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 27 rows. Rows without a quote are marked unavailable.
| 1 | C | Citigroup Inc (C) | 20.48% | Reduce -2.9% | 16,175,563 | $1.38B | $85.12 | |
| 2 | QGEN 1 11/13/24 | General Motors Co (GM)CUSIP 35045V100 | 17.32% | Reduce -0.5% | 23,654,358 | $1.16B | No quote | No quote |
| 3 | LEN | Lennar Corporation - A (LEN) | 15.62% | Add +0.6% | 9,493,585 | $1.05B | $110.61 | |
| 4 | TOL | Toll Brothers, Inc. (TOL) | 9.51% | Add +0.7% | 5,601,916 | $639.35M | $114.13 | |
| 5 | PHM | PulteGroup Inc. (PHM) | 8.76% | Reduce -0.1% | 5,580,428 | $588.51M | $105.46 | |
| 6 | DHI | D R Horton, Inc. (DHI) | 7.06% | Add +0.2% | 3,681,063 | $474.56M | $128.92 | |
| 7 | OSK | Oshkosh Corp (OSK) | 4.31% | Add +0.0% | 2,554,406 | $290.03M | $113.54 | |
| 8 | ARW | Arrow Electronics Inc (ARW) | 3.63% | Reduce -0.1% | 1,912,699 | $243.74M | $127.43 | |
| 9 | MRP | Millrose Properties (MRP) | 3.35% | Reduce -0.0% | 7,887,516 | $224.87M | $28.51 | |
| 10 | AVT | Avnet Inc (AVT) | 3.13% | Reduce -0.1% | 3,962,937 | $210.35M | $53.08 | |
| 11 | LEA | Lear Corporation (LEA) | 2.60% | Reduce -0.1% | 1,841,647 | $174.92M | $94.98 | |
| 12 | MTH | Meritage Homes Corp (MTH) | 1.49% | Add +4.0% | 1,491,955 | $99.92M | $66.97 | |
| 13 | TEX | Terex Corp (TEX) | 1.04% | Reduce -0.2% | 1,499,933 | $70.03M | $46.69 | |
| 14 | NOV | NOV INC (NOV) | 0.92% | Add +21.1% | 4,982,516 | $61.93M | $12.43 | |
| 15 | LEN-B | Lennar Corporation - B SHS (LEN/B) | 0.57% | - | 364,059 | $38.32M | $105.25 | |
| 16 | ICLR | Icon PLC (ICLR) | 0.04% | New | 17,633 | $2.56M | $145.45 | |
| 17 | CRHCF | CRH PLC (CRH) | 0.04% | - | 26,937 | $2.47M | No quote | No quote |
| 18 | SCHW | Charles Schwab Corporation (SCHW) | 0.03% | - | 20,000 | $1.82M | $91.24 | |
| 19 | GS | Goldman Sachs (GS) | 0.03% | - | 2,500 | $1.77M | $707.75 | |
| 20 | JPM | J P Morgan Chase (JPM) | 0.02% | - | 5,000 | $1.45M | $289.91 | |
| 21 | MS | Morgan Stanley (MS) | 0.02% | - | 10,000 | $1.41M | $140.86 | |
| 22 | A | Agilent Technologies, Inc. (A) | 0.02% | - | 10,700 | $1.26M | $118.01 | |
| 23 | G | Genpact LTD (G) | 0.01% | Reduce -92.5% | 11,018 | $484.9K | $44.01 | |
| 24 | UNP | Union Pacific Corp (UNP) | 0.01% | - | 2,032 | $467.52K | $230.08 | |
| 25 | STLA | Stellantis NV (STLA) | 0.01% | Add +20.0% | 36,000 | $361.08K | $10.03 | |
| 27 | RHI | Robert Half Inc. (RHI) | - | Sold | 0 | $0 | No quote | No quote |
| 26 | BRK-B | Berkshire Hathaway Inc. Class B (BRK/B) | - | Sold | 0 | $0 | No quote | No quote |