Greenhaven Associates·CIK 846222
26
Positions
$5.1B
Portfolio Value
40
Quarters tracked
Q1 2026
Latest filing
Portfolio Allocation — Q1 2026
Portfolio Value Over Time
| ▲ +1.1% |
| 3 | SLB | 3.95% | $239,712,612 | ▲ +1.1% |
| 4 | OSK | 6.14% | $372,589,246 | ▲ +1% |
| 5 | AVT | 3.98% | $241,581,949 | ▲ +0.9% |
| 6 | BAX | 3.96% | $240,369,158 | ▲ +0.6% |
| 7 | VBIL | 1.49% | $90,509,551 | ▲ +0.6% |
| 8 | NOV | 1.78% | $108,182,668 | ▲ +0.3% |
| 9 | TMHC | 0.26% | $15,760,210 | ▲ +0.2% |
| 10 | TOL | 12.69% | $770,415,319 | ▲ +0.4% |
| 11 | DNOW | 0.16% | $9,819,640 | NEW |
| 12 | PHM | 10.65% | $646,514,989 | ▲ +0.1% |
| 13 | LEA | 3.38% | $205,517,439 | ▲ +0.1% |