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 25 rows. Rows without a quote are marked unavailable.
| 1 | DVN | Devon Energy Corp (DVN) COMMON | 11.27% | Add +1.4% | 4,260,183 | $334.47M | $78.51 | No quote |
| 2 | FDX | FedEx Corp (FDX) COMMON | 11.14% | Add +7.0% | 3,553,110 | $330.48M | $93.01 | No quote |
| 3 | MMM | 3M Company (MMM) COMMON | 9.45% | Add +1.8% | 3,249,598 | $280.44M | $86.30 | No quote |
| 4 | BDX | Becton Dickinson & Co (BDX) COMMON | 8.64% | Add +8.7% | 3,032,753 | $256.33M | $84.52 | No quote |
| 5 | A | Agilent Technologies, Inc. (A) COMMON | 8.00% | Reduce -7.0% | 5,729,993 | $237.39M | $41.43 | No quote |
| 6 | APD | Air Products & Chemicals (APD) COMMON | 7.88% | Add +1.3% | 2,570,884 | $233.82M | $90.95 | No quote |
| 7 | BHI | Baker Hughes Inc. (BHI) COMMON | 7.15% | Add +17.4% | 3,709,676 | $212.08M | No quote | No quote |
| 8 | IBM | International Business Machines (IBM) COMMON | 6.87% | New | 1,389,375 | $203.91M | $146.76 | No quote |
| 9 | PLL | Pall Corp (PLL) COMMON | 4.50% | Reduce -14.0% | 2,695,126 | $133.62M | No quote | No quote |
| 10 | COL | Rockwell Collins, Inc. (COL) COMMON | 4.25% | Add +5.9% | 2,163,409 | $126.04M | No quote | No quote |
| 11 | EQT | EQT Corporation (EQT) COMMON | 3.98% | Reduce -0.3% | 2,635,167 | $118.16M | $44.84 | No quote |
| 12 | TMO | Thermo Fisher Scientific (TMO) COMMON | 3.59% | Reduce -0.4% | 1,925,160 | $106.58M | $55.36 | No quote |
| 13 | UNP | Union Pacific Corp (UNP) COMMON | 3.48% | Reduce -27.1% | 1,115,979 | $103.41M | $92.66 | No quote |
| 14 | EMR | Emerson Electric Company (EMR) COMMON | 2.50% | Reduce -2.6% | 1,297,300 | $74.17M | $57.17 | No quote |
| 15 | TEL | Tyco Electronics Ltd (TEL) COMMON | 1.72% | Add +14.7% | 1,443,360 | $51.1M | $35.40 | No quote |
| 16 | PX | Praxair Inc. (PX) COMMON | 1.46% | Add +0.3% | 454,970 | $43.44M | No quote | No quote |
| 17 | RVTY | Perkinelmer, Inc. (PKI) COMMON | 1.45% | Add +1.0% | 1,669,900 | $43.12M | No quote | No quote |
| 18 | MOLX | Molex Inc. (MOLX) COMMON | 1.10% | Add +6.7% | 1,435,600 | $32.62M | No quote | No quote |
| 19 | UPS | United Parcel Service (UPS) COMMON | 0.93% | New | 379,700 | $27.56M | $72.58 | No quote |
| 20 | - | RHJ International (RHJIF) COMMONCUSIP 749561205 | 0.44% | - | 1,632,025 | $13.07M | No quote | No quote |
| 21 | PAA | Plains All Amer Pipeline LP (PAA) COMMON | 0.11% | Reduce -1.8% | 54,000 | $3.39M | No quote | No quote |
| 22 | MOLXA | Molex Inc. - CL A (MOLXA) COMMON | 0.07% | Add +55.0% | 115,601 | $2.18M | No quote | No quote |
| 25 | XRX | Xerox Corp (XRX) COMMON | - | Sold | 0 | $0 | No quote | No quote |
| 24 | WMB | Williams Companies (WMB) COMMON | - | Sold | 0 | $0 | No quote | No quote |
| 23 | PHM | Pulte Corp (PHM) COMMON | - | Sold | 0 | $0 | No quote | No quote |