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Focused investors/Greenhaven Associates

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 22 of 27 rows. Rows without a quote are marked unavailable.

1LENLennar Corporation - A (LEN)17.67%Add +0.4%8,972,532$1.34B$149.8752w: $99.61 - $167.08; reported $149.87
2QGEN 1 11/13/24General Motors Co (GM)CUSIP 35045V10014.20%Add +0.5%23,266,658$1.08BNo quoteNo quote
3CCitigroup Inc (C)13.87%Add +2.1%16,640,846$1.06B$63.4652w: $38.17 - $64.98; reported $63.46
4CRHCFCRH PLC (CRH)10.95%Add +0.8%11,120,064$833.78MNo quoteNo quote
5TOLToll Brothers, Inc. (TOL)8.42%Add +1.0%5,565,787$641.07M$115.1852w: $68.08 - $135.37; reported $115.18
6PHMPulteGroup Inc. (PHM)8.07%Reduce -1.7%5,576,308$613.95M$110.1052w: $68.80 - $122.72; reported $110.10
7DHID R Horton, Inc. (DHI)6.80%Add +2.3%3,669,893$517.2M$140.9352w: $100.08 - $165.75; reported $140.93
8OSKOshkosh Corp (OSK)3.58%Add +1.5%2,517,042$272.34M$108.2052w: $84.60 - $127.98; reported $108.20
9IPInternational Paper Co (IP)3.06%Reduce -46.8%5,403,885$233.18MNo quoteNo quote
10ARWArrow Electronics Inc (ARW)2.99%Add +1.7%1,882,880$227.38M$120.7652w: $108.51 - $147.42; reported $120.76
11LEALear Corporation (LEA)2.73%Add +1.0%1,816,880$207.51M$114.2152w: $112.55 - $157.91; reported $114.21
12AVTAvnet Inc (AVT)2.65%Add +1.6%3,922,338$201.96M$51.4952w: $42.67 - $55.46; reported $51.49
13MTHMeritage Homes Corp (MTH)1.64%Reduce -6.6%772,153$124.97M$161.8552w: $54.62 - $94.98; reported $161.85
14TEXTerex Corp (TEX)1.08%Add +1.6%1,499,671$82.24M$54.8452w: $43.70 - $65.89; reported $54.84
15LEN-BLennar Corporation - B SHS (LEN/B)0.88%Reduce -6.6%482,750$67.31M$139.4352w: $89.84 - $151.16; reported $139.43
16GGenpact LTD (G)0.52%Add +14.1%1,240,775$39.94M$32.1952w: $29.41 - $39.58; reported $32.19
17NOVNOV INC (NOV)0.45%-1,798,976$34.2M$19.0152w: $15.72 - $21.91; reported $19.01
18GSGoldman Sachs (GS)0.34%Reduce -97.5%57,259$25.9M$452.3252w: $289.36 - $471.48; reported $452.32
19JPMJ P Morgan Chase (JPM)0.02%Reduce -99.8%7,500$1.52M$202.2652w: $135.19 - $205.88; reported $202.26
20SCHWCharles Schwab Corporation (SCHW)0.02%-20,000$1.47M$73.6952w: $48.66 - $79.49; reported $73.69
21AAgilent Technologies, Inc. (A)0.02%-10,700$1.39M$129.6352w: $96.80 - $155.35; reported $129.63
22MSMorgan Stanley (MS)0.01%-10,000$971.9K$97.1952w: $69.42 - $103.25; reported $97.19
23UNPUnion Pacific Corp (UNP)0.01%-2,032$459.76K$226.2652w: $199.33 - $258.66; reported $226.26
24BRK-BBerkshire Hathaway Inc. Class B (BRK/B)0.01%-1,001$407.21K$406.8052w: $330.58 - $430.00; reported $406.80
25MMM3M Company (MMM)0.00%Reduce -16.4%1.196:1 split2,368$241.99K$102.1952w: $71.36 - $106.04; reported $102.19
27WRKWestrock CO (WRK)-Sold0$0No quoteNo quote
26FTITechnipfmc PLC (FTI)-Sold0$0No quoteNo quote