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 15 of 30 rows. Rows without a quote are marked unavailable.
| 1 | FDX | FedEx Corp (FDX) | 13.49% | Reduce -0.7% | 4,478,795 | $643.92M | $143.77 | No quote |
| 2 | LOW | Lowe's Companies, Inc. (LOW) | 11.57% | Reduce -3.3% | 11,151,174 | $552.54M | $49.55 | No quote |
| 3 | BHI | Baker Hughes Inc. (BHI) | 10.65% | New | 9,201,336 | $508.47M | No quote | No quote |
| 4 | UPS | United Parcel Service (UPS) | 9.41% | Add +7.4% | 4,273,499 | $449.06M | $105.08 | No quote |
| 5 | APD | Air Products & Chemicals (APD) | 8.68% | New | 3,708,920 | $414.58M | $111.78 | No quote |
| 6 | MMM | 3M Company (MMM) | 7.54% | Reduce -2.2% | 2,566,611 | $359.97M | $140.25 | No quote |
| 7 | WHR | Whirlpool Corp (WHR) | 7.54% | Add +3.7% | 2,294,066 | $359.85M | $156.86 | No quote |
| 8 | TEL | TE Connectivity Ltd (TEL) | 5.56% | Add +2.1% | 4,817,318 | $265.48M | $55.11 | No quote |
| 9 | LUV | Southwest Airlines (LUV) | 4.48% | Reduce -0.4% | 11,360,294 | $214.03M | $18.84 | No quote |
| 10 | BA | Boeing Company (BA) | 4.43% | New | 1,548,043 | $211.29M | $136.49 | No quote |
| 11 | A | Agilent Technologies, Inc. (A) | 4.41% | Reduce -3.1% | 3,684,599 | $210.72M | $57.19 | No quote |
| 12 | DVN | Devon Energy Corp (DVN) | 3.95% | Reduce -30.4% | 3,049,938 | $188.7M | $61.87 | No quote |
| 13 | SPN | Superior Energy Services Inc. (SPN) | 2.06% | Add +84.3% | 3,687,195 | $98.12M | No quote | No quote |
| 14 | MSFT | Microsoft Corp (MSFT) | 1.56% | Add +4.3% | 1,987,475 | $74.35M | $37.41 | No quote |
| 15 | PX | Praxair Inc. (PX) | 1.54% | Reduce -2.2% | 566,080 | $73.61M | No quote | No quote |
| 16 | RVTY | Perkinelmer, Inc. (PKI) | 1.04% | Reduce -0.7% | 1,208,635 | $49.83M | No quote | No quote |
| 17 | OC | Owens Corning (OC) | 0.68% | New | 795,850 | $32.41M | $40.72 | No quote |
| 18 | AVT | Avnet Inc. (AVT) | 0.59% | New | 640,170 | $28.24M | $44.11 | No quote |
| 19 | ARW | Arrow Electronics (ARW) | 0.49% | New | 435,605 | $23.63M | $54.25 | No quote |
| 20 | - | RHJ International (RHJI)CUSIP 749561205 | 0.20% | - | 1,856,194 | $9.43M | No quote | No quote |
| 21 | PAA | Plains All Amer Pipeline LP (PAA) | 0.09% | - | 83,000 | $4.3M | No quote | No quote |
| 22 | AMIC | American Independence Corp (AMIC) | 0.03% | New | 102,798 | $1.24M | No quote | No quote |
| 23 | AMTD | TD Ameritrade (AMTD) | 0.01% | - | 16,330 | $500K | No quote | No quote |
| 24 | PLL | Pall Corporation (PLL) | 0.01% | - | 3,500 | $299K | No quote | No quote |
| 30 | - | Boeing Company (BA)CUSIP 97023105 | - | Sold | 0 | $0 | No quote | No quote |
| 29 | - | Baker Hughes Inc. (BHI)CUSIP 57224107 | - | Sold | 0 | $0 | No quote | No quote |
| 28 | - | Avnet Inc. (AVT)CUSIP 53807103 | - | Sold | 0 | $0 | No quote | No quote |
| 27 | - | Arrow Electronics (ARW)CUSIP 42735100 | - | Sold | 0 | $0 | No quote | No quote |
| 26 | - | American Independence Corp (AMIC)CUSIP 26760405 | - | Sold | 0 | $0 | No quote | No quote |
| 25 | - | Air Products & Chemicals (APD)CUSIP 9158106 | - | Sold | 0 | $0 | No quote | No quote |