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 27 rows. Rows without a quote are marked unavailable.
| 1 | FDX | FedEx Corp (FDX) COMMON | 12.36% | Add +0.9% | 4,423,935 | $369.44M | $83.51 | No quote |
| 2 | LOW | Lowe's Companies, Inc. (LOW) COMMON | 10.29% | Add +9.3% | 12,118,454 | $307.57M | $25.38 | No quote |
| 3 | MMM | 3M Company (MMM) COMMON | 9.89% | Reduce -2.7% | 3,615,550 | $295.5M | $81.73 | No quote |
| 4 | APD | Air Products & Chemicals (APD) COMMON | 9.86% | Add +0.7% | 3,459,360 | $294.7M | $85.19 | No quote |
| 5 | DVN | Devon Energy Corp (DVN) COMMON | 9.81% | Add +17.0% | 4,728,016 | $293.14M | $62.00 | No quote |
| 6 | UPS | United Parcel Service (UPS) COMMON | 9.61% | Add +8.8% | 3,923,997 | $287.2M | $73.19 | No quote |
| 7 | BHI | Baker Hughes Inc. (BHI) COMMON | 7.35% | Add +731.9% | 4,517,420 | $219.73M | No quote | No quote |
| 8 | EQT | EQT Corporation (EQT) COMMON | 5.79% | Reduce -1.5% | 3,158,727 | $173.07M | $54.79 | No quote |
| 9 | COL | Rockwell Collins, Inc. (COL) COMMON | 4.36% | Add +5.0% | 2,354,701 | $130.38M | No quote | No quote |
| 10 | TEL | TE Connectivity Ltd (TEL) COMMON | 3.86% | Reduce -0.6% | 3,743,644 | $115.34M | $30.81 | No quote |
| 11 | A | Agilent Technologies, Inc. (A) COMMON | 3.81% | Add +161.2% | 3,261,308 | $113.92M | $34.93 | No quote |
| 12 | HD | Home Depot Inc. (HD) COMMON | 2.94% | Add +33.7% | 2,093,500 | $88.01M | $42.04 | No quote |
| 13 | WHR | Whirlpool Corp (WHR) COMMON | 2.61% | Add +10.1% | 1,646,546 | $78.13M | $47.45 | No quote |
| 14 | PX | Praxair Inc. (PX) COMMON | 2.08% | Reduce -17.5% | 582,880 | $62.31M | No quote | No quote |
| 15 | MOLX | Molex Inc. (MOLX) COMMON | 1.18% | Reduce -0.7% | 1,478,875 | $35.29M | No quote | No quote |
| 16 | RVTY | Perkinelmer, Inc. (PKI) COMMON | 1.14% | Add +1.7% | 1,711,120 | $34.22M | No quote | No quote |
| 17 | EMR | Emerson Electric Company (EMR) COMMON | 1.11% | Reduce -45.1% | 713,192 | $33.23M | $46.59 | No quote |
| 18 | LII | Lennox International Inc. (LII) COMMON | 0.45% | New | 396,800 | $13.39M | $33.75 | No quote |
| 19 | IBM | International Business Machines (IBM) COMMON | 0.37% | Reduce -95.4% | 60,010 | $11.04M | $183.89 | No quote |
| 20 | MHK | Mohawk Industries Inc. (MHK) COMMON | 0.30% | New | 149,100 | $8.92M | $59.85 | No quote |
| 21 | - | RHJ International (RHJIF) COMMONCUSIP 749561205 | 0.29% | Add +4.2% | 1,876,555 | $8.54M | No quote | No quote |
| 22 | BDX | Becton Dickinson & Co (BDX) COMMON | 0.25% | Reduce -95.3% | 101,192 | $7.56M | $74.72 | No quote |
| 23 | PAA | Plains All Amer Pipeline LP (PAA) COMMON | 0.13% | - | 54,000 | $3.97M | No quote | No quote |
| 24 | MOLXA | Molex Inc. - CL A (MOLXA) COMMON | 0.09% | - | 132,296 | $2.62M | No quote | No quote |
| 25 | UNP | Union Pacific Corp (UNP) COMMON | 0.03% | Reduce -64.3% | 9,086 | $963K | $105.99 | No quote |
| 26 | AMIC | American Independence Corp (AMIC) COMMON | 0.02% | New | 150,339 | $582K | No quote | No quote |
| 27 | PLL | Pall Corporation (PLL) COMMON | 0.01% | Reduce -93.2% | 6,000 | $343K | No quote | No quote |