | $641,067,347 |
| PHM | 8.07% | $613,951,511 |
| DHI | 6.80% | $517,198,020 |
| OSK | 3.58% | $272,343,944 |
| IP | 3.06% | $233,177,638 |
| ARW | 2.99% | $227,376,589 |
| LEA | 2.73% | $207,505,865 |
| AVT | 2.65% | $201,961,184 |
| MTH | 1.64% | $124,972,963 |
| TEX | 1.08% | $82,241,958 |
| LENB | 0.88% | $67,309,833 |
| G | 0.52% | $39,940,547 |
| NOV | 0.45% | $34,198,534 |
| GS | 0.34% | $25,899,391 |
| JPM | 0.02% | $1,516,950 |
| SCHW | 0.02% | $1,473,800 |
| A | 0.02% | $1,387,041 |
| MS | 0.01% | $971,900 |
| UNP | 0.01% | $459,760 |
| BRKB | 0.01% | $407,207 |
| MMM | 0.00% | $241,986 |