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 19 of 31 rows. Rows without a quote are marked unavailable.
| 1 | FDX | FedEx Corp (FDX) | 14.24% | Reduce 0.0% | 4,554,329 | $790.91M | $173.66 | No quote |
| 2 | LOW | Lowe's Companies, Inc. (LOW) | 13.93% | Reduce -0.4% | 11,251,633 | $774.11M | $68.80 | No quote |
| 3 | UPS | United Parcel Service (UPS) | 10.37% | Add +1.1% | 5,183,231 | $576.22M | $111.17 | No quote |
| 4 | GS | Goldman Sachs (GS) | 9.85% | Add +6.4% | 2,822,918 | $547.17M | $193.83 | No quote |
| 5 | WHR | Whirlpool Corp (WHR) | 8.59% | Add +0.6% | 2,463,994 | $477.37M | $193.74 | No quote |
| 6 | JPM | J P Morgan Chase (JPM) | 8.36% | New | 7,423,775 | $464.58M | $62.58 | No quote |
| 7 | MMM | 3M Company (MMM) | 6.56% | Reduce -19.3% | 2,216,554 | $364.22M | $164.32 | No quote |
| 8 | SLB | Schlumberger Ltd (SLB) | 6.42% | Add +13.4% | 4,178,993 | $356.93M | $85.41 | No quote |
| 9 | C | Citigroup [C] | 4.00% | Add +2.7% | 4,110,649 | $222.43M | $54.11 | No quote |
| 10 | PX | Praxair Inc. (PX) | 3.13% | Reduce -17.2% | 1,344,236 | $174.16M | No quote | No quote |
| 11 | BA | Boeing Company (BA) | 3.03% | Add +11.9% | 1,297,031 | $168.59M | $129.98 | No quote |
| 12 | DVN | Devon Energy Corp (DVN) | 2.56% | Reduce -1.9% | 2,325,448 | $142.34M | $61.21 | No quote |
| 13 | ARG | Airgas, Inc. (ARG) | 2.48% | New | 1,198,560 | $138.05M | No quote | No quote |
| 14 | OC | Owens Corning (OC) | 1.93% | Add +72.6% | 2,997,214 | $107.33M | $35.81 | No quote |
| 15 | SPN | Superior Energy Services Inc. (SPN) | 1.63% | Add +0.4% | 4,493,283 | $90.54M | No quote | No quote |
| 16 | MAS | Masco Corp (MAS) | 1.09% | Add +329.4% | 2,406,200 | $60.64M | $25.20 | No quote |
| 17 | DHI | D R Horton, Inc. (DHI) | 0.93% | New | 2,034,200 | $51.45M | $25.29 | No quote |
| 18 | WFC | Wells Fargo & Co (WFC) | 0.45% | New | 455,500 | $24.97M | $54.82 | No quote |
| 19 | USG | USG Corp (USG) | 0.20% | New | 403,200 | $11.29M | No quote | No quote |
| 20 | BHI | Baker Hughes Inc. (BHI) | 0.17% | Reduce -98.1% | 171,248 | $9.6M | No quote | No quote |
| 21 | AMIC | American Independence Corp (AMIC) | 0.02% | - | 99,992 | $1.03M | No quote | No quote |
| 22 | A | Agilent Technologies, Inc. (A) | 0.01% | Reduce -44.6% | 10,700 | $437K | $40.84 | No quote |
| 23 | APD | Air Products & Chemicals (APD) | 0.01% | Reduce -62.5% | 2,810 | $405K | $144.13 | No quote |
| 24 | PLL | Pall Corporation (PLL) | 0.01% | - | 3,500 | $354K | No quote | No quote |
| 25 | MSFT | Microsoft | 0.01% | Reduce -99.6% | 7,170 | $333K | $46.44 | No quote |
| 26 | AMTD | TD Ameritrade (AMTD) | 0.00% | - | 6,940 | $248K | No quote | No quote |
| 27 | UNP | Union Pacific Corp (UNP) | 0.00% | Add +1.6% | 2,032 | $242K | $119.09 | No quote |
| 31 | TEL | TE Connectivity Ltd (TEL) | - | Sold | 0 | $0 | No quote | No quote |
| 30 | LUV | Southwest Airlines (LUV) | - | Sold | 0 | $0 | No quote | No quote |
| 29 | - | RHJ International (RHJI)CUSIP 749561205 | - | Sold | 0 | $0 | No quote | No quote |
| 28 | PAA | Plains All American (PAA) | - | Sold | 0 | $0 | No quote | No quote |