Greenhaven Associates
As of Q1 2026, this manager reported 27 long-equity positions worth $6.07B in aggregate.
As of Q1 2026, Greenhaven Associates's Greenhaven Associates held 27 long-equity positions with a reported value of $6.07B.
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Updated 2026-05-10 from SEC 13F data.
Live quotes available for 25 of 31 rows. Rows without a quote are marked unavailable.
| 1 | LEN | Lennar Corporation - A (LEN) | 13.07% | Reduce -0.9% | 8,982,250 | $1.01B | $112.23 | |
| 2 | GS | Goldman Sachs (GS) | 9.79% | Add +2.6% | 2,333,937 | $755.19M | $323.57 | |
| 3 | QGEN 1 11/13/24 | General Motors Co (GM)CUSIP 35045V100 | 9.50% | Add +0.8% | 22,219,988 | $732.59M | No quote | No quote |
| 4 | JPM | J P Morgan Chase (JPM) | 8.87% | Reduce -1.8% | 4,719,004 | $684.35M | $145.02 | |
| 5 | CRHCF | CRH PLC (CRH) | 7.83% | New | 11,038,427 | $604.13M | No quote | No quote |
| 6 | C | Citigroup Inc (C) | 7.02% | Add +20.0% | 13,164,793 | $541.47M | $41.13 | |
| 7 | WRK | Westrock CO (WRK) | 6.28% | Reduce -0.3% | 13,519,770 | $484.01M | No quote | No quote |
| 8 | PHM | PulteGroup Inc. (PHM) | 5.47% | Reduce -1.4% | 5,702,018 | $422.23M | $74.05 | |
| 9 | TOL | Toll Brothers, Inc. (TOL) | 5.33% | Add +0.3% | 5,553,907 | $410.77M | $73.96 | |
| 10 | DHI | D R Horton, Inc. (DHI) | 4.90% | Reduce -2.3% | 3,513,582 | $377.6M | $107.47 | |
| 11 | IP | International Paper Co (IP) | 4.51% | Add +7.5% | 9,809,755 | $347.95M | No quote | No quote |
| 12 | LEA | Lear Corporation (LEA) | 3.11% | Reduce -1.1% | 1,789,830 | $240.2M | $134.20 | |
| 13 | OSK | Oshkosh Corp (OSK) | 3.04% | Add +4.3% | 2,458,689 | $234.63M | $95.43 | |
| 14 | ARW | Arrow Electronics Inc (ARW) | 2.85% | Add +17.3% | 1,757,128 | $220.06M | $125.24 | |
| 15 | WHR | Whirlpool Corp (WHR) | 2.75% | Reduce -24.9% | 1,585,070 | $211.92M | $133.70 | |
| 16 | AVT | Avnet Inc (AVT) | 2.36% | Add +3.6% | 3,772,089 | $181.78M | $48.19 | |
| 17 | MTH | Meritage Homes Corp (MTH) | 1.29% | Add +0.4% | 813,950 | $99.62M | $122.39 | |
| 18 | LEN-B | Lennar Corporation - B SHS (LEN/B) | 0.75% | Reduce -0.7% | 569,024 | $58.17M | $102.23 | |
| 19 | TEX | Terex Corp (TEX) | 0.54% | Reduce -2.2% | 723,010 | $41.66M | $57.62 | |
| 20 | NOV | NOV INC (NOV) | 0.42% | New | 1,561,900 | $32.64M | $20.90 | |
| 21 | GIL | Gildan Activewear Inc (GIL) | 0.20% | Reduce -46.3% | 561,734 | $15.73M | $28.01 | |
| 22 | ALV | Autoliv Inc. (ALV) | 0.05% | Reduce -48.4% | 40,285 | $3.89M | $96.48 | |
| 23 | A | Agilent Technologies, Inc. (A) | 0.02% | - | 10,700 | $1.2M | $111.82 | |
| 24 | SCHW | Charles Schwab Corporation (SCHW) | 0.01% | - | 20,000 | $1.1M | $54.90 | |
| 25 | MS | Morgan Stanley (MS) | 0.01% | - | 10,000 | $816.7K | $81.67 | |
| 26 | UNP | Union Pacific Corp (UNP) | 0.01% | - | 2,032 | $413.78K | $203.63 | |
| 27 | BRK-B | Berkshire Hathaway Inc. Class B (BRK/B) | 0.00% | - | 1,001 | $350.65K | $350.30 | |
| 28 | FTI | Technipfmc PLC (FTI) | 0.00% | - | 15,500 | $315.27K | $20.34 | |
| 29 | MMM | 3M Company (MMM) | 0.00% | - | 2,368 | $221.69K | $93.62 | |
| 31 | CRH | CRH PLC - Sponsored ADR (CRH) | - | Sold | 0 | $0 | No quote | No quote |
| 30 | BAC | Bank of America Corp (BAC) | - | Sold | 0 | $0 | No quote | No quote |