Greenhaven Associates
As of Q2 2026, Greenhaven Associates reported 28 long-equity positions worth $8.66B in aggregate.
Copy-investor backtest
- Latest quarter
- +16.39%
- 1-year
- +22.78%
- 3-year
- +55.78%
- 5-year
- +56.69%
- 3-year vs S&P 500
- -9.02%
- 5-year vs S&P 500
- -12.61%
- 5-year top 5
- +45.94%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 17 of 25 rows. Rows without a quote are marked unavailable.
| 1 | MMM | 3M Company (MMM) COMMON | 11.47% | - | 3,238,345 | $267.71M | $82.67 | No quote |
| 2 | FDX | FedEx Corp (FDX) COMMON | 11.19% | - | 3,130,418 | $261.23M | $83.45 | No quote |
| 3 | DVN | Devon Energy Corp (DVN) COMMON | 10.24% | - | 3,251,795 | $239.01M | $73.50 | No quote |
| 4 | A | Agilent Technologies, Inc. (A) COMMON | 9.96% | - | 7,488,525 | $232.67M | $31.07 | No quote |
| 5 | UNP | Union Pacific Corp (UNP) COMMON | 8.23% | - | 3,006,349 | $192.11M | $63.90 | No quote |
| 6 | WMB | Williams Companies (WMB) COMMON | 7.89% | - | 8,737,825 | $184.19M | $21.08 | No quote |
| 7 | APD | Air Products & Chemicals (APD) COMMON | 6.73% | - | 1,939,400 | $157.21M | $81.06 | No quote |
| 8 | PLL | Pall Corp (PLL) COMMON | 4.74% | - | 3,058,531 | $110.72M | No quote | No quote |
| 9 | EQT | EQT Corporation (EQT) COMMON | 4.53% | - | 2,407,067 | $105.72M | $43.92 | No quote |
| 10 | BHI | Baker Hughes Inc. (BHI) COMMON | 4.51% | - | 2,600,476 | $105.27M | No quote | No quote |
| 11 | TMO | Thermo Fisher Scientific (TMO) COMMON | 3.82% | - | 1,869,560 | $89.16M | $47.69 | No quote |
| 12 | COL | Rockwell Collins, Inc. (COL) COMMON | 3.23% | - | 1,361,813 | $75.39M | No quote | No quote |
| 13 | EMR | Emerson Electric Company (EMR) COMMON | 2.47% | - | 1,351,600 | $57.58M | $42.60 | No quote |
| 14 | XRX | Xerox Corp (XRX) COMMON | 2.16% | - | 5,968,161 | $50.49M | $8.46 | No quote |
| 15 | NSC | Norfolk Southern Corp (NSC) COMMON | 2.08% | - | 925,000 | $48.49M | $52.42 | No quote |
| 16 | BDX | Becton Dickinson & Co (BDX) COMMON | 1.70% | - | 504,800 | $39.81M | $78.86 | No quote |
| 17 | RVTY | Perkinelmer, Inc. (PKI) COMMON | 1.43% | - | 1,624,200 | $33.44M | No quote | No quote |
| 18 | HIG | Hartford Financial (HIG) COMMON | 1.22% | - | 1,225,760 | $28.51M | $23.26 | No quote |
| 19 | SPR | Spirit Aerosystems (SPR) COMMON | 0.92% | - | 1,084,100 | $21.53M | No quote | No quote |
| 20 | - | RHJ International (RHJIF) COMMONCUSIP 749561205 | 0.53% | - | 1,632,025 | $12.49M | No quote | No quote |
| 21 | ADP | Automatic Data Processing (ADP) COMMON | 0.32% | - | 173,500 | $7.43M | $42.82 | No quote |
| 22 | PAA | Plains All Amer Pipeline LP (PAA) COMMON | 0.32% | - | 140,000 | $7.4M | No quote | No quote |
| 23 | BRKR | Bruker Corp (BRKR) COMMON | 0.19% | - | 362,500 | $4.37M | $12.06 | No quote |
| 24 | C | Citigroup Inc. (C) COMMON | 0.09% | - | 641,000 | $2.12M | $3.31 | No quote |
| 25 | SSCCQ | Smurfit Stone (SSCCQ) COMMON | 0.04% | - | 3,384,000 | $931K | No quote | No quote |