Greenhaven Associates·CIK 846222
23
Positions
$7.5B
Portfolio Value
40
Quarters tracked
Q1 2026
Latest filing
Portfolio Allocation — Q3 2024
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| LEN | 19.98% | $1,703,665,631 |
| C |
12.39% |
| $1,056,900,277 |
| CRH | 12.13% | $1,034,540,018 |
| TOL | 10.04% | $856,203,664 |
| PHM | 9.41% | $802,788,982 |
| DHI | 8.21% | $700,413,009 |
| OSK | 2.98% | $254,181,062 |
| ARW | 2.94% | $250,301,266 |
| AVT | 2.50% | $213,147,850 |
| LEA | 2.33% | $198,614,361 |
| MTH | 1.79% | $152,646,520 |
| TEX | 0.93% | $79,356,693 |
| LENB | 0.74% | $63,007,403 |
| G | 0.57% | $48,769,908 |
| NOV | 0.38% | $32,504,955 |
| GS | 0.05% | $4,475,794 |
| IP | 0.02% | $1,723,819 |
| A | 0.02% | $1,588,736 |
| SCHW | 0.02% | $1,296,200 |
| JPM | 0.01% | $1,054,300 |
| MS | 0.01% | $1,042,400 |
| UNP | 0.01% | $500,847 |
| BRKB | 0.01% | $460,720 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDMMM | $241,986 | 0.00% |