Greenhaven Associates·CIK 846222
29
Positions
$4.9B
Portfolio Value
40
Quarters tracked
Q1 2026
Latest filing
Portfolio Allocation — Q4 2025
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| LEN | 16.82% | $1,037,678,312 |
| TOL |
12.28% |
| $757,662,946 |
| PHM | 10.52% | $648,967,027 |
| DHI | 8.13% | $501,821,548 |
| OSK | 5.13% | $316,750,416 |
| AVTR | 3.81% | $234,937,483 |
| ARW | 3.39% | $209,338,805 |
| BAX | 3.31% | $204,347,492 |
| LEA | 3.30% | $203,533,955 |
| AVT | 3.06% | $188,899,877 |
| SLB | 2.90% | $178,882,540 |
| MRP | 2.23% | $137,299,964 |
| MTH | 1.56% | $96,419,372 |
| NOV | 1.46% | $89,796,507 |
| VBIL | 0.94% | $58,286,647 |
| LENB | 0.56% | $34,629,292 |
| TFX | 0.24% | $14,898,521 |
| C | 0.06% | $3,881,109 |
| ICLR | 0.05% | $3,169,535 |
| RHI | 0.05% | $2,843,652 |
| TMHC | 0.05% | $2,796,325 |
| CRH | 0.04% | $2,496,000 |
| A | 0.02% | $1,455,949 |
| JPM | 0.02% | $1,288,880 |
| SCHW | 0.02% | $1,248,875 |
| TEX | 0.02% | $1,036,746 |
| UNP | 0.01% | $470,042 |
| G | 0.01% | $467,800 |
| STLA | 0.01% | $392,040 |
| Ticker | Last Value | Last Weight |
|---|---|---|
SOLDGS | $796,350 | 0.01% |