Greenhaven Associates
As of Q2 2026, Greenhaven Associates reported 28 long-equity positions worth $8.66B in aggregate.
Copy-investor backtest
- Latest quarter
- +16.39%
- 1-year
- +22.78%
- 3-year
- +55.78%
- 5-year
- +56.69%
- 3-year vs S&P 500
- -9.02%
- 5-year vs S&P 500
- -12.61%
- 5-year top 5
- +45.94%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 14 of 26 rows. Rows without a quote are marked unavailable.
| 1 | FDX | FedEx Corp (FDX) COMMON | 11.59% | Add +1.2% | 3,167,250 | $295.82M | $93.40 | No quote |
| 2 | MMM | 3M Company (MMM) COMMON | 10.73% | Add +1.1% | 3,275,695 | $273.75M | $83.57 | No quote |
| 3 | DVN | Devon Energy Corp (DVN) COMMON | 10.08% | Add +22.8% | 3,991,570 | $257.18M | $64.43 | No quote |
| 4 | UNP | Union Pacific Corp (UNP) COMMON | 8.63% | Reduce -0.1% | 3,002,499 | $220.08M | $73.30 | No quote |
| 5 | WMB | Williams Companies (WMB) COMMON | 7.43% | Reduce -6.1% | 8,204,825 | $189.53M | $23.10 | No quote |
| 6 | APD | Air Products & Chemicals (APD) COMMON | 7.00% | Add +24.5% | 2,414,246 | $178.53M | $73.95 | No quote |
| 7 | A | Agilent Technologies, Inc. (A) COMMON | 6.98% | Reduce -30.8% | 5,179,080 | $178.11M | $34.39 | No quote |
| 8 | BDX | Becton Dickinson & Co (BDX) COMMON | 5.47% | Add +251.0% | 1,771,638 | $139.48M | $78.73 | No quote |
| 9 | PLL | Pall Corp (PLL) COMMON | 4.97% | Add +2.4% | 3,132,131 | $126.82M | No quote | No quote |
| 10 | BHI | Baker Hughes Inc. (BHI) COMMON | 4.93% | Add +3.2% | 2,684,476 | $125.74M | No quote | No quote |
| 11 | EQT | EQT Corporation (EQT) COMMON | 4.21% | Add +8.9% | 2,621,367 | $107.48M | $41.00 | No quote |
| 12 | TMO | Thermo Fisher Scientific (TMO) COMMON | 3.96% | Add +5.0% | 1,964,060 | $101.03M | $51.44 | No quote |
| 13 | COL | Rockwell Collins, Inc. (COL) COMMON | 3.39% | Add +1.6% | 1,383,413 | $86.59M | No quote | No quote |
| 14 | EMR | Emerson Electric Company (EMR) COMMON | 2.69% | Add +1.0% | 1,365,600 | $68.74M | $50.34 | No quote |
| 15 | XRX | Xerox Corp (XRX) COMMON | 2.18% | Reduce -4.4% | 5,706,661 | $55.64M | $9.75 | No quote |
| 16 | RVTY | Perkinelmer, Inc. (PKI) COMMON | 1.55% | Add +1.8% | 1,653,400 | $39.52M | No quote | No quote |
| 17 | PX | Praxair Inc. (PX) COMMON | 1.20% | New | 369,200 | $30.64M | No quote | No quote |
| 18 | NSC | Norfolk Southern Corp (NSC) COMMON | 1.16% | Reduce -42.8% | 529,600 | $29.6M | $55.89 | No quote |
| 19 | HIG | Hartford Financial (HIG) COMMON | 0.67% | Reduce -51.1% | 599,670 | $17.04M | $28.42 | No quote |
| 20 | - | RHJ International (RHJIF) COMMONCUSIP 749561205 | 0.56% | - | 1,632,025 | $14.18M | No quote | No quote |
| 21 | SPR | Spirit Aerosystems (SPR) COMMON | 0.49% | Reduce -50.3% | 539,000 | $12.6M | No quote | No quote |
| 22 | PAA | Plains All Amer Pipeline LP (PAA) COMMON | 0.13% | Reduce -57.1% | 60,000 | $3.41M | No quote | No quote |
| 26 | SSCCQ | Smurfit Stone (SSCCQ) COMMON | - | Sold | 0 | $0 | No quote | No quote |
| 25 | C | Citigroup Inc. (C) COMMON | - | Sold | 0 | $0 | No quote | No quote |
| 24 | BRKR | Bruker Corp (BRKR) COMMON | - | Sold | 0 | $0 | No quote | No quote |
| 23 | ADP | Automatic Data Processing (ADP) COMMON | - | Sold | 0 | $0 | No quote | No quote |