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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 2026-06-06 from SEC 13F data.

Live quotes available for 28 of 31 rows. Rows without a quote are marked unavailable.

1QGEN 1 11/13/24General Motors Co (GM)CUSIP 35045V10020.01%Reduce -34.2%15,178,957$1.23BNo quoteNo quote
2LENLennar Corporation - A (LEN)16.82%Add +4.6%10,094,147$1.04B$102.8052w: $98.42 - $144.24; reported $102.80
3TOLToll Brothers, Inc. (TOL)12.28%Add +0.4%5,603,187$757.66M$135.2252w: $86.67 - $149.79; reported $135.22
4PHMPulteGroup Inc. (PHM)10.52%Reduce -0.6%5,534,428$648.97M$117.2652w: $88.07 - $142.11; reported $117.26
5DHID R Horton, Inc. (DHI)8.13%Reduce -4.2%3,484,146$501.82M$144.0352w: $110.44 - $184.55; reported $144.03
6OSKOshkosh Corp (OSK)5.13%Reduce -0.2%2,521,296$316.75M$125.6352w: $76.82 - $144.30; reported $125.63
7AVTRAvantor Inc (AVTR)3.81%Add +11.9%20,500,653$234.94M$11.4652w: $10.62 - $23.32; reported $11.46
8ARWArrow Electronics Inc (ARW)3.39%Add +0.1%1,899,971$209.34M$110.1852w: $86.50 - $134.74; reported $110.18
9BAXBaxter International Inc (BAX)3.31%Add +70.0%10,693,223$204.35M$19.1152w: $17.40 - $37.74; reported $19.11
10LEALear Corporation (LEA)3.30%Reduce -1.1%1,776,038$203.53M$114.6052w: $73.85 - $119.25; reported $114.60
11AVTAvnet Inc (AVT)3.06%Reduce 0.0%3,928,866$188.9M$48.0852w: $39.22 - $57.24; reported $48.08
12SLBSLB LTD (SLB)2.90%New4,660,827$178.88M$38.3852w: $31.11 - $44.66; reported $38.38
13MRPMillrose Properties (MRP)2.23%Reduce -0.1%4,596,584$137.3M$29.8752w: $19.00 - $36.00; reported $29.87
14MTHMeritage Homes Corp (MTH)1.56%Add +0.8%1,465,340$96.42M$65.8052w: $59.27 - $84.74; reported $65.80
15NOVNOV INC (NOV)1.46%Reduce -0.0%5,745,138$89.8M$15.6352w: $10.84 - $16.96; reported $15.63
16VBILVanguard 0-3M T-Bill ETF (VBIL)0.94%Add +54.5%772,725$58.29M$75.4352w: $75.01 - $75.65; reported $75.43
17LEN-BLennar Corporation - B SHS (LEN/B)0.56%-364,059$34.63M$95.1252w: $94.09 - $137.39; reported $95.12
18TFXTeleflex Inc (TFX)0.24%New122,079$14.9M$122.0452w: $102.58 - $185.94; reported $122.04
19CCitigroup Inc (C)0.06%Reduce -60.1%33,260$3.88M$116.6952w: $55.51 - $122.84; reported $116.69
20ICLRIcon PLC (ICLR)0.05%Reduce -0.1%17,394$3.17M$182.2252w: $125.10 - $228.29; reported $182.22
21RHIRobert Half Inc (RHI)0.05%New104,700$2.84M$27.1652w: $25.22 - $72.10; reported $27.16
22TMHCTaylor Morrison Home Corp (TMHC)0.05%New47,500$2.8M$58.8752w: $51.90 - $72.50; reported $58.87
23CRHCFCRH PLC (CRH)0.04%Reduce -20.0%20,000$2.5MNo quoteNo quote
24AAgilent Technologies, Inc. (A)0.02%-10,700$1.46M$136.0752w: $96.43 - $160.27; reported $136.07
25JPMJ P Morgan Chase (JPM)0.02%-4,000$1.29M$322.2252w: $202.16 - $330.86; reported $322.22
26SCHWCharles Schwab Corporation (SCHW)0.02%Reduce -16.7%12,500$1.25M$99.9152w: $65.88 - $102.28; reported $99.91
27TEXTerex Corp (TEX)0.02%Reduce -98.7%19,422$1.04M$53.3852w: $31.53 - $58.66; reported $53.38
28UNPUnion Pacific Corp (UNP)0.01%-2,032$470.04K$231.3252w: $204.66 - $256.84; reported $231.32
29GGenpact LTD (G)0.01%-10,000$467.8K$46.7852w: $37.49 - $56.76; reported $46.78
30STLAStellantis NV (STLA)0.01%-36,000$392.04K$10.8952w: $8.39 - $14.28; reported $10.89
31GSGoldman Sachs (GS)-Sold0$0No quoteNo quote