Greenhaven Associates

As of Q1 2026, Greenhaven Associates reported 27 long-equity positions worth $6.07B in aggregate.

Copy-investor backtest

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.

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Filing period

Updated 2026-06-06 from SEC 13F data.

Live quotes available for 13 of 22 rows. Rows without a quote are marked unavailable.


1	LEN	LENNAR CORP	21.13%	Add +2.8%	7,195,302	$835.81M	$116.16
2	GS	GOLDMAN SACHS GROUP INC	19.59%	Add +0.5%	2,025,165	$774.73M	$382.55
3	QGEN 1 11/13/24	General Motors Co (GM)CUSIP 35045V100	19.49%	Add +26.5%	13,146,934	$770.81M	No quote	No quote
4	WHR	WHIRLPOOL CORP	16.82%	Add +2.4%	2,834,525	$665.15M	$234.66
5	TOL	TOLL BROTHERS INC	9.51%	Reduce -0.2%	5,192,796	$375.91M	$72.39
6	C	CITIGROUP INC	6.91%	New	4,527,140	$273.39M	$60.39
7	DHI	D R HORTON INC	2.02%	Reduce -3.2%	737,285	$79.96M	$108.45
8	IP	INTERNATIONAL PAPER CO	2.00%	New	1,687,700	$79.29M	No quote	No quote
9	LEN/B	LENNAR CORPCUSIP 526057302	1.09%	Reduce -0.4%	451,048	$43.13M	No quote	No quote
10	LEA	LEAR CORP	0.70%	Reduce -0.9%	150,810	$27.59M	$182.95
11	PSQ	PROSHARES TR	0.28%	-	1,005,000	$10.88M	No quote	No quote
12	SH	PROSHARES TR	0.24%	-	695,000	$9.47M	No quote	No quote
13	SCHW	SCHWAB CHARLES CORP	0.05%	Reduce -46.4%	22,500	$1.89M	$84.09
14	A	AGILENT TECHNOLOGIES INC	0.04%	-	10,700	$1.71M	$159.63
15	MDC	M D C HLDGS INC	0.04%	-	25,000	$1.4M	No quote	No quote
16	MS	MORGAN STANLEY	0.02%	Reduce -96.3%	10,000	$982K	$98.20
17	JPM	JPMORGAN CHASE & CO	0.02%	-	5,000	$792K	$158.40
18	BRK/B	BERKSHIRE HATHAWAY INC DELCUSIP 084670702	0.02%	-	2,501	$748K	No quote	No quote
19	UNP	UNION PAC CORP	0.01%	-	2,032	$512K	$251.97
20	MMM	3M CO	0.01%	-	2,500	$444K	$177.60
21	RVTY	PERKINELMER INC	0.01%	New	1,000	$201K	No quote	No quote
22	CF	CF Industries Holdings, Inc. (CF)	-	Sold	0	$0	No quote	No quote