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 23 rows. Rows without a quote are marked unavailable.
| 1 | FDX | FedEx Corp (FDX) COMMON | 11.52% | Add +11.8% | 3,970,774 | $371.47M | $93.55 | No quote |
| 2 | DVN | Devon Energy Corp (DVN) COMMON | 11.20% | Reduce -7.7% | 3,934,408 | $361.06M | $91.77 | No quote |
| 3 | MMM | 3M Company (MMM) COMMON | 10.54% | Add +11.8% | 3,633,425 | $339.73M | $93.50 | No quote |
| 4 | BHI | Baker Hughes Inc. (BHI) COMMON | 8.40% | Reduce -0.6% | 3,687,426 | $270.77M | No quote | No quote |
| 5 | IBM | International Business Machines (IBM) COMMON | 8.24% | Add +17.2% | 1,628,580 | $265.57M | $163.07 | No quote |
| 6 | BDX | Becton Dickinson & Co (BDX) COMMON | 8.21% | Add +9.7% | 3,326,364 | $264.85M | $79.62 | No quote |
| 7 | APD | Air Products & Chemicals (APD) COMMON | 7.97% | Add +10.8% | 2,848,134 | $256.85M | $90.18 | No quote |
| 8 | A | Agilent Technologies, Inc. (A) COMMON | 4.59% | Reduce -42.3% | 3,307,855 | $148.13M | $44.78 | No quote |
| 9 | UPS | United Parcel Service (UPS) COMMON | 4.58% | Add +422.8% | 1,985,225 | $147.54M | $74.32 | No quote |
| 10 | COL | Rockwell Collins, Inc. (COL) COMMON | 4.44% | Add +2.0% | 2,206,659 | $143.06M | No quote | No quote |
| 11 | EQT | EQT Corporation (EQT) COMMON | 4.09% | Add +0.3% | 2,643,292 | $131.9M | $49.90 | No quote |
| 12 | TEL | Thermo Fisher Scientific (TMO) COMMON | 3.36% | New | 1,951,035 | $108.38M | $55.55 | No quote |
| 13 | EMR | Emerson Electric Company (EMR) COMMON | 2.32% | Reduce -1.3% | 1,279,975 | $74.79M | $58.43 | No quote |
| 14 | PX | Praxair Inc. (PX) COMMON | 2.27% | Add +58.3% | 720,270 | $73.18M | No quote | No quote |
| 15 | UNP | Union Pacific Corp (UNP) COMMON | 2.04% | Reduce -40.1% | 668,576 | $65.74M | $98.33 | No quote |
| 16 | TMO | TE Connectivity Ltd (TEL) COMMON | 1.74% | Reduce -16.4% | 1,608,935 | $56.02M | $34.82 | No quote |
| 17 | PLL | Pall Corp (PLL) COMMON | 1.39% | Reduce -71.1% | 779,749 | $44.92M | No quote | No quote |
| 18 | RVTY | Perkinelmer, Inc. (PKI) COMMON | 1.36% | Add +0.0% | 1,670,650 | $43.89M | No quote | No quote |
| 19 | MOLX | Molex Inc. (MOLX) COMMON | 1.15% | Add +2.4% | 1,469,600 | $36.92M | No quote | No quote |
| 20 | - | RHJ International (RHJIF) COMMONCUSIP 749561205 | 0.41% | - | 1,632,025 | $13.19M | No quote | No quote |
| 21 | PAA | Plains All Amer Pipeline LP (PAA) COMMON | 0.11% | - | 54,000 | $3.44M | No quote | No quote |
| 22 | MOLXA | Molex Inc. - CL A (MOLXA) COMMON | 0.09% | Add +16.0% | 134,101 | $2.78M | No quote | No quote |
| 23 | TEL | Tyco Electronics Ltd (TEL) COMMON | - | Sold | 0 | $0 | No quote | No quote |