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 14 of 28 rows. Rows without a quote are marked unavailable.
| 1 | FDX | FedEx Corp (FDX) COMMON | 12.24% | Add +0.4% | 4,441,366 | $408.43M | $91.96 | No quote |
| 2 | LOW | (LOW) COMMON | 11.64% | Add +2.1% | 12,378,129 | $388.43M | $31.38 | No quote |
| 3 | DVN | Devon Energy Corp (DVN) COMMON | 10.11% | Add +0.3% | 4,740,763 | $337.16M | $71.12 | No quote |
| 4 | APD | (APD) COMMON | 9.54% | Add +0.3% | 3,468,085 | $318.37M | $91.80 | No quote |
| 5 | UPS | (UPS) COMMON | 9.48% | Reduce -0.1% | 3,918,045 | $316.27M | $80.72 | No quote |
| 6 | MMM | 3M Company (MMM) COMMON | 9.23% | Reduce -4.5% | 3,452,373 | $307.99M | $89.21 | No quote |
| 7 | BHI | Baker Hughes Inc. (BHI) COMMON | 6.56% | Add +15.4% | 5,214,840 | $218.71M | No quote | No quote |
| 8 | EQT | EQT Corporation (EQT) COMMON | 4.65% | Add +1.9% | 3,217,995 | $155.14M | $48.21 | No quote |
| 9 | A | Inc. (A) COMMON | 4.44% | Add +2.1% | 3,330,418 | $148.24M | $44.51 | No quote |
| 10 | TEL | (TEL) COMMON | 4.20% | Add +1.7% | 3,808,004 | $139.94M | $36.75 | No quote |
| 11 | WHR | Whirlpool Corp (WHR) COMMON | 4.09% | Add +7.8% | 1,774,466 | $136.39M | $76.86 | No quote |
| 12 | COL | (COL) COMMON | 3.35% | Reduce -17.5% | 1,942,641 | $111.82M | No quote | No quote |
| 13 | HD | Home Depot Inc. (HD) COMMON | 3.12% | Reduce -1.3% | 2,066,560 | $103.97M | $50.31 | No quote |
| 14 | PX | Praxair Inc.(PX) COMMON | 1.80% | Reduce -10.2% | 523,417 | $60.01M | No quote | No quote |
| 15 | SWN | (SWN) COMMON | 1.58% | New | 1,721,600 | $52.68M | No quote | No quote |
| 16 | RVTY | Perkinelmer, Inc. (PKI) COMMON | 1.42% | Reduce -0.3% | 1,706,640 | $47.21M | No quote | No quote |
| 17 | MOLX | Molex Inc.(MOLX) COMMON | 1.19% | Reduce -4.5% | 1,411,915 | $39.7M | No quote | No quote |
| 18 | LII | (LII) COMMON | 0.50% | Add +4.2% | 413,510 | $16.66M | $40.30 | No quote |
| 19 | - | RHJ International (RHJIF) COMMONCUSIP 749561205 | 0.33% | - | 1,876,555 | $11.08M | No quote | No quote |
| 20 | MHK | (MHK) COMMON | 0.29% | Reduce -2.0% | 146,100 | $9.72M | $66.51 | No quote |
| 21 | PAA | LP (PAA) COMMON | 0.10% | Reduce -21.7% | 42,300 | $3.32M | No quote | No quote |
| 22 | MOLXA | Molex Inc. - CL A (MOLXA) COMMON | 0.09% | Reduce -5.8% | 124,649 | $2.92M | No quote | No quote |
| 23 | AMIC | Corp (AMIC) COMMON | 0.03% | Add +33.5% | 200,639 | $886K | No quote | No quote |
| 24 | UNP | Union Pacific Corp (UNP) COMMON | 0.02% | Reduce -45.0% | 5,000 | $537K | $107.40 | No quote |
| 25 | PLL | Pall Corporation (PLL) COMMON | 0.01% | - | 6,000 | $358K | No quote | No quote |
| 28 | IBM | International Business Machines (IBM) COMMON | - | Sold | 0 | $0 | No quote | No quote |
| 27 | EMR | Emerson Electric Company (EMR) COMMON | - | Sold | 0 | $0 | No quote | No quote |
| 26 | BDX | Becton Dickinson & Co (BDX) COMMON | - | Sold | 0 | $0 | No quote | No quote |