Greenhaven Associates·CIK 846222
25
Positions
$5.2B
Portfolio Value
40
Quarters tracked
Q1 2026
Latest filing
Portfolio Allocation — Q1 2025
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| C | 18.80% | $1,183,108,195 |
| LEN |
17.22% |
| $1,083,518,035 |
| TOL | 9.33% | $587,353,033 |
| PHM | 9.13% | $574,377,318 |
| DHI | 7.42% | $467,172,620 |
| OSK | 3.82% | $240,243,252 |
| MRP | 3.32% | $209,111,331 |
| ARW | 3.16% | $198,705,389 |
| AVT | 3.03% | $190,688,247 |
| LEA | 2.58% | $162,628,894 |
| MTH | 1.62% | $101,668,004 |
| NOV | 0.99% | $62,617,470 |
| TEX | 0.90% | $56,788,365 |
| LENB | 0.63% | $39,707,915 |
| G | 0.12% | $7,389,638 |
| CRH | 0.04% | $2,369,648 |
| SCHW | 0.02% | $1,565,600 |
| GS | 0.02% | $1,365,725 |
| A | 0.02% | $1,251,686 |
| JPM | 0.02% | $1,226,500 |
| MS | 0.02% | $1,166,700 |
| BRKB | 0.01% | $533,113 |
| UNP | 0.01% | $480,040 |
| STLA | 0.01% | $336,300 |
| RHI | 0.00% | $207,290 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDIP | $1,899,200 | 0.03% |