Greenhaven Associates·CIK 846222
26
Positions
$5.2B
Portfolio Value
40
Quarters tracked
Q1 2026
Latest filing
Portfolio Allocation — Q3 2025
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| LEN | 18.50% | $1,216,713,780 |
| TOL |
11.72% |
| $770,955,058 |
| PHM | 11.19% | $735,941,374 |
| DHI | 9.38% | $616,491,696 |
| OSK | 4.98% | $327,700,798 |
| ARW | 3.49% | $229,706,279 |
| AVTR | 3.48% | $228,528,394 |
| AVT | 3.12% | $205,404,826 |
| LEA | 2.75% | $180,677,853 |
| MRP | 2.35% | $154,648,786 |
| BAX | 2.18% | $143,185,707 |
| MTH | 1.60% | $105,237,458 |
| NOV | 1.16% | $76,156,787 |
| TEX | 1.15% | $75,807,703 |
| LENB | 0.66% | $43,683,439 |
| VBIL | 0.58% | $37,807,500 |
| C | 0.13% | $8,452,210 |
| ICLR | 0.05% | $3,046,575 |
| CRH | 0.05% | $2,997,500 |
| SCHW | 0.02% | $1,432,050 |
| A | 0.02% | $1,373,345 |
| JPM | 0.02% | $1,261,720 |
| GS | 0.01% | $796,350 |
| UNP | 0.01% | $480,304 |
| G | 0.01% | $418,900 |
| STLA | 0.01% | $336,240 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDMS | $1,408,600 | 0.02% |