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.
Get email alerts when Greenhaven Associates files a new 13F — sign in or create a free account.
Updated 2026-05-30 from SEC 13F data.
Live quotes available for 23 of 30 rows. Rows without a quote are marked unavailable.
| 1 | LEN | Lennar Corporation - A (LEN) | 14.37% | Add +0.7% | 9,042,711 | $1.35B | $149.04 | |
| 2 | GS | Goldman Sachs (GS) | 9.59% | Reduce -0.1% | 2,330,477 | $899.03M | $385.77 | |
| 3 | C | Citigroup Inc (C) | 8.84% | Add +22.4% | 16,113,305 | $828.87M | $51.44 | |
| 4 | QGEN 1 11/13/24 | General Motors Co (GM)CUSIP 35045V100 | 8.82% | Add +3.7% | 23,038,258 | $827.53M | No quote | No quote |
| 5 | JPM | J P Morgan Chase (JPM) | 8.57% | Add +0.1% | 4,723,504 | $803.47M | $170.10 | |
| 6 | CRHCF | CRH PLC (CRH) | 8.22% | Add +0.9% | 11,141,937 | $770.58M | No quote | No quote |
| 7 | PHM | PulteGroup Inc. (PHM) | 6.30% | Add +0.4% | 5,726,368 | $591.08M | $103.22 | |
| 8 | TOL | Toll Brothers, Inc. (TOL) | 6.08% | Reduce -0.2% | 5,544,987 | $569.97M | $102.79 | |
| 9 | WRK | Westrock CO (WRK) | 5.94% | Reduce -0.8% | 13,410,621 | $556.81M | No quote | No quote |
| 10 | DHI | D R Horton, Inc. (DHI) | 5.75% | Add +1.0% | 3,547,948 | $539.22M | $151.98 | |
| 11 | IP | International Paper Co (IP) | 3.79% | Add +0.3% | 9,835,395 | $355.55M | No quote | No quote |
| 12 | OSK | Oshkosh Corp (OSK) | 2.85% | Add +0.5% | 2,469,789 | $267.75M | $108.41 | |
| 13 | LEA | Lear Corporation (LEA) | 2.70% | Add +0.2% | 1,792,860 | $253.17M | $141.21 | |
| 14 | ARW | Arrow Electronics Inc (ARW) | 2.38% | Add +4.0% | 1,826,528 | $223.29M | $122.25 | |
| 15 | AVT | Avnet Inc (AVT) | 2.06% | Add +1.7% | 3,834,799 | $193.27M | $50.40 | |
| 16 | MTH | Meritage Homes Corp (MTH) | 1.54% | Add +1.6% | 826,791 | $144.03M | $174.20 | |
| 17 | TEX | Terex Corp (TEX) | 0.89% | Add +101.5% | 1,456,700 | $83.7M | $57.46 | |
| 18 | LEN-B | Lennar Corporation - B SHS (LEN/B) | 0.81% | Add +0.1% | 569,409 | $76.33M | $134.05 | |
| 19 | NOV | NOV INC (NOV) | 0.34% | Add +1.8% | 1,590,400 | $32.25M | $20.28 | |
| 20 | G | Genpact LTD (G) | 0.11% | New | 302,805 | $10.51M | $34.71 | |
| 21 | A | Agilent Technologies, Inc. (A) | 0.02% | - | 10,700 | $1.49M | $139.03 | |
| 22 | SCHW | Charles Schwab Corporation (SCHW) | 0.01% | - | 20,000 | $1.38M | $68.80 | |
| 23 | MS | Morgan Stanley (MS) | 0.01% | - | 10,000 | $932.5K | $93.25 | |
| 24 | UNP | Union Pacific Corp (UNP) | 0.01% | - | 2,032 | $499.1K | $245.62 | |
| 25 | BRK-B | Berkshire Hathaway Inc. Class B (BRK/B) | 0.00% | - | 1,001 | $357.02K | $356.66 | |
| 26 | FTI | Technipfmc PLC (FTI) | 0.00% | - | 15,500 | $312.17K | $20.14 | |
| 27 | MMM | 3M Company (MMM) | 0.00% | - | 2,368 | $258.87K | $109.32 | |
| 30 | WHR | Whirlpool Corp (WHR) | - | Sold | 0 | $0 | No quote | No quote |
| 29 | GIL | Gildan Activewear Inc (GIL) | - | Sold | 0 | $0 | No quote | No quote |
| 28 | ALV | Autoliv Inc. (ALV) | - | Sold | 0 | $0 | No quote | No quote |