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 2026-06-06 from SEC 13F data.
Live quotes available for 28 of 31 rows. Rows without a quote are marked unavailable.
| 1 | QGEN 1 11/13/24 | General Motors Co (GM)CUSIP 35045V100 | 20.01% | Reduce -34.2% | 15,178,957 | $1.23B | No quote | No quote |
| 2 | LEN | Lennar Corporation - A (LEN) | 16.82% | Add +4.6% | 10,094,147 | $1.04B | $102.80 | |
| 3 | TOL | Toll Brothers, Inc. (TOL) | 12.28% | Add +0.4% | 5,603,187 | $757.66M | $135.22 | |
| 4 | PHM | PulteGroup Inc. (PHM) | 10.52% | Reduce -0.6% | 5,534,428 | $648.97M | $117.26 | |
| 5 | DHI | D R Horton, Inc. (DHI) | 8.13% | Reduce -4.2% | 3,484,146 | $501.82M | $144.03 | |
| 6 | OSK | Oshkosh Corp (OSK) | 5.13% | Reduce -0.2% | 2,521,296 | $316.75M | $125.63 | |
| 7 | AVTR | Avantor Inc (AVTR) | 3.81% | Add +11.9% | 20,500,653 | $234.94M | $11.46 | |
| 8 | ARW | Arrow Electronics Inc (ARW) | 3.39% | Add +0.1% | 1,899,971 | $209.34M | $110.18 | |
| 9 | BAX | Baxter International Inc (BAX) | 3.31% | Add +70.0% | 10,693,223 | $204.35M | $19.11 | |
| 10 | LEA | Lear Corporation (LEA) | 3.30% | Reduce -1.1% | 1,776,038 | $203.53M | $114.60 | |
| 11 | AVT | Avnet Inc (AVT) | 3.06% | Reduce 0.0% | 3,928,866 | $188.9M | $48.08 | |
| 12 | SLB | SLB LTD (SLB) | 2.90% | New | 4,660,827 | $178.88M | $38.38 | |
| 13 | MRP | Millrose Properties (MRP) | 2.23% | Reduce -0.1% | 4,596,584 | $137.3M | $29.87 | |
| 14 | MTH | Meritage Homes Corp (MTH) | 1.56% | Add +0.8% | 1,465,340 | $96.42M | $65.80 | |
| 15 | NOV | NOV INC (NOV) | 1.46% | Reduce -0.0% | 5,745,138 | $89.8M | $15.63 | |
| 16 | VBIL | Vanguard 0-3M T-Bill ETF (VBIL) | 0.94% | Add +54.5% | 772,725 | $58.29M | $75.43 | |
| 17 | LEN-B | Lennar Corporation - B SHS (LEN/B) | 0.56% | - | 364,059 | $34.63M | $95.12 | |
| 18 | TFX | Teleflex Inc (TFX) | 0.24% | New | 122,079 | $14.9M | $122.04 | |
| 19 | C | Citigroup Inc (C) | 0.06% | Reduce -60.1% | 33,260 | $3.88M | $116.69 | |
| 20 | ICLR | Icon PLC (ICLR) | 0.05% | Reduce -0.1% | 17,394 | $3.17M | $182.22 | |
| 21 | RHI | Robert Half Inc (RHI) | 0.05% | New | 104,700 | $2.84M | $27.16 | |
| 22 | TMHC | Taylor Morrison Home Corp (TMHC) | 0.05% | New | 47,500 | $2.8M | $58.87 | |
| 23 | CRHCF | CRH PLC (CRH) | 0.04% | Reduce -20.0% | 20,000 | $2.5M | No quote | No quote |
| 24 | A | Agilent Technologies, Inc. (A) | 0.02% | - | 10,700 | $1.46M | $136.07 | |
| 25 | JPM | J P Morgan Chase (JPM) | 0.02% | - | 4,000 | $1.29M | $322.22 | |
| 26 | SCHW | Charles Schwab Corporation (SCHW) | 0.02% | Reduce -16.7% | 12,500 | $1.25M | $99.91 | |
| 27 | TEX | Terex Corp (TEX) | 0.02% | Reduce -98.7% | 19,422 | $1.04M | $53.38 | |
| 28 | UNP | Union Pacific Corp (UNP) | 0.01% | - | 2,032 | $470.04K | $231.32 | |
| 29 | G | Genpact LTD (G) | 0.01% | - | 10,000 | $467.8K | $46.78 | |
| 30 | STLA | Stellantis NV (STLA) | 0.01% | - | 36,000 | $392.04K | $10.89 | |
| 31 | GS | Goldman Sachs (GS) | - | Sold | 0 | $0 | No quote | No quote |