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 25 rows. Rows without a quote are marked unavailable.
| 1 | FDX | FedEx Corp (FDX) COMMON | 11.11% | Add +2.0% | 3,322,325 | $284.06M | $85.50 | No quote |
| 2 | MMM | 3M Company (MMM) COMMON | 10.82% | Reduce -2.9% | 3,191,395 | $276.73M | $86.71 | No quote |
| 3 | DVN | Devon Energy Corp (DVN) COMMON | 10.63% | Add +0.7% | 4,201,283 | $271.99M | $64.74 | No quote |
| 4 | APD | Air Products & Chemicals (APD) COMMON | 8.22% | Add +2.5% | 2,537,284 | $210.14M | $82.82 | No quote |
| 5 | BDX | Becton Dickinson & Co (BDX) COMMON | 8.08% | Add +13.4% | 2,790,814 | $206.8M | $74.10 | No quote |
| 6 | A | Agilent Technologies, Inc. (A) COMMON | 8.04% | Add +19.0% | 6,160,749 | $205.58M | $33.37 | No quote |
| 7 | WMB | Williams Companies (WMB) COMMON | 5.80% | Add +0.3% | 7,766,325 | $148.41M | $19.11 | No quote |
| 8 | BHI | Baker Hughes Inc. (BHI) COMMON | 5.26% | Add +17.8% | 3,159,276 | $134.59M | No quote | No quote |
| 9 | PLL | Pall Corp (PLL) COMMON | 5.10% | Reduce -0.5% | 3,135,061 | $130.54M | No quote | No quote |
| 10 | UNP | Union Pacific Corp (UNP) COMMON | 4.89% | Reduce -48.1% | 1,530,633 | $125.21M | $81.80 | No quote |
| 11 | COL | Rockwell Collins, Inc. (COL) COMMON | 4.65% | Add +50.8% | 2,042,854 | $119M | No quote | No quote |
| 12 | EQT | EQT Corporation (EQT) COMMON | 3.73% | Add +0.2% | 2,642,567 | $95.29M | $36.06 | No quote |
| 13 | TMO | Thermo Fisher Scientific (TMO) COMMON | 3.62% | Reduce -2.0% | 1,933,560 | $92.58M | $47.88 | No quote |
| 14 | EMR | Emerson Electric Company (EMR) COMMON | 2.74% | Reduce -1.1% | 1,332,200 | $70.15M | $52.66 | No quote |
| 15 | PX | Praxair Inc. (PX) COMMON | 1.60% | Add +3.3% | 453,470 | $40.93M | No quote | No quote |
| 16 | RVTY | Perkinelmer, Inc. (PKI) COMMON | 1.50% | Add +0.2% | 1,654,100 | $38.28M | No quote | No quote |
| 17 | TEL | Tyco Electronics Ltd (TEL) COMMON | 1.44% | New | 1,258,760 | $36.78M | $29.22 | No quote |
| 18 | MOLX | Molex Inc. (MOLX) COMMON | 1.10% | Add +20.5% | 1,345,200 | $28.16M | No quote | No quote |
| 19 | XRX | Xerox Corp (XRX) COMMON | 0.83% | Reduce -44.1% | 2,049,700 | $21.21M | $10.35 | No quote |
| 20 | - | RHJ International (RHJIF) COMMONCUSIP 749561205 | 0.53% | - | 1,632,025 | $13.48M | No quote | No quote |
| 21 | PAA | Plains All Amer Pipeline LP (PAA) COMMON | 0.14% | - | 55,000 | $3.46M | No quote | No quote |
| 22 | PHM | Pulte Corp (PHM) COMMON | 0.13% | New | 370,822 | $3.25M | $8.76 | No quote |
| 23 | MOLXA | Molex Inc. - CL A (MOLXA) COMMON | 0.05% | Add +36.6% | 74,601 | $1.3M | No quote | No quote |
| 25 | SPR | Spirit Aerosystems (SPR) COMMON | - | Sold | 0 | $0 | No quote | No quote |
| 24 | NSC | Norfolk Southern Corp (NSC) COMMON | - | Sold | 0 | $0 | No quote | No quote |