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 18 of 27 rows. Rows without a quote are marked unavailable.
| 1 | BHI | Baker Hughes Inc. (BHI) | 13.24% | Reduce -0.5% | 9,352,993 | $696.33M | No quote | No quote |
| 2 | FDX | FedEx Corp (FDX) | 13.12% | Add +0.9% | 4,556,580 | $689.78M | $151.38 | No quote |
| 3 | LOW | Lowe's Companies, Inc. (LOW) | 10.30% | Add +0.4% | 11,287,432 | $541.68M | $47.99 | No quote |
| 4 | UPS | United Parcel Service (UPS) | 9.18% | Add +0.6% | 4,700,035 | $482.51M | $102.66 | No quote |
| 5 | SLB | Schlumberger Ltd (SLB) | 8.16% | Add +2.0% | 3,637,660 | $429.06M | $117.95 | No quote |
| 6 | MMM | 3M Company (MMM) | 7.35% | Add +1.4% | 2,697,517 | $386.39M | $143.24 | No quote |
| 7 | GS | Goldman Sachs (GS) | 6.86% | New | 2,152,780 | $360.46M | $167.44 | No quote |
| 8 | WHR | Whirlpool Corp (WHR) | 6.38% | Add +1.6% | 2,408,418 | $335.3M | $139.22 | No quote |
| 9 | DVN | Devon Energy Corp (DVN) | 4.50% | Reduce -1.3% | 2,982,913 | $236.84M | $79.40 | No quote |
| 10 | LUV | Southwest Airlines (LUV) | 3.53% | Reduce -38.4% | 6,903,738 | $185.43M | $26.86 | No quote |
| 11 | SPN | Superior Energy Services Inc. (SPN) | 3.08% | Add +0.1% | 4,486,985 | $162.16M | No quote | No quote |
| 12 | BA | Boeing Company (BA) | 2.80% | Reduce -3.1% | 1,157,138 | $147.22M | $127.23 | No quote |
| 13 | APD | Air Products & Chemicals (APD) | 2.59% | Reduce -61.4% | 1,058,036 | $136.08M | $128.62 | No quote |
| 14 | TEL | TE Connectivity Ltd (TEL) | 2.29% | Reduce -31.3% | 1,945,191 | $120.29M | $61.84 | No quote |
| 15 | A | Agilent Technologies, Inc. (A) | 1.47% | Reduce -2.8% | 1,342,424 | $77.11M | $57.44 | No quote |
| 16 | PX | Praxair Inc. (PX) | 1.46% | Add +0.0% | 575,970 | $76.51M | No quote | No quote |
| 17 | MSFT | Microsoft Corp (MSFT) | 1.30% | Reduce -5.1% | 1,643,675 | $68.54M | $41.70 | No quote |
| 18 | OC | Owens Corning (OC) | 1.11% | Add +31.4% | 1,511,244 | $58.45M | $38.68 | No quote |
| 19 | AVT | Avnet Inc. (AVT) | 0.62% | Add +12.5% | 731,810 | $32.43M | $44.31 | No quote |
| 20 | ARW | Arrow Electronics (ARW) | 0.49% | Add +0.1% | 425,105 | $25.68M | $60.41 | No quote |
| 21 | - | RHJ International (RHJI)CUSIP 749561205 | 0.14% | Reduce -15.5% | 1,568,640 | $7.57M | No quote | No quote |
| 22 | AMIC | American Independence Corp (AMIC) | 0.02% | Reduce -2.7% | 99,992 | $1.22M | No quote | No quote |
| 23 | PAA | Plains All American (PAA) | 0.01% | New | 7,200 | $432K | No quote | No quote |
| 24 | PLL | Pall Corporation (PLL) | 0.01% | - | 3,500 | $298K | No quote | No quote |
| 25 | STT | State Street Corp (STT) | 0.00% | New | 3,800 | $255K | $67.11 | No quote |
| 26 | AMTD | TD Ameritrade (AMTD) | 0.00% | - | 6,940 | $217K | No quote | No quote |
| 27 | WFC | Wells Fargo & Co (WFC) | - | Sold | 0 | $0 | No quote | No quote |