Greenhaven Associates·CIK 846222
24
Positions
$5.6B
Portfolio Value
40
Quarters tracked
Q1 2026
Latest filing
Portfolio Allocation — Q2 2025
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| C | 20.48% | $1,376,863,923 |
| LEN |
15.62% |
| $1,050,085,437 |
| TOL | 9.51% | $639,346,673 |
| PHM | 8.76% | $588,511,937 |
| DHI | 7.06% | $474,562,642 |
| OSK | 4.31% | $290,027,257 |
| ARW | 3.63% | $243,735,234 |
| MRP | 3.35% | $224,873,081 |
| AVT | 3.13% | $210,352,696 |
| LEA | 2.60% | $174,919,632 |
| MTH | 1.49% | $99,916,226 |
| TEX | 1.04% | $70,031,872 |
| NOV | 0.92% | $61,932,674 |
| LENB | 0.57% | $38,317,210 |
| ICLR | 0.04% | $2,564,720 |
| CRH | 0.04% | $2,472,817 |
| SCHW | 0.03% | $1,824,800 |
| GS | 0.03% | $1,769,375 |
| JPM | 0.02% | $1,449,550 |
| MS | 0.02% | $1,408,600 |
| A | 0.02% | $1,262,707 |
| G | 0.01% | $484,902 |
| UNP | 0.01% | $467,523 |
| STLA | 0.01% | $361,080 |