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 17 of 26 rows. Rows without a quote are marked unavailable.
| 1 | BHI | Baker Hughes Inc. (BHI) | 12.55% | Add +2.2% | 9,403,423 | $611.41M | No quote | No quote |
| 2 | FDX | FedEx Corp (FDX) | 12.29% | Add +0.9% | 4,517,601 | $598.85M | $132.56 | No quote |
| 3 | LOW | Lowe's Companies, Inc. (LOW) | 11.29% | Add +0.8% | 11,246,303 | $549.94M | $48.90 | No quote |
| 4 | UPS | United Parcel Service (UPS) | 9.34% | Add +9.3% | 4,671,635 | $454.92M | $97.38 | No quote |
| 5 | MMM | 3M Company (MMM) | 7.40% | Add +3.6% | 2,659,869 | $360.84M | $135.66 | No quote |
| 6 | WHR | Whirlpool Corp (WHR) | 7.27% | Add +3.4% | 2,371,236 | $354.41M | $149.46 | No quote |
| 7 | SLB | Schlumberger Ltd (SLB) | 7.13% | New | 3,564,460 | $347.54M | $97.50 | No quote |
| 8 | APD | Air Products & Chemicals (APD) | 6.69% | Reduce -26.2% | 2,737,875 | $325.92M | $119.04 | No quote |
| 9 | LUV | Southwest Airlines (LUV) | 5.43% | Reduce -1.3% | 11,207,614 | $264.61M | $23.61 | No quote |
| 10 | DVN | Devon Energy Corp (DVN) | 4.15% | Reduce -0.9% | 3,022,140 | $202.27M | $66.93 | No quote |
| 11 | TEL | TE Connectivity Ltd (TEL) | 3.50% | Reduce -41.2% | 2,830,832 | $170.44M | $60.21 | No quote |
| 12 | BA | Boeing Company (BA) | 3.08% | Reduce -22.9% | 1,194,268 | $149.87M | $125.49 | No quote |
| 13 | SPN | Superior Energy Services Inc. (SPN) | 2.83% | Add +21.6% | 4,482,885 | $137.89M | No quote | No quote |
| 14 | A | Agilent Technologies, Inc. (A) | 1.58% | Reduce -62.5% | 1,380,854 | $77.22M | $55.92 | No quote |
| 15 | PX | Praxair Inc. (PX) | 1.55% | Add +1.7% | 575,910 | $75.43M | No quote | No quote |
| 16 | MSFT | Microsoft Corp (MSFT) | 1.46% | Reduce -12.9% | 1,731,375 | $70.97M | $40.99 | No quote |
| 17 | OC | Owens Corning (OC) | 1.02% | Add +44.5% | 1,150,144 | $49.65M | $43.17 | No quote |
| 18 | AVT | Avnet Inc. (AVT) | 0.62% | Add +1.6% | 650,710 | $30.28M | $46.53 | No quote |
| 19 | ARW | Arrow Electronics (ARW) | 0.52% | Reduce -2.5% | 424,605 | $25.21M | $59.36 | No quote |
| 20 | - | RHJ International (RHJI)CUSIP 749561205 | 0.19% | - | 1,856,194 | $9.3M | No quote | No quote |
| 21 | WFC | Wells Fargo & Co (WFC) | 0.09% | New | 92,000 | $4.58M | $49.74 | No quote |
| 22 | AMIC | American Independence Corp (AMIC) | 0.02% | - | 102,798 | $1.11M | No quote | No quote |
| 23 | PLL | Pall Corporation (PLL) | 0.01% | - | 3,500 | $313K | No quote | No quote |
| 24 | AMTD | TD Ameritrade (AMTD) | 0.00% | Reduce -57.5% | 6,940 | $236K | No quote | No quote |
| 26 | PAA | Plains All Amer Pipeline LP (PAA) | - | Sold | 0 | $0 | No quote | No quote |
| 25 | RVTY | Perkinelmer, Inc. (PKI) | - | Sold | 0 | $0 | No quote | No quote |