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 13 of 24 rows. Rows without a quote are marked unavailable.
| 1 | MMM | 3M Company (MMM) COMMON | 11.43% | Add +0.3% | 3,286,100 | $259.57M | $78.99 | No quote |
| 2 | DVN | Devon Energy Corp (DVN) COMMON | 11.18% | Add +4.5% | 4,170,483 | $254.07M | $60.92 | No quote |
| 3 | FDX | FedEx Corp (FDX) COMMON | 10.05% | Add +2.8% | 3,256,532 | $228.32M | $70.11 | No quote |
| 4 | UNP | Union Pacific Corp (UNP) COMMON | 9.03% | Reduce -1.7% | 2,950,588 | $205.1M | $69.51 | No quote |
| 5 | BDX | Becton Dickinson & Co (BDX) COMMON | 7.32% | Add +38.9% | 2,460,379 | $166.37M | $67.62 | No quote |
| 6 | APD | Air Products & Chemicals (APD) COMMON | 7.07% | Add +2.6% | 2,476,394 | $160.5M | $64.81 | No quote |
| 7 | A | Agilent Technologies, Inc. (A) COMMON | 6.48% | Reduce -0.0% | 5,177,880 | $147.21M | $28.43 | No quote |
| 8 | WMB | Williams Companies (WMB) COMMON | 6.23% | Reduce -5.7% | 7,741,525 | $141.52M | $18.28 | No quote |
| 9 | BHI | Baker Hughes Inc. (BHI) COMMON | 4.91% | Reduce -0.1% | 2,682,476 | $111.51M | No quote | No quote |
| 10 | PLL | Pall Corp (PLL) COMMON | 4.77% | Add +0.6% | 3,149,661 | $108.25M | No quote | No quote |
| 11 | TMO | Thermo Fisher Scientific (TMO) COMMON | 4.26% | Add +0.4% | 1,972,760 | $96.76M | $49.05 | No quote |
| 12 | EQT | EQT Corporation (EQT) COMMON | 4.20% | Add +0.6% | 2,638,067 | $95.34M | $36.14 | No quote |
| 13 | COL | Rockwell Collins, Inc. (COL) COMMON | 3.17% | Reduce -2.1% | 1,354,913 | $71.99M | No quote | No quote |
| 14 | EMR | Emerson Electric Company (EMR) COMMON | 2.59% | Reduce -1.3% | 1,347,400 | $58.87M | $43.69 | No quote |
| 15 | RVTY | Perkinelmer, Inc. (PKI) COMMON | 1.50% | Reduce -0.1% | 1,651,400 | $34.13M | No quote | No quote |
| 16 | PX | Praxair Inc. (PX) COMMON | 1.47% | Add +18.9% | 438,815 | $33.35M | No quote | No quote |
| 17 | XRX | Xerox Corp (XRX) COMMON | 1.30% | Reduce -35.7% | 3,670,030 | $29.51M | $8.04 | No quote |
| 18 | NSC | Norfolk Southern Corp (NSC) COMMON | 0.98% | Reduce -20.8% | 419,650 | $22.26M | $53.05 | No quote |
| 19 | MOLX | Molex Inc. (MOLX) COMMON | 0.90% | New | 1,116,500 | $20.37M | No quote | No quote |
| 20 | - | RHJ International (RHJIF) COMMONCUSIP 749561205 | 0.54% | - | 1,632,025 | $12.19M | No quote | No quote |
| 21 | SPR | Spirit Aerosystems (SPR) COMMON | 0.45% | - | 539,000 | $10.27M | No quote | No quote |
| 22 | PAA | Plains All Amer Pipeline LP (PAA) COMMON | 0.14% | Reduce -8.3% | 55,000 | $3.23M | No quote | No quote |
| 23 | MOLXA | Molex Inc. - CL A (MOLXA) COMMON | 0.04% | New | 54,601 | $844K | No quote | No quote |
| 24 | HIG | Hartford Financial (HIG) COMMON | - | Sold | 0 | $0 | No quote | No quote |