Greenhaven Associates
As of Q1 2026, this manager reported 27 long-equity positions worth $6.07B in aggregate.
As of Q1 2026, Greenhaven Associates's Greenhaven Associates held 27 long-equity positions with a reported value of $6.07B.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 25 of 31 rows. Rows without a quote are marked unavailable.
| 1 | QGEN 1 11/13/24 | General Motors Co (GM)CUSIP 35045V100 | 15.37% | Reduce -17.5% | 12,526,135 | $933.2M | No quote | No quote |
| 2 | LEN | Lennar Corporation - A (LEN) | 15.21% | Add +5.3% | 10,632,131 | $923.29M | $86.84 | |
| 3 | TOL | Toll Brothers, Inc. (TOL) | 12.69% | Add +0.8% | 5,645,309 | $770.42M | $136.47 | |
| 4 | PHM | PulteGroup Inc. (PHM) | 10.65% | Reduce -0.7% | 5,497,109 | $646.51M | $117.61 | |
| 5 | DHI | D R Horton, Inc. (DHI) | 7.84% | Reduce -0.5% | 3,466,920 | $475.73M | $137.22 | |
| 6 | OSK | Oshkosh Corp (OSK) | 6.14% | Add +0.4% | 2,531,005 | $372.59M | $147.21 | |
| 7 | ARW | Arrow Electronics Inc (ARW) | 4.48% | Reduce -0.2% | 1,895,860 | $271.89M | $143.41 | |
| 8 | AVT | Avnet Inc (AVT) | 3.98% | Reduce -0.2% | 3,920,512 | $241.58M | $61.62 | |
| 9 | BAX | Baxter International Inc (BAX) | 3.96% | Add +33.8% | 14,307,688 | $240.37M | $16.80 | |
| 10 | SLB | SLB LTD (SLB) | 3.95% | Add +0.1% | 4,664,577 | $239.71M | $51.39 | |
| 11 | ICLR | Icon PLC (ICLR) | 3.65% | Add +11412.1% | 2,002,411 | $221.59M | $110.66 | |
| 12 | LEA | Lear Corporation (LEA) | 3.38% | Reduce -4.4% | 1,697,369 | $205.52M | $121.08 | |
| 13 | AVTR | Avantor Inc (AVTR) | 2.92% | Add +10.2% | 22,593,838 | $177.14M | $7.84 | |
| 14 | NOV | NOV INC (NOV) | 1.78% | Add +0.1% | 5,751,338 | $108.18M | $18.81 | |
| 15 | VBIL | Vanguard 0-3M T-Bill ETF (VBIL) | 1.49% | Add +54.8% | 1,196,425 | $90.51M | $75.65 | |
| 16 | MTH | Meritage Homes Corp (MTH) | 1.48% | Reduce -0.7% | 1,454,849 | $89.97M | $61.84 | |
| 17 | LEN-B | Lennar Corporation - B SHS (LEN/B) | 0.50% | - | 364,059 | $30.62M | $84.12 | |
| 18 | TMHC | Taylor Morrison Home Corp (TMHC) | 0.26% | Add +469.7% | 270,608 | $15.76M | $58.24 | |
| 19 | DNOW | DNOW INC (DNOW) | 0.16% | New | 824,487 | $9.82M | $11.91 | |
| 20 | CRHCF | CRH PLC (CRH) | 0.03% | Reduce -12.5% | 17,500 | $1.84M | No quote | No quote |
| 21 | A | Agilent Technologies, Inc. (A) | 0.02% | - | 10,700 | $1.22M | $113.98 | |
| 22 | JPM | J P Morgan Chase (JPM) | 0.02% | - | 4,000 | $1.18M | $294.16 | |
| 23 | SCHW | Charles Schwab Corporation (SCHW) | 0.02% | - | 12,500 | $1.17M | $93.98 | |
| 24 | TEX | Terex Corp (TEX) | 0.01% | Reduce -43.8% | 10,922 | $645.49K | $59.10 | |
| 25 | UNP | Union Pacific Corp (UNP) | 0.01% | - | 2,032 | $493K | $242.62 | |
| 26 | G | Genpact LTD (G) | 0.01% | - | 10,000 | $372.5K | $37.25 | |
| 27 | STLA | Stellantis NV (STLA) | 0.00% | Add +2.8% | 37,000 | $262.33K | $7.09 | |
| 31 | TFX | Teleflex Inc (TFX) | - | Sold | 0 | $0 | No quote | No quote |
| 30 | RHI | Robert Half Inc (RHI) | - | Sold | 0 | $0 | No quote | No quote |
| 29 | MRP | Millrose Properties (MRP) | - | Sold | 0 | $0 | No quote | No quote |
| 28 | C | Citigroup Inc (C) | - | Sold | 0 | $0 | No quote | No quote |