Greenhaven Associates·CIK 846222
23
Positions
$5.5B
Portfolio Value
40
Quarters tracked
Q1 2026
Latest filing
Portfolio Allocation — Q4 2024
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| LEN | 18.49% | $1,249,794,912 |
| C |
17.57% |
| $1,187,533,148 |
| TOL | 10.32% | $697,322,553 |
| PHM | 9.00% | $608,122,429 |
| DHI | 7.59% | $513,357,939 |
| OSK | 3.59% | $242,628,717 |
| ARW | 3.19% | $215,477,424 |
| AVT | 3.07% | $207,335,632 |
| LEA | 2.58% | $174,460,791 |
| MTH | 1.68% | $113,674,980 |
| TEX | 1.03% | $69,474,807 |
| CRH | 0.86% | $58,453,488 |
| G | 0.78% | $52,843,017 |
| LENB | 0.71% | $48,110,397 |
| NOV | 0.71% | $48,049,213 |
| IP | 0.03% | $1,899,200 |
| SCHW | 0.02% | $1,480,200 |
| A | 0.02% | $1,437,438 |
| GS | 0.02% | $1,431,550 |
| MS | 0.02% | $1,257,200 |
| JPM | 0.02% | $1,198,550 |
| UNP | 0.01% | $463,377 |
| BRKB | 0.01% | $453,733 |