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 15 of 25 rows. Rows without a quote are marked unavailable.
| 1 | FDX | FedEx Corp (FDX) COMMON | 11.12% | Add +7.8% | 4,383,106 | $296.65M | $67.68 | No quote |
| 2 | MMM | 3M Company (MMM) COMMON | 10.00% | Add +1.2% | 3,715,058 | $266.7M | $71.79 | No quote |
| 3 | APD | Air Products & Chemicals (APD) COMMON | 9.84% | Add +4.2% | 3,437,050 | $262.49M | $76.37 | No quote |
| 4 | IBM | International Business Machines (IBM) COMMON | 8.60% | Reduce -22.1% | 1,311,030 | $229.26M | $174.87 | No quote |
| 5 | UPS | United Parcel Service (UPS) COMMON | 8.54% | Add +8.5% | 3,607,077 | $227.79M | $63.15 | No quote |
| 6 | DVN | Devon Energy Corp (DVN) COMMON | 8.40% | Add +5.1% | 4,039,558 | $223.95M | $55.44 | No quote |
| 7 | LOW | Lowe's Companies, Inc. (LOW) COMMON | 8.04% | Add +78.5% | 11,086,919 | $214.42M | $19.34 | No quote |
| 8 | EQT | EQT Corporation (EQT) COMMON | 6.42% | Reduce 0.0% | 3,207,964 | $171.18M | $53.36 | No quote |
| 9 | BDX | Becton Dickinson & Co (BDX) COMMON | 5.89% | Reduce -36.0% | 2,142,228 | $157.07M | $73.32 | No quote |
| 10 | COL | Rockwell Collins, Inc. (COL) COMMON | 4.43% | Add +0.3% | 2,241,585 | $118.27M | No quote | No quote |
| 11 | TEL | TE Connectivity Ltd (TEL) COMMON | 3.97% | Add +56.6% | 3,766,174 | $105.98M | $28.14 | No quote |
| 12 | WHR | Whirlpool Corp (WHR) COMMON | 2.80% | Add +96.0% | 1,496,046 | $74.67M | $49.91 | No quote |
| 13 | PX | Praxair Inc. (PX) COMMON | 2.48% | Reduce -0.6% | 706,620 | $66.06M | No quote | No quote |
| 14 | EMR | Emerson Electric Company (EMR) COMMON | 2.01% | Add +1.2% | 1,298,325 | $53.63M | $41.31 | No quote |
| 15 | HD | Home Depot Inc. (HD) COMMON | 1.93% | New | 1,566,100 | $51.48M | $32.87 | No quote |
| 16 | A | Agilent Technologies, Inc. (A) COMMON | 1.46% | Add +12.9% | 1,248,670 | $39.02M | $31.25 | No quote |
| 17 | RVTY | Perkinelmer, Inc. (PKI) COMMON | 1.21% | Add +0.4% | 1,681,850 | $32.31M | No quote | No quote |
| 18 | MOLX | Molex Inc. (MOLX) COMMON | 1.14% | Add +0.1% | 1,489,400 | $30.34M | No quote | No quote |
| 19 | BHI | Baker Hughes Inc. (BHI) COMMON | 0.94% | Reduce -68.9% | 543,040 | $25.06M | No quote | No quote |
| 20 | - | RHJ International (RHJIF) COMMONCUSIP 749561205 | 0.35% | Add +10.4% | 1,801,555 | $9.39M | No quote | No quote |
| 21 | PLL | Pall Corporation (PLL) COMMON | 0.14% | New | 88,382 | $3.75M | No quote | No quote |
| 22 | PAA | Plains All Amer Pipeline LP (PAA) COMMON | 0.12% | - | 54,000 | $3.18M | No quote | No quote |
| 23 | MOLXA | Molex Inc. - CL A (MOLXA) COMMON | 0.08% | Add +2.5% | 132,296 | $2.23M | No quote | No quote |
| 24 | UNP | Union Pacific Corp (UNP) COMMON | 0.08% | Reduce -91.4% | 25,490 | $2.08M | $81.68 | No quote |
| 25 | TMO | Thermo Fisher Scientific (TMO) COMMON | - | Sold | 0 | $0 | No quote | No quote |