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 21 of 25 rows. Rows without a quote are marked unavailable.
| 1 | LEN | Lennar Corporation - A (LEN) | 19.98% | Add +1.3% | 9,087,186 | $1.7B | $187.48 | |
| 2 | QGEN 1 11/13/24 | General Motors Co (GM)CUSIP 35045V100 | 12.53% | Add +2.4% | 23,830,856 | $1.07B | No quote | No quote |
| 3 | C | Citigroup Inc (C) | 12.39% | Add +1.5% | 16,883,391 | $1.06B | $62.60 | |
| 4 | CRHCF | CRH PLC (CRH) | 12.13% | Add +0.3% | 11,155,273 | $1.03B | No quote | No quote |
| 5 | TOL | Toll Brothers, Inc. (TOL) | 10.04% | Reduce -0.4% | 5,542,130 | $856.2M | $154.49 | |
| 6 | PHM | PulteGroup Inc. (PHM) | 9.41% | Add +0.3% | 5,593,179 | $802.79M | $143.53 | |
| 7 | DHI | D R Horton, Inc. (DHI) | 8.21% | Add +0.0% | 3,671,505 | $700.41M | $190.77 | |
| 8 | OSK | Oshkosh Corp (OSK) | 2.98% | Add +0.8% | 2,536,484 | $254.18M | $100.21 | |
| 9 | ARW | Arrow Electronics Inc (ARW) | 2.94% | Add +0.1% | 1,884,373 | $250.3M | $132.83 | |
| 10 | AVT | Avnet Inc (AVT) | 2.50% | Add +0.1% | 3,924,652 | $213.15M | $54.31 | |
| 11 | LEA | Lear Corporation (LEA) | 2.33% | Add +0.1% | 1,819,646 | $198.61M | $109.15 | |
| 12 | MTH | Meritage Homes Corp (MTH) | 1.79% | Reduce -3.6% | 744,363 | $152.65M | $205.07 | |
| 13 | TEX | Terex Corp (TEX) | 0.93% | Add +0.0% | 1,499,843 | $79.36M | $52.91 | |
| 14 | LEN-B | Lennar Corporation - B SHS (LEN/B) | 0.74% | Reduce -24.5% | 364,331 | $63.01M | $172.94 | |
| 15 | G | Genpact LTD (G) | 0.57% | Add +0.2% | 1,243,813 | $48.77M | $39.21 | |
| 16 | NOV | NOV INC (NOV) | 0.38% | Add +13.1% | 2,035,376 | $32.5M | $15.97 | |
| 17 | GS | Goldman Sachs (GS) | 0.05% | Reduce -84.2% | 9,040 | $4.48M | $495.11 | |
| 18 | IP | International Paper Co (IP) | 0.02% | Reduce -99.3% | 35,288 | $1.72M | No quote | No quote |
| 19 | A | Agilent Technologies, Inc. (A) | 0.02% | - | 10,700 | $1.59M | $148.48 | |
| 20 | SCHW | Charles Schwab Corporation (SCHW) | 0.02% | - | 20,000 | $1.3M | $64.81 | |
| 21 | JPM | J P Morgan Chase (JPM) | 0.01% | Reduce -33.3% | 5,000 | $1.05M | $210.86 | |
| 22 | MS | Morgan Stanley (MS) | 0.01% | - | 10,000 | $1.04M | $104.24 | |
| 23 | UNP | Union Pacific Corp (UNP) | 0.01% | - | 2,032 | $500.85K | $246.48 | |
| 24 | BRK-B | Berkshire Hathaway Inc. Class B (BRK/B) | 0.01% | - | 1,001 | $460.72K | $460.26 | |
| 25 | MMM | 3M Company (MMM) | - | Sold | 0 | $0 | No quote | No quote |