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 24 rows. Rows without a quote are marked unavailable.
| 1 | QGEN 1 11/13/24 | General Motors Co (GM)CUSIP 35045V100 | 18.69% | Reduce -0.5% | 23,723,444 | $1.26B | No quote | No quote |
| 2 | LEN | Lennar Corporation - A (LEN) | 18.49% | Add +0.8% | 9,164,735 | $1.25B | $136.37 | |
| 3 | C | Citigroup Inc (C) | 17.57% | Reduce -0.1% | 16,870,765 | $1.19B | $70.39 | |
| 4 | TOL | Toll Brothers, Inc. (TOL) | 10.32% | Reduce -0.1% | 5,536,503 | $697.32M | $125.95 | |
| 5 | PHM | PulteGroup Inc. (PHM) | 9.00% | Reduce -0.2% | 5,584,228 | $608.12M | $108.90 | |
| 6 | DHI | D R Horton, Inc. (DHI) | 7.59% | Add +0.0% | 3,671,563 | $513.36M | $139.82 | |
| 7 | OSK | Oshkosh Corp (OSK) | 3.59% | Add +0.6% | 2,552,106 | $242.63M | $95.07 | |
| 8 | ARW | Arrow Electronics Inc (ARW) | 3.19% | Add +1.1% | 1,904,857 | $215.48M | $113.12 | |
| 9 | AVT | Avnet Inc (AVT) | 3.07% | Add +1.0% | 3,962,837 | $207.34M | $52.32 | |
| 10 | LEA | Lear Corporation (LEA) | 2.58% | Add +1.2% | 1,842,247 | $174.46M | $94.70 | |
| 11 | MTH | Meritage Homes Corp (MTH) | 1.68% | Reduce -0.7% | 739,013 | $113.67M | $153.82 | |
| 12 | TEX | Terex Corp (TEX) | 1.03% | Add +0.2% | 1,503,133 | $69.47M | $46.22 | |
| 13 | CRHCF | CRH PLC (CRH) | 0.86% | Reduce -94.3% | 631,793 | $58.45M | No quote | No quote |
| 14 | G | Genpact LTD (G) | 0.78% | Reduce -1.1% | 1,230,338 | $52.84M | $42.95 | |
| 15 | LEN-B | Lennar Corporation - B SHS (LEN/B) | 0.71% | Reduce -0.1% | 364,059 | $48.11M | $132.15 | |
| 16 | NOV | NOV INC (NOV) | 0.71% | Add +61.7% | 3,291,042 | $48.05M | $14.60 | |
| 17 | IP | International Paper Co (IP) | 0.03% | - | 35,288 | $1.9M | No quote | No quote |
| 18 | SCHW | Charles Schwab Corporation (SCHW) | 0.02% | - | 20,000 | $1.48M | $74.01 | |
| 19 | A | Agilent Technologies, Inc. (A) | 0.02% | - | 10,700 | $1.44M | $134.34 | |
| 20 | GS | Goldman Sachs (GS) | 0.02% | Reduce -72.3% | 2,500 | $1.43M | $572.62 | |
| 21 | MS | Morgan Stanley (MS) | 0.02% | - | 10,000 | $1.26M | $125.72 | |
| 22 | JPM | J P Morgan Chase (JPM) | 0.02% | - | 5,000 | $1.2M | $239.71 | |
| 23 | UNP | Union Pacific Corp (UNP) | 0.01% | - | 2,032 | $463.38K | $228.04 | |
| 24 | BRK-B | Berkshire Hathaway Inc. Class B (BRK/B) | 0.01% | - | 1,001 | $453.73K | $453.28 |