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.
Get email alerts when Greenhaven Associates files a new 13F — sign in or create a free account.
Updated 2026-06-06 from SEC 13F data.
Live quotes available for 15 of 24 rows. Rows without a quote are marked unavailable.
| 1 | FDX | FedEx Corp (FDX) COMMON | 11.75% | Add +2.4% | 4,064,918 | $385.56M | $94.85 | No quote |
| 2 | MMM | 3M Company (MMM) COMMON | 10.61% | Add +1.1% | 3,672,625 | $348.35M | $94.85 | No quote |
| 3 | APD | Air Products & Chemicals (APD) COMMON | 9.61% | Add +15.9% | 3,299,830 | $315.4M | $95.58 | No quote |
| 4 | DVN | Devon Energy Corp (DVN) COMMON | 9.23% | Reduce -2.3% | 3,845,108 | $303.03M | $78.81 | No quote |
| 5 | IBM | International Business Machines (IBM) COMMON | 8.80% | Add +3.4% | 1,683,380 | $288.78M | $171.55 | No quote |
| 6 | BDX | Becton Dickinson & Co (BDX) COMMON | 8.79% | Add +0.6% | 3,347,014 | $288.41M | $86.17 | No quote |
| 7 | UPS | United Parcel Service (UPS) COMMON | 7.39% | Add +67.5% | 3,324,395 | $242.45M | $72.93 | No quote |
| 8 | EQT | EQT Corporation (EQT) COMMON | 5.13% | Add +21.4% | 3,208,074 | $168.49M | $52.52 | No quote |
| 9 | LOW | Lowe's Companies, Inc. (LOW) COMMON | 4.41% | New | 6,211,769 | $144.8M | $23.31 | No quote |
| 10 | COL | Rockwell Collins, Inc. (COL) COMMON | 4.20% | Add +1.3% | 2,234,759 | $137.86M | No quote | No quote |
| 11 | BHI | Baker Hughes Inc. (BHI) COMMON | 3.85% | Reduce -52.7% | 1,743,615 | $126.52M | No quote | No quote |
| 12 | TEL | TE Connectivity Ltd (TEL) COMMON | 2.69% | Add +23.2% | 2,404,282 | $88.38M | $36.76 | No quote |
| 13 | PX | Praxair Inc. (PX) COMMON | 2.35% | Reduce -1.3% | 710,970 | $77.06M | No quote | No quote |
| 14 | EMR | Emerson Electric Company (EMR) COMMON | 2.20% | Add +0.3% | 1,283,175 | $72.18M | $56.25 | No quote |
| 15 | WHR | Whirlpool Corp (WHR) COMMON | 1.89% | New | 763,200 | $62.06M | $81.32 | No quote |
| 16 | A | Agilent Technologies, Inc. (A) COMMON | 1.72% | Reduce -66.6% | 1,105,970 | $56.53M | $51.11 | No quote |
| 17 | RVTY | Perkinelmer, Inc. (PKI) COMMON | 1.37% | Add +0.3% | 1,674,750 | $45.07M | No quote | No quote |
| 18 | TMO | Thermo Fisher Scientific (TMO) COMMON | 1.34% | Reduce -57.6% | 682,380 | $43.94M | $64.39 | No quote |
| 19 | MOLX | Molex Inc. (MOLX) COMMON | 1.17% | Add +1.3% | 1,488,100 | $38.35M | No quote | No quote |
| 20 | UNP | Union Pacific Corp (UNP) COMMON | 0.94% | Reduce -55.7% | 295,972 | $30.9M | $104.40 | No quote |
| 21 | - | RHJ International (RHJIF) COMMONCUSIP 749561205 | 0.36% | - | 1,632,025 | $11.77M | No quote | No quote |
| 22 | PAA | Plains All Amer Pipeline LP (PAA) COMMON | 0.11% | - | 54,000 | $3.46M | No quote | No quote |
| 23 | MOLXA | Molex Inc. - CL A (MOLXA) COMMON | 0.08% | Reduce -3.7% | 129,101 | $2.77M | No quote | No quote |
| 24 | PLL | Pall Corp (PLL) COMMON | - | Sold | 0 | $0 | No quote | No quote |