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 2026-05-30 from SEC 13F data.
Live quotes available for 23 of 27 rows. Rows without a quote are marked unavailable.
| 1 | LEN | Lennar Corporation - A (LEN) | 14.15% | Reduce -1.2% | 8,933,457 | $1.54B | $171.98 | |
| 2 | QGEN 1 11/13/24 | General Motors Co (GM)CUSIP 35045V100 | 9.67% | Add +0.5% | 23,154,158 | $1.05B | No quote | No quote |
| 3 | C | Citigroup Inc (C) | 9.49% | Add +1.1% | 16,291,760 | $1.03B | $63.24 | |
| 4 | GS | Goldman Sachs (GS) | 8.83% | Reduce -1.5% | 2,296,177 | $959.09M | $417.69 | |
| 5 | CRHCF | CRH PLC (CRH) | 8.76% | Reduce -1.0% | 11,028,797 | $951.34M | No quote | No quote |
| 6 | JPM | J P Morgan Chase (JPM) | 8.53% | Reduce -2.1% | 4,626,384 | $926.66M | $200.30 | |
| 7 | TOL | Toll Brothers, Inc. (TOL) | 6.57% | Reduce -0.6% | 5,512,894 | $713.2M | $129.37 | |
| 8 | PHM | PulteGroup Inc. (PHM) | 6.30% | Reduce -1.0% | 5,670,818 | $684.01M | $120.62 | |
| 9 | WRK | Westrock CO (WRK) | 5.76% | Reduce -5.7% | 12,644,411 | $625.27M | No quote | No quote |
| 10 | DHI | D R Horton, Inc. (DHI) | 5.44% | Add +1.1% | 3,587,993 | $590.4M | $164.55 | |
| 11 | IP | International Paper Co (IP) | 3.65% | Add +3.4% | 10,165,385 | $396.65M | No quote | No quote |
| 12 | OSK | Oshkosh Corp (OSK) | 2.85% | Add +0.4% | 2,480,089 | $309.29M | $124.71 | |
| 13 | LEA | Lear Corporation (LEA) | 2.40% | Add +0.3% | 1,799,060 | $260.65M | $144.88 | |
| 14 | ARW | Arrow Electronics Inc (ARW) | 2.21% | Add +1.3% | 1,850,828 | $239.61M | $129.46 | |
| 15 | AVT | Avnet Inc (AVT) | 1.76% | Add +0.6% | 3,858,537 | $191.31M | $49.58 | |
| 16 | MTH | Meritage Homes Corp (MTH) | 1.34% | Add +0.0% | 826,905 | $145.09M | $175.46 | |
| 17 | TEX | Terex Corp (TEX) | 0.88% | Add +1.4% | 1,476,300 | $95.07M | $64.40 | |
| 18 | LEN-B | Lennar Corporation - B SHS (LEN/B) | 0.73% | Reduce -9.2% | 516,800 | $79.68M | $154.18 | |
| 19 | G | Genpact LTD (G) | 0.33% | Add +259.2% | 1,087,635 | $35.84M | $32.95 | |
| 20 | NOV | NOV INC (NOV) | 0.32% | Add +13.1% | 1,798,976 | $35.12M | $19.52 | |
| 21 | A | Agilent Technologies, Inc. (A) | 0.01% | - | 10,700 | $1.56M | $145.51 | |
| 22 | SCHW | Charles Schwab Corporation (SCHW) | 0.01% | - | 20,000 | $1.45M | $72.34 | |
| 23 | MS | Morgan Stanley (MS) | 0.01% | - | 10,000 | $941.6K | $94.16 | |
| 24 | UNP | Union Pacific Corp (UNP) | 0.00% | - | 2,032 | $499.73K | $245.93 | |
| 25 | BRK-B | Berkshire Hathaway Inc. Class B (BRK/B) | 0.00% | - | 1,001 | $420.94K | $420.52 | |
| 26 | FTI | Technipfmc PLC (FTI) | 0.00% | - | 15,500 | $389.21K | $25.11 | |
| 27 | MMM | 3M Company (MMM) | 0.00% | - | 2,368 | $251.17K | $106.07 |