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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 25 of 31 rows. Rows without a quote are marked unavailable.

1QGEN 1 11/13/24General Motors Co (GM)CUSIP 35045V10015.37%Reduce -17.5%12,526,135$933.2MNo quoteNo quote
2LENLennar Corporation - A (LEN)15.21%Add +5.3%10,632,131$923.29M$86.8452w: $84.38 - $144.24; reported $86.84
3TOLToll Brothers, Inc. (TOL)12.69%Add +0.8%5,645,309$770.42M$136.4752w: $86.67 - $168.36; reported $136.47
4PHMPulteGroup Inc. (PHM)10.65%Reduce -0.7%5,497,109$646.51M$117.6152w: $88.07 - $144.50; reported $117.61
5DHID R Horton, Inc. (DHI)7.84%Reduce -0.5%3,466,920$475.73M$137.2252w: $110.44 - $184.55; reported $137.22
6OSKOshkosh Corp (OSK)6.14%Add +0.4%2,531,005$372.59M$147.2152w: $76.82 - $180.49; reported $147.21
7ARWArrow Electronics Inc (ARW)4.48%Reduce -0.2%1,895,860$271.89M$143.4152w: $86.50 - $162.61; reported $143.41
8AVTAvnet Inc (AVT)3.98%Reduce -0.2%3,920,512$241.58M$61.6252w: $39.22 - $68.29; reported $61.62
9BAXBaxter International Inc (BAX)3.96%Add +33.8%14,307,688$240.37M$16.8052w: $15.73 - $34.29; reported $16.80
10SLBSLB LTD (SLB)3.95%Add +0.1%4,664,577$239.71M$51.3952w: $31.11 - $54.80; reported $51.39
11ICLRIcon PLC (ICLR)3.65%Add +11412.1%2,002,411$221.59M$110.6652w: $66.57 - $211.00; reported $110.66
12LEALear Corporation (LEA)3.38%Reduce -4.4%1,697,369$205.52M$121.0852w: $73.85 - $142.84; reported $121.08
13AVTRAvantor Inc (AVTR)2.92%Add +10.2%22,593,838$177.14M$7.8452w: $7.26 - $16.29; reported $7.84
14NOVNOV INC (NOV)1.78%Add +0.1%5,751,338$108.18M$18.8152w: $10.84 - $20.86; reported $18.81
15VBILVanguard 0-3M T-Bill ETF (VBIL)1.49%Add +54.8%1,196,425$90.51M$75.6552w: $75.20 - $75.65; reported $75.65
16MTHMeritage Homes Corp (MTH)1.48%Reduce -0.7%1,454,849$89.97M$61.8452w: $58.03 - $84.74; reported $61.84
17LEN-BLennar Corporation - B SHS (LEN/B)0.50%-364,059$30.62M$84.1252w: $81.33 - $137.39; reported $84.12
18TMHCTaylor Morrison Home Corp (TMHC)0.26%Add +469.7%270,608$15.76M$58.2452w: $51.90 - $72.50; reported $58.24
19DNOWDNOW INC (DNOW)0.16%New824,487$9.82M$11.9152w: $10.94 - $17.48; reported $11.91
20CRHCFCRH PLC (CRH)0.03%Reduce -12.5%17,500$1.84MNo quoteNo quote
21AAgilent Technologies, Inc. (A)0.02%-10,700$1.22M$113.9852w: $96.43 - $160.27; reported $113.98
22JPMJ P Morgan Chase (JPM)0.02%-4,000$1.18M$294.1652w: $202.16 - $337.25; reported $294.16
23SCHWCharles Schwab Corporation (SCHW)0.02%-12,500$1.17M$93.9852w: $65.88 - $107.50; reported $93.98
24TEXTerex Corp (TEX)0.01%Reduce -43.8%10,922$645.49K$59.1052w: $31.53 - $71.50; reported $59.10
25UNPUnion Pacific Corp (UNP)0.01%-2,032$493K$242.6252w: $204.66 - $268.14; reported $242.62
26GGenpact LTD (G)0.01%-10,000$372.5K$37.2552w: $34.79 - $50.71; reported $37.25
27STLAStellantis NV (STLA)0.00%Add +2.8%37,000$262.33K$7.0952w: $6.28 - $12.22; reported $7.09
31TFXTeleflex Inc (TFX)-Sold0$0No quoteNo quote
30RHIRobert Half Inc (RHI)-Sold0$0No quoteNo quote
29MRPMillrose Properties (MRP)-Sold0$0No quoteNo quote
28CCitigroup Inc (C)-Sold0$0No quoteNo quote